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Unica Campaign v12.0 documentation
Welcome to the Unica Campaign v12.0 documentation, where you can find information about how to install, administer, and use Unica Campaign.
Unica Campaign 12.0 system requirements and compatibility
Unica Campaign is part of the Unica suite of products. Unica Campaign version 12.0 requires Unica Platform 12.0.
New features and changes in version 12.0
Unica Campaign 12.0 includes a number of new features and changes. These are listed underneath.
Fixed defects in Unica Campaign and Optimize 12.0
The following defects were fixed in Unica Campaign 12.0.
Known issues in Unica Campaign 12.0
Unica Campaign 12.0 includes the following known issues.
Known issues in Optimize 12.0
Known limitations in Unica Campaign 12.0
Unica Campaign 12.0 includes the following known limitations.
Known limitations in Unica Optimize 12.0
An installation of HCL Unica products is complete when you install, configure, and deploy the HCL Unica products . The Installation Guide provides detailed information about installing, configuring, and deploying the products.
Installation overview
An installation of HCL Unica products is complete when you install, configure, and deploy the HCL Unica products . The Installation Guide provides detailed information about installing, configuring, and deploying the products.
Planning the Unica Campaign Installation
When you plan your Unica Campaign and Unica Optimize installation, you must ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.
Preparing data sources for Unica Campaign
The Unica Campaign runtime environment uses data sources to store user and interaction data.
Installing Unica Campaign and Unica Optimize
You must run the Unica installer to start the installation of Unica Campaign and Unica Optimize. The Unica installer starts the product installer during the installation process. Make sure that the Unica installer and the product installer are saved at the same location.
Configuring Unica Campaign and Unica Optimize before deployment
Before you deploy, create and populate the Unica Campaign , Unica Optimize, and IBM eMessage system tables and register Unica Campaign, Unica Optimize, and IBM eMessage manually.
Deploying the Unica Campaign web application
You can deploy the Unica Campaign web application by using an EAR file or you can deploy the individual WAR files.
Configuring Unica Campaign and Unica Optimize after deployment
After you deploy Unica Campaign, you must verify that the Unica Campaign listener is running, set up the Unica Campaign system user, set Unica Campaign configuration properties, and verify the Unica Campaign installation.
Configuring multiple partitions for Unica Campaign
In the Unica family of products, partitions provide a way to secure the data that is associated with different groups of users. When you configure Unica Campaign or a related Unica application to operate with multiple partitions, users can see each partition as a separate instance of the application. There is no indication that other partitions exist on the same computer.
Configuring multiple partitions for Unica Optimize
In the Unica family of products, partitions provide a way to secure the data that is associated with different groups of users. When you configure Unica Campaign or a related Unica application to operate with multiple partitions, users can see each partition as a separate instance of the application. There is no indication that other partitions exist on the same computer.
Configuring multiple partitions in eMessage
Configure multiple partitions in IBM eMessage to isolate and secure data for different groups of IBM eMessage users. As each partition has its own set of configuration properties, you can customize IBM eMessage for each group of users.
Unica Unica Platform utilities
This section provides an overview of the Unica Platform utilities, including some details that apply to all the utilities and which are not included in the individual utility descriptions.
Uninstalling Unica Campaign and Unica Optimize
Run the Unica Campaign and Unica Optimize uninstaller to uninstall Unica Campaign and Unica Optimize. When you run the uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.
Unica Campaign web application clustering
You can configure the Unica Campaign web application (J2EE application) in a cluster by completing additional tasks during the Unica Campaign installation.
Installing a clustered listener environment
Follow these instructions if you want to install a clustered listener configuration. A listener cluster is a set of two or more listeners that act as a unit to provide load balancing and high availability. Unica Campaign listener clusters are Active-Active; meaning each node serves requests using the load-balanced approach. Each Unica Campaign listener provides an interface between front-end clients (such as the Unica Campaign web application) and back-end analytical server processes.
Upgrade Guide
Use the upgrade roadmap to quickly find the information that you need for upgrading Unica Campaign and Unica Optimize.
