Use AutoChart

The AutoChart feature allows you to chart multiple faces to a segment based on what inventory attribute is assigned to the face and the segment that you are charting. AutoChart assigns one face per site.

To use AutoChart:

Static Campaigns

  1. Access Operations in the top-left menu, click the Charting tab, and then the Campaigns tile.
  2. Campaigns

    If you viewed the campaign recently, it might be in the recently viewed entries beneath the Campaigns tile.

    This presents the filter search window.

  3. Locate the needed campaign.
  4. Open the campaign record.
  5. Click the Segments tab in the left navigation bar.
  6. Segments

  7. Select one or more segments.
  8. Click the Available Actions button button.
  9. In the menu that is displayed, select Autochart.
  10. Autochart

    The AutoChart window is displayed.

    Autochart

  11. In the General Settings section, set the number of faces to AutoChart.
  12. If you have a target criteria value set at the segment levels:

    • You can put a number that is less than the target criteria value and it will pick the number that you asked.
    • You can put a number much higher than the target criteria value and it will only chart up to the target criteria value.
  13. In the Attributes section, select the inventory attribute(s) that you want to chart.
  14. You can add a mixture of different attributes with different percentages, as long as all the percentages add up to a total of 100%.

    Autochart Attributes

  15. Click the AutoChart button.
  16. The AutoChart feature adds the face bookings, one per site.

    Autochart Face Bookings

    Autochart completed

    Autochart done

See Also: