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User Guide
Unica Optimize provides documentation and help for users, administrators, and developers.
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.
Customer Redistribution by Campaign report
You can analyze how different campaigns overlap in targeting recipients common to multiple campaigns. The report also shows how campaigns can cannibalize customers from other campaigns that are based on the 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.
- 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.
  - Viewing reports
    You can view the Unica Optimize reports from the Analysis tab of a Unica Optimize session.
  - Clearing run history
    You can clear disk space by periodically removing all the production run or test run data for a Unica Optimize session.
  - Offer Filtering Summary report
    The Offer Filtering Summary report shows the number of proposed contacts (and associated percentages) removed by each rule in the Unica Optimize session.
  - Customer Redistribution by Campaign report
    You can analyze how different campaigns overlap in targeting recipients common to multiple campaigns. The report also shows how campaigns can cannibalize customers from other campaigns that are based on the optimization rules.
  - Offers by Type and Segment report
    This report helps you understand the distribution of offers to strategic segments.
  - Campaign Optimization Summary report
    The Campaign Optimization Summary report shows the number of packages, transactions, offer presentations, unique offers, individual contact dates, and unique contact channels for each strategic segment.
  - Channel Utilization Over Time report
    The Channel Utilization Over Time report displays the number of contacts for each channel over the total period of contact dates for all campaigns participating in this Unica Optimize session.
  - Customer Interaction Volume Report
    The Customer Interaction Volume report shows the minimum, maximum, and mean (average) number of contacts by strategic segment after optimization.
  - Capacity Rule Sensitivity report
    The Capacity Rule Sensitivity report lists all of your capacity rules (that is, Min/Max # Offers Capacity rules and Custom Capacity rules) and their associated sensitivity.
  - Optimize list portlets
    The standard Unica Optimize portlets that are available for use on dashboards.
- 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.

Customer Redistribution by Campaign report

You can analyze how different campaigns overlap in targeting recipients common to multiple campaigns. The report also shows how campaigns can cannibalize customers from other campaigns that are based on the optimization rules.

The Customer Redistribution by Campaign report shows how targeted customers from one campaign can overlap with customers targeted from another campaign before optimization and customer migration post optimization. Customer Migration is an analysis of the number of customers that are commonly targeted between two or more campaigns that are lost from one to another.

This report contains two tables and a three-dimensional bar chart.

Table 1. Before Optimization table
A two-column table that describes the data that is included in the Before Optimization table in the Customer Redistribution by Campaign report.
Column	Description
Campaign name	The name of the campaign participating in this Unica Optimize session.
Original customer count	The number of unique customers that are targeted by a campaign after removal of opt-outs, that is, after the removal of customers by Exclude/Include rules.
# Shared	The total number of unique customers that are shared with any other campaign. This number is the number of unique customers that are also being targeted by any other campaign in the same Unica Optimize session.
Customers shared with	The number of unique customers commonly targeted (shared) by each campaign.
Not shared	The number of customers unique to the campaign. That is, the number of customers that are not targeted by any other campaign participating in the same Unica Optimize session.

Table 2. After Optimization table
A two-column table that describes the data included in the After Optimization table in the Customer Redistribution by Campaign report.
Column	Description
Campaign name	The name of the campaign participating in this Unica Optimize session.
Optimized customer count	The number of unique surviving customers that are targeted by the campaign after optimization.
# Lost	The total number of unique customers that are removed from this campaign by the Unica Optimize session.
Customers lost to	The number of unique customers lost to other campaigns participating in the Unica Optimize session. That is, the number of customers not allowed a contact from this campaign, yet allowed contact from another campaign.
Not shared	The number of customers in this campaign and not contacted in any other participating campaign.

The bar chart shows the After Optimization data graphically.

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