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User Guide
Unica Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.
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.
Templates
A template is a group of selected and saved processes from flowcharts.
Copying a template to the Template Library
You can add templates to the template library by copying them.

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.
  - Derived fields
    Derived fields are variables that do not exist in a data source and are created from one or more existing fields, even across different data sources.
  - User variables
    Unica Campaign supports user variables, which can be used during process configuration when creating queries and expressions.
  - Custom macros
    A custom macro is a query that you create using an macro expression, raw SQL, or raw SQL that includes a value. Custom macros support the use of variables.
  - Templates
    A template is a group of selected and saved processes from flowcharts.
    - Copying a template to the Template Library
      You can add templates to the template library by copying them.
    - Pasting a template from the Template Library
      You can paste a template from the template library into a flowchart you are building.
    - Organizing and editing templates
      You can create new folders, edit, move, and remove stored templates.
  - Stored table catalogs
    A table catalog is a collection of mapped user tables.
- 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.

Copying a template to the template library

You can add templates to the template library by copying them.

About this task

Procedure

Open a flowchart in Edit mode.
Select the processes that you want to save as a template. Use Ctrl+click to select multiple processes. Use Ctrl+A to select all processes in the flowchart.
Right-click any selected process and select Copy to template library.

The Save Template window appears.
Enter a name for the template in the Name field.
You cannot use spaces in the name. Stored templates are identified by names, which must be unique in the folder in which it is stored.
(Optional) Enter a description in the Note field.
(Optional) Use the Save under list to select a folder for the template, or use New folder to create a new folder. You can create any number of folders (including nesting folders in a hierarchy) to organize and store your templates.
Click Save.

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