Implementing Unica Optimize

The details of setting up Unica Optimize are lengthy; however, the general process is simple.

Follow these steps to start your implementation:

  1. In Unica Campaign, define your audience levels, offers, offer lists, and segments.

    See Building offer templates for Unica Optimize for offer template requirements.

  2. Create your Unica Optimize sessions (where you define your rules and constraints) and then link the Unica Optimize sessions to the campaigns.
  3. After your building blocks (offers/offer lists and segments) are created in Unica Campaign, build your campaigns and flowcharts.