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User Guide
Unica Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.
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.
Lock/Unlock Flowcharts

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.
  - Email notification management
  - Validating flowcharts
    When you validate a flowchart, each process is checked for errors. Each error that is found displays in succession so you can view and correct each one. A best practice is to run validation on flowcharts before you do a production run. This is especially important if you are running scheduled flowcharts; using batch mode; or you are not planning to actively monitor the run.
  - Running flowcharts
    You can do a test or production run on an entire flowchart, a branch, or an individual process in the flowchart. You can also validate flowcharts. For best results, conduct test runs and perform validation as you build a flowchart, so that you can troubleshoot errors as they occur. Be sure to save each flowchart before you do a test or production run and before you perform validation.
  - Working with flowchart log files
    Each flowchart has its own log file, named CampaignName_CampaignCode_ FlowchartName.log. By default, flowchart log files are saved in Campaign_home/partitions/partition_name/logs.
  - Searching for flowcharts and flowchart-related objects
    Use Search flowcharts to find a flowchart or a flowchart-related object by entering one or more characters as search criteria.
  - Copying flowcharts
    Copying an existing flowchart saves time because you can start with a completed flowchart and modify it to meet your needs.
  - Reviewing flowcharts
    Depending on your permissions, you might be allowed to review, but not edit, flowcharts. Reviewing a flowchart means you can look at process configurations and make changes, but you cannot save any changes or perform production runs. The flowchart auto-save option is disabled and cannot be enabled. To save changes to a flowchart, you must have Edit permissions.
  - Viewing flowcharts in Read-Only mode
    If you have View permissions for a flowchart, you can open it in Read-Only mode to see which processes are used and how they are connected. However, you cannot open process configuration dialogs or make any changes.
  - Viewing two flowcharts side-by-side
    Some Unica Campaign designers prefer to view two flowcharts side-by-side when developing new flowcharts. When using Internet Explorer, you must use File > New Session to open additional browser windows.
  - Viewing history of flowcharts
    You can view the history of the Unica Campaign Flowcharts and the events (activities) associated with them.
  - Printing flowcharts
    You can print hardcopies of flowcharts from Unica Campaign.
  - Deleting flowcharts
    You can delete a flowchart if you are sure that you no longer need it.
  - Lock/Unlock Flowcharts
- 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.

Lock/Unlock Flowcharts

If you have lock or unlock permission for flowchart, then you can lock / unlock the flowchart depending on your roles and permissions. This option is available in view mode only.

Open flowchart in view mode
Click lock/unlock icon in the flowchart toolbar state of Icon (also see GUI impact):


Functionality	State
New flowchart	Unlocked
Copied flowchart (even if original is in locked state)	Unlocked
Upgraded flowchart (backwards compatibility)	Unlocked


Functionality	Unlocked state	Locked state*
Edit	Possible	Not possible
Run flowchart	Possible	Not possible **
Pause flowchart	Possible	Not possible
Continue run flowchart	Possible	Not possible
Schedule This	Possible	Not possible
View more schedules	Possible	Possible
Add a Flowchart	Possible	Possible
Copy	Possible	Possible
Delete	Possible	Not possible
Zoom In	Possible	Possible
Zoom Out	Possible	Possible
Reset Zoom	Possible	Possible
Fit Contents	Possible	Possible
Print	Possible	Possible
Search	Possible	Possible
Clear (search)	Possible	Possible
Help	Accessible	Accessible

Note that a scheduled flowchart will simply run at its scheduled time, also in locked state.

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