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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.)
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.
Viewing assigned offers or offer lists in a TCS
You can view (and optionally edit) or unassign offers or offer lists in 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.
      - Editing a target cell spreadsheet
        You edit a target cell spreadsheet so that it contains target and control cells for the offers you intend to make.
      - Specifying control cells in a TCS
        Cells that contain IDs that you purposely exclude for analysis purposes are called control cells. When you assign offers to cells, you can optionally specify one control cell for each target cell.
      - Import and export format for TCS data
        To import data into a target cell spreadsheet (TCS®), the comma-separated values (.CSV) file that you prepare must match the required format. When you export the contents of a TCS, this is also the format in which data is exported.
      - Generating unique cell codes for use in a TCS
        Unica Campaign can generate a unique cell code for use in the target cell spreadsheet. Cell codes have a standard format that is determined by your system administrators, and are unique when generated.
      - Exporting data from a TCS
        You can export the contents of a target cell spreadsheet in comma-separated values (.csv) format to a local or network drive. The entire contents of the target cell spreadsheet is exported; you cannot select a subset of the contents.
      - Assigning offers to cells in a TCS
        Some organizations create target cells and assign offers in a target cell spreadsheet. Then, another person creates a flowchart to select customers to receive the offers. Follow these instructions if you are using a target cell spreadsheet to assign offers.
      - Viewing assigned offers or offer lists in a TCS
        You can view (and optionally edit) or unassign offers or offer lists in a target cell spreadsheet.
      - Cell status information in the target cell spreadsheet
        The target cell spreadsheet in Unica Campaign displays the current status of each cell, including the cell count, last run type (production or test run of a flowchart, branch, or process), and last run time.
    - 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.
- 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.

Managing assigned offers or offer lists in a target cell spreadsheet

You can view (and optionally edit) or unassign offers or offer lists in a target cell spreadsheet.

Procedure

Open a campaign and click the Target cells tab to open the target cell spreadsheet for a campaign.
Click Edit.
The target cell spreadsheet opens in edit mode. Any existing cells that are used in flowcharts are highlighted in color.
In the Assigned offer(s) cell, click the Manage offer assignments icon .

The View/edit offer details dialog opens. Any assigned offers or offer lists appear in the Assigned offers section.
To view or edit an item in the View/edit offer details dialog: Select an offer or offer list and click Preview.

A window opens, showing the offer details. Optionally, click Edit to make changes to the offer. If an offer has been used in production (assigned to a cell in a flowchart that has been run in production and logged to contact history), you are limited in what changes are allowed.
To unassign an offer or offer list in the View/edit offer details dialog: Select the offers or offer lists that you want to remove from a cell, and click the >> button to move the selected items to the Removed offers section. Then click Accept changes.

The View/edit offer details window closes. The removed items no longer appear in the Assigned offer(s) column for the cell.
Click Save or Save and exit. Or, if you want to discard your changes, click Cancel.

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