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User Guide
Unica Optimize provides documentation and help for users, administrators, and developers.
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.
Create a flowchart with an Optimize process
When you create a flowchart to generate proposed contacts for optimization, you must include a data manipulation process and an Optimize process.
The target control spreadsheet and pre-optimization flowcharts
You can use the target control spreadsheet (TCS) with Unica Optimize.

User Guide
Unica Optimize provides documentation and help for users, administrators, and developers.
- About Unica Optimize
  Unica Optimize is a web-based extension of Unica Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.
- Getting started with Unica Optimize
  Unica Optimize can optimize your marketing campaign and improve response from customers, but only if you know what you want to optimize. You need a plan, the data to support the plan, and an implementation method.
- Unica Optimize sessions
  A Unica Optimize session is a combination of rules and scores that apply to a set of proposed contacts.
- Optimization rules
  Unica Optimize uses the rules and scores you define in your Unica Optimize session to mathematically determine the best combination of final contacts you use across your marketing campaigns.
- Setting up scores
  You use scores in Unica Optimize to rank possible offers for each customer using a patent-pending optimization algorithm. The higher the score you assign to a contact, the more desirable you are making that contact. Unica Optimize maximizes the sum of scores in the OCT.
- 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.
  - Create a flowchart with an Optimize process
    When you create a flowchart to generate proposed contacts for optimization, you must include a data manipulation process and an Optimize process.
    - Creating a flowchart with an Optimize process
      You need a data manipulation process and an Optimize process to create a pre-optimization flowchart.
    - The target control spreadsheet and pre-optimization flowcharts
      You can use the target control spreadsheet (TCS) with Unica Optimize.
  - Configure the Optimize process
    The Optimize process is where you define what information is sent to the optimization session, including which cells, which offers, and which scores.
  - Run the flowchart
    After you configure the Optimize process, you can perform a production run of the flowchart in Unica Campaign to populate the PCT.
  - Perform a test run of your Unica Optimize session
    You can tune your Unica Optimize session before a production run by performing a test run.
  - Perform a production run of the Optimize session
    After the campaign managers run all the flowcharts that are configured to generate contact and offer information for a particular Unica Optimize session, you can run that Unica Optimize session.
- Use optimized contacts in marketing campaigns
  After you optimize the proposed contacts, you must retrieve the optimized contacts from Unica Optimize to send marketing communications to these contacts.
- Viewing Reports
  For each production run or test run, Unica Optimize generates a number of reports. These reports help you understand what happened during the optimization process by providing analyses pre- and post-optimization.
- Administering Unica Optimize
  There are many aspects of Unica Optimize you can configure to improve performance.
- Unica Optimize configuration properties
  This section describes the Unica Optimize configuration properties that are found on the Configuration page.

The target control spreadsheet and pre-optimization flowcharts

You can use the target control spreadsheet (TCS) with Unica Optimize.

If you assign offers to cells with the TCS and link the cells in your flowchart to the TCS, Unica Optimize uses the cell-offer assignments in the Optimize process.

For more information about using the TCS, see the Unica Campaign User's Guide.

If you are using the TCS in a Unica Plan campaign project, the Optimize process is enforced like any contact process box because it assigns offers. Therefore, all cells and offers used in an Optimize process must be pre-defined and approved in the TCS before they are allowed to run in production.

For more information about using the TCS with a Unica Plan campaign project and a post-optimization flowchart, see the Unica Plan and Unica Campaign Integration Guide.

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