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 selection the properties for the selection can be edited.
The selection name and description can be modified by clicking the symbol behind the name/description. Note that, when renaming a selection, the selection name 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. See ‘Create new selection flowchart based on a template‘ for more details on creating 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.
Contacts registered when executing an output block can be deleted on selection level. Contacts can be deleted in the selection settings. All contacts that have been registered for the corresponding selection will be deleted.
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.