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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. Run 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
      • Run processes
        • The Call list process

          Use the Call list process to assign offers to contacts, generate a contact list for a telemarketing campaign, and log the contact history. The Call list process is often referred to as a contact process.

        • The CreateSeg process

          Use the CreateSeg process to create lists of audience IDs from customer database tables. Define the CreateSeg process in the Sessions area of Campaign so that the segments are available globally for use in all campaigns.

        • The Cube process

          Administrators use the Cube process to allow users to drill into data from multiple sources. Data cubes consist of dimensions that are based on strategic segments.

        • The Mail list process

          Use the Mail list process to assign offers to contacts, generate a contact list for a direct mail campaign, and log the contact history. The Mail list process is often referred to as a contact process.

        • The Schedule process

          Use the Schedule process to initiate a process, a series of processes, or an entire flowchart. The Schedule process works only if the flowchart is running.

        • The Snapshot process

          Use the Snapshot process to capture data for export to a table or a file.

      • 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

Run processes

Campaign provides the following run processes:

  • The Call list process
  • The CreateSeg process
  • The Cube process
  • The Mail list process
  • The Schedule process
  • The Snapshot process
  • The Call list process
    Use the Call list process to assign offers to contacts, generate a contact list for a telemarketing campaign, and log the contact history. The Call list process is often referred to as a contact process.
  • The CreateSeg process
    Use the CreateSeg process to create lists of audience IDs from customer database tables. Define the CreateSeg process in the Sessions area of Campaign so that the segments are available globally for use in all campaigns.
  • The Cube process
    Administrators use the Cube process to allow users to drill into data from multiple sources. Data cubes consist of dimensions that are based on strategic segments.
  • The Mail list process
    Use the Mail list process to assign offers to contacts, generate a contact list for a direct mail campaign, and log the contact history. The Mail list process is often referred to as a contact process.
  • The Schedule process
    Use the Schedule process to initiate a process, a series of processes, or an entire flowchart. The Schedule process works only if the flowchart is running.
  • The Snapshot process
    Use the Snapshot process to capture data for export to a table or a file.
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