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Using the Program Flow

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The logical flow for both single-stage and multistage programs is designed using the Program Flow view. In this view, you graphically define the program's single-stage or multistage logic by dragging and dropping program components such as stages, segments, lists, and campaigns into the workspace.

You can manually execute the program from this view. Use the right click-menu to generate a snapshot, load a campaign, and launch a campaign. You can automatically execute the program by scheduling the program. You use the calendar in the Program Schedule view to automatically invoke the workflow process and execute the server tasks.

Before setting up the Program Flow, verify that the following tasks have been completed:

Define segments and associate them with the same hierarchy as the program.
Define campaigns and associated offers.
Identify internal lists that will be associated with the program.

The Program Flow view displays the selected program's details and the interactive workspace with a palette of objects representing program elements such as stages, segments, campaigns, and internal lists. To set up a program flow, perform the following tasks:

Adding a Stage to the Program
Using Repeating Stages Within a Program
Assigning Segments to a Stage
Adding a Campaign Plan to a Stage
Adding Imported or Internal Lists to a Campaign
Enabling Multistage Segmentation and Targeting Using Campaign History

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