Summary:
This article provides an overview of the structured workflow in Insight Studio Configurator, including configuration approval, configuration management, bulk audience uploads, and Associate execution. It explains how configurations move from creation and review to activation and execution in My Insights.
Table of Contents:
How does the approval workflow work in Insight Studio Configurator?
How can Managers and Directors/VPs access and manage configurations?
What audience types can be uploaded in bulk?
How do Associates access and act on insights from approved configurations?
Question 1: How does the approval workflow work in Insight Studio Configurator?
Answer: Vendor Managers can create and submit configurations for Director/VP review. A configuration must be approved before it can be activated, ensuring that initiatives are reviewed and authorized before they become available for execution.
Question 2: How can Managers and Directors/VPs access and manage configurations?
Answer: Managers and Directors/VPs can access configurations through a centralized landing page. This provides a single location to view and manage configurations, with greater visibility into active and pending initiatives.
Question 3: What audience types can be uploaded in bulk?
Answer: Vendor Managers can upload Vendors, Customers, and End Customers in bulk when defining inclusion and exclusion criteria. This simplifies audience management and makes it easier to configure targeted programs at scale.
Question 4: How do Associates access and act on insights from approved configurations?
Answer: Once a configuration is approved and activated, the resulting insights become available to Associates in My Insights. Associates can use these insights to take action and track their execution progress, helping them manage and monitor the outcomes of configured initiatives.