Welcome
User Guide
Journeys
Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
Designing the canvas
Design the behavior of a Journey by adding goals, touchpoints, and controls.
Journey controls
Journey controls deals with the actions to be performed by configuring conditions before contacting the customer or after customer response.
Configuring a Decision Split control
Use the Decision control (Decision split) to add conditions to the Entry Source data. The records which fulfill the condition will flow in the YES path and the remaining records will flow in the NO path.
Decision Split supports custom macro building through expression builder
A complex expression builder allows users to create complex expressions by combining simple expressions and functions. The enhanced expression builder is designed to help the user to create complex custom expressions easily. The Expression builder will allow the user to design the matching criteria for the Decision split. It can be used to build a simple to complex nested set of criteria. Some quick wins when you use expression builders may be:

Unica Journey
Release Notes
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Administrator's Guide
System Schema
Tuning Guide
Accelerators
User Guide
- An Introduction to Unica Journey
  Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
- 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.
- Entry Sources
  Entry source is the source from which you are providing data for the Journey. A Journey can have one or multiple entry sources.
- Data Definitions
  Data definitions are the schema of your data.
- Journeys
  Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
  - Creating Journeys
  - Designing the canvas
    Design the behavior of a Journey by adding goals, touchpoints, and controls.
    - Touchpoints
      Use Touchpoints to establish a mode of communication with the customers.
    - Configuring an Email Touchpoint
      Select an email touchpoint when you want to connect to the customer using email communication. If you have integrated both Unica Link and Deliver, you will see the options Deliver and Link as delivery options for the email Touchpoint.
    - Configuring an SMS Touchpoint
      Select an SMS touchpoint when you want to connect to the customer using mobile messages. If you have integrated both Unica Link and Deliver, you will see the options Deliver and Link as delivery options for the SMS Touchpoint.
    - Configuring a Salesforce Touchpoint
      Select a Salesforce touchpoint when you want to connect with customers on Salesforce. When configuring Salesforce touchpoint, the connector to be used will be the Salesforce connector.
    - Configuring a WhatsApp Touchpoint
      Select WhatsApp touchpoint when you want to connect to the customer through WhatsApp messages. WhatsApp is integrated with Unica Deliver, so you get connected to the Unica Deliver execution engine for sending WhatsApp messages.
    - Configuring Mobile Push Touchpoint
      Select Mobile Push touchpoint when you want to connect to the customer through mobile push messages. Mobile Push integrates with Unica Deliver, and from 12.1.7 onwards with Unica Link, so that you connect to the Unica Deliver execution engine or the Unica Link connector for sending mobile push.
    - Journey controls
      Journey controls deals with the actions to be performed by configuring conditions before contacting the customer or after customer response.
      - Configuring a Delay control
        Adding a delay is similar to scheduling a Touchpoint to a specific date or time.
      - Configuring a Join control
        Use the Join control to join or combine one branch of the canvas to another.
      - Configuring an Engagement Split control
        Use the Engagement split control to engage with customers who have responded. You can also decide the next course of action for the users who have not responded too. The customers who have responded as per the events selected in Engagement split, will go in the YES path and the remaining customers will go in the NO path after the evaluation period has expired.
      - Configuring a Decision Split control
        Use the Decision control (Decision split) to add conditions to the Entry Source data. The records which fulfill the condition will flow in the YES path and the remaining records will flow in the NO path.
        Decision Split supports custom macro building through expression builder
        A complex expression builder allows users to create complex expressions by combining simple expressions and functions. The enhanced expression builder is designed to help the user to create complex custom expressions easily. The Expression builder will allow the user to design the matching criteria for the Decision split. It can be used to build a simple to complex nested set of criteria. Some quick wins when you use expression builders may be:
      - Looping in Journey
        Looping is a new feature introduced in Unica Journey 12.1.5. It is part of Journey controls and you can use it to loop parts of a user Journey for a specified number of times.
    - Orchestration
      Journey Orchestration deals with the actions to be performed for sharing Journey data with other applications. .
    - Additional operations on Journey canvas
      You can perform the following actions when you are on the Journey canvas screen:
  - Operations on Journey listing page
    The Journey listing page is split into four tabs:
  - Journey Settings or Deduplication
  - Journey Records Validation
    When records enter a Journey, users can set validation on the records.
  - Journey Goals
  - Journey statistics
    You can view Journey statistics when a Journey is Published or Completed.
  - Journey Status
    A Journey can have one of the four following status: Draft, Published, Paused, Completed.
- Journey chaining
  Unica Journey contains capabilities for drip marketing. Marketers can run different Journeys for a single audience group and serve customers with better communications in each stage of marketing.
- Journey Template
  Templates page lists all the saved Journey templates. Details like Template Name, Template ID, create date, Data Definition associated and preview is available on this page. Click on the Preview hyperlink to see the preview of the Journey template.
- Create Stop Audience
  From version 12.1.5, we have introduced a new feature named Stop Audience. You can use this feature to stop or pause the Journey for certain audiences.
- Clean-up Journey Audiences
- Offer Integration with Journey
  Journey support offer from Centralized Offer Management (COM). Offer created in COM can be directly associated in email touchpoint with Link connectors in Unica Journey.
- Settings
  Use the settings menu to manage the Journey integrations like Email connectors, SMS connectors, CRM connections, and REST integrations.
- Basic features
  The basic features are features that are accessible at any time.
- Common features
Superset Reports
Director
Licensing Guide
PDFs
Notices

Decision Split supports custom macro building through expression builder

A complex expression builder allows users to create complex expressions by combining simple expressions and functions. The enhanced expression builder is designed to help the user to create complex custom expressions easily. The Expression builder will allow the user to design the matching criteria for the Decision split. It can be used to build a simple to complex nested set of criteria. Some quick wins when you use expression builders may be:

Calculations on data: Use complex expressions to filter a dataset to only include where the value of a certain column is greater than a certain value.
Calculations on numeric, date data: Use complex expressions to calculate the greater than the value of a column or to identify the different age values in a column.

Calculations over boolean and string data: Use complex expressions to find and execute the journey path only if the name from a column that contains a specific keyword like JOE is available.

Following are the supported expressions and data types that expression builder supports:


Numeric	Date	String	Boolean
GREATER_THAN LESS_THAN IN NOT_IN EQUALS NOT_EQUALS IS_NULL IS_NOT_NULL GREATER_THAN_EQUALS LESS_THAN_EQUALS TO_NUMBER TO_STRING NOT_BETWEEN BETWEEN MULT SUBSTRACT DIVIDE SUM	GREATER_THAN LESS_THAN IN EQUALS NOT_EQUALS IS_NULL IS_NOT_NULL GREATER_THAN_EQUALS LESS_THAN_EQUALS TO_DATE DATEDD CURRENT_DATE DATE_FORMAT DATE_PARSE DATE_DAYDIFF CURRENT_DAY CURRENT_MONTH CURRENT_YEAR CURRENT_WEEK CURRENT_DAYOFTHEWEEK	IN NOT_IN EQUALS NOT_EQUALS IS_NULL IS_NOT_NULL TO_NUMBER