Home
Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
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.
Flowchart reference
Flowchart page icons (Edit mode)

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.
  - Flowchart workspace overview
    Use the flowchart workspace to design flowcharts for marketing campaigns.
  - Creating flowcharts
    You can add a flowchart to your campaign either by creating a new one, or copying an existing one.
  - Copying flowcharts
    Copying an existing flowchart to add to a campaign saves time because you can start with a completed flowchart and modify it to meet your needs.
  - Viewing flowcharts in Read-Only mode
    If you have View permissions for a flowchart, you can open it in Read-Only mode to see which processes are used and how they are connected. However, you cannot open process configuration dialogs or make any changes.
  - Reviewing flowcharts
    Depending on your permissions, you might be allowed to review, but not edit, flowcharts. Reviewing a flowchart means you can look at process configurations and make changes, but you cannot save any changes or perform production runs. The flowchart auto-save option is disabled and cannot be enabled. To save changes to a flowchart, you must have Edit permissions.
  - Editing flowcharts
    Open a flowchart for editing to make changes to it. For example, you can add or remove processes, reconfigure existing processes, or change the flowchart name and description.
  - Flowchart validation
    You can use the Validate Flowchart feature to check the validity of a flowchart at any time except when the flowchart is running.
  - Test runs for flowcharts
    You can conduct a test run on a flowchart or branch if you do not want to output data or update any tables or files.
  - Testing and running flowcharts
    You can do a test or production run on an entire flowchart, a branch, or an individual process in the flowchart. You can also validate flowcharts. For best results, conduct test runs and perform validation as you build a flowchart, so that you can troubleshoot errors as they occur. Be sure to save each flowchart before you do a test or production run and before you perform validation.
  - Deleting flowcharts
  - Printing flowcharts
    You can print hardcopies of flowcharts from Campaign.
  - Details about in-database optimization
    In-database optimization avoids copying IDs from the database to the Campaign server for processing whenever possible. This option can improve flowchart performance.
  - Packaging flowchart files for troubleshooting
    If you need help from to troubleshoot a flowchart, you can automatically collect relevant data to send to the Technical Support.
  - Flowchart reference
    - Flowchart tab icons (View mode)
    - Flowchart page icons (Edit mode)
- List of processes
- 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

Flowchart page icons (Edit mode)

The Flowchart page uses the following icons in Edit mode.

The icons, left to right, are described in the following table.

Note: Many of the icons in the interface are associated with features that require permissions. For more information, see the Platform Administrator's Guide.

Table 1. Flowchart page icons for Edit mode
Icon Name	Description
Run	Click this icon to access the Run menu.
Properties	Click this icon to view or edit the Flowchart Properties window.
Options	Click this icon to access the Options menu.
Admin	Click this icon to access the Admin menu.
Reports	Click this icon to access the flowchart cell reports.
Cut	Select one or more items in the flowchart and click this icon to remove them.
Copy	Select one or more items in the flowchart and click this icon to copy them.
Paste	Click this icon to paste into the flowchart any items you have cut or copied.
Zoom In	Click this icon to increase the view size of the flowchart.
Zoom Out	Click this icon to decrease the view size of the flowchart.
Print	Click this icon to print the flowchart.

Rate this topic

5 stars 4 stars 3 stars 2 stars 1 star

Comment on this topic.

By clicking this box, you acknowledge that you are NOT a U.S. Federal Government employee or agency, nor are you submitting information with respect to or on behalf of one. HCL provides software and services to U.S. Federal Government customers through its partners immixGroup, Inc. Contact this team at https://hcltechsw.com/resources/us-government-contact. Do not include any personal data in this Comment box.