New Navigation UI

Unica has introduced New UI.

  1. Administrators will have access to switch it for any individual user through User settings > Edit preferences.
  2. 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