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User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
Unica Interact overview
Unica Interact is an interactive engine that targets personalized offers to visitors of inbound marketing channels. You can configure Unica Interact to be behavioral, strictly event-based, situational, strategic, and so on. Unica Interact is a module within the Unica suite of tools.
Unica Interact key concepts
Unica Interact is an interactive engine that targets personalized marketing offers to various audiences.
Profiles
A profile is the set of customer data that is used by the runtime environment. This data can be a subset of the customer data available in your customer database, data that is collected in real time, or a combination of the two.

User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
- Unica Interact overview
  Unica Interact is an interactive engine that targets personalized offers to visitors of inbound marketing channels. You can configure Unica Interact to be behavioral, strictly event-based, situational, strategic, and so on. Unica Interact is a module within the Unica suite of tools.
  - Understanding Interact
    Unica Interact integrates with your customer facing systems-such as websites and call centers-and allows you to retrieve optimal personalized offers and visitor profile information in real-time to enrich the interactive customer experience.
  - Interact architecture
    Understanding Interact architecture helps you understand how Interact communicates with the customer-facing touch point, the runtime servers, and Campaign. Interact architecture uses the Interact API to closely work with the design environment, the runtime environment, and sometimes the testing runtime environment to meet your performance requirements.
  - Unica Campaign key concepts
    Interact integrates with Unica Campaign to define the offers that are assigned to customers. Integration between Interact and Campaign ensures that you can use the same offers across multiple campaigns, and integrate all the contact and response history across all your campaigns.
  - Unica Interact key concepts
    Unica Interact is an interactive engine that targets personalized marketing offers to various audiences.
    - Design Time environment
      Use the design time environment to configure various Unica Interact components and deploy them to the runtime environment.
    - Interactive channels
      Use interactive channels in Unica Interact to coordinate all the objects, data, and server resources that are involved in interactive marketing.
    - Profiles
      A profile is the set of customer data that is used by the runtime environment. This data can be a subset of the customer data available in your customer database, data that is collected in real time, or a combination of the two.
    - Interactive flowcharts
      Use interactive flowcharts to divide your customers into segments and assign a profile to a segment.
    - Smart segments
      A smart segment is similar to a strategic segment in that it is a group of customers with defined traits. Instead of a list of IDs, however, a smart segment is the definition of what IDs are allowed in the list.
    - Touchpoints
      A touchpoint is an application or place where you can interact with a customer. A touchpoint can be a channel where the customer initiates the contact (an "inbound" interaction) or where you contact the customer (an "outbound" interaction).
    - Interaction points
      An interaction point is a place in your touchpoint where you want to present an offer.
    - Zones
      Interaction points are organized into zones. You can limit a treatment rule to apply to a certain zone only.
    - Strategy and treatment rules
      An Interactive channel can have multiple marketing strategies. A Strategy, key focal point of Interact application, consists of a set of treatment rules. Treatment rules are also called Smart rules in Interact after version 12.0. Treatment rules assign an offer to a smart segment. These assignments are further constrained by the custom-defined zone that you associate with the offer in the treatment rule.
    - FlexOffers
    - Event and event patterns
    - Triggered action
    - Gateway groups in Touchpoints tab
    - Runtime environment
      The runtime environment connects to your touchpoint and performs interactions. The runtime environment can consist of one or many runtime servers that are connected to a touchpoint.
    - Runtime sessions
      A runtime session exists on the runtime server for each visitor to your touchpoint. This session holds all the data for the visitor that the runtime environment uses to assign visitors to segments and recommend offers.
    - Unica Interact API
      Use the Unica Interact application programming interface (API) to integrate Unica Interact with your touchpoints.
  - Unica Interact users
    In Unica Interact, you can create user roles, and add single or multiple users for each user role. Users can be common across user roles.
  - Logging in to Marketing Software
    Use this procedure to log in to Unica.
  - To set your start page
    The start page is the page that displays when you log in to Unica. The default start page is the default dashboard, but you can easily specify a different start page.
  - Unica Interact documentation and help
    Unica Interact provides documentation and help for users, administrators, and developers.
- Marketing Campaign
  Designing the Unica Interact configuration is a multi-step process that involves many people in your organization. You work with the Unica Interact user interface, the Unica Interact API, and Unica Campaign flowcharts to configure your interactive marketing campaign.
- Interactive channels
  An interactive channel is a representation of a client-facing touchpoint that is used to coordinate all of the objects, data, and server resources that are involved in interactive marketing.
- About interactive flowcharts
  Interactive flowcharts are similar to Unica Campaign batch flowcharts when used to create strategic segments.
- Strategies and treatment rules
- FlexOffers
- Events and Event Patterns
- Gateways
- About the Interact List process in batch flowcharts
  When Unica Interact is installed, the Interact List process is available in batch flowcharts. Similar to the Call List and Offer List processes, the Interact List process allows you to specify which offers are served to which visitors to your interactive site. This provides you with the ability to target offers to entire audience levels, target specific individual audience members, or suppress offers from specific audience members by using table-driven features.
- Understanding deployment to runtime servers
  Deployment is how you transfer all the configuration that you define in the design environment to the runtime server groups. Deployment is grouped by interactive channel. When you deploy an interactive channel, you are sending all the data that is associated with an interactive channel to the selected runtime server group. This is why, when you are creating interactive channels, you must define the production runtime servers and the non-production (testing) runtime servers.
- About Interact reporting
  Unica Interact is integrated with Unica reporting to deliver comprehensive Cognos® reports in Unica Interact.

Profiles

A profile is the set of customer data that is used by the runtime environment. This data can be a subset of the customer data available in your customer database, data that is collected in real time, or a combination of the two.

The customer data is used for the following purposes:

To assign a customer to one or more smart segments in real-time interaction scenarios.
You need a set of profile data for each audience level by which you want to segment. For example, if you are segmenting by location, you might include only the customer's postal code from all the address information you have.
To personalize offers
As attributes to track for learning
For example, you can configure Unica Interact to monitor the marital status of a visitor and how many visitors of each status accept a specific offer. The runtime environment can then use that information to refine offer selection.

This data is read-only for the runtime environment.

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