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  2. Field Marketer Guide

    Field marketers create and run local or regional marketing activities for a territory or line of products.

  3. Upload Workflow page
  • Field Marketer Guide

    Field marketers create and run local or regional marketing activities for a territory or line of products.

    • 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.

    • Lists

      A List is a group of contacts, and a field marketer can define criteria to include or exclude contacts from a List.

    • On-demand Campaigns

      An On-demand Campaign is a marketing campaign that field marketers create and run on an as-needed basis.

    • Corporate Campaigns for Field Marketers

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

    • Collaborate Reports

    • Workflows for Field Marketers

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

    • Working with Lists and On-demand Campaigns

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

    • Alerts
    • On-demand Campaigns page
    • Upload Workflow page
    • Update Workflow page
    • Custom tab page
    • Lists page
    • Calendar page
    • My Active Subscriptions page
    • Home Page
    • Online Help Screen Name

Upload Workflow page

You use this page to upload a file that defines a workflow.

See the following information:

  • Workflow Templates page
  • Creating and editing workflow templates
  • Adding workflow to templates
  • Importing workflow templates
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