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Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
List of processes
Data manipulation processes
The Segment process
Use the Segment process to divide data into distinct groups, or segments. Connect a Segment process to a contact process, such as a Call list or Mail list, to assign treatments or offers to the segments.
Segmenting considerations
Consider the following options and guidelines when you configure a Segment process in a campaign flowchart.
Choosing a segmenting method
You can segment by field or by query when you configure a Segment process in Campaign .

Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
- Unica Collaborate
  Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
- Customize Collaborate
  You can customize the Collaborate interface to meet your needs. Customization settings are available in Collaborate when you click Settings or Settings > Collaborate Settings.
- Corporate Campaigns
  Corporate Campaigns are marketing campaigns that are planned, scheduled, and executed by a centralized marketing team.
- Corporate Campaign tasks
  The goal of a Corporate Campaign is to target customers that local field marketers approved.
- Corporate Campaigns and field marketers
  When a corporate marketer uses the Subscription task in the workflow for a Corporate Campaign, invited field marketers choose whether to subscribe to the Corporate Campaign.
- Subscriptions
  A subscription is the invitation to a field marketer to include their territory in a Corporate Campaign, or a wave of a multi-wave Corporate Campaign.
- Workflows for Corporate Marketers
  To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
- Flowcharts for Corporate Campaigns
  For a Corporate Campaign, two flowcharts are typically run by corporate marketing through Campaign.
- Working with Corporate Campaigns
  This section contains common information about working with Lists, On-demand Campaigns, and Corporate Campaigns.
- Alerts
- Templates
  Templates are definitions of a List, On-demand Campaign, or Corporate Campaign that corporate and field marketers use to create new objects.
- Working with Templates
  To create and manage templates and template components, you use the Template Configuration page. Select Settings > Collaborate Settings. Then, click Template Configuration.
- Form Editor
  The Form Editor creates and edits template components. Forms capture information about the List, On-demand Campaign, or Corporate Campaign.
- Collaborate Reports
- Managing flowcharts
  Campaign flowcharts define the campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.
- List of processes
  - Data manipulation processes
    - The Audience process
      Audience levels define the target entity that you want to work with, such as account, customer, household, product, or business division. Use the Audience process in a flowchart to switch between audience levels or to filter out IDs by audience level.
    - The Extract process
      Use the Extract process to select fields from one table and write them out to another table for subsequent processing. The Extract process is designed to pare down a large amount of data to a manageable size for subsequent operations, resulting in vast performance improvements.
    - The Merge process
      Use the Merge process to specify which input cells are included and combined and which input cells are excluded (suppressed).
    - The Sample process
      Use the Sample process to divide contacts into groups. The classic use of sampling is to establish target and control groups that you can use to measure the effectiveness of your marketing campaign.
    - The Segment process
      Use the Segment process to divide data into distinct groups, or segments. Connect a Segment process to a contact process, such as a Call list or Mail list, to assign treatments or offers to the segments.
      - Segmenting by field
      - Segmenting by query
      - Using segments as input to another Segment process
        Segments can be used as input cells to another Segment process in a campaign flowchart. For example, you can segment by age range, then further segment by preferred channel.
      - Segmenting considerations
        Consider the following options and guidelines when you configure a Segment process in a campaign flowchart.
        Choosing a segmenting method
        You can segment by field or by query when you configure a Segment process in Campaign .
        Making segments mutually exclusive
        You can specify that segments are mutually exclusive, meaning that each qualifying record is guaranteed to be placed into no more than one segment. When the segments are assigned to offers, each customer will receive only one offer.
        Restricting segment size
        When you configure a Segment process, the default size for the number of records per segment is Unlimited. You may want to restrict the size of the created segment if, for example, you are performing test runs of a campaign flowchart or process.
        Selecting source cells
        When you configure a Segment process in a campaign flowchart, all selected cells must be defined at the same audience level. If more than one source cell is selected, the same segmentation is performed on each source cell.
      - Segmenting data by field
        You can use the Segment process to divide data into segments based on field values. When you segment data by a field in a database table, each distinct value in the field creates a separate segment.
      - Segmenting data with queries
        You can use the Segment process to segment data based on the results of a query that you create.
      - Segment process: Segment tab
        Use the Segment tab of the Segment process configuration dialog to indicate how to divide incoming data into distinct groups, or segments.
      - Segment process: Extract tab
        Use the Extract tab of the Segment process configuration dialog to select fields to extract. In this way, you allow the output from the Segment process to be accessible as input to Mail list or Call list processes in a flowchart.
      - Segment process: General tab
        Use the General tab of the Segment process configuration dialog to modify the Process name, Output cell name , or Cell code. You can also enter a Note to explain the purpose of the Segment process. The note appears when you rest your cursor over the process box in a flowchart.
      - Segment process: New segment and Edit segment controls
        The following table describes the controls on the New segment and Edit segment dialog boxes. You can access these dialog boxes when configuring a Segment process.
    - The Select process
      Use the Select process to select IDs from your marketing data, such as customers, accounts, or households that you intend to contact.
  - Run processes
  - Optimization processes
    Use the optimization processes to help determine a campaign's effectiveness and refine your marketing campaigns over time.
- About processes
- User variables
  Campaign supports user variables, which can be used during process configuration when creating queries and expressions.
- Page Help
- Corporate Campaigns page

Choosing a segmenting method

You can segment by field or by query when you configure a Segment process in Campaign .

In some cases, the same results can be achieved when segmenting either by field or by query. For example, assume that the AcctType field in your database divides your customer accounts into Standard, Preferred and Premier levels. Segmenting by the AcctType field will create three segments for these account types.

You could achieve the same results using queries, but creating the segments would require writing three separate queries. Determine the most efficient method based on the data that you are segmenting.

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