Home
User Guide
Unica Optimize provides documentation and help for users, administrators, and developers.
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.
Details for working with rules
This section explains how to add, edit, and delete rules in your Unica Optimize session.
Optimization Rule Exceptions
Use rule exceptions for your Min/Max # Offers capacity rule to adjust for changes over a limited time period.

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.
  - Rules and constraints
    In Unica Optimize, you define how optimization behaves by defining different combinations of rules and constraints in a Unica Optimize session.
  - Rule types
    Optimization rules fall into one of three categories: Capacity, Exclude/Include, and For Each Customer (FEC).
  - Rule definitions
    Rule definitions allow you to create the scope of a rule or to determine the action performed on that scope.
  - Offer versions in optimization rules
    Certain optimization rules allow you to specify offer versions as part of your rule definition. This feature allows you to write a query that determines the exact set of offer versions to which a particular rule applies.
  - Details for working with rules
    This section explains how to add, edit, and delete rules in your Unica Optimize session.
    - Creating a rule
      Follow these procedures to create, edit, or delete an optimization rule.
    - Optimize session rule general reference
      The generic fields available when you create or edit an optimization rule. Fields specific for each type of rule are defined in the definitions for rule type sections.
    - Optimization Rule Exceptions
      Use rule exceptions for your Min/Max # Offers capacity rule to adjust for changes over a limited time period.
      - Adding a Rule Exception to a Min/Max # Offers capacity rule
        Click the Add a Rule exception link in the Rule Exception area below the Rule Definition area on a capacity rule page.
      - Definitions for Rule Exceptions
        Use the following fields when you define a rule exception for a Min/Max # Offers capacity rule.
  - Optimization rule example
    You need to understand how to apply these rules to actual optimization problems. Many business problems require several rules that work together to achieve the wanted behavior.
- 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.
- 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.

Optimization Rule Exceptions

Use rule exceptions for your Min/Max # Offers capacity rule to adjust for changes over a limited time period.

From time to time, you might need to change some of your Min/Max # Offers capacity rules for a particular time period. For example, during the summer months, you might have less staff because of vacations. Therefore, you want to decrease the number of marketing telephone calls required per week during the summer months. However the rest of the Unica Optimize session settings do not need to change. Similarly, over the holiday period, you might augment staff, thus increasing available capacity.

To adjust the rule, add a Rule Exception to your Min/Max # Offers capacity rule. You can change the capacity minimum and maximum for a specific time period or set of dates with a Rule Exception.

Rule Exceptions work with Min/Max # Offers capacity rules only. Rule Exceptions are effective when the time period in the parent rule is greater than zero only.

Have feedback?
Google Analytics is used to store comments and ratings. To provide a comment or rating for a topic, click Accept All Cookies or Allow All in Cookie Preferences in the footer of this page.