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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.
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.
Decide on a set of templates
Design one template for each marketing object type.
Example templates
Unica Plan provides a few example templates. You can use the example templates to start creating marketing objects. Then, you can modify the example templates and create custom templates for your organization.

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.
  - When to create another template
    You can add templates at any time. Design new templates when you must capture new information about a marketing object type.
  - Decide on a set of templates
    Design one template for each marketing object type.
    - Example templates
      Unica Plan provides a few example templates. You can use the example templates to start creating marketing objects. Then, you can modify the example templates and create custom templates for your organization.
    - List of example templates
      Unica Plan comes with several example templates.
  - Template components
    Templates include default data, and different components that you create and manage. Template components are modular, reusable structures that help you meet the needs of the users who create instances of different types of marketing objects.
  - Template-building methodology
    Building a custom template is a bottom-up process. You build each component that you need, and then assemble them into a complete template. You use the complete template to create instances of the object.
  - Plan custom templates
    Most of the work that is involved in creating custom templates is determining the fields that you want in your templates and how to organize those fields. Capturing this information on paper before you start creating attributes and forms streamlines the creation process.
  - What can you customize?
    The items that you can customize for your templates depend on the marketing object type. You can change the names of standard attributes; add custom attributes, metrics, and workflow; and translate templates.
  - Campaign project templates
    If Unica Plan is integrated with Unica Campaign, campaign project templates guide users in creating a campaign project. Campaign projects integrate the planning and project management features of Unica Plan with the campaign development features of Unica Campaign.
  - Offer templates
    If Unica Plan is integrated with Unica Campaign, and optional offer integration is also enabled, you create offer templates in Unica Plan. Offer templates guide users in creating offers.
- 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 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.

Example templates

Unica Plan provides a few example templates. You can use the example templates to start creating marketing objects. Then, you can modify the example templates and create custom templates for your organization.

Unica Plan provides a few program and project templates. Unica Plan also provides one default template for a plan, an invoice, and an asset; you can edit these templates to suit your needs, but you cannot create new templates for these object types. The examples are in the following file under your Unica Plan installation.


\tools\admin\sample_templates\sampleTemplates<database>.zip

where <database> is your database. For example, if you are using an Oracle database, you should import sampleTemplatesOracle.zip.

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