Fast Upgrade Guide
Unica Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.
Unica Campaign overview
Unica Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.
Creating and managing campaigns
One of the first things you do in Unica Campaign is to create a marketing campaign to identify your objective. Each campaign is defined by its business objective, initiative, and effective date range. A campaign always consists of at least one flowchart, where you select recipients and assign offers. You can create, view, edit, delete, and perform similar operations on marketing campaigns.
Designing flowcharts
Unica Campaign flowcharts define the campaign logic. Each campaign consists of at least one flowchart. A flowchart performs a sequence of actions on data that is stored in your customer databases or flat files.
Flowchart management
Unica Campaign flowcharts define the campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.
Offer management
Offers are specific marketing communications that you send to particular groups of people, using one or more channels. Each offer is based on an offer template that a Unica Campaign administrator defines.
Target cell management
A cell is a group of people that you want to target, such as high value customers. A target cell is a cell that has an offer assigned to it.
Contact history
Unica Campaign maintains contact history to record information about offers that are sent to contacts. History is also recorded about control cells, to identify customers who are purposely not sent the offer.
Unica Campaign response tracking
Use the Response process in a flowchart to track the actions that occur after a campaign. When you run the Response process, data is recorded in the response history tables and is available for the Unica Campaign performance reports.
Stored objects
If there are campaign components that you use frequently, you can save them as stored objects. Reusing stored objects across flowcharts and campaigns saves time and ensures consistency.
Session flowcharts
Sessions provide a way to create persistent, global "data artifacts" for use in all campaigns. Each session contains one or more flowcharts. Running a session flowchart makes the outcome of the session (the data artifacts) available globally to all campaigns.
Unica Campaign reports overview
Unica Campaign provides reports to aid in campaign and offer management.
Special characters in Unica Campaign object names
Some special characters are not supported in any Unica Campaign object names. In addition, some objects have specific naming restrictions.
Packaging flowchart files for troubleshooting
If you need help from HCL to troubleshoot a flowchart, you can automatically collect relevant data to send to the Technical Support.
Administrator Guide
The Settings menu provides access to most of the tasks that Unica Campaign administrators typically perform.
System Tables
The Unica Campaign System Tables document is intended to help you understand the Unica Campaign data model for integration purposes.
Performance depends on many factors, including your database and web server configuration, network connectivity and other configurations.
Troubleshooting Unica Campaign
Use these topics to help troubleshoot performance and other issues.
Tuning Guide
Unica Campaign provides documentation and help for users, administrators, and developers.
Use the Campaign REST API to manipulate campaigns, offers, offer lists, attributes, and target cell objects.
SOAP API Specification
The Unica Campaign SOAP API specification defines version 3.0 of the Application Programming Interface, also referred to as Unica CampaignServices. This specification is delivered as part of the Unica CampaignServices Software Developer's Tookit (devkits) installed with Unica Campaign.
REST API Guide
Use the Unica Campaign REST API to manipulate campaigns, offers, offer lists, attributes, and target cell objects.
Validation PDK Guide
Use the Validation Plug-in Developer's Kit (PDK) to develop custom validation logic for use in Unica Campaign.
Macros for HCL Unica
Macros can be used in Unica Campaign and Unica Interact to enhance your flowcharts.
There are several basic concepts that can help you understand how to use Unica Campaign to create and manage marketing campaigns.
Executive Summary
HCL Unica Support in the GDPR Context
HCL Unica provides GDPR support for the following Unica products:
Unica Campaign - GDPR – General Technical Aspect of The Right of Erasure
Unica Campaign provides the gdpr_purge.bat/sh utility. Unica Campaign users may use this utility to generate delete statements for customers' records that are required to be erased from the Unica Campaign system. These delete statements are generated for the Unica Campaign system tables. Customer records that are required to be erased are provided in an input file and the output is the generated delete statements. We have listed the Unica Campaign system tables in which customer data may reside (for which delete statements are generated) in the following two sections.
Procedure: High Level
This section describes the high level procedure to execute the Unica Campaign GDPR utility.
Procedure: Detailed