Select optimized contacts

To bring the optimized contacts into Campaign, you must create a flowchart with an Extract process. An Extract process is the only way to retrieve optimized contact transactions back from a Contact Optimization session.

Use the Extract process to perform the following actions:

• Select the package or packages that contain the optimized contacts you want to include in your marketing campaign.
• Further filter the optimized contacts by any Proposed Contact Table (PCT) or Optimized Contact Table (OCT) field you created. For example, you run a weekly campaign that is optimized only monthly. You can retrieve only those optimized transactions that need to be delivered that week by extracting using the ContactDate.
• You cannot substitute the Extract process with another data manipulation process such as the Select or Audience process. The Extract process allows you to retrieve only those optimized transactions that are needed from Contact Optimization that you submitted into the Contact Optimization session. These transactions are typically scoped by campaign, flowchart, and Optimize process, and possibly by other criteria such as channel or date. Another data manipulation process would retrieve by Audience IDs, incorrectly including optimized transactions that have nothing to do with a particular campaign. That is, surviving contact transactions to the same individuals submitted by another campaign.

For general information about configuring the Extract process, see the HCL® Campaign User's Guide.