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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.
Getting started with Unica Campaign
Before meaningful work can be done in Unica Campaign, some initial configuration is required. Database tables must be mapped, data objects such as segments, dimensions, or cubes might need to be created, and individual campaigns must be planned and designed.
Security levels in Unica Campaign
In Unica Campaign, security settings control your ability to access functions and the objects with which you can work.

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.
  - Unica Campaign concepts
    There are several basic concepts that can help you understand how to use Unica Campaign to create and manage marketing campaigns.
  - Prerequisites for using Unica Campaign
    Before you begin using Unica Campaign, confirm that your environment meets the following requirements.
  - Getting started with Unica Campaign
    Before meaningful work can be done in Unica Campaign, some initial configuration is required. Database tables must be mapped, data objects such as segments, dimensions, or cubes might need to be created, and individual campaigns must be planned and designed.
    - Your username and password
    - Your role and permissions
    - Security levels in Unica Campaign
      In Unica Campaign, security settings control your ability to access functions and the objects with which you can work.
    - Logging in to Unica
      Use this procedure to log in to Unica.
    - Setting your start page
      The start page is the page that displays when you log in to Unica. The default start page is the default dashboard, but you can easily specify a different start page.
  - Unica Campaign integration with other products
    Unica Campaign optionally integrates with a number of other products.
- 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.
- 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.

Security levels in Unica Campaign

In Unica Campaign, security settings control your ability to access functions and the objects with which you can work.

Security in Unica Campaign works on two levels.

Functional - Determines the actions that you can perform on types of objects, based on the roles that you belong to. Your organization defines these roles at implementation. Each role has a set of permissions that are associated with it that determine what actions a user who belongs to that role can perform. For example, if you are a user assigned a role that is called "Administrator", you might have permissions to map and delete system tables. If you are a user assigned a role that is called "Reviewer", you might be denied permissions to map and delete system tables.
Object - Defines the object types on which you can perform your allowed actions. In other words, even if you belong to a role that has general permissions to edit campaigns, object-level security for Unica Campaign can be set up so that you cannot access campaigns that are in particular folders. For example, if you belong to Division A, regardless of your functional roles, you can be disallowed from accessing the contents of folders that belong to Division B.

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