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User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
Strategies and treatment rules
Define advanced options

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.
- 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
  - Treatment rules
  - Offer eligibility
  - Marketing score
  - Predicate and Expression builder
  - Suppression count and maximum score
  - Using offer lists in treatment rules
  - Grouping treatment rules
  - A/B testing of treatment rules
  - Manage strategies
  - Manage treatment rules
  - Define advanced options
  - Batch update and delete treatment rules
  - View treatment rules in View mode
  - Deploy interaction strategy
    After you configure the interaction strategy, the next step is to mark the strategy for deployment. When you mark an interaction strategy for deployment, a notification is displayed on the interactive channel that is associated with this interaction strategy that it can be deployed to a runtime server group for testing or production.
- 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.

Define advanced options

You can define the advanced properties of a rule, like offer scores, eligibilities, parameterized offer attributes, learning, and A/B Testing using the “Advanced Options” slider. Click the gear icon available in the mini menu to the right of rule.

From version 12.1.3, the Offer Attributes will have an information icon following the number for Offer Attributes. Click the icon to open a side panel. In case of Offers, the panel displays:

The offer attribute
Its parameterized value
Its default value

In case of Offer Lists, the panel displays:

The offer attribute
Its parameterized value

In case of Offers and Offer Lists, the number displayed for the Offer Attributes column are only those attributes that are parameterized. For example, in case of Offers, if there are 15 attributes and only 10 attributes are parameterized, the Offer Attributes colum displays the value as 10. Since Offer Lists contain multiple Offers, you must go to settings and parameterize attributes for the Offer Attributes column to display a value. For more information on settings related to Offer Attributes, see Offer Attributes tab.

The side panel also has a Search bar to find the offer attributes.

The Advanced Options slider displays the properties in multiple tabs. Click Apply Changes to save the changes performed on data for a rule cached on client side. Click Save or Save and Exit to ensure that all changes for the rule are saved in the database.

The following sections provide details of each tab on Advanced Options.

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