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Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Setting up alerts
Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
Customizing notification messages for alerts
Administrators can customize the subject, message text, header, and footer for alerts. You can also localize messages: you select the locale for every message that you customize.
To customize an alert notification message
You can customize an alert notification message by adding or modifying a template and clicking its Customize Alerts tab.

Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Overview
  With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Plan interface customization options
  Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
- Unica Plan integrations
  Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- Marketing object types
  Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
- Project and request deactivation
  After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Plan reports
  Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
- Template Basics
  A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
  After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
- Program and project templates
  Program and project templates have additional tabs that customize the object instances that are made from the template.
- About forms
  A form is a collection of attribute fields that gather information about an object.
- About attributes
  An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- About metrics
  Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
- Multiple locale support
  For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- About security
  You configure security policies that grant users permission to access specific objects and features through assigned access roles.
- Setting up alerts
  Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
  - About event-triggered alerts
    Event-triggered alerts are notifications that Unica Plan sends in response to system events.
  - About reminders
    Any alert that is not triggered by the occurrence of a single, specific event is called a reminder or alarm.
  - About setting default alert subscriptions
    Administrators can define a set of default alert subscriptions. For each object type, you select the team members who receive different types of alerts by subscribing or unsubscribing their object access roles.
  - Customizing notification messages for alerts
    Administrators can customize the subject, message text, header, and footer for alerts. You can also localize messages: you select the locale for every message that you customize.
    - To customize an alert notification message
      You can customize an alert notification message by adding or modifying a template and clicking its Customize Alerts tab.
    - Alerts Settings page
      The Alerts Settings page (or tab) contains sections where you customize a message subject and body and its header and footer.
    - Example of a custom alert message
      In this example, you construct a custom message for the alerts that notify users that a new project is created from a request.
  - Changing the refresh interval for the alerts count
    You can change the refresh interval for the alerts count by updating the alertCountRefreshPeriodInSeconds setting.
  - How Plan determines the alert sender
    When Unica Plan sends an alert notification through email, the sender email address is the first valid address of the following.
  - Setting up the collaboration tool
    From version 12.1.2 onwards, you can use Plan to configure a collaboration tool with Unica Plan. In version 12.1.2, Unical Plan provides out-of-the-box settings that you can use to collaborate using Slack. Slack is not packaged with the Unica installer. You have to install Slack separately.
- About list definitions
  The user interface of Unica Plan presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
  To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
- Exporting and importing metadata
  You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
- Setting up libraries for digital assets
  Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Setting up accounts
  An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
- About advanced topics
  This chapter provides information about advanced customization options for the Unica Plan interface.
- Unica Plan Rest API
  The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.

Customizing an alert notification message

You can customize an alert notification message by adding or modifying a template and clicking its Customize Alerts tab.

Procedure

Determine whether to customize an alert system-wide, or for a particular template only.
- To customize an alert system-wide, click Settings > Plan Settings > Customize Alerts.
- To customize an alert for a particular template, add or edit the template then click its Customize Alerts tab.
The Customize Alerts page or tab displays.
Select a Locale.
Note: If your system supports multiple locales, repeat this procedure to supply locale-specific custom text for each alert you customize.
Select a Planning Object.
If you are configuring a template, this field may be disabled. For example, if you are working with a project template, Project is selected in this field and you cannot select anything else.
Select an Alert Event.
Click Get Alert Details.
The values currently defined for the message subject and body display. For alerts that are the result of a staffing change or that otherwise involve a specific user, additional fields that you can use to store optional, personal text for the affected user display.
Enter or edit the text of the Subject and Message Body for the alert.
Optionally, specify attributes and links to tabs for the subject, body, header, or footer.
Note the following.
- To include variables and links to tabs, use the list on the right side of the page for the section you are editing. See Customizing notification messages for alerts.
- If you are using detailed task alerts, you can only customize the alert header and footer for workflow task alerts.
- If you are customizing alerts system-wide, you cannot add links to tabs in the header and footer.
In the Customize Alerts section, click Save changes.
Optionally, click Get Header and Footer.
The values currently defined for the message header and footer display.
Enter text and include variables and links to tabs for the Header and Footer of the alert.
In the Customize Header Footer section, click Save changes.

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