Unica Campaign Configuration and Reporting Schema

Datasource Configuration

  1. Login to the Superset environment.
  2. Navigate to Settings > Database Connections.
  3. Edit CampaignDS.
  4. Provide password for the database user.
  5. Test the connection.

Verify the Setup

  1. Navigate to Dashboards.
  2. Filter Campaign_Analytics, Campaign_Performance, Campaign_OS_offer, Campaign_Dashboard, Campaign_OS_Campaign, CA_Offer_Performance_Over_Time, and Campaign_Offer_Performance_Over_Time, Campaign, and Offer.
  3. Run each dashboard. The Dashboard must run without any error.

Landing Page Dashboards

The following 15 Superset dashboard reports were developed to cover campaign and offer performance tracking:

Landing Page Reports for Campaign:
  • Campaign Offers List
  • Recent Campaigns
  • Campaign Performance by Offer Responses
  • Campaign Revenue Generation by Offer
  • Campaign Financial Summary
  • Campaign Financial Summary by Offer
  • Segment Performance by Offer Responses
  • Campaign Performance Summary by Offer Responses
  • Campaign Performance by Segment Responses
  • Campaign Performance Comparison by Responses
  • Campaign Offer Performance by Month
  • Campaign Detailed Response Breakout
Note: Shows data only for the current day and last seven days.
Landing Page Reports for Campaign and Offer:
  • Offer Performance by Day
  • Offer Performance Comparison
  • Offer Financial Summary
Note: Shows data only for the current day and last seven days.

Reports

Table 1. Campaign Analytics
Report Name Description
Campaign summary The Campaign summary report provides an overview of all campaigns that have been created. It lists the campaign code, creation date, start and end dates, last run date, initiative and objective of each campaign. User can filter report by the campaign name.
Offer Campaign listings The Offer campaign listings report lists campaigns grouped by offers. It lists the campaign code, initiative, start and end dates and last run date. User can filter report by the campaign name.
Table 2. Campaign Performance
Report Name Description
Campaign financial summary by offer (Actual) The Campaign financial summary by offer (Actual) report provides financial data for offers within campaigns. It includes data such as contact costs, gross revenue, net profit, and ROI. User can filter report by the campaign name.
Campaign detailed offer response breakout The Campaign detailed offer response breakout report provides campaign performance data for different response types. It lists all offers associated with a campaign and the number of responses for each response type. User can filter report by the offer name.
Campaign performance comparison The Campaign performance comparison report compares the financial performance of campaigns. It includes data such as response transactions and response rate, number of unique responders and responder rate. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance comparison by initiative The Campaign performance comparison by initiative report compares the financial performance of campaigns grouped by the corresponding initiatives. It includes data such as response transactions and response rate, number of unique responders and responder rate. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance comparison (with revenue) The Campaign performance comparison report compares the financial performance of campaigns. It includes data such as response transactions and response rate, number of unique responders and responder rate. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance summary by cell The Campaign performance summary by cell report provides performance data for campaigns with cells grouped by the corresponding campaigns. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders and responder rate. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance summary by cell and initiative The Campaign performance summary by cell and initiative report provides performance data for campaigns with cells grouped by the corresponding campaigns and initiatives. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders and responder rate. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance summary by cell and offer The Campaign performance summary by cell and offer report provides a summary of cell and offer performance from the cell perspective. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders and responder rate. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance summary by cell and offer (with revenue) The Campaign performance summary by cell and offer (with revenue) report provides a summary of cell and offer performance from the cell perspective. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders, responder rate and actual revenue. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance summary by cell (with revenue) The Campaign performance summary by cell (with revenue) report provides performance data for campaigns with cells grouped by the corresponding campaigns. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders, responder rate and actual revenue. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance summary by offer The Campaign performance summary by offer report provides a summary of campaign and offer performance with offers grouped by the corresponding campaigns. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders, and responder rate. It also includes optional lift over control group information. User can filter report by the campaign name.
Campaign performance summary by offer (with revenue) The Campaign performance summary by offer (with revenue) report provides a summary of campaign and offer performance with offers grouped by the corresponding campaigns. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders, responder rate and actual revenue. It also includes optional lift over control group information. User can filter report by the campaign name.
Offer performance comparison The Offer performance comparison report compares the performance of offers. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders, and responder rate. It also includes optional lift over control group information. User can filter report by the offer name.
Offer performance metrics Offer performance metrics report compares the performance of offers based on various response attributions, such as Best Match, Fractional Match and Multiple Match. It also includes optional lift over control group information and percentage difference between various attribution rates. User can filter report by the offer name.
Offer performance summary by campaign The Offer performance summary by campaign report provides a summary of offer and campaign performance with campaigns grouped by the corresponding offers. It includes data such as number of offers given, number of response transactions, response rate, number of unique responders and responder rate. It also includes optional lift over control group information. User can filter report by the campaign name.
Table 3. Campaign Offer Performance Over Time
Report Name Description
Campaign offer performance by month The Campaign offer performance by month report shows campaign performance for a specified month with performance data grouped by the corresponding offers. It lists the number of offers given, number of response transactions and response rate for the specified month. User can filter report by the offer name, campaign name and year/month.
Offer performance by day The Offer performance by day report shows offer performance for a specified date or date range. It lists the number of offers given, number of response transactions and the response rate during the specified date or date range. User can filter report by the offer name and actual date.
Table 4. Campaign Out-of-the-Box Campaign
Report Name
Campaign flowchart status summary
Campaign performance summary by cell
Campaign detailed offer response breakout
Campaign offer performance by month
Campaign performance summary by cell and offer
Campaign financial summary by offer (Actual)
Campaign performance summary by cell and offer (with revenue)
Campaign performance summary by cell (with revenue)
Campaign performance summary by offer
Table 5. Campaign Out-of-the-Box Offer
Report Name Description
Revision history JAVA-based report.
Offer performance summary by Campaign
Offer performance by day
Table 6. Campaign Dashboard
Report Name Description
Campaign return on investment comparison Campaign Return on Investment Comparison report gives you return on investment for respective campaigns and you can filter report by the name of the campaign.
Campaign response rate comparison Campaign Response Rate Comparison In this report we will get the response rate for respective campaigns and filter report on the basis of the campaign name.
Campaign revenue comparison by offer The campaign revenue comparison by offer report gives you the gross revenue associated with each offer. You can filter it by the name of the offer.
Offer responses for last 7 days The Offer Responses for last 7 days report will provide you with the response transactions and the offer given information for the response date of the offer. You can filter these reports according to the offer name, if you wish to. User can filter report by the offer name.
Offer response rate comparison With the Offer Response Rate Comparison report, you can view information about offers with response rates that you can filter by offer name.
Offer response breakout With the Offer Response Breakout report, you will get the commit response rate, consider response rate, explore response rate, usage response rate, and fulfill response rate of offers. Reports can also be filtered by offer name. User can filter report by the offer name.
My recent campaigns JAVA-based reports.
My recent sessions JAVA-based reports.
My custom bookmarks JAVA-based reports.
Campaign monitor portlet JAVA-based reports.

Customize your Reports

You can customize or create new Unica Campaign reports using out of the box datasets. These datasets consist of database SQLs. We recommend that you do not modify existing datasets in case you want to create a new field in the same. Instead, you can make a copy of it to modify SQL of datasets.

For more information, see https://superset.apache.org/docs/intro documentation.

Database Configurations for Superset

If you want to configure Superset on On Premises version of Unica, you must run a few SQL functions to activate Superset for use on On Premises setup.

  1. Access the home directory of Campaign.
  2. Navigate to Report\superset\ddl.
  3. Depending on the database of your setup, select one of the following folders:
    • If your setup has DB2 database, open the db2 folder.
    • If your setup has MariaDB database, open the mariadb folder.
    • If your setup as Oracle database, open the oracle folder.
    • If your setup has Microsoft SQL Server database, open the sql folder.
    • If your setup has PostgreSQL database, open the postgresql folder.
  4. Open the superset_report_functions.sql file.
  5. Manually run all the functions in that file.

These functions are applicable for both Unica Campaign and Unica Deliver.

Views Configurations for Superset

To configure Superset Views for on premises version of Unica, you must run a an SQL file to activate the Views on On Premises setup.

  1. Access the home directory of Campaign.
  2. Navigate to Report\superset\views.
  3. Select the concerned product folder. For example, if you want to configure the Views on Campaign, select the Campaign folder.
  4. Depending on the database of your setup, select one of the following folders:
    • If your setup has DB2 database, open the db2 folder.
    • If your setup has MariaDB database, open the mariadb folder.
    • If your setup as Oracle database, open the oracle folder.
    • If your setup has Microsoft SQL Server database, open the sql folder.
    • If your setup has PostgreSQL database, open the postgresql folder.
  5. Open the superset_view.sql file.
  6. Manually run all the functions in that file.