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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.
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 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.
    - Naming restrictions for derived fields
    - Creating derived fields
      You can create fields from one or more existing fields, even across different data sources.
    - Creating a derived field from an existing one
      You can create a new derived field by basing it on an existing derived field, then changing the expression.
    - Creating a derived field based on a macro
      You can create a derived field by basing it on a macro.
    - Making derived fields persistent
      When you make a derived field persistent, you instruct Unica Campaign to store its calculated values and make them available to subsequent processes. This saves time and resources because Unica Campaign does not have to recalculate these values downstream in the flowchart.
    - Storing derived fields
      Store a derived field if you want to be able to use it in another process in the same or a different flowchart.
    - Using and managing stored derived fields
      A derived field that was stored can be used in another flowchart. A derived field consists of an expression, such as AccountType='gold'. 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.
  - 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.

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.

In many processes, the configuration window includes a Derived fields button that you can use to create a new variable for querying, segmenting, sorting, calculating, or providing output to a table.

You can make derived fields that you create explicitly available to a subsequent process by enabling the Make persistent option when you create it.

Derived fields that are available to a process are listed in the Derived fields folder. Derived fields are available only for the process in which they were created. If you have not created any derived fields in a process, no Derived fields folder appears in the list.

To use a derived field in another non-subsequent process, store the derived field expression in the Stored derived fields list so it is available for all processes and all flowcharts.

Note: Do not use a Unica Campaign Generated Field (UCGF) in a Mail List derived field unless the generated field is constant. Unica Campaign assumes constant values for generated fields and does not re-calculate them for records in the result set. Therefore, you may see blank or incorrect results from derived fields that call a generated field that changes value. Instead of using a derived field, output the necessary generated field directly into your Mail List fulfillment table or file. Then read that table or file back into Unica Campaign as a Select and use a Snapshot process to manipulate a new fulfillment table or file using data from the old one.

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