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Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
List of processes
Run processes
The Schedule process
Use the Schedule process to initiate a process, a series of processes, or an entire flowchart. The Schedule process works only if the flowchart is running.
Inbound and outbound triggers
You can configure the Schedule process to be triggered by an event and to trigger events upon completion. Use Options > Stored Triggers to define triggers, then call the triggers by configuring the Schedule process in a flowchart.
To configure a Schedule process to run on a trigger

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
  - Run processes
    - The Call list process
      Use the Call list process to assign offers to contacts, generate a contact list for a telemarketing campaign, and log the contact history. The Call list process is often referred to as a contact process.
    - The CreateSeg process
      Use the CreateSeg process to create lists of audience IDs from customer database tables. Define the CreateSeg process in the Sessions area of Campaign so that the segments are available globally for use in all campaigns.
    - The Cube process
      Administrators use the Cube process to allow users to drill into data from multiple sources. Data cubes consist of dimensions that are based on strategic segments.
    - The Mail list process
      Use the Mail list process to assign offers to contacts, generate a contact list for a direct mail campaign, and log the contact history. The Mail list process is often referred to as a contact process.
    - The Schedule process
      Use the Schedule process to initiate a process, a series of processes, or an entire flowchart. The Schedule process works only if the flowchart is running.
      - Scheduling processes in a running flowchart
        Configure the Schedule process to initiate processes in a running flowchart. The Schedule process works only if the flowchart is running.
      - Inbound and outbound triggers
        You can configure the Schedule process to be triggered by an event and to trigger events upon completion. Use Options > Stored Triggers to define triggers, then call the triggers by configuring the Schedule process in a flowchart.
        To configure a Schedule process to run on a trigger
        Running on triggers
        Example: Run on Trigger
        Sending triggers after each run
        Using triggers with other scheduling options
    - The Snapshot process
      Use the Snapshot process to capture data for export to a table or a file.
  - 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

To configure a Schedule process to run on a trigger

Procedure

On the Schedule tab of the Schedule process configuration dialog, select Custom Run from the Schedule to Run drop-down list.
The Custom Run features become enabled.
In the Run On Trigger(s) field, enter the name of each trigger that can activate this Schedule process. Separate multiple triggers with commas.
- The trigger name can contain any characters except commas.
- A trigger name does not have to be unique. You can use the same trigger in multiple campaigns or flowcharts and activate them all at the same time.

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