Analyzing the quality of your flowchart selections

As you create a marketing campaign flowchart, you can use flowchart cell reports to analyze the accuracy of each process. Flowchart cell reports provide information about which IDs are selected and how each downstream process affects the list of selections.

Before you begin

To access cell reports, you must have permission to edit or review flowcharts and view or export cell reports. See the HCL Campaign Administrator's Guide for information about cell report permissions for the system-defined Administrative Role.

About this task

Some reports examine each cell, or list of identifiers, that a data manipulation process (Select, Merge, Segment, Sample, Audience, or Extract) generates as output. Other reports show the flow of data throughout the flowchart, from one process to the next. By analyzing cell data, you can refine your selections and identify possible errors. You can also confirm that each process is producing the output that you expect. For example, the Cell Content report shows the field values, such as names, phone numbers, and email addresses, for each ID in the cell.

Procedure

  1. Open a flowchart in Edit mode.
  2. Click Reports Bar chart icon in flowchart toolbar in the flowchart toolbar.
  3. Select a report from the list to perform the appropriate action.