Create schedule and forecast names and configure date settings

In the Naming Conventions area of the Scheduling Unit page, create default name formats for the scheduling unit’s forecasts and schedules and determine the date pattern used when Interaction Optimizer displays the schedule or forecast.

Note: The ^ symbol in the Forecast and Schedule fields acts as a placeholder for the date pattern you choose in the Date pattern drop-down list. Move this character wherever you want the date to appear in the forecast or schedule name.

1. Set up naming conventions for forecasts:

• In the Forecast field, type a unique name for the forecast.

• Move the ^ character to the location where you want the date format to appear.

2. Set up naming conventions for schedules:

• In the Schedule field, type a unique name for the forecast.

• Move the ^ character to the location where you want the date format to appear.

3. Click the arrow at the end of the Date format drop-down list and select the date format for Interaction Optimizer to use when it displays the schedule or forecast.

4. Click Save.

For more information about specifying forecast data, see the Related Topics.