Welcome
User Guide
Unica Interact provides documentation and help for users, administrators, and developers.
Strategies and treatment rules
Manage treatment rules
Tree loading in Edit mode
In Edit mode, left panel displays all active offers, offer lists, and Segments as tree structures. Very often there are a large number of offers, offer lists, or segments defined in the Interact Design time. For better UI experiences, the trees are loaded on demand, only its children and first level sub-folders are loaded when clicking a folder. To further improve performance, only subset of the child nodes are loaded.

Unica Interact
Release Notes
System Requirements
Installation Guides
Upgrade Guide
Administrator 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
  - 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
    - View treatment rules in View mode
    - Define treatment rules in Edit mode
    - Tree loading in Edit mode
      In Edit mode, left panel displays all active offers, offer lists, and Segments as tree structures. Very often there are a large number of offers, offer lists, or segments defined in the Interact Design time. For better UI experiences, the trees are loaded on demand, only its children and first level sub-folders are loaded when clicking a folder. To further improve performance, only subset of the child nodes are loaded.
    - Interact Design Time data cache
      Interact Design Time builds an in-memory data cache for each partition that contains all offers, offer lists, offer attributes and segments.
    - Add new rules
    - Create new rules by copying existing rules
      You can create new rules by copying existing rules in New rules pane or existing rules pane using following options.
    - Edit rules
    - Delete rules
    - Add zones and interaction points
  - Define advanced options
  - Batch update and delete treatment rules
  - Manage A/B Testing
    For conceptual information related to A/B testing, see Interact/interactionStrategy/ABtesting.html. You can manage A/B testing of treatment rules on right pane of Strategy tab where you define treatment rules. One treatment can only have one A/B testing defined.
  - 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.
- Custom Macro Expressions
  By leveraging external callouts, macros eliminate the need for complex UI configuration and provide flexibility in defining reusable logic.
- 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.
Tuning Guide
An installation of Unica Interact consists of several components including third-party tools (such as web application servers, databases, and load balancers) and components such as Unica Platform and Unica Campaign. All of these components have several properties, features, and settings you can configure to improve performance.
System Tables
Reports
Macros for HCL Unica
Macros can be used in Unica Campaign and Unica Interact to enhance your flowcharts.
GDPR Guide
Unica Interact provides documentation and help for users, administrators, and developers.
Rest API Guide
Licensing Guide
PDFs
Glossary
Notices

Tree loading in Edit mode

In Edit mode, left panel displays all active offers, offer lists, and Segments as tree structures. Very often there are a large number of offers, offer lists, or segments defined in the Interact Design time. For better UI experiences, the trees are loaded on demand, only its children and first level sub-folders are loaded when clicking a folder. To further improve performance, only subset of the child nodes are loaded.

For offers, by default, if the number of offers in a folder is greater than 100, only first 100 offers are loaded. If total offers are greater than 1000, only first 1000 total offers are loaded. These two thresholds can be overridden by a JVM parameter com.unicacorp.interact.maxTotalElementsInTree andcom.unicacorp.interact.maxTotalElementsInTree. If com.unicacorp.interact.maxTotalElementsInTree has a non-positive value, all offers in each folder are included.

This rule also applies to the tree on Offer list tab.

For segments, up to 100 segments can only be included in sub-folders if there are more than 100 segments in them for each folder. This threshold can be overridden by a JVM parameter com.unicacorp.interact.maxFolderElementsInTree. If this JVM parameter has a non-positive value, then all segments in each folder are included.

The above size limits apply only to the initial loading, not in search. If users cannot see the items they want, they can perform search. While performing search of offers, offer lists, or segments, all matching records are loaded into the trees, irrespective of the values of two thresholds. Therefore, improper search, resulting large number records can result in slow performance in Strategy tab. More refined search is always recommended.