New Navigation UI
Unica has introduced New UI.
- Administrators will have access to switch it for any individual user through User settings > Edit preferences.
- Toggle button present at the top of the screen will help user to switch between Classic UI (Old UI) and Neo UI (New UI).
Marketing central page is bifurcated into three major sections:
- Plan & Manage
- Build & Execute
- Analyze & Optimize
Each of these categories have several tiles. Hover on each tile will display a brief on its functions. At the top of the screen KitKat menu is present. Clicking on it, user can see all the options available on the UI under different sections.
Plan & Manage
This section enables users to plan the marketing activities:
- Planning Workspace – This helps user to manage Plans, Programs, Projects, and
Calendars.
- Plans
- Programs
- Projects
- Calendar
- Planning Workstreams - This helps users to manage Tasks, Approvals and the
checklists.
- Tasks
- Approvals
- Request on approval
- Checklist
- Resource central – This helps to manage resources/Teams
- Asset Central – This helps to manage assets
- Budget Central – Track and manage accounts and invoices
- Local Campaign Subscriptions – Collaborate with fields marketer on corporate campaign
- Local Market Calendar – Collaborate calendars to view local campaigns
- Audience Central – Create and manage Audience levels
- Segment Central – Create and manage segments
- Offer Central – Create and manage offers
- Contact Central - This helps to Manage the communication preferences.
Left hand navigation will be present in most of the tiles, some tiles will not have left
hand navigation if there is no sub menu.
Note: There will be
separate tile shown on landing page for custom main menus that contain only custom
menus.
Build & Execute
This section enables user to build and further execute the planned marketing activities:
- Launch a Campaign – Helps to build and execute campaigns
- Build Strategic and Smart Segments – Helps to create reusable target audiences through campaign sessions
- Setup a Contact Strategy – Helps to optimize customer outreach
- Craft Digital Communications – Helps to create an outbound communication
- Messaging
- Advanced Message Editor
- Quick Builder
- Personalize Real-time Channel Experience – Helps to create a real-time personalization strategy for your interactive channels
- Setup AI/ML for personalization – Helps to setup Learning Bins for recommendations
- Local Marketing List - Helps to manage marketing target audience list for local campaigns
- Build On-demand Campaign – Helps to view and manage on-demand campaigns
- Build a Corporate Campaign – Helps to view and manage corporate campaigns
- Orchestrate a Journey – Helps to personalize goal-based customer engagements via Journey
Analyze & Optimize
This section enables users to analyze their marketing efforts, it will optimize the
marketing activities based on the analysis.
- Planning Insights - Help users to view an analyze planning
- Real-time Personalization Insights - Help users to view and analyze real-time personalization
- Campaign Insights – Help users to view and analyze campaigns
- Marketing Platform Insights - Help users to view and analyze platform
- Local Marketing Insights - Help users to view and analyze local marketing
- Messaging Insights - Help users to view and analyze messaging
- Open Insights - Help users to view and analyze through external Business Intelligence tool
Note: Unica has introduced Marketing Central in v12.1.4 with
new dashboard and navigation approach. Marketing Central is currently available as a
Technology Preview (TPC / Tech Preview)
Points to consider
- Recent menu button will maintain separate lists for Neo and Classic UI.
- Unlike classic UI, where you can set default home page. The Home button on Neo UI will always take you to the landing page.
- When you switch from Classic UI to Neo using toggle button, a popup is invoked with confirmation message. On click of switch to Neo UI, user will be logged out. Same is true for vice-versa i.e. switching from Neo UI to Classic UI.
- Field mapping Classic UI and Neo UI
Calssic UI Neo UI Teams Resource Central Asset Asset Central Offers Offer Central Financial Budget Central Segments Segment Central Subscriptions Local Campaign Subscriptions Calendar Local Marketing Calendar Campaigns Launch a Campaign Sessions Build Strategic & Smart Segments Optimize Sessions Setup a Contact Strategy Global learning Setup AI/ML for personaliations List Local Marketing List On-demand campaign Build on Demand Campaign Corporate Campaign Build a corporate campaign Journey Orchestrate a journey Plan analytics Planning Insights Interact analytics Realtime Personalization Insights Platform Marketing Platform Insights Collaborate analytics Local Marketing Insights Message analytics Messaging Insights