Contact Optimization operates as part of the HCL® Marketing Software suite of products. Contact Optimization version 11.1 requires HCL Campaign 11.1.

The following new feature has been added in Contact Optimization 11.1.

This section describes the fixed defects in the 11.1 version of HCL® Contact Optimization.

This section lists known issues in Contact Optimization 11.1.

This section lists known limitations in Contact Optimization 11.1.

The Installation Guide provides detailed information about installation and configuration. Use the Installation Roadmap section to obtain a broad understanding about using the Installation Guide.

When you plan your Optimize and Attribution Modeler installation, you must ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.

You must run the HCL® Marketing Software installer to start the installation of Optimize. The HCL Marketing Software installer starts the Optimize installer during the installation process. Make sure that the HCL Marketing Software installer and the product installer are saved at the same location.

Contact Optimization does not have a stand-alone web application. Configure Contact Optimization after you install, configure, deploy, and verify your installation of Campaign.

In the Campaign family of products, partitions provide a way to secure the data that is associated with different groups of users. When you configure Campaign or a related HCL® Marketing Software application to operate with multiple partitions, users can see each partition as a separate instance of the application. There is no indication that other partitions exist on the same computer.

Run the Optimize and Attribution Modeler uninstallers to uninstall Optimize. When you run the Optimize uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.

The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.

An upgrade of Marketing Software is complete when you upgrade, configure, and deployupgrade and configure Marketing Software. The Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing Software.

Upgrade your installation of Contact Optimization after understanding the guidelines that are specific to your current version of Contact Optimization.

You can upgrade Contact Optimization by overwriting your existing Contact Optimization installation.

Contact Optimization does not have a stand-alone web application. Configure Contact Optimization after you install, configure, deploy, and verify your installation of Campaign.

Run the Optimize and Attribution Modeler uninstallers to uninstall Optimize. When you run the Optimize uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.

The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.

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.

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.

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

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.

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.

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.

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

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.

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

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

There are common configuration issues that can interfere with running Contact Optimization. There are many more complex situations with a mixture of configuration settings, rule configuration, and data that might cause unexpected results in your Contact Optimization session. The following sections provide details on troubleshooting and fixing these scenarios.

Keep in mind these points when you make data or configuration decisions, if you are concerned about performance.

The HCL® Contact Optimization system tables document is intended to help your company understand the HCL Contact Optimization data model for integration purposes.

The system table reference provides details on each of the HCL® Contact Optimization system tables. The data types that are indicated in the following tables are generic types that may be different in your HCL Contact Optimization installation, depending on the database that is used for the system tables. The HCL Contact Optimization system tables are stored in a database that was created before the HCL Contact Optimization installation. The database can have any name. The ODBC or native connection provides a connection to the database.