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  2. Welcome
  3. Field Marketer Guide

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

  4. Custom tab page
  • 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.

  • 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
  • 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
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Custom tab page

You use this page to view and modify the users who participate in the On-demand Campaign.

Before you use this page, you should understand:

  • On-demand Campaigns

From this page, you can:

  • Selecting team members for a Corporate Campaign
  • Editing Corporate Campaign member access levels
  • Assigning work by role
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