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User Guide
Unica Deliver is a web-based, enterprise scale marketing message solution that you can use to conduct outbound bulk messaging and transactional messaging campaigns. Deliver integrates with Unica Campaign and with secure message composition, transmission, and tracking resources that are hosted by Unica.
The Deliver Message Editor
Digital marketers construct email, landing pages, WhatsApp messages, and text messages in Unica Deliver in the Deliver Message Editor. Marketers without specific HTML editing experience can create valid, full-featured HTML email and landing pages with the editing and personalization tools in the Message Editor.
Working with communications
In the Deliver Message Editor, email documents, landing pages, and texts are referred to as communications. You add and access email, SMS, WhatsApp, landing pages, and text messages on the Communications tab.
To add a template to a communication
This feature is only valid for email messages. The template that you add to a communication provides the structure for the communication.

User Guide
Unica Deliver is a web-based, enterprise scale marketing message solution that you can use to conduct outbound bulk messaging and transactional messaging campaigns. Deliver integrates with Unica Campaign and with secure message composition, transmission, and tracking resources that are hosted by Unica.
- Unica Deliver overview
  Unica Deliver is a web-based, enterprise scale marketing message solution that you can use to conduct outbound bulk messaging and transactional messaging campaigns. Deliver integrates with Unica Campaign and with secure message composition, transmission, and tracking resources that are hosted by Unica.
- Selecting email recipients
  If you install and enable Unica Deliver within Campaign, then you can create a list that defines the recipients for a personalized messaging campaign. The list contains the recipient information that is used to address and personalize each message. You create a recipient list by configuring a Deliver process in a Campaign flowchart.
- Personalized messaging
  Unica Deliver provides message composition and personalization features that you can use to design graphically rich messages that deliver a marketing message with content that can automatically change to fit the characteristics of the message recipient.
- About configuring a mailing
  Creating and configuring a Deliver message creates the framework for organizing and running a marketing campaign.
- About testing Deliver mailings
  Testing a messaging allows you to identify and resolve any problems that might exist with your messaging list, verify how the message will appear to each recipient, and address issues that might interfere with efficient transmission and delivery of your communication. For best results, test each Deliver messaging before you use it to send a production messaging.
- Methods for sending personalized email
  To send personalized message to each member of your target audience, you conduct a Deliver messaging. Deliver provides several different ways to perform a messaging run .
- Hosted landing pages for personalized messaging
  Landing pages in Deliver are personalized web pages and online forms hosted by Unica that you can link to personalized marketing messages that you send with Deliver. You create and maintain landing pages using the same composition and personalization features that you use to create personalized messages. You can also configure hosted landing pages as online forms to solicit and accept responses from message recipients.
- The Deliver Message Editor
  Digital marketers construct email, landing pages, WhatsApp messages, and text messages in Unica Deliver in the Deliver Message Editor. Marketers without specific HTML editing experience can create valid, full-featured HTML email and landing pages with the editing and personalization tools in the Message Editor.
  - Accessing the Deliver Message Editor
    You can access the Message Editor from the Campaign menu or from a link on the Mailing tab for a Deliver messaging.
  - The Message Editor toolbar
    The Message Editor provides access to various functions through a context-sensitive toolbar that is displayed across the top of the content or communication page. The appearance of the toolbar varies depending on the task you are performing.
  - Working with communications
    In the Deliver Message Editor, email documents, landing pages, and texts are referred to as communications. You add and access email, SMS, WhatsApp, landing pages, and text messages on the Communications tab.
    - Creating a communication
      A communication can define an email message or landing page, WhatsApp message, or text message. To create an email, landing page, or text message communication, you must add the appropriate template to the communication.
    - To add a template to a communication
      This feature is only valid for email messages. The template that you add to a communication provides the structure for the communication.
    - To change the template for a communication
      You can change the template used by a communication (email, landing page, or online form) when you edit the communication. Because the template defines the default layout of the document, changing the template can significantly alter the appearance and content of the email, landing page, or form. The controls required to change the template appear at the top of the communication editor.
    - To edit a communication
      After you create an email communication, you can add images, HTML snippets, hyperlinks, and personalization fields to create a personalized message.
    - Setting editor preferences for email messages
      Several features available in the Message Editor give you control over how often the system requires you to confirm every selection or format change. Frequent confirmation requests can be time-consuming and distracting. To limit how often the system interrupts you to confirm your actions, you can set editing preferences. You set a preference for each of several features separately.
    - To name or rename a communication
      The unique name that you give to a communication specifies that the system uses to identify the email or landing page in the user interface, tracking reports, and in the Deliver tracking tables in the Campaign schema.
    - To copy a communication
      You can copy communications that have been created in the Message Editor previously. If an existing communication displays characteristics or content that you want in a new communication, copying an existing communication can save configuration time.
    - To delete a communication
      You can delete a communication form the Message Editor. Removing the communication can affect every mailing.
    - To save a communication
      Saving a communication is linked to publishing the communication. Publishing the communication makes the communication and the resources it contains available for use in a personalized message or landing page. The Message Editor toolbar indicates the current save and publication status.
    - Viewing the communication ID
      The system automatically assigns a communication ID to every communication that you create in the Message Editor. You can use the communication ID to identify the communication in an application programming interface (API).
    - Communications tab contents
  - The Content Library
    The Content Library is a single repository for content and templates that are used in personalized email and landing pages, SMS, and WhatsApp messages. Access the library through the Content Library tab in the Message Editor. The Content Library is organized as a multi-level folder hierarchy.
  - Working with zones in a document
    Personalized email, SMS, WhatsApp, and landing pages include specific areas where you can add images, videos,PDFs, text, and hyperlinks without directly accessing the underlying HTML code. The Message Editor refers to these areas as zones.Each zone is identified by a name that is unique within the document. The name of the zone corresponds to the ID element in the HTML code of the email or landing page template that defines the document layout.
  - Adding content to zones
    You can add content elements for hyperlinks, images, PDF, videoand personalization fields, to Deliver documents using zones defined in the document template.
  - Adding content that contains variations
    Content variations become available in a communication when you add a content element that contains variations to a zone, or when you add the content by reference in a snippet or text block. When you use multiple content variations in a communication, you can view and edit the different variations directly in the communication editor.
  - Adding content by reference
    As an alternative to manually dropping content into zones, you can add video, PDFs, images and snippets automatically by adding a reference to them in a communication template.
  - Connections to external content
    You can connect email and landing pages that you create in Deliver to content that is stored outside of your HCL Unica installation. Create the connections in zones with the Content Connector widget or embed the connections in HTML templates or HTML snippets.
  - HTML attributes and the appearance of images and links in communications
    HTML attributes defined in a communication template control how images and links display in personalized email or landing pages. However, you can manually override the template formatting for an individual image or link within the communication.
  - Editing templates and content in the Message Editor
    You can use the text and HTML editors in the Message Editor to modify templates that are uploaded to the Content Library or that are used in email or landing page communications. The Message Editor provides a graphical HTML editor and a text editor that you can use to edit HTML templates. You can open the editors in the Content Library or in a communication that uses the template.
  - Adding personalization fields using the Message Editor
  - Organizing the Message Editor
    Because it is likely that multiple users will access the Message Editor, it is important to consider how you organize the communications, content elements, and saved searches that it contains.
  - Recycle Bin
    When you delete a communication, asset, or folder, the Communication Editor moves the deleted items to the Recycle Bin. You can restore the deleted items if necessary. The Communications Editor maintains a separate Recycle Bin on the Communications tab and on the Content Library tab.
  - Working with search
    You can search the Message Editor to find communications or content elements that contain a particular word or combination of characters. For example, you can find all of the ZIP files that have been uploaded to the Content Library by searching for the characters .zip
- Creating email and landing page templates
  Email and landing page templates are documents that you create outside of the Deliver Message Editor to define the layout of personalized email, hosted landing pages. The design of the template guides the design of the message. To create personalized email, marketers add content to the template by modifying the template or by using editing tools that are provided in the Message Editor.
- Images and Videos
  The Deliver Message Editor provide several ways to insert images and videos into personalized messages. You can add images and videos from the Content Library or add them from external sources when you send each message.
- Creating hyperlinks
  The Deliver Message Editor provides several ways to add links to personalized email messages, and landing pages that are hosted by Unica. Apply link attributes and inline styles to control how the links appear and how the target of the links display. Deliver tracks link clicks and stores the data in the Deliver system tables.
- Previewing email and landing pages
  Use the Preview feature in the Message Editor to see how a personalized message might appear to message recipients. Preview simulates how personalized parts of the Deliver document used to create the email, landing page, SMS, WhatsApp may change according to the personal characteristics of each recipient.
- Publishing email and landing pages
  Publishing the communication in the Deliver Message Editor makes the communication and the resources it contains available for use in a personalized message or landing page. Publishing a communication does not transmit the communication to message recipients or landing page visitors. However, to send a message through Deliver, you must first publish the message in the Message Editor.
- Working with personalization fields
  Personalization fields provide the means to add recipient-specific information from your marketing database to a SMS, email, WhatsApp, push notifications . Personalization fields are also used in rules that control how conditionalized content displays in each personalized message.
- Creating conditional content
  Creating conditional content allows you to vary the content that you display to your target audience according to characteristics defined in personalization fields. In Unica Deliver, you can define two types of conditional content. Simple conditional content, which uses personalization fields in personalization rules, and nested conditional content, which uses personalization fields in Deliver advanced scripting for email.
- Quick Builder
- Using advanced scripts in email
  Deliver provides a template-based scripting language for creating self-contained scripts that provide a way to personalize content in ways that you cannot easily duplicate in the Deliver Message Editor.
- Offers in personalized email
  You can add offers that you define in Unica Campaign to personalized email that you create and send through Unica Deliver. Including offers in your marketing email gives you an opportunity to deliver a timely and targeted call to action to your audience. The system collects the offer responses and makes the data available in the Campaign contact and response history for use in Campaign performance reports.
- Analyzing your mailing results
- Supported JDBC Data Types
  Personalization fields must map to marketing database fields that are configured for a data type that Deliver supports.
- Overview

Adding a template to a communication

This feature is only valid for email messages. The template that you add to a communication provides the structure for the communication.

Before you begin

Before you begin, ensure that the template you want to add is uploaded to the Content Library or is accessible for upload from your local system or from a shared drive.

The asset that contains the template file must be marked as a template. Content elements that are marked as a template cannot be dragged into zones defined in email or landing page documents.

About this task

Use either of the following methods to add a template to a communication.

Procedure

Drag the template element from the Content Library into the editing section of the email or landing page document.
Click Please select a template. In the Select template window, select the template that you want to add and click Insert. The Select template window displays HTML files only.

Results

When you add the template to the document, the default layout of the email or landing page appears in the editing section of the Message Editor.

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