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User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
About interactive flowcharts
Interactive flowcharts are similar to Unica Campaign batch flowcharts when used to create strategic segments.
Understanding interactive flowchart test runs
Interactive flowchart test runs check the segmentation logic of an interactive flowchart. Interactive flowcharts are intended to run on a runtime server with one visitor at a time. However, you can test them in Unica Campaign to ensure that the interactive flowchart creates and assigns visitors to the segments you expect. For a complete test of your interactive flowcharts and how it interacts with your touchpoint, you must deploy the interactive flowchart to a test runtime server.
To configure the test run size
You can configure the test run size of an interaction process.

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.
  - Building interactive flowcharts
    Typical interactive flowcharts start with an Interaction process, go through data manipulation processes, and end in at least one PopulateSeg process. The data manipulation processes, Decision, Select, and Sample, can be used to create detailed segments. The Decision and Sample processes can be used to create branching logic, while the Select process can be used to enrich the data that is considered in making decisions and segmentation. The Snapshot process can be used to persist profile data, session data, or real-time calculated data to a database.
  - To create interactive flowcharts
    Use the Summary tab of a session to add an interactive flowchart.
  - Interactive flowcharts and data sources
    Similar to batch flowcharts, use interactive flowcharts to define the segments that the audience members belong in, based on characteristics of the data that is associated with the segments. However, the data that you use in an interactive flowchart is different from the data that you use in batch flowcharts.
  - About the Interaction process
    All interactive flowcharts must start with the Interaction process. You can use the interaction process to start an interactive flowchart, and to define the size of the test profile sample that Unica Interact uses when performing a test run of interactive flowcharts.
  - About the Decision process
    The Decision process is the workhorse of the interactive flowchart. The Decision process divides the cells that are passed into the process into new cells that are based on configurable criteria. Each new cell creates a branch, like a decision tree.
  - About the PopulateSeg process
    The PopulateSeg process performs a similar function as the CreateSeg process in batch flowcharts; the PopulateSeg process takes the input cells and makes them smart segments. The segments that you create with the PopulateSeg process are the smart segments that you use in treatment rules. The PopulateSeg process is a terminal node of interactive flowcharts.
  - About the Sample process in interactive flowcharts
    The Sample process in interactive flowcharts fills the same purpose of Sample processes in batch flowcharts: to create one or more cells for different treatments, control groups, or a subset of data for modeling. However, the interactive flowchart Sample process contains only a subset of the features in the Sample process in batch flowcharts. The Sample Size Calculator and Maximum Cell Size are removed. Interactive flowchart Sample processes also have a new method for selecting the sample, the Deterministic Hash Function.
  - About the Select process in interactive flowcharts
    The Select process in interactive flowcharts fills the same purpose of Select processes in batch flowcharts to specify the customer data that you want to use in your interactive flowchart. The interactive flowchart Select process contains a subset of the batch flowchart Select process; it contains only the Source and General tabs.
  - About the Snapshot process in interactive flowcharts
    The Snapshot process in interactive flowcharts fills the same purpose of Snapshot processes in batch flowcharts to capture a list of IDs and associated data, and export them to a table. The interactive flowchart Snapshot process contains a subset of the batch flowchart Snapshot process. You can save to a table only. However, you also cannot order or skip duplicate entries in the table because interactive flowcharts handle only one record at a time, these features are not necessary.
  - Understanding interactive flowchart test runs
    Interactive flowchart test runs check the segmentation logic of an interactive flowchart. Interactive flowcharts are intended to run on a runtime server with one visitor at a time. However, you can test them in Unica Campaign to ensure that the interactive flowchart creates and assigns visitors to the segments you expect. For a complete test of your interactive flowcharts and how it interacts with your touchpoint, you must deploy the interactive flowchart to a test runtime server.
    - To configure the test run size
      You can configure the test run size of an interaction process.
    - To perform a test run
      Use an interactive flowchart in the Edit mode to perform a test run.
  - About deploying interactive flowcharts
    When you configure the interactive flowchart, you must mark the flowchart for deployment. When you mark an interactive flowchart for deployment, a notification is displayed on the interactive channel that is associated with this interactive flowchart that it can be deployed to a runtime server group for testing or the production runtime server group.
- 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.

Configuring the test run size

You can configure the test run size of an interaction process.

Procedure

Open an interactive flowchart for editing (click Edit in the flowchart toolbar), and double-click the Interaction process.

The Interaction process configuration dialog box appears displaying the Input tab.
Select Limit input records to and enter the number of records.
Click OK.

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