Optimizations

An optimization is a set of contact rules, constraints, or priorities that can match company rules about contacting customers. An optimization can refine segmentations for optimal effectiveness. You create and maintain optimizations in the Optimization List module.

You can apply an optimization to a segmentation in 2 ways:

You can use an optimization more than once in the same segmentation. You can use an optimization in multiple segmentations in the same universe, and in multiple activities. An optimization can run in all the optimize segments that are configured to use it, according to the schedule on the Schedule tab. Or, an optimization can run in a segmentation when the segmentation runs. When you run the counts for a segmentation, the process ignores any optimize step that has a batch optimization method and runs as if all of the subjects pass the optimization.

Key Fields

Details

Field Description

Name

Type a name for the optimization.

Status

Select whether to make the optimization available to all the segmentations in the universe.

Universe

Select the universe for which to create the optimization. After you save the optimization, you cannot edit this field.

Connection Group

Select the connection group to use to access the universe for the purpose of running the optimization.

Context

Select the context for which to create the optimization. After you save the optimization, you cannot edit this field.

Last Run Date

This field indicates the last time the optimization was run. The time is displayed according to the user's default time zone, set when the user was added.

Note:
Prior to version 9.03, the field displayed the time in GMT time.

Additional Fields, Sections, and Tabs

Your system administrator can create additional fields for some objects and make them available for certain system types. Additional fields appear on the Details tab in the Additional Details section or in other sections or on other tabs that the system administrator creates.

For more information about an additional field, section, or tab, contact your system administrator. For more information about additional fields in general, see Additional Fields.

Variables

This tab shows the attributes available for building rules.

Universe Attributes

In this section you select the universe attributes to use to create rules for the optimization. Only attributes from tables with a one-to-one relationship to the Primary Table are available.

List Attributes

In the List Attributes section, you define attributes to use to create rule. When you configure the optimize tool, you can map attributes you create here to the tool. In the History Lists module, you can map attributes you create here to attributes in historical transactions.

Field Description

Title

Type a title for the attribute.

Type

Select the type of data the attribute contains.

Schedule

If the optimization is used in an optimize segment set to batch processing, the optimization runs according to the schedule on this tab.

If the optimize segment is set to immediate processing, the optimization runs when the segmentation runs, if the segmentation's schedule is configured to include the processing of optimize segments.

Field Description

Title

Type a title for the schedule.

Logging Level

Select how much information to record in the log when the optimization runs.

Restart on Failure

Select whether to restart the processing again if it fails.

Server Machine

This field indicates the name of the server that is processing the optimization.

Schedule Status

This field indicates the schedule's current condition.

Automatic Notification

Select whether to send a notification if the processing of the schedule fails.

Notification Email Address

This field appears if the Automatic Notification field is set to Yes.

Type the email addresses to which to send automatic notifications.

Email On Success

This field appears if the Automatic Notification field is set to Yes.

Select whether to send a notification when the schedule successfully completes.

Schedule Options

Field Description

Schedule Type

Select when the optimization runs. These are the schedule types:

  • Immediate

    When the schedule is started, the optimization runs once.

  • Once

    If the schedule is started, the optimization runs once on the date and at the time you specify.

  • Recurring

    If the schedule is started, the optimization runs repeatedly, according to the schedule you specify.

  • Triggered

    If the schedule is started, the optimization runs as soon as another schedule, which you designate as the triggering schedule, is run.

Recurrence Start

This field appears if the Schedule Type field is set to Recurring.

Select the date, and enter the time, when the recurring schedule begins.

Triggered Jobs

This field indicates the schedules this schedule triggers.

Triggered By

This field appears if the Schedule Type field is set to Triggered.

Select the schedule that triggers this schedule.

Start

This field appears if the Schedule Type field is set to Once.

Select the date, and enter the time, to start running the optimization.

Recurrence Pattern

This field appears if the Schedule Type field is set to Recurring.

Select the frequency with which the optimization runs.

Time Zone

This field appears if the Schedule Type field is set to Once or Recurring.

Select the time zone.

Recurrence End

This field appears if the Schedule Type field is set to Recurring.

Select the date, and enter the time, when the recurring schedule ends.

Access List

The access list limits who can view and edit an object. The access list contains the names of users and groups and their access levels. At least 1 user must always be able to edit an optimization.

A user needs to be on the access list at the appropriate level and have the appropriate rights. For example, if a user is on the access list at the edit level, he must also have the Optimization, Edit right to be able to edit the optimization. The user who creates the optimization is automatically on the access list at the edit level.