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User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
Strategies and treatment rules
View treatment rules in View mode

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.

View treatment rules in View mode

A strategy can contain a large number of treatment rules. The view mode of Strategy tab provides several different ways to view the rules easily and meaningfully.

By default, the right pane of Strategy tab displays rules of a strategy in a Rules table. There is a pagination bar at the bottom, which allows the users to browse through different pages.

The default column displayed in Rules table are Segment, Zone, Offer, Score and Enabled, where Offer column display either an offer or an offer list assigned to a rule, with an offer list icon

which is applicable.

All other properties of a rule on Advanced options can be viewed on a slider by hovering the cursor on the vertical ellipsis to the right of the rule row and then clicking the gear icon.

You can also sort Segment, Zone, or Offer column by clicking the up/down arrow provided next to each column header. The effective sorting column and the sorting order is identified by the highlighted arrow

The Refresh button lets you to reload all rules in the Strategy from the database and replace the current contents.

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