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User Guide
Unica Optimize provides documentation and help for users, administrators, and developers.
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.
Configuring Optimize to use a score field from the PCT
You can configure Unica Optimize to use a score field from the PCT.

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.
  - Configure an optimization session to use a score field from the PCT
    The optimization algorithm requires scores. Use a score field that is populated by each of the Optimize process boxes into the proposed contacts table (PCT). This method provides the most granular scores, personalized to each individual. Ensure that you do not include user variables in Optimize Process Box.
  - Configuring Optimize to use a score field from the PCT
    You can configure Unica Optimize to use a score field from the PCT.
  - Manually enter scores using the score matrix
    If you do not have predictive models to generate scores, you can rank offers relative to each strategic segment by manually entering scores in the score matrix.
- 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.

Configuring Unica Optimize to use a score field from the PCT

You can configure Unica Optimize to use a score field from the PCT.

Procedure

Go to the Scoring tab of your Unica Optimize session.
Click Edit scores.
Click Use score field.
In the Score field list, select the PCT field that contains scores for Unica Optimize.

You must use the ScorePerOffer field if you are using the Score tab of the Optimize process to pass scores to Unica Optimize.
Click Save.

Results

The Scoring tab displays the scoring method and the score field you chose.

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