Target control spreadsheet and post-optimization flowcharts

You can use the TCS to manage the cell codes for your optimized contacts.

If you link cells created in your flowchart to cells defined top-down in the TCS in your pre-optimization flowchart, you cannot link to the same cells in your post-optimization flowchart. You can link to new cells in one of two ways:

  • Bottom-up-Connect the Extract process to a process that generates bottom-up target cells in the TCS.
  • Top-down-Copy the TCS rows and link them in a process in your post-optimization flowchart.

For more information about using the TCS, see the HCL® Campaign User's Guide.

If you are using the TCS in a HCL Marketing Operations campaign project, the TCS must contain a row entry for each cell input into the contact process, such as the Mail List process. Each cell in the flowchart must be linked to a TCS and all linked rows must be approved before running the post-optimization flowchart in production.

  • If you are using a single Extract process box (extracting optimized contacts for campaign X) connected to a contact process, you must create a top-down cell link from the TCS to run the flowchart in production.
  • If you segment the extracted cell or use a Sample process to create hold-out control cells, then each of the input cells into contact processes must be linked from top-down cells. If you resegment these cells into the same segments and offers as when you submitted the proposed contacts, you can copy the TCS rows that are used in the proposed contacts flowchart. You can then associate them to the corresponding cells in the post-optimization flowchart. Each cell can have a different cell name and code.
  • For the TCS rows linked to cells in the post-processing flowchart using optimized offers from Contact Optimization, no offers need to be assigned. Any assigned offers are ignored.

For more information about using the TCS with a Marketing Operations campaign project and a post-optimization flowchart, see the HCL Marketing Operations and Campaign Integration Guide.