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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.
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.
The Optimize process Optimize tab
On the Optimize tab, you specify which Unica Optimize session you send the proposed contacts to when you run the flowchart and map any unmapped PCT fields.
Create / Edit / Copy Optimize session

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.
    - The Optimize process Assignment tab
      Assign the cells, date, and offers for the Optimize process.
    - The Optimize process Parameters tab
      Use the Parameters tab to work with parameterized offer attributes.
    - The Optimize process Optimize tab
      On the Optimize tab, you specify which Unica Optimize session you send the proposed contacts to when you run the flowchart and map any unmapped PCT fields.
      - Specifying an Optimize session
        You must specify the Unica Optimize session in which you are participating in each Optimize process.
      - Create / Edit / Copy Optimize session
      - "Yes! I want to run this session now"
      - Mapping additional table fields required by the PCT
        The Optimize process automatically passes required data to the proposed contacts table (PCT), including the audience key fields, the assigned offers, and the contact date. Additional fields might be required in the PCT, such as channel or cost per offer, which you must populate by mapping to an existing field.
      - Optimize process Optimize tab reference
        The Optimize tab requires the following information.
    - The Optimize process Score tab
      The Score tab in the Optimize process allows you to populate the ScorePerOffer field in your proposed contacts table (PCT) with different scores for offer and cell combinations.
  - 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.

Create / Edit / Copy Optimize session

User is be able to create / edit / copy optimize session from within Optimize process box.

Create Optimize Session :

To see the existing Optimize sessions listing, click Browse.
To create a new Optimize session, click Create new Session
The "Create new session" and "Create new Optimize Session" pane is slided from right side.
- Basic Info: Information captured in this section are ‘Session Name’, ‘Audience Level’, ‘Objective’ and ‘Description’.
- “Additional Info”: You can add the following details.
  - "Optimize Template Table" details
  - "Agent Capacity" details
  - Custom settings
- “Rules”: You can add the following types of Optimize session rules
  - Include / Exclude
  - Capacity
  - For each customer

The following information will not be updated, while creating Optimize session from Optimize process box.

The new optimize session will not have provision to assign segments / Offers for manual scoring.
There is no provision to edit Score matrix.

Edit existing Optimize session

Click Browse. The Optimize session listing page is displayed.
Mouse hover on the Kebab menu of the listed Optimize session, and click the Edit icon. The respective Optimize session is opened and you can edit the Optimize session.

Copy existing optimize session

Click Browse. The Optimize session listing page is displayed.
Mouse hover on the Kebab menu of the listed Optimize session, and click the Duplicate icon.
In the Copy session" confirmation message box, click OK.

Duplicate session gets created and listed at the top of the session listing.

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