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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.
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.
Organizing and editing custom macros
You can create a folder structure to organize your custom macros. You can move custom macros from one folder to another. You can change the macro name, description, and expression.

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.
    - Creating custom macros
      Macros that you create are available when configuring processes in a flowchart and defining derived fields.
    - Guidelines for using custom macros
    - Organizing and editing custom macros
      You can create a folder structure to organize your custom macros. You can move custom macros from one folder to another. You can change the macro name, description, and expression.
  - Templates
    A template is a group of selected and saved processes from flowcharts.
  - 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.

Organizing and editing custom macros

You can create a folder structure to organize your custom macros. You can move custom macros from one folder to another. You can change the macro name, description, and expression.

Procedure

Open a flowchart in Edit mode.
Click Options and select Custom macros.

The Custom macros dialog opens.
Select a macro in the Items list.

The Info area shows detailed information for the selected macro.
Click Edit/move to edit or move the selected macro.

The Edit/move custom macros dialog opens.
You can change the name of the macro, edit the note, change the folder/location where the macro is stored, or click Edit to edit the expression.
Click Save to save your changes.
Click Close.

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