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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.
Orchestration
Journey Orchestration deals with the actions to be performed for sharing Journey data with other applications. .
Configuring a Database
Enable orchestration with other system by inserting/updating/deleting database row or updating a raw sequel. This will be executed for every record in the Journey.

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. .
      - Configuring Publish
        Use the Publish orachastration to save contact details at a particular stage. You can use these contact details for analytics, reusing the CSV files and Kafka Entry source in other Journeys, or other actions.
      - Configuring a Database
        Enable orchestration with other system by inserting/updating/deleting database row or updating a raw sequel. This will be executed for every record in the Journey.
      - Configuring Rest API
    - 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 Database

Enable orchestration with other system by inserting/updating/deleting database row or updating a raw sequel. This will be executed for every record in the Journey.

About this task

To configure a Database, complete the following steps:

Procedure

From the Journey control panel within the Palette, drag-and-drop the Database control to the required part on Canvas.
The Database Configuration dialog appears.
Provide values for the following fields:
- Name - Mandatory
- Description - Optional
Add Offers - Check the checkbox I want to associate Offers to this touchpoint
Select Offers button will get enabled.
Click on Select Offers.
The Offers screen from Centralized Offer Management appears. User can select one or multiple offers from the list of offers displayed or double click on the offer to select from the offer variant.

Note: On Database Touchpoint, Select Offers button will be enabled only when user sets the partition setting for the Journey
From Select Channel of communication dropdown, select the required communication channel.
Click Next.
The Create New Action page appears.
Default database connection is reflected in the Existing Connection field. Also, the defined properties of the database are reflected in the respective property fields. Select the required connection from the available connections.
Click Next.
The Field Mapping page appears.
Map the Database Fields with Journey Fields.
Click Save.

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