Unica has introduced New UI.
- Administrators will have access to switch it for any individual user through .
- 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.