Generate a list of proposed contacts

The optimization process involves generating a list of proposed contacts in Unica Campaign and sending these contacts to Unica Optimize to produce optimized contacts.

These optimized contacts are then retrieved by Unica Campaign for use in a marketing campaign.

Generating a list of proposed contacts requires that you create a flowchart with one or more Optimize processes in Unica Campaign. This flowchart is called the pre-optimization flowchart. When you configure the Optimize process, you must select a Unica Optimize session to associate with the flowchart. This Unica Optimize session receives the proposed contacts that are generated when you run the flowchart.

After you run all flowcharts in all campaigns that are configured to generate contact and offer information for a particular Unica Optimize session, you can run that optimization session. The Unica Optimize session then applies the rules that you created to produce a list of optimized contacts that are retrieved by a post-optimization flowchart in Unica Campaign. The post-optimization flowchart in Unica Campaign might sample out a hold-out control group, generate the contact list, and populate contact history.