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User Guide
Unica Optimize provides documentation and help for users, administrators, and developers.
Unica Optimize sessions
A Unica Optimize session is a combination of rules and scores that apply to a set of proposed contacts.
Create an Optimize session
Before you can build your optimization rules and constraints, you must create an Unica Optimize session.

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.
  - Unica Optimize session-level advanced settings
    You can use advanced settings in each Unica Optimize session to set values for the configuration properties at the session level. These settings work the same as the configuration properties, except that they are applied for the particular Unica Optimize session.
  - Create an Optimize session
    Before you can build your optimization rules and constraints, you must create an Unica Optimize session.
    - Create a session using the New Optimize Session page
      Create a Unica Optimize session to define rules and constraints to optimize your contacts.
    - Create Optimize session using Optimize process box
    - Copy an existing session from "All Optimize sessions" listing page
      You can copy an existing Unica Optimize session as a new session.
    - Copy an existing Optimize session using Optimize process box
  - Agent capacity optimization and Optimize sessions
    You use agent capacity optimization to route high value offers through agents to high value consumers. By routing certain offers for select consumers through your agents, you assure one on one contact with high value consumers and increase the return on your marketing investment.
  - Optimize Session page reference
    Unica Optimize sessions require the following information.
- 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.
- 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.

Create an Optimize session

Before you can build your optimization rules and constraints, you must create an Unica Optimize session.

You can create a Unica Optimize session in either of the two ways:

Create Optimize session from scratch.
Using a pre-existing Unica Optimize session as a template to create a copy.

When you use another Unica Optimize session as a template, the copy that is created copies the rules and scores from the template session. You can then modify your new Unica Optimize session. The original template session is unchanged. You might want to create a Unica Optimize session that contains all of your standard optimization rules. You can then use that session as a template for all other new sessions to minimize data re-entry. Using sessions as templates both saves time and ensures the consistent application of your business rules and objectives across all Unica Optimize sessions.

This section describes both methods for creating a new Unica Optimize session, and how to edit an existing Unica Optimize session.

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