After opening a selection the ‘Dashboard’ is shown, by default. Use the ‘drops’ on top of the screen to navigate to other details for the selection. The order of the drops can be personalized by the user.
Right click on one of the drops and use the context menu to move it to the desired position. The screen that is positioned in the first position is the screen that is opened when opening a selection from the Selections screen. By default this is the dashboard screen.
The widgets on the selection ‘Dashboard’ show data specific for the selected selection.
See ‘Home Screen‘ for more details on editing / removing widgets.
On the ‘Properties’ screen for a campaign the properties for the campaign can be edited.
The selection code and description can be modified by selecting “Rename” in the function list on the right side of the screen. Note that, when renaming a selection, the selection code must be unique.
An existing selection flowchart can be assigned to a different campaign by clicking the symbol behind the campaign name. Select an existing campaign in the pop-up window in order to move the selection to this campaign.
Create selection template
Click the ‘Create template’ button to create a template of the selection. This template can be used as input for a new selection (Create selection based on a template).
A selection can be removed by clicking the “Delete” button on the bottom of the properties window.
After showing a confirmation window the selection will be deleted. Deleting a selection is only possible when no contacts have been created in the selection.
Follow / unfollow selection in TC app
Use the button ‘Follow’ or ‘Unfollow’ in order to follow / unfollow a selection in the TC app. When a selection is followed you are able to edit the period for which statistics are shown in the app.
The ‘Runs’ screen provides an overview of all the runs in the selection. Use the filters on the left to search for a specific run within the selection.
The ‘Schedules’ screen provides an overview of all active schedules within the campaign.
See ‘Schedule‘ for more information on (active) schedules.
The ‘Statistics’ screen provides an overview of the statistics for all the runs within the selection.
See ‘Reports‘ for a detailed explanation on the statistics.
The flowchart screen shows the selection flowchart.
See Building blocks for an explanation on creating and the functionality of a selection flowchart.