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User Guide
Unica Interact provides documentation and help for users, administrators, and developers.

User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
- Unica Interact overview
  Unica Interact is an interactive engine that targets personalized offers to visitors of inbound marketing channels. You can configure Unica Interact to be behavioral, strictly event-based, situational, strategic, and so on. Unica Interact is a module within the Unica suite of tools.
- Marketing Campaign
  Designing the Unica Interact configuration is a multi-step process that involves many people in your organization. You work with the Unica Interact user interface, the Unica Interact API, and Unica Campaign flowcharts to configure your interactive marketing campaign.
- Interactive channels
  An interactive channel is a representation of a client-facing touchpoint that is used to coordinate all of the objects, data, and server resources that are involved in interactive marketing.
- About interactive flowcharts
  Interactive flowcharts are similar to Unica Campaign batch flowcharts when used to create strategic segments.
- Strategies and treatment rules
- FlexOffers
- Events and Event Patterns
- Gateways
  This section provides details on the new user interface developed for Gateways.
- Use triggered messages to send offers to different channels
  You can use triggered actions to deliver offers to a different touchpoints than the one where the request was sent in Unica Interact. These offers are triggered by predefined user events and event patterns.
- Understanding deployment to runtime servers
  Deployment is how you transfer all the configuration that you define in the design environment to the runtime server groups. Deployment is grouped by interactive channel. When you deploy an interactive channel, you are sending all the data that is associated with an interactive channel to the selected runtime server group. This is why, when you are creating interactive channels, you must define the production runtime servers and the non-production (testing) runtime servers.
- Simulator and Coverage analysis
  You can run simulations in design time to easily test the events, event patterns, and strategies you defined for your interactive channel to make sure you receive the results you are expecting in runtime.
- Personalization Playback
  Marketers can use Personalization Playback to review activities that are the outcome of existing campaigns. Personalization Playback shows the aggregated user activities grouped by audience, offers, and segments. It also includes capabilities to drill-down for activity details such as profile attributes, session attributes, API history, event patterns status, delivered and disqualified offers for Interact APIs.
- Profile data governance
  Profile data may contain sensitive information. It was expected that Interact systems needed a mechanism so that the admins could configure the columns that are sensitive, and the level of data protection required. Admin users can choose to hide or mask the sensitive columns.
- About the Interact List process in batch flowcharts
  When Unica Interact is installed, the Interact List process is available in batch flowcharts. Similar to the Call List and Offer List processes, the Interact List process allows you to specify which offers are served to which visitors to your interactive site. This provides you with the ability to target offers to entire audience levels, target specific individual audience members, or suppress offers from specific audience members by using table-driven features.
- About Interact reporting
  Unica Interact is integrated with Unica reporting to deliver comprehensive Cognos® reports in Unica Interact.

Unica Interact documentation and help

Unica Interact provides documentation and help for users, administrators, and developers.

Use the following table to get information about how to get started with Unica Interact:

Table 1. Get up and running
This two-columned table provides information about the tasks in one column, and documentation in the second column.
Task	Documentation
View a list of new features, known issues, and workarounds	Unica Interact Release Notes®
Learn about the structure of the Unica Interact database	Unica Interact System Tables and Data Dictionary
Install or upgrade Unica Interact and deploy the Unica Interact web application	One of the following guides: Unica Interact Installation Guide Unica Interact Upgrade Guide
Implement the IBM Cognos® reports provided with Unica Interact	Cognos Reports Installation and Configuration Guide
Implement the Unica Insights reports provided with Unica Interact	Unica Insights Reports Installation and Configuration Guide

Use the following table to get information about how to configure and use Unica Interact:

Table 2. Configure and use Unica Interact
This two-columned table provides information about the tasks in one column, and documentation in the second column.
Task	Documentation
Maintain users and roles Maintain data sources Configure Unica Interact optional offer serving features Monitor and maintain runtime environment performance	Unica Interact Administrator's Guide
Work with interactive channels, events, learning models, and offers Create and deploy interactive flowcharts View Unica Interact reports	Unica Interact User's Guide
Use Unica Interact macros	Macros for Unica: User's Guide
Adjust components to obtain optimal performance	Unica Interact Tuning Guide

Use the following table to get information about how to get help if you face issues when you use Unica Interact:

Table 3. Get help
This two-columned table provides information about the tasks in one column, and documentation in the second column.
Task	Instructions
Open online help	Choose Help > Help for this page to open a context-sensitive help topic. Click the Show Navigation icon in the help window to display the full help.
Obtain PDFs	Use either of the following methods: Choose Help > Product Documentation to access Unica Interact PDFs. Choose Help > All HCL Unica Documentation to access all available documentation.

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