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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.
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.
Performing a production run of an Optimize session
Perform a production run of a Unica Optimize session to optimize your proposed contacts by using your optimization rules.

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.
  - 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.
    - Performing a production run of an Optimize session
      Perform a production run of a Unica Optimize session to optimize your proposed contacts by using your optimization rules.
    - Reviewing optimization results
      When the Unica Optimize session finishes running, you can review the results of the production run.
- 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.

Performing a production run of a Unica Optimize session

Perform a production run of a Unica Optimize session to optimize your proposed contacts by using your optimization rules.

Procedure

From the Summary, Rules, Scoring, or Analysis tab of the Unica Optimize session you want to run, click Execute > Production run.

The Confirm session run: Production run page displays.
Click Run the session now.

The Run progress tab displays.

Results

You can perform production run of a Optimize session from Optimize process box as well.

Under Optimize process box configuration > Optimize tab, select the "Yes! I want to run this session now" check box . This is an optional field, and by default it is not selected.
Execute flowchart in production Mode which has Optimize process box configured.
Optimize process box execution is displayed as Running, when Optimize session is running and it is marked as successful, after selected Optimize session is executed successfully.
If the Optimize session execution is failed, Optimize process box execution also fails and displays respective error message.
If you do not select Yes! I want to run this session now check box, then the execution of Optimize process box generates only PCT and Optimize session, which is not executed.

Unica Optimize optimizes the proposed contact list that is based on the rules and scoring in the Unica Optimize session. The optimized contacts table (OCT) populates with the results of the run.

Note: You can continue working in Unica Optimize during a production run of a session. You cannot, however, delete or modify a running session.

You can stop a running session by clicking Stop the run. This command does not stop the session instantly. Instead, it stops the session at the next logical step in the optimization algorithm to ensure a clean shutdown with no corruption of data. It might take a few minutes for the process to stop.

If the Optimize session execution is triggered from Optimize process box, then you can stop a running session by stopping the Optimize process box execution. The "Pause and Resume" operation is not supported on the Optimize session, even from Optimize process box.

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