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User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
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.
Use constraints to limit the number of times an offer is presented
Offer constraints are a way to limit the number of times an offer or a collection of offers can be presented over defined periods of time. For example, you might want to suppress an offer after a predefined number of impressions in one day or to distribute offers on a webpage among different product lines.
Enabling or disabling an offer constraint
Sometimes you want to run offers without any constraints or restrictions for limited duration. In this case, you can disable and enable constraints.

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.
  - Restrict how often an offer is presented
    You can set the maximum number of times an offer is presented to a visitor in a single runtime session. Default strings that you enter for offers that are presented to everyone regardless of their actions are not counted.
  - Creating an interactive channel to coordinate your interactive campaign resources
    Use an interactive channel to coordinate all the objects, data, and server resources that are involved in interactive marketing. You specify a security policy for the channel. You can create a security policy or you can use the default security policy.
  - About table mapping
    Mapping tables is the process of making external customer or system tables accessible in Unica Campaign.
  - Interactive channel Summary tab
    Use the Summary tab to view a summary of the settings for the interactive channel.
  - Group your interaction points into zones
    You use zones to divide your interaction points into similar areas in your touchpoint. You can use zones to make your treatment rules more specific. You can move interaction points between zones. An interaction point can be a member of only one zone at a time.
  - Use constraints to limit the number of times an offer is presented
    Offer constraints are a way to limit the number of times an offer or a collection of offers can be presented over defined periods of time. For example, you might want to suppress an offer after a predefined number of impressions in one day or to distribute offers on a webpage among different product lines.
    - Creating a constraint for an offer
      Use this task to set a time and date range for presenting an offer. You can also set the number of times an offer is shown in a specified time and date range. Use the Constraints tab to add an offer constraint.
    - Modifying a constraint to change when an offer is presented
      You can modify the name, description, or the definition settings of a constraint.
    - Enabling or disabling an offer constraint
      Sometimes you want to run offers without any constraints or restrictions for limited duration. In this case, you can disable and enable constraints.
    - Deleting a constraint that is no longer needed
      You can delete an offer constraint if you do not need it.
  - Use learning models to select offers
    Unica Interact has a built-in learning module that monitors the real-time behavior of your visitors to influence your interactive flowcharts and help select the offers to present. You can also configure the learning settings to assign attributes at the interactive channel level so that each interactive channel can have its own set of customized learning models. Using customized learning models is also referred to as "self learning."
  - Use triggered actions to send offers to different touchpoints
    You can use triggered actions to deliver offers to a different touchpoints than the one where the request was sent in Unica Interact. These offers are triggered by predefined user events and event patterns.
  - Use with smart segments to refine offers
    Unica Interact uses smart segments in treatment rules to assign offers to visitors. Unlike strategic segments, you can create smart segments in Unica Campaign sessions only. To create smart segments, you must use interactive flowcharts.
  - Define real-time interactive offers for visitors
    Based on offer templates you define in Unica Campaign, you can set up real-time interactive offers that Unica Interact presents to visitors.
  - Support of real-time attributes in flowcharts and strategies
    Earlier in Unica Interact, whenever an attribute was needed while creating an expression in flowcharts or strategies, that attribute had to exist in the mapped profile table. There are scenarios that the value of an attribute will never exist in the profile table but be provided via API parameters or other sources. When that is the case, you had to work rounded by adding a corresponding column in the profile table and map the table again, which caused unnecessary hassle. You can now add and manage such attributes and use them in flowcharts or strategies. These attributes are available globally, cross Interactive Channels.
  - Exporting an interactive channel
    In Unica Interact, you can export a previous interactive channel deployment version. When you export a deployment version, you can send this export to technical support to troubleshoot any problems with your deployment.
  - (Optional) Assign target and control cells
    Since the interaction strategy is part of a campaign, you can also take advantage of the target cell spreadsheet. The target cell spreadsheet (TCS®) is a spreadsheet-type feature for each campaign that displays all cells within that campaign, and their details, including assigned offers.
  - Deploy the Unica Interact configuration
    When you configured the Unica Interact configuration, you had to mark the interaction strategies and all interactive flowcharts for deployment. After all configuration for your Unica Interact implementation is complete in the design environment, you are ready to deploy the configuration to a runtime server.
  - Run simulations to test your API scenarios
    You can run simulations in design time to easily test the events, event patterns, and strategies you defined for your interactive channel to make sure you receive the results you are expecting in runtime.
  - Personalization Playback
    Marketers can use Personalization Playback to review activities that are the outcome of existing campaigns. Personalization Playback shows the aggregated user activities grouped by audience, offers, and segments. It also includes capabilities to drill-down for activity details such as profile attributes, session attributes, API history, event patterns status, delivered and disqualified offers for Interact APIs.
- 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.

Enabling or disabling an offer constraint

Sometimes you want to run offers without any constraints or restrictions for limited duration. In this case, you can disable and enable constraints.

About this task

Offer constraints are defined with a range of time during which it is used. However, there might be times when you want to prevent the offer constraint from being:

Used without redefining its operating range
Considered at all

You can disable and enable offer constraints with the Add/edit constraint dialog box.

Procedure

Click the name of the constraint you want to edit on the Constraints tab.

The Add/edit constraint dialog box appears.
To disable the offer constraint so that the selected offers are served without the restrictions that are defined here, click Disable.
To enable the offer constraint, click Enable.
Click Save and return to return to the Constraints tab, or click Save and add another to add another constraint.

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