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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 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.

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.
  - 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.
    - Unica Interact workflow for implementing the marketing plan
      When you configure Unica Interact, you use a workflow to outline the process from an idea to deployment in detail. Configuring Unica Interact is a multi-step, multi-person, iterative process. The process from an idea to deployment involves: design, configuration, testing, review, and deployment.
    - Planning your visitor interaction
      When you plan the design of your Unica Interact implementation, you must consider the following factors: the strategies that you use to interact with your customers, and the data that is required to segment your customers. Designing the Unica Interact implementation requires the coordination of several components.
  - 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.

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.

Unica Interact is used by many people within your organization. Because Unica Interact is a connection point between your touchpoints and your marketing campaigns, the people that are involved with both parts of your organization will either be using or affected by Unica Interact.

The following list describes potential Unica Interact user roles. These duties may be divided among several individuals in your organization, or a few people may perform multiple roles.

A user who oversees all of the infrastructure that surrounds a touchpoint. While this user may not actively touch any configuration in the design environment, this person is in charge of making sure the touchpoint stays up and running, and writes the integration between the touchpoint and the runtime environment with the Unica Interact API. This user approves deploying new configurations to production runtime servers. This user may also review statistics and reports from staging servers to analyze the effect of deploying new configurations to production runtime servers.
A user who installs and configures Unica Platform, Unica Campaign, and Unica Interact. This user also installs and configures the runtime server groups, and might also perform the steps to deploy new configurations. This user could be considered the Unica Interact administrator.
A user who designs real-time interactions. This user defines offers and which customers should receive them by working with interactive channels and campaigns. While this user may not perform the actual steps of configuration in the runtime environment, this user defines what the configurations are and spends a lot of time reviewing reports detailing performance and ROI.
A user who designs segmentation logic for interactive channels by creating interactive flowcharts.
A user who manages the data used by Unica Interact. This person may not ever 'use' Unica Interact, but is integral to your design team. This person must work with the user who designs the segmentation logic and the user managing the touchpoint to ensure that the correct data is where it needs to be, and is formatted and indexed properly to meet all performance requirements.

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