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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 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.
Previewing offers and offer lists from Centralized Offer Management
Interact can use offers and offer lists from Campaign or from Centralized Offer Management. If the offers being used are from Centralized Offer Management, from version 12.1.5, an icon appears succeeding the offers and offer lists.

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.
    - About Unica Campaign
      Unica Campaign is a solution that enables users to design, execute, and analyze direct marketing campaigns. Unica Campaign provides an easy-to-use graphical user interface that supports the direct marketing processes of selecting, suppressing, segmenting, and sampling lists of customer IDs.
    - Audience levels
      An audience level is a collection of identifiers that can be targeted by a campaign. You can define audience levels to target the correct set of audiences for your campaign.
    - Campaigns
      In marketing, a campaign is a selection of related activities and processes that are performed to achieve a marketing communication or sales objective. Unica Campaign also contains objects called campaigns which are representations of marketing campaigns that facilitate design, testing, automation, and analysis.
    - Cells
      A cell is a list of identifiers (such as customer or prospect IDs) from your database. In Unica Campaign, you create cells by configuring and running data manipulation processes in flowcharts. These output cells can also be used as input for other processes in the same flowchart (downstream from the process which created them).
    - Flowcharts
      In Unica Campaign, flowcharts represent a sequence of actions that you complete on your data, as defined by building blocks called processes. Flowcharts can be run manually, by a scheduler, or in response to some defined trigger.
    - Offers
      An offer represents a single marketing message, which can be delivered in various ways.
    - Offer lists
      An offer represents a single marketing message, which can be delivered in various ways.
    - Previewing offers and offer lists from Centralized Offer Management
      Interact can use offers and offer lists from Campaign or from Centralized Offer Management. If the offers being used are from Centralized Offer Management, from version 12.1.5, an icon appears succeeding the offers and offer lists.
    - Sessions
      A session is a construct in Unica Campaign where fundamental, persistent, global data constructs (such as strategic segments and cubes) are created by Unica Campaign administrators and then made available to all 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.
  - 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
  This section provides details on the new user interface developed for Gateways.
- Use triggered messages to send offers to different channels
  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.
- 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.
- Simulator and Coverage analysis
  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.
- Profile data governance
  Profile data may contain sensitive information. It was expected that Interact systems needed a mechanism so that the admins could configure the columns that are sensitive, and the level of data protection required. Admin users can choose to hide or mask the sensitive columns.
- 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.
- About Interact reporting
  Unica Interact is integrated with Unica reporting to deliver comprehensive Cognos® reports in Unica Interact.

Previewing offers and offer lists from Centralized Offer Management

Interact can use offers and offer lists from Campaign or from Centralized Offer Management. If the offers being used are from Centralized Offer Management, from version 12.1.5, an icon appears succeeding the offers and offer lists.

The

icon appears succeeding the offers and offer lists for the following features of Interact:

Strategy
FlexOffer
AB Test
Triggered Action

Clicking the icon gives you a preview of the offers and offer lists. The preview differs for offers and offer lists and in offer lists the preview differs for static offer lists and smart offer lists. The preview opens up as a side panel and displays relevant information related to offers and offer lists.

The preview

icon appears in all features of Interact where offers are used and it works only if you have installed and integrated Centralized Offer Management with Interact. To enable it, ensure that the following configurations are set:

Enable Centralized Offer Management is set to YES in Affinium|Unica Platform.
relyOnOfferManagement is set to YES in Affinium|Campaign|partitions|partition1|Interact|offerArbitration.

Note: If you do not configure the earlier mentioned parameters, the

icon does not appear despite the installation of Centralized Offer Management.

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