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).
We have introduced new UI for Unica. In new UI we have Marketing Central as new home page that has got new Categorization of Unica modules bringing different modules into theme-based sections as following
  • 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 left side of the screen, KitKat menu is present. Clicking on it, user can see all the options available on the UI under different sections. Also, there is link for navigating to Marketing Central page.

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 have menus specific to the accessed product from respective tile.
Note: Custom menu tiles does not show description on tool tip.

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
Points to consider
  • Recent menu button will maintain separate lists for Neo and Classic UI.
  • 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

    Below table shows the mapping of all menus in classic Vs Neo UI. In classic UI, we had all the menus grouped with respect to their product. In Neo UI, all those menus are grouped based on the marketing activities performed by the menu.

    For example, Request a project menu was under Plan main menu in classic UI. Now it is a part of Planning Workspace tile present under Plan & Manage section. It is also renamed as Request - Projects.

    Favorites

    From v12.1.5 onwards, user can add different Unica pages as Favorites for quick access. At the top of Marketing Central page, Favorites options is available displaying the list of favorites user has added, along with the home page button. On Unica page, at the top right corner, user can see a Star icon. On click of this, a pop up window is invoked where user can add, update or delete favorites. User can give desired name while adding the new favorites. In case the current page is already added into favorites, then the star icon is shown in Orange color and user can click on same to remove current page from favorites. Maximum 15 favorites can be added. Favorites popup can also be quickly accessed from left side navigation bar.

    Set Home Page

    From V12.1.5 onwards, user can set Unica page as a home page (the first page you see when you log in). Under settings, an option Set current page as home page is available. User can return to that page at any time by clicking the Home Page menu under Favorites.

    If user has not set the homepage and they clicks on the home icon, then they will be landing on the Marketing Central landing page.