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  • HCL® Contact Optimization v11.1 documentation
  • Release Notes
  • HCL Contact Optimization Installation Guide
  • HCL Contact Optimization Upgrade Guide
  • HCL® Marketing Software Fast Upgrade
  • HCL Contact Optimization User's Guide
  • HCL Contact Optimization Troubleshooting and Tuning Guide
  • HCL Contact Optimization System Tables Data Dictionary
  • Glossary
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  2. HCL Contact Optimization User's Guide

    HCL® Contact Optimization is a web-based extension of HCL Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.

  3. About Contact Optimization

    HCL® Contact Optimization is a web-based extension of HCL Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.

  4. Contact Optimization key concepts

    This section describes some of the key concepts you need to understand before you work with Contact Optimization.

  • HCL Contact Optimization User's Guide

    HCL® Contact Optimization is a web-based extension of HCL Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.

    • About Contact Optimization

      HCL® Contact Optimization is a web-based extension of HCL Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.

      • Advantages of using Contact Optimization

        Use Contact Optimization to take a large set of targets and compare them to a complex set of rules to find the best candidates for a particular offer.

      • About the Contact Optimization data flow

        Contact Optimization works by taking a list of proposed contacts from one or more Campaign flowcharts, applying rules to the proposed list, and generating an optimized list of contacts.

      • About Campaign

        Campaign is a web-based HCL® Marketing Software solution you use to design, run, and analyze direct marketing campaigns.

      • Campaign key concepts

        Before you use Contact Optimization, be familiar with the following Campaign concepts.

      • Contact Optimization key concepts

        This section describes some of the key concepts you need to understand before you work with Contact Optimization.

        • Proposed Contacts Table

          The proposed contacts table (PCT) is the list of contacts, associated offers, channels, contact dates, and scores to which Contact Optimization applies optimization rules and constraints. After Contact Optimization sorts through the PCT by using the rules and constraints you create, it produces the list of optimized contacts.

        • Optimized Contacts Table

          The optimized contacts table (OCT) is the list of optimized contacts and associated offers that Contact Optimization produces after it applies rules and constraints to the PCT.

        • Optimization period

          The optimization period is the elapsed time between the earliest proposed contact and the latest proposed contact.

        • Contact Optimization template table

          A database table that you create to include user-defined columns in the PCT for reference by one or more optimization rules.

        • Contact Optimization session

          In a Contact Optimization session, you define the rules that Contact Optimization uses to include or eliminate contacts and their associated offers from the PCT.

        • Optimization rules and constraints

          The criteria by which the set of final contacts (the OCT) is determined. You can define multiple rules and constraints within a single optimization, which apply to all campaigns that participate in the Contact Optimization session.

      • Overview of using Contact Optimization

        The following steps outline how to use Contact Optimization to determine the overall optimal communication strategy across campaigns.

      • Contact Optimization in a multi-locale environment

        You can use Contact Optimization in a multi-locale environment, but there are a few caveats.

    • Getting started with Contact Optimization

      Contact Optimization can optimize your marketing campaign and improve response from customers, but only if you know what you want to optimize. You need a plan, the data to support the plan, and an implementation method.

    • Contact Optimization sessions

      A Contact Optimization session is a combination of rules and scores that apply to a set of proposed contacts.

    • Optimization rules

      HCL® Contact Optimization uses the rules and scores you define in your Contact Optimization session to mathematically determine the best combination of final contacts you use across your marketing campaigns.

    • Setting up scores

      You use scores in HCL® Contact Optimization to rank possible offers for each customer using a patent-pending optimization algorithm. The higher the score you assign to a contact, the more desirable you are making that contact. Contact Optimization maximizes the sum of scores in the OCT.

    • Generate a list of proposed contacts

      The optimization process involves generating a list of proposed contacts in HCL® Campaign and sending these contacts to HCL Contact Optimization to produce optimized contacts.

    • Use optimized contacts in marketing campaigns

      After you optimize the proposed contacts, you must retrieve the optimized contacts from HCL® Contact Optimization to send marketing communications to these contacts.

    • Viewing Reports

      For each production run or test run, HCL® Contact Optimization generates a number of reports. These reports help you understand what happened during the optimization process by providing analyses pre- and post-optimization.

    • Administering Contact Optimization

      There are many aspects of HCL® Contact Optimization you can configure to improve performance.

    • Optimize configuration properties

      This section describes the HCL® Contact Optimization configuration properties that are found on the Configuration page.

Contact Optimization key concepts

This section describes some of the key concepts you need to understand before you work with Contact Optimization.

  • Proposed Contacts Table
  • Optimized Contacts Table
  • Optimization period
  • Contact Optimization template table
  • Contact Optimization session
  • Optimization rules and constraints
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