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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.
Optimize process Optimize tab reference
The Optimize tab requires the following information.

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.

Optimize process Optimize tab reference

The Optimize tab requires the following information.

Table 1. Optimize process Optimize tab reference
A two-column table describing the data that is required for the Optimize process Optimize tab.
Field	Description
Participate in Unica Optimize session	Allows you to select a Unica Optimize session to link to this flowchart. This session receives the proposed contacts that are generated when the flowchart is run.
Browse	Browse button selects Optimize session to link with flowchart. Users can also perform the following actions from Browse button. Create new Optimize session. Edit existing Optimize session and its rules. Copy existing Optimize session. View Optimize session summary.
"Yes! I want to run this session now"	On selecting this check box, the execution of the Optimize session is started as soon as PCT generation of this Optimize process box is complete.
Candidate fields	Field name: Lists the database fields that you can map to the Unica Optimize template table fields. The field that you select from this column provides the data that populates the Unica Optimize template table field that you map it to. Type: Lists the type of data that is in this database field.
Export fields	Field name: Lists the name of the database field that you chose to map to the Unica Optimize template table field. The Unica Optimize template table field that is mapped to this field displays in the same row, under the Table field column. Table field: If you select a Unica Optimize template table to append to the PCT when you created your Unica Optimize session, this column lists the fields that make up the Unica Optimize template table. The database field that you mapped to this field displays in the same row, under the Field name column.
Profile	Allows you to preview a list of distinct values and their frequency of occurrence for a selected field. Only records in the current cell are included in the count, unless the counts are precomputed. For more information about profiling data, see the Unica Campaign User's Guide.
Derived fields	Allows you to create a variable for querying, segmentation, sorting, calculations, or output to a table. Derived fields are new variables that do not exist in a data source and are created from one or more existing fields, even across different data sources. For more information about derived fields, see the Unica Campaign User's Guide.

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