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User Guide
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.
Editing campaigns
Users with appropriate permissions can use the Campaign summary page to edit a campaign's details and access its flowcharts, reports, and target cell spreadsheet. Additionally, if you have the appropriate permissions, you can perform actions such as adding flowcharts, segments, or offers to a campaign.

User 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.
  - Before you begin creating campaigns
    Before you begin using Unica Campaign to create marketing campaigns, there are some important initial tasks. Some of these initial tasks, such as creating offer templates, typically are done by administrators.
  - Accessing campaigns
    Access campaigns in Unica Campaign to view or edit them, depending on what your permissions allow.
  - Creating campaigns
    Follow these instructions to create a marketing campaign in Unica Campaign.
  - Editing campaigns
    Users with appropriate permissions can use the Campaign summary page to edit a campaign's details and access its flowcharts, reports, and target cell spreadsheet. Additionally, if you have the appropriate permissions, you can perform actions such as adding flowcharts, segments, or offers to a campaign.
  - Organizing campaigns in folders
    Folders provide a way to keep your campaigns organized. You can create folders and move campaigns from one folder to another.
  - Printing campaigns
    You can print any page in a campaign by using the Print icon.
  - Deleting campaigns
    When you delete a campaign, the campaign and all flowchart files are deleted.
  - How to use control groups to measure campaign results
    You can purposely exclude a random sample of prospects or customers from a marketing campaign to ensure that they do not receive the offer. After the campaign runs, you can compare the activity of the control group against those who received the offer, to determine the effectiveness of your campaign.
- 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.
- Send Time Optimization
  Send time optimization calculates the best time to contact the target customer via various channels based on past interactions.
- 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.

Editing campaigns

Users with appropriate permissions can use the Campaign summary page to edit a campaign's details and access its flowcharts, reports, and target cell spreadsheet. Additionally, if you have the appropriate permissions, you can perform actions such as adding flowcharts, segments, or offers to a campaign.

Procedure

Choose Campaign > Campaigns.
On the All campaigns page, locate the campaign that you plan to edit. It might be listed on the page or it might be in a folder.
When you see the campaign that you want to edit, do one of the following:
- Click the campaign name to open the campaign in View mode. You see tabs for Summary, Target cells, Analysis, and any flowcharts that were added to the campaign. Click Edit in the toolbar to make the information editable.
- Click the Edit a tab icon next to a campaign and select an option from the menu (Edit summary, Edit target cells, Analysis, or a flowchart) to open the tab in edit mode.
The actions that you can perform depend on the tab that you selected (Summary, Target cells, Analysis, or a flowchart). Use the toolbar options to perform the desired actions.
Here are some of the operations that you can perform on each tab when you edit a campaign:
- Summary tab: Click Add/remove segments to associate strategic segments with the campaign. Add/remove offers to associate offers with the campaign. Click Run to run a flowchart. Click Add flowchart to create a flowchart for this campaign. You can also Delete the campaign, Move the campaign to another folder, or Print the campaign summary.
- Target cells tab: Use this tab to work with the target cell spreadsheet. You can Get cell status, Export target cells, or Import target cells. See Target cell management.
- Analysis tab: Use this tab to access reports for this campaign. See Unica Campaign reports overview.
- Flowchart tabs: To access a flowchart that is part of this campaign, click a flowchart tab.
For detailed information, choose Help > Help for this page.

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