Welcome
Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
About processes
Previewing field values from your user data
You can use the Profile feature to preview field values when you configure a process in a flowchart. This feature allows you to see actual values from fields in your user data.
Setting profiling options

System Requirements
Release Notes
Installation Guide
An installation of Collaborate is complete when you install, configure, and deploy, install, and configure Collaborate. The Collaborate Installation Guide provides detailed information about installing, configuring, and deploying, installing, and configuring Collaborate.
Administrator Guide
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
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
- About processes
  - Types of processes
    Campaign processes are divided into three types by function, which are distinguished by color in the flowchart process palette.
  - Manipulating process boxes in flowcharts
    Process boxes are the building blocks of flowcharts. The processes are visible on the flowchart process palette at the left of the workspace. Each marketing campaign consists of at least one flowchart, and each flowchart consists of processes that are configured and connected.
  - Data sources for processes
    When you configure most processes in a flowchart, you must specify the source of the data that the process will act on. The data source for a process can be one or more incoming cells, segments, files, or tables. For example, the data source for a Select process might be a database table where your organization stores customer information such as Name, Address, Age, and Income.
  - Using queries to select data
    When you configure a Select, Segment, or Extract process in a flowchart, you can use queries to identify contacts from your databases or flat files. There are several different query methods.
  - Previewing field values from your user data
    You can use the Profile feature to preview field values when you configure a process in a flowchart. This feature allows you to see actual values from fields in your user data.
    - Previewing field values from your user data
      When you configure a process in a flowchart, you can use the Profile feature to preview field values. This feature lets you see actual values from fields in your user data. You can profile any field in a mapped data source. You can also profile derived fields.
    - Restricting input for profiling
      When Campaign profiles a field, it creates only the segments that are available in the input to the process where you are performing profiling.
    - Disallowing profiling
    - Setting profiling options
      - To access the Profiling Options window
      - Changing the maximum number of profile segments
        When you profile fields in flowchart process boxes, Campaign automatically creates up to a maximum number of 25 segments. You can change this value for the current flowchart session.
      - To set the maximum number of segments for profiling
      - Profiling field values by meta type
        Profiling by meta type affects how data is sorted when you profile a field in a process configuration dialog. You can sort field values for data types such as dates, money, and other numeric data.
    - Refreshing profile counts
      Refresh the profile count when something occurs that might change the results. For example, you can refresh the count when new values are added to a field or when a database table is updated.
    - Inserting a profile category into a query
      While you build a query expression in a process configuration dialog, you can insert a field value into your query expression.
    - Printing profile data
      After you profile a field, you can print the profile data.
    - Exporting profile data
      After you profile a field, you can export the profile data to a comma-separated values (CSV) text file.
  - Logging contact history
    Contact history can provide information about what offers were made, who they were made to, when, and by which channels. Contact history is stored in several tables in the Campaign system database. You can also log contact history to a file.
  - Changing the seed for random selection
  - Skipping duplicate IDs in process output
    The Extract, Call list, Mail list, and Snapshot processes allow you to specify how to treat duplicate IDs in the process output. The default is to allow duplicate IDs in the output.
- User variables
  Campaign supports user variables, which can be used during process configuration when creating queries and expressions.
- Page Help
- Corporate Campaigns page
Field Marketer Guide
Field marketers create and run local or regional marketing activities for a territory or line of products.
REST API Guide
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
Upgrade Guide
GDPR Guide
Licensing Guide
PDFs
Glossary

Setting profiling options

You can affect how the Profile feature performs by:

In addition, you can set these options in the Profiling Options window: