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User Guide
Journeys
Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
Designing the canvas
Design the behavior of a Journey by adding goals, touchpoints, and controls.
Journey controls
Journey controls deals with the actions to be performed by configuring conditions before contacting the customer or after customer response.
Configuring a Join control
Use the Join control to join or combine one branch of the canvas to another.

User Guide
- An Introduction to Unica Journey
  Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
- Getting started with Unica Journey
  The following sections will explain the basic flow of events in designing Journeys.
- Entry Sources
  Entry source is the source from which you are providing data for the Journey. A Journey can have one or multiple entry sources.
- Data Definitions
  Data definitions are the schema of your data.
- Journeys
  Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
  - Creating Journeys
  - Designing the canvas
    Design the behavior of a Journey by adding goals, touchpoints, and controls.
    - Touchpoints
      Use Touchpoints to establish a mode of communication with the customers.
    - Configuring an Email Touchpoint
      Select an email touchpoint when you want to connect to the customer using email communication. If you have integrated both Unica Link and Deliver, you will see the options Deliver and Link as delivery options for the email Touchpoint.
    - Configuring an SMS Touchpoint
      Select an SMS touchpoint when you want to connect to the customer using mobile messages. If you have integrated both Unica Link and Deliver, you will see the options Deliver and Link as delivery options for the SMS Touchpoint.
    - Configuring a Salesforce Touchpoint
      Select a Salesforce touchpoint when you want to connect with customers on Salesforce. When configuring Salesforce touchpoint, the connector to be used will be the Salesforce connector.
    - Configuring a Whatsapp Touchpoint
      Select Whatsapp touchpoint when you want to connect to the customer through whatsapp messages. Whatsapp is integrated with Unica Deliver, so you get connected to the Unica Deliver execution engine for sending whatsapp messages.
    - Configuring Mobile Push Touchpoint
      Select Mobile Push touchpoint when you want to connect to the customer through mobile push messages. Mobile Push is integrated with Unica Deliver, so you get connected to the Unica Deliver execution engine for sending mobile push.
    - Journey controls
      Journey controls deals with the actions to be performed by configuring conditions before contacting the customer or after customer response.
      - Configuring a Delay control
        Adding a delay is similar to scheduling a Touchpoint to a specific date or time.
      - Configuring a Join control
        Use the Join control to join or combine one branch of the canvas to another.
      - Configuring an Engagement Split control
        Use the Engagement split control to engage with customers who have responded. You can also decide the next course of action for the users who have not responded too. The customers who have responded as per the events selected in Engagement split, will go in the YES path and the remaining customers will go in the NO path after the evaluation period has expired.
      - Configuring a Decision Split control
        Use the Decision control (Decision split) to add conditions to the Entry Source data. The records which fulfill the condition will flow in the YES path and the remaining records will flow in the NO path.
    - Orchestration
      Journey Orchestration deals with the actions to be performed for sharing Journey data with other applications. .
    - Additional operations on Journey canvas
      You can perform the following actions when you are on the Journey canvas screen:
  - Operations on Journey listing page
    The Journey listing page is split into four tabs:
  - Journey Settings or Deduplication
  - Journey Records Validation
    When records enter a Journey, users can set validation on the records.
  - Journey Goals
  - Journey statistics
    You can view Journey statistics when a Journey is Published or Completed.
  - Journey Status
    A Journey can have one of the four following status: Draft, Published, Paused, Completed.
- Journey chaining
  Unica Journey contains capabilities for drip marketing. Marketers can run different Journeys for a single audience group and serve customers with better communications in each stage of marketing.
- Journey Template
  Templates page lists all the saved Journey templates. Details like Template Name, Template ID, create date, Data Definition associated and preview is available on this page. Click on the Preview hyperlink to see the preview of the Journey template.
- Offer Integration with Journey
  Journey support offer from Centralized Offer Management (COM). Offer created in COM can be directly associated in email touchpoint with Link connectors in Unica Journey.
- Settings
  Use the settings menu to manage the Journey integrations like Email connectors, SMS connectors, CRM connections, and REST integrations.
- Basic features
  The basic features are features that are accessible at any time.
- Common features

Configuring a Join control

Use the Join control to join or combine one branch of the canvas to another.

About this task

Example: You have sent an email and added an engagement control to split users into:

YES - For users who clicked the link.
NO - For users who did not click the link.

If you have already created an SMS engagement control in the same Journey Canvas, to engage with customers, you can use the Join control to connect the NO flow as an entry point into an SMS engagement control so that you can communicate with those customers via SMS.

Note:

If a Join ends up in a circular loop, a pop-up appears providing you a warning.
If you drag-and-drop a Join in between a flow, a confirmation pop-up appears mentioning that the flow below the join will be deleted.

To configure a Join control, complete the following steps:

Procedure

From the Journey Palette, drag the Join control and drop it at the required YES or NO flow of a control. For information on adding a Touchpoint, see Touchpoints.
Drag the added Join control from its source to the destination where you want the flow to merge.

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