Getting started with Unica Journey
The following sections will explain the basic flow of events in designing Journey. Journey is a part of Unica UI and is launched and managed within the same window like Campaign and other products. It is no longer launched in a separate screen.
Define the entry source of data coming in to the Journey
- File-based entry sources - Supported file types are CSV, TSV, and JSON. You can create this type of entry source if you need to get the static data input in Journey.
- Real-time entry sources - Supports the following types of entry
source:
- REST API entry source - This type of entry source supports input of data, at runtime, in Journey. You can use the REST endpoint to input data into Journey from external systems.
- Kafka entry source - This type of entry source supports input of data, at runtime, in Journey. You can input data from the external systems to Journey using the Kafka entry source. Unica Campaign and Unica Interact also uses the Kafka to send audience data to Unica Journey. Journey provides a dedicated Kafka topic for this data input.
- Unica Campaign - This type of entry source supports input of
data, at runtime, in Journey. You can input data
from Unica Campaign to
Journey using Unica
Campaign entry source.
- When Unica Campaign entry source is selected, detail of all
the Campaign flowcharts sending data to the selected
Campaign entry source is displayed. Information includes
Campaign Name, Campaign ID, Flowchart Name, Flowchart ID,
and Last Run Date Time.Note:
Campaign sends data to Journey on the entry source. Data definitions which are specified in the process box are for marketer’s use, making it easy to configure the data mapping as per the DD format.
Campaign sends the data to entry source with the data format specified in data definition. Now, when data is pushed on entry source, then whichever Journey is using this entry source would start using this data and data will flow from all the journeys.
There is no separation of data being send based on Entry Source + Data Definition - it’s just sent the data on Entry Source. IF you need to keep the data separate - you would need to create separate entry source for separate journeys.
- When Unica Campaign entry source is selected, detail of all
the Campaign flowcharts sending data to the selected
Campaign entry source is displayed. Information includes
Campaign Name, Campaign ID, Flowchart Name, Flowchart ID,
and Last Run Date Time.
- Unica Interact - This type of entry source does not require any input for creating entry source. Once the entry source is created, the unique code is used to send data from Interact to Journey.
- Unica Discover - This type of entry source does not require
any input for creating entry source. Once the entry source is
created, the unique code is used to send data from Discover to
Journey.Note: The option of Unica Interact and Unica Discover are available from V12.1 Fixpack3.
Define the format of data coming in to the Journey
Unica Journey accepts data from variety of sources. Since it accepts data from variety of sources, it should know the format of the data coming into the entry sources. You should create a Data Definition in Unica Journey to define the format of the data. When creating Data Definitions, specify the Field Names, Data Type, Date format (for date type field) and length of the input field. Journey uses this to identify the format of the data coming in.
Create a Journey with Data Definition and Entry Source
You can create a Journey with multiple Entry Sources. Journey gives you the flexibility to use multiple sources for inputs like Files, Kafka, Unica Campaign, Unica Interact, Unica Discover, REST etc. You can add an Entry Source or delete an Entry Source during creation of a Journey or modification of a Journey. Additionally, you must assign a Data definition to the Journey. Data Definition helps Journey identify the format of the data coming into the Journey. You can add only one Data Definition in the Journey. Once the data definition is assigned, and the Journey is published, you cannot change the Data Definition. You can only change the Data Definition when you are in the draft state, but it can delete the configuration Touchpoints in the Journey.
Design a Journey
You can design a Journey using the Journey controls and the Touchpoints that are available in the Palette. The Palette is divided in two categories:
- Touchpoints - allows to integrate with delivery channels.
- Controls - helps user to design Journey execution logic.
Journey Touchpoints
The following table lists the Touchpoints and a brief description about it:
Icon | Touchpoint | Description |
---|---|---|
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Sends email communication using Unica Deliver or Unica Link | |
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SMS | Sends SMS communication using Unica Link |
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Salesforce | Performs CRM operations like add or update of contacts and leads using Unica Link. |
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Sends WhatsApp messages using Unica Deliver. | |
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AdTech | AdTech helps to sync audience from journey and campaign to the AdTech platforms like LinkedIn Facebook and Twitter. |
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Mobile Push | Sends Mobile Push messages using Unica Deliver. |
Journey Controls
The following table lists the Journey control and a brief description about it:
Icon | Journey control name | Description |
---|---|---|
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Decision | Allows Journey designer to split the Journey flow based on configured conditions on the audience data. |
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Engagement | Allows Journey designer to split the Journey flow based on the audience response to any Touchpoint actions |
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Join | Allows Journey designer to join the data flow from two branches. |
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Delay | Allows Journey designer to introduce a delay in execution for the Journey audience in a defined stage. |
Orchestration Controls
The following table lists the Orchestration control and a brief description about it:
Icon | Orchestration control name | Description |
---|---|---|
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Publish | Allows a designed Journey to output the Journey data to a flat file, a Kafka topic, or Entry Sources of type Kafka |
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Database |
Enable orchestration with other system by inserting/updating database row or updating a raw SQL. This will be executed for every record in the Journey. |
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Rest API | It helps to integrate any available REST API with Journey. |