Create flowcharts

Follow these instructions to add a flowchart to a marketing campaign. A flowchart determines the campaign logic.

About this task

Each marketing campaign consists of at least one flowchart. A typical campaign has a flowchart that selects customers or prospects who will receive offers and a separate flowchart that tracks responses.

For example, a contact flowchart might select a set of customers that will be contacted by phone or email. Another flowchart in the same campaign tracks responses to those offers. After the offers are made, you use the response flowchart to record and analyze responses. You can add multiple flowcharts to a campaign as you analyze and refine your results. More complex campaigns can include many flowcharts to manage multiple offer streams.

Each flowchart is made up of processes. You configure and then connect processes to perform data manipulation, create contact lists, and record contact and response tracking for your campaign. By connecting a series of processes in a flowchart, then running that flowchart, you define and implement your campaign.

For example, a flowchart might include a Select process, which is connected to a Segment process, which is connected to a Call List process. The Select process can be configured to select all customers from your database who live in the northeast. The Segment process can segment those customers into value tiers, such as Gold, Silver, Bronze. The Call List process assigns offers, generates a contact list for a telemarketing campaign, and records the results in the contact history.

The following procedure provides a quick overview of how to create a new flowchart and add it to a campaign or a session. (Alternatively, you can copy an existing flowchart. You can also use the template library to copy configured processes from one flowchart to another.)

Note: If you are creating an interactive flowchart, see the Unica Interact documentation for information.


  1. Open a campaign or session.
  2. Click Add flowchart .

    The Flowchart properties page opens.

  3. Enter a flowchart name (required) and description (optional). For Flowchart type, Standard batch flowchart is the only option unless you are a licensed user of Unica Interact. If you installed a licensed version of Unica Interact, you can select Interactive flowchart.
    Note: Flowchart names have specific character restrictions. See Special characters not supported.
  4. Click Save and edit flowchart.

    The flowchart window opens. You see the process palette on the left, a toolbar at the top, and a blank flowchart workspace.

  5. Add a process to your flowchart by dragging a process box from the palette to the workspace.

    A flowchart typically begins with one or more Select or Audience processes to define the customers or other marketable entities with which to work.

  6. Double-click a process in the workspace or right-click the process and choose Process configuration. Then use the configuration dialog to specify how the process operates.
  7. Connect the configured processes to determine the workflow of your campaign.
  8. Use Save and continue disk frequently while you work.
  9. When you are done, open the Save options menu and choose Save and exit disk with X.