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  2. Corporate Marketer Guide

    Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.

  3. List of processes
  4. Data manipulation processes
  • Corporate Marketer Guide

    Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.

    • Unica Collaborate

      Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.

    • Customize Collaborate

      You can customize the Collaborate interface to meet your needs. Customization settings are available in Collaborate when you click Settings or Settings > Collaborate Settings.

    • Corporate Campaigns

      Corporate Campaigns are marketing campaigns that are planned, scheduled, and executed by a centralized marketing team.

    • Corporate Campaign tasks

      The goal of a Corporate Campaign is to target customers that local field marketers approved.

    • Corporate Campaigns and field marketers

      When a corporate marketer uses the Subscription task in the workflow for a Corporate Campaign, invited field marketers choose whether to subscribe to the Corporate Campaign.

    • Subscriptions

      A subscription is the invitation to a field marketer to include their territory in a Corporate Campaign, or a wave of a multi-wave Corporate Campaign.

    • Workflows for Corporate Marketers

      To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.

    • Flowcharts for Corporate Campaigns

      For a Corporate Campaign, two flowcharts are typically run by corporate marketing through Campaign.

    • Working with Corporate Campaigns

      This section contains common information about working with Lists, On-demand Campaigns, and Corporate Campaigns.

    • Alerts
    • Templates

      Templates are definitions of a List, On-demand Campaign, or Corporate Campaign that corporate and field marketers use to create new objects.

    • Working with Templates

      To create and manage templates and template components, you use the Template Configuration page. Select Settings > Collaborate Settings. Then, click Template Configuration.

    • Form Editor

      The Form Editor creates and edits template components. Forms capture information about the List, On-demand Campaign, or Corporate Campaign.

    • Collaborate Reports

    • Managing flowcharts

      Campaign flowcharts define the campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.

    • List of processes
      • Data manipulation processes
        • The Audience process

          Audience levels define the target entity that you want to work with, such as account, customer, household, product, or business division. Use the Audience process in a flowchart to switch between audience levels or to filter out IDs by audience level.

        • The Extract process

          Use the Extract process to select fields from one table and write them out to another table for subsequent processing. The Extract process is designed to pare down a large amount of data to a manageable size for subsequent operations, resulting in vast performance improvements.

        • The Merge process

          Use the Merge process to specify which input cells are included and combined and which input cells are excluded (suppressed).

        • The Sample process

          Use the Sample process to divide contacts into groups. The classic use of sampling is to establish target and control groups that you can use to measure the effectiveness of your marketing campaign.

        • The Segment process

          Use the Segment process to divide data into distinct groups, or segments. Connect a Segment process to a contact process, such as a Call list or Mail list, to assign treatments or offers to the segments.

        • The Select process

          Use the Select process to select IDs from your marketing data, such as customers, accounts, or households that you intend to contact.

      • Run processes
      • Optimization processes

        Use the optimization processes to help determine a campaign's effectiveness and refine your marketing campaigns over time.

    • About processes
    • User variables

      Campaign supports user variables, which can be used during process configuration when creating queries and expressions.

    • Page Help
    • Corporate Campaigns page

Data manipulation processes

Campaign provides the following data manipulation processes:

  • The Audience process
  • The Extract process
  • The Merge process
  • The Sample process
  • The Segment process
  • The Select process
  • The Audience process
    Audience levels define the target entity that you want to work with, such as account, customer, household, product, or business division. Use the Audience process in a flowchart to switch between audience levels or to filter out IDs by audience level.
  • The Extract process
    Use the Extract process to select fields from one table and write them out to another table for subsequent processing. The Extract process is designed to pare down a large amount of data to a manageable size for subsequent operations, resulting in vast performance improvements.
  • The Merge process
    Use the Merge process to specify which input cells are included and combined and which input cells are excluded (suppressed).
  • The Sample process
    Use the Sample process to divide contacts into groups. The classic use of sampling is to establish target and control groups that you can use to measure the effectiveness of your marketing campaign.
  • The Segment process
    Use the Segment process to divide data into distinct groups, or segments. Connect a Segment process to a contact process, such as a Call list or Mail list, to assign treatments or offers to the segments.
  • The Select process
    Use the Select process to select IDs from your marketing data, such as customers, accounts, or households that you intend to contact.
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