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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 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.
Options that are available when using the same input and output audience levels
When the input and output audience levels are the same in an Audience process of a flowchart, you can use the following selections to identify the audience.
Selecting some <Audience> records per <Different audience>
This selection indicates that there are multiple entries per audience.

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.
      - Audience levels
        Audience levels are defined by Campaign administrators to represent different potential targets of campaigns, such as account, customer, household, product, or business division.
      - Householding
        Householding is a general term that means reducing the number of members in the current audience level by scoping using another audience level.
      - When to switch audience levels
        Some complex campaigns require processing at different audience levels to arrive at the list of final target entities. This can involve starting at one audience level, performing some computations and taking this output, then moving to another audience level, and performing other computations.
      - Configuring the audience process
      - Example: Audience process
        This example shows how to configure an Audience process in a flowchart.
      - Example: Filtering records
        This example explains how to use filtering in an Audience process in a flowchart.
      - Options that are available when using the same input and output audience levels
        When the input and output audience levels are the same in an Audience process of a flowchart, you can use the following selections to identify the audience.
        Selecting one <Input/Output audience> entry per <Different audience>
        Choose this option if the input and output audience levels are the same, but a different audience level is used to scope the output.
        Selecting some <Audience> records per <Different audience>
        This selection indicates that there are multiple entries per audience.
        Selecting entries for each entry at that audience level
        This selection indicates that there are multiple selections from multiple audience levels.
      - Options that are available when using different input and output audience levels
        When the input and output audience levels are different in an Audience process of a flowchart, you can use the following selections to identify the audience.
    - 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.
    - 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

Selecting some <Audience> records per <Different audience>

This selection indicates that there are multiple entries per audience.

About this task

In this situation, the input and output audience levels are the same, but a different audience level is used to scope the output. For example, select all customers within each household who have made purchases over $100 (Input audience level is customer, output audience level is customer, scoping by Household level, using Maximum Purchase Value>$100.)

In addition to creating a query, the Based on criterion also supports keywords allowing the functional equivalent of a GROUPBY macro function to be performed.

Procedure

Select an input source for Input and the same audience level for the output audience in the Audience process.
The relevant Select options become available.
Select the Some entries per... option.
A list appears next to the selected option.
Select an audience level from the list.
All alternate defined audience levels (other than the input audience) appear in the list.
Click in the Based on field to enter a query.
The Specify selection criteria dialog opens.
Enter or build a valid query expression, then click OK to save it and close the Specify selection criteria dialog.

Tip: You create a query expression in the Specify selection criteria dialog the same way that you would for a Select process. For instructions, see the topic Selecting a list of contacts.
Continue configuring the process by completing the fields on the remaining tabs.

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