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Unica Campaign
System Requirements
Installation Guide
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.
Unica V12.1.0.3 Installation Guide for OneDB
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.
Performance depends on many factors, including your database and web server configuration, network connectivity and other configurations.
SOAP API Specification
Use the Unica Campaign REST API to manipulate campaigns, offers, offer lists, attributes, and target cell objects.
Validation PDK Guide
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
Licensing Overview
What User Needs To Do?
HCL Unica customers will get a HCL License portal URL and login credentials via email. This portal will have the license entitlements allotted as per the purchase done by the customer. The customer needs to follow below mentioned steps to complete the registration process and configure the devices for HCL Unica products.
HCL License Portal
The license portal provides both Software distribution and management of your Software entitlements purchased from HCL Products and Platforms. The portal provides you with control and flexibility on how to consume your licenses. Typically, an organization will have someone identified as a License Manager that has familiarity with the language of Licenses, and you may wish to add them as a user. If not, you will find these instructions sufficient to begin using your HCL Software.
Flexnet License Server
License Models Supported with HCL Unica
HCL Unica products supports below license models.
License Configuration
User will need to configure the license with HCL Unica products before start using, when users access the Unica Platform login URL – it will get redirected to the license configuration page. The user needs to configure the license details on this page. Unica Platform will validate the license and on a successful license, the configuration user will be redirected to the Unica Marketing Platform login screen. There are two radio buttons on the License configuration screen Flexnet and Platform. Flexnet button will connect to Flexnet to consume the license and Platform option is for Master slave configuration. Slave platform will consume the license from the Master platform, so for slave platform user needs to click on the Platform radio button and enter the master platform url and credentials. Once this is done, slave platform will start consuming license from the Master platform, which in turn will consume license from Flexnet.
Logging for Licensing
Detail logging for license server connection, updates, expiry, etc. is logged in Unica Platform log file present under <PLATFORM_HOME>/logs/platform.log. Users will get warning, error, and info type messages related to licensing.