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User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
Strategies and treatment rules
Manage treatment rules
Create new rules by copying existing rules
You can create new rules by copying existing rules in New rules pane or existing rules pane using following 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 treatment rules in Edit mode
    - Add new rules
    - Create new rules by copying existing rules
      You can create new rules by copying existing rules in New rules pane or existing rules pane using following options.
    - Edit rules
    - Interact design time UI data cache
      Interact Design Time has a lot of offers, offer lists, and segments and it uses them when defining Interact arbitration logic in Interact Design Time. To achieve a good User Experience, Interact Design Time builds a data cache containing all offers, offer lists, offer attributes, and segments in the server memory for each user session, at the same time an Interactive Channel gets loaded on the user interface. This avoids performance issues of loading data elements from the database, each time.
    - Delete rules
    - Add zones and interaction points
  - 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.

Create new rules by copying existing rules

You can create new rules by copying existing rules in New rules pane or existing rules pane using following options.

In the left pane, select a segment, zone, offer or offer list from its tree, drag and drop to its cells to the Existing rules pane. You will see a confirmation box. Clicking Copy creates a copy of the target rule for the selected segment, zone, offer or offer list but retains the configurations of the target rule.
Create multiple rules from a source rule using "Copy to..." in dropdown list. For example, on row of a source rule, click its segment cell, a popup message displays. On "Copy to Segments" tab, to select one or multiple segments you want to copy this rule to, click Duplicate rules button. This creates one or multiple rules that have all properties as same the source rule, but only segment is different. You can perform same operation to offers and zones. This allows the marketers to quickly create multiple new rules from a source rule for different segments, zones, or offer/offer lists. The new rules are persisted to database only when you click Save or Save and Exit button.
Create an identical rule similar to a source rule using Copy icon at the right of the rule. This creates an identical rule that is displayed right below the source rule. The new rule is persisted to database only when you click Save or Save and Exit button.

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