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User Guide
Unica Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.
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.
About strategic segments
A strategic segment is a globally persistent list of IDs, which is available for use in multiple campaigns. A strategic segment is a static list of IDs until the flowchart that created it originally is re-run.
To edit a strategic segment's source flowchart
You can make changes to the session flowchart where a strategic segment is defined.

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.
- 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.
  - Creating sessions
    Create a session if you need to create persistent, global "data artifacts" that can be used in all campaigns. Then add a flowchart to the session and run it, to create the persistent objects.
  - Adding flowcharts to sessions
    A session can contain one or more flowcharts. You create a session flowchart the same way that you create a campaign flowchart, except that you start by opening a session.
  - Editing session flowcharts
    To edit a session flowchart, use the Sessions menu.
  - Organizing sessions in folders
    Choose Unica Campaign > Sessions, then use the All sessions page to create folders for sessions and move sessions from one folder to another.
  - Moving sessions
    You can move sessions from folder to folder for organizational purposes.
  - Viewing sessions
    Open a session in Read-Only mode to access its associated flowcharts.
  - Editing sessions
    You can change the name, security policy, or description of a session.
  - Deleting sessions
    When you delete a session, the session and all of its flowchart files are deleted. If there are portions of your session that you want to retain for reuse, save them as stored objects before you delete the session.
  - The Session History tab
  - About strategic segments
    A strategic segment is a globally persistent list of IDs, which is available for use in multiple campaigns. A strategic segment is a static list of IDs until the flowchart that created it originally is re-run.
    - Prerequisites for creating strategic segments
      Before you create a strategic segment, you must meet the following prerequisites.
    - Improving performance of strategic segments
    - Creating strategic segments
      A strategic segment is one that is available for use in multiple campaigns. Create strategic segments in a session flowchart, run the flowchart in production mode, and save the flowchart. The resulting segments can then be used in marketing campaigns.
    - Viewing strategic segments
      You can view information about strategic segments that were created with the Create Seg process in a session flowchart. The session flowchart must run in production mode in order to generate the segments, which are then globally available.
    - To edit a segment's Summary details
      You can change the name or description of a strategic segment.
    - To edit a strategic segment's source flowchart
      You can make changes to the session flowchart where a strategic segment is defined.
    - Running strategic segments
    - Organizing strategic segments
  - About global suppressions and global suppression segments
    Use global suppression to exclude a list of IDs in a single audience level from all cells in all Unica Campaign flowcharts.
  - About dimension hierarchies
    A dimension hierarchy is a set of SQL selection queries that can be applied to any list of IDs. Like strategic segments, dimension hierarchies can be made available globally in a Select process or used as the basis for constructing cubes.
  - About cubes
    A cube is the simultaneous segmentation of a list of IDs (most often a strategic segment) by the queries provided by a number of dimension hierarchies. After the cube is created, you can view segment cross-tab reports that drill into two dimensions of the cube at any given time.
- 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 a strategic segment's source flowchart

You can make changes to the session flowchart where a strategic segment is defined.

Procedure

Select Campaign > Segments.

The All segments page appears.
Click the name of the segment whose flowchart you want to edit.

The segment's Summary page appears.
Under Source flowchart, click the link to the flowchart.

The flowchart page opens in Read only mode.
Click Edit to open the flowchart in Edit mode.
Make the desired changes to the flowchart. If these changes affect the strategic segment result and same strategic segment is getting used by any other campaign, then it will alert the user with the count of the affecting campaigns and sessions along with existing alert message Process run result will be lost. Continue?
Click Save or Save and exit.

What to do next

Note: When a change in process box configuration causes "process run results to be lost" and the branch has strategic segment as one of the downstream process box, then an alert message is displayed saying “This change impacts downstream strategic segment(s) being used in (Number of) Campaign(s) (Number of) Session(s). Process run results will be lost. Continue?

Alert will not be displayed in below case. (Limitations)

Update CreateSeg PB
Add or delete link between process boxes and has CreateSeg PB downstream
Add or delete PB and has CreateSeg PB downstream
Delete a campaign/session/flowchart creating strategic segment
Strategic segments are used in interact session FC, in global suppression etc.
Strategic segments created or used before 12.1.4
Note: Run SegmentUpdate utility to update references towards segments created or used before 12.1.4. So that alert could be displayed for those segments as well.

The strategic segment is not updated until you re-run the session flowchart in production mode. If you want to update the segment, run the session flowchart in production mode, then save it. The segment will be saved only if the configuration property Campaign|partitions|partition[n]|server|flowchartRun| saveRunResults is set to TRUE.

Note: When a CreateSeg process is re-run in production mode, the existing strategic segment created by that process is deleted. Any users of the existing strategic segment (including global suppressions) might see an "invalid segment" error if the new CreateSeg process run fails to complete successfully, or while it is still running.

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