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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.
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.
About reminders and workflow task dates
When you set up the default alert subscriptions, for project workflow tasks you can send notifications that are based on the target dates, the forecast dates, or both.

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.
    - To set default alert subscriptions
      You can set default alert subscriptions by selecting the appropriate check boxes from the Default Alert Subscriptions page.
    - Default Alert Subscription page
      The Default Alert Subscription page is divided into sections for each marketing object type: projects, requests, programs, approvals, and so on.
    - About reminders and workflow task dates
      When you set up the default alert subscriptions, for project workflow tasks you can send notifications that are based on the target dates, the forecast dates, or both.
  - 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.
  - 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.

Reminders and workflow task dates

When you set up the default alert subscriptions, for project workflow tasks you can send notifications that are based on the target dates, the forecast dates, or both.

On the Default Alert Subscriptions page, the section for Projects | Reminders includes these alerts that are based on project target dates:

A workflow task is targeted to start within n day(s)
A workflow task is targeted to end within n day(s)
A workflow milestone is targeted to end within n day(s)
A workflow task is overdue according to targeted dates (alerted at most for n day(s))
A workflow task is late according to targeted dates (alerted at most for n day(s))

These alerts are based on forecast dates:

A workflow task is forecasted to start within n day(s)
A workflow task is forecasted to end within n day(s)
A workflow milestone is forecasted to end within n day(s)
A workflow task is overdue according to forecasted dates (alerted at most for n day(s))
A workflow task is late according to forecasted dates (alerted at most for n day(s))

You configure notification properties to set the number of days for each type of alert. See Reminders.

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