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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.
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.

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.
    - 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 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.

Before you begin

Before you start this procedure, see Touchpoints.

About this task

To configure a Salesforce touchpoint, complete the following steps:

Procedure

Set Salesforce connector as the default Salesforce connector in Setting a default CRM connection.
The Create New Action page appears.
Provide values for the following fields:
- Object Action - Mandatory. Specify if you want to create a new Object or update an existing Object.
- Object Type - Mandatory. Specify if you want to create a new Lead or a Contact.
Click Next.
The Field Mapping dialog appears.
Map the Salesforce fields with the appropriate Journey fields (coming from the Data Definition associated with the Journey during Journey creation). This is essential as the mapping changes the value on runtime.
Click Save.

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