Flowchart designers assign offers to cells by configuring a contact process in a
flowchart. A cell is a list of customers who you want to contact with a specific offer.
A target cell is a cell that has an offer assigned to it. You can optionally exclude
control groups from contact, for analysis purposes.
Before you begin
Before you begin, you must create an offer so it is available for assignment. You can also
choose to associate offers with campaigns by using the campaign
Summary tab.
Offers that are associated with a campaign appear at the top of selection lists as "relevant"
offers.
About this task
Note: If Campaign is integrated with Marketing Operations, use Marketing Operations to assign offers to output cells in the
target cell spreadsheet form of a campaign project. You cannot assign offers in a contact process
unless you are working with legacy campaigns.
Follow these steps
to assign offers to cells in a flowchart.
Procedure
- Open a campaign and click a flowchart tab.
- Click Edit in
the flowchart window.
- Double-click the contact process, such as Mail list or Call list, which contains the recipients
for your offer.
- Use the Treatment tab to assign
at least one offer to each cell.
- Click the Parameters tab to see
the names and values of each parameterized offer that was assigned
on the Treatment tab and to adjust the offer
parameter values.
Depending on how the offer was defined, you might be able to select values from a list. For
example, if a Mail list process includes a discount offer, you might see the values 10%, 15%, 20%.
If a list of values appears, the configuration setting Campaign | partitions | partition[n] | server |
flowchartConfig | disallowAdditionalValForOfferParam determines whether you can specify
more values or whether you are restricted to selecting values from the list.
Note: If you edit an offer to change a parameter value after assigning the offer, the original value
continues to be used in any assigned offers. This behavior prevents unintentional changes of
attribute values for offers that have already been assigned. For example, say you assign an offer
that has a Cost Per Offer value of $1.00. Later, someone edits the offer on the Offer Summary page
and changes the value to $1.99. The Assigned value on the Parameters tab of
the Mail list or Call list remains set to its original value of $1.00. To update the value, you must
explicitly remove and then re-add the offer on the Treatment tab: Select the
Target cell, click Assign offers, and remove the offer. Select a different
tab, then select the Treatment tab again and reassign the offer. Now when you
select the Parameters tab, the edited value ($1.99) appears.