As an Administrator, you can configure an output process to create multiple projects so that it creates a project for each primary contact identified by a query associated with the project process output. For example, you might want to identify contacts who respond to an initial request and, therefore, warrant additional one-on-one marketing efforts.
A Process Manager Administrator can create multiple projects by defining, editing, or selecting a query and an project process output. If you are licensed for Campaign Management, you can also associate a source code with the projects.
To create multiple projects from Process Manager
1. Select Process Mgr > Set up module and click the Project Process Outputs tab.
2. Select New Object > Project Process Outputs.
3. Use Save As... to copy an output process or create a new one:
□ Click New Object.
□ Select the Definition tab.
□ Enter the Name and (optional) Description.
□ From the dropdown list, select the Process Type.
4. Browse to select the Query.
5. (optional) If you are licensed for Campaign Management, browse to select the Source Code.
6. Click Save and select the location or use the default location.
7. Click OK.
8. Click Run.
A message displays noting that the process has been submitted or indicating an error.
A new project is automatically generated for each primary or key contact identified by the query.
Every time you run the output process, it generates projects. To avoid creating duplicate projects, be careful not to run the same query and the same project process output engine more than once, or, ensure that your query is excluding already opened projects.