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Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
About processes
Manipulating process boxes in flowcharts
Process boxes are the building blocks of flowcharts. The processes are visible on the flowchart process palette at the left of the workspace. Each marketing campaign consists of at least one flowchart, and each flowchart consists of processes that are configured and connected.
Running or testing a process
To ensure that your configuration is successful and the results are what you expect, test run each process after you configure and connect it.
Updating contact history by doing a production run
When you do a production run, you can update contact history for the current Run ID. Use the Run history options window to choose how the new contact history will be written to the contact history table.
Run History Options window reference

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
- About processes
  - Types of processes
    Campaign processes are divided into three types by function, which are distinguished by color in the flowchart process palette.
  - Manipulating process boxes in flowcharts
    Process boxes are the building blocks of flowcharts. The processes are visible on the flowchart process palette at the left of the workspace. Each marketing campaign consists of at least one flowchart, and each flowchart consists of processes that are configured and connected.
    - Adding processes to flowcharts
      You can add a process to a flowchart by dragging a process box from the palette to the workspace.
    - Copying processes within a flowchart
      Copying a configured process can save time when you build campaign flowcharts. You can paste the process elsewhere in the workspace.
    - To cut a process
    - Pasting processes from the template library
      Templates contain one or more configured processes and connections. Using templates can save time when you build flowcharts because you can copy and then paste configured processes from one flowchart to another.
    - Moving processes in flowcharts
      You can move any process in a flowchart by dragging the process to a different location in the workspace. Moving a process does not affect the workflow; it only affects the visual appearance of the flowchart.
    - Deleting processes from flowcharts
      As you design and build flowcharts, you can delete processes if you decide that you no longer need them. If you delete a process that has an annotation, the annotation is also deleted.
    - Connecting processes in flowcharts
      Connect processes in a flowchart to specify the direction of data flow and the order in which the processes run. When you move processes in the workspace, any existing connections between processes remain. Moving processes in a flowchart does not affect data flow. You affect data flow only by adding or deleting connections.
    - Deleting a connection between two processes
      If you no longer want two processes to be connected, or if you want to change the direction of the data flow between them, you can delete the connection.
    - Example: process connections
      The way processes are connected in a flowchart determines the flow of data.
    - Configuring processes
    - Running or testing a process
      To ensure that your configuration is successful and the results are what you expect, test run each process after you configure and connect it.
      - Updating contact history by doing a production run
        When you do a production run, you can update contact history for the current Run ID. Use the Run history options window to choose how the new contact history will be written to the contact history table.
        Run History Options scenario
        In this example, you have a flowchart with two branches and two contact processes, A and B, both configured to log to contact history.
        Run History Options window reference
  - Data sources for processes
    When you configure most processes in a flowchart, you must specify the source of the data that the process will act on. The data source for a process can be one or more incoming cells, segments, files, or tables. For example, the data source for a Select process might be a database table where your organization stores customer information such as Name, Address, Age, and Income.
  - Using queries to select data
    When you configure a Select, Segment, or Extract process in a flowchart, you can use queries to identify contacts from your databases or flat files. There are several different query methods.
  - Previewing field values from your user data
    You can use the Profile feature to preview field values when you configure a process in a flowchart. This feature allows you to see actual values from fields in your user data.
  - Logging contact history
    Contact history can provide information about what offers were made, who they were made to, when, and by which channels. Contact history is stored in several tables in the Campaign system database. You can also log contact history to a file.
  - Changing the seed for random selection
  - Skipping duplicate IDs in process output
    The Extract, Call list, Mail list, and Snapshot processes allow you to specify how to treat duplicate IDs in the process output. The default is to allow duplicate IDs in the output.
- User variables
  Campaign supports user variables, which can be used during process configuration when creating queries and expressions.
- Page Help
- Corporate Campaigns page

Run History Options window reference

The Run History Options window contains the following options.

Table 1. Run History Options window options
Option	Description
Create a new run instance	Rerun a specific branch or process of the flowchart using a new Run ID. Append the results, associated with the new Run ID, to the contact history table. Existing contact history remains intact.
Replace the contact history of the previous run	Reuse the previous Run ID and replace the contact history previously generated for that Run ID (only for the process or branch that is being run). Contact history records that were previously generated for other branches or processes of the flowchart remain intact.
Cancel	Cancel the branch or process run and do nothing to existing contact history. The flowchart remains open in Edit mode.

You cannot replace contact history if associated response history exists. Therefore, if you selected Replace the contact history of the previous run and associated response history records exist, you can choose one of two options:

Click OK to clear the associated response history records as well as the contact history records. This is your only option if response history exists and you want to replace the contact history from the previous run.
Click Cancel to cancel clearing the contact history records. You can choose Create a new run instance instead, to create a new run instance to run the current contact process.

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