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User Guide
Unica Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.
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.
Target cell spreadsheets
Each marketing campaign has a target cell spreadsheet (TCS), which provides a visual matrix of segments and offers. The TCS provides the ability to build and examine relationships between target cells and their associated offers or controls. (Controls are not contacted with an offer., even though they qualify for the offer.)
Linking flowchart cells to a TCS
Larger organizations often use one person to create a target cell spreadsheet (TCS) for a campaign, and another person to design flowcharts. The TCS associates offers with targets and controls. The flowchart designer then configures flowchart processes that select recipients for the offers. By linking output cells in a flowchart with the cells and offers that were pre-defined in the TCS, the flowchart designer completes the association between the flowchart cells and a TCS.
Unlinking flowchart cells from targeted offers defined in a TCS
The flowchart designer can remove the association between IDs that were selected in a flowchart and targeted offers that were predefined in a target cell spreadsheet. This procedure pertains only to organizations that define targeted offers using a target cell spreadsheet.

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.
- 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.
  - Generating cells in a flowchart
    When you run a data manipulation process in a flowchart, the process generates one or more cells as output. A cell is a list of IDs. The generated output can be used as input into downstream processes.
  - Limiting the size of output cells
    To limit the number of IDs generated by data manipulation processes such as Audience, Extract, Merge, or Select, use the Cell size limit tab of the process configuration dialog.
  - Cell names and codes
    Cell names and codes are important because they establish the links between processes that output cells or use cells as input.
  - Target cell spreadsheets
    Each marketing campaign has a target cell spreadsheet (TCS), which provides a visual matrix of segments and offers. The TCS provides the ability to build and examine relationships between target cells and their associated offers or controls. (Controls are not contacted with an offer., even though they qualify for the offer.)
    - Working with target cell spreadsheets
      The target cell spreadsheet (TCS) for a marketing campaign provides a visual matrix of segments and offers. The TCS provides the ability to build and examine relationships between target cells and their associated offers and hold-outs.
    - Linking flowchart cells to a TCS
      Larger organizations often use one person to create a target cell spreadsheet (TCS) for a campaign, and another person to design flowcharts. The TCS associates offers with targets and controls. The flowchart designer then configures flowchart processes that select recipients for the offers. By linking output cells in a flowchart with the cells and offers that were pre-defined in the TCS, the flowchart designer completes the association between the flowchart cells and a TCS.
      - Linking flowchart cells to targeted offers defined in a TCS
        If your organization pre-defines targeted offers in a target cell spreadsheet, a flowchart designer must then configure processes to select recipients for the offers. The designer must link the flowchart cells with the predefined cells in the target cell spreadsheet. This completes the association between the cells in the target cell spreadsheet and the recipients defined in the flowchart.
      - Using Match & Link to associate flowchart cells with a TCS
        Use the Match & link target cells dialog to associate target cells in a flowchart with predefined cells in a target cell spreadsheet. This option is an alternative to using a flowchart process configuration dialog to establish the link.
      - Unlinking flowchart cells from targeted offers defined in a TCS
        The flowchart designer can remove the association between IDs that were selected in a flowchart and targeted offers that were predefined in a target cell spreadsheet. This procedure pertains only to organizations that define targeted offers using a target cell spreadsheet.
      - Using Match & Link to remove an association
        You can use the Match and link dialog to remove the association between target cells in a flowchart and cells in the target cell spreadsheet.
- 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.

Unlinking flowchart cells from targeted offers defined in a target cell spreadsheet

The flowchart designer can remove the association between IDs that were selected in a flowchart and targeted offers that were predefined in a target cell spreadsheet. This procedure pertains only to organizations that define targeted offers using a target cell spreadsheet.

About this task

If a cell does not have Contact History, you can unlink (and subsequently relink) it at any time.

Note: If you unlink a cell that has Contact History, it is "retired". Retired cells cannot be linked again. They do not appear in the target cell spreadsheet and they cannot be selected in a process configuration dialog box. (If Unica Campaign is integrated with Unica Plan, retired cells continue to be displayed in the target cell spreadsheet but cannot be reused.)

Procedure

In a flowchart in Edit mode, double-click the process whose output cell you want to unlink from the target cell spreadsheet.
Click the General tab in the process configuration dialog.
Open the Select target cell window:
- In processes that produce a single cell as output, such as Select, click Link to target cell.
- In processes that produce multiple cells, such as Segment, click the Output cell name or Cell code row for the cell that you want to unlink. Click the ellipsis button.
The Select target cell window shows the cells that are defined in the target cell spreadsheet for the current campaign. The currently linked cell is highlighted.
Select [Not linked].

The cell name and code are no longer highlighted.
Click OK.
The Output cell name and Cell code in the process configuration dialog are no longer italicized, indicating that they are not linked to the target cell spreadsheet.

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