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User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
Strategies and treatment rules
View treatment rules in View mode
Search treatment rules

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
  - Treatment rules
  - Offer eligibility
  - Marketing score
  - Predicate and Expression builder
  - Suppression count and maximum score
  - Using offer lists in treatment rules
  - Grouping treatment rules
  - A/B testing of treatment rules
  - Manage strategies
  - Manage treatment rules
  - Define advanced options
  - Batch update and delete treatment rules
  - View treatment rules in View mode
  - Deploy interaction strategy
    After you configure the interaction strategy, the next step is to mark the strategy for deployment. When you mark an interaction strategy for deployment, a notification is displayed on the interactive channel that is associated with this interaction strategy that it can be deployed to a runtime server group for testing or production.
- 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.

Search treatment rules

You can search for the treatment rules using the Search box located on the top of Rules table and search for a specific field. You can achieve this by typing the text to be searched and then choosing the field from the search dropdown menu. You can search for:

Segment Name
Zone Name
Offer
Rule Group
Cell Code
Offer Code
Offer Status
Offer Type

When searching for Offer, all matching rules with same offer name or offer list name are returned. For all searches, all matching rules are returned in a pageable Rules table.

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