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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.
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.
Rule types
Optimization rules fall into one of three categories: Capacity, Exclude/Include, and For Each Customer (FEC).
The Custom Capacity rule
The Custom Capacity rule allows you to build your own constraints that are based on the sum or average of a column in your PCT.

Custom Capacity rule

The Custom Capacity rule allows you to build your own constraints that are based on the sum or average of a column in your PCT.

This rule is flexible and can be used in many situations. For example, you can use this rule to keep a Contact Optimization session within a budget. Create a Custom Capacity rule where the sum of a CostPerOffer column in the PCT must be less than or equal to 10,000. This rule defines that all the offers given out must cost less than $10,000.

You can also use this rule to limit the range of offers given out. For example, create a Custom Capacity rule where the average of the APR of the offer is greater than or equal to 7. This rule ensures that you do not give out too many offers with a low APR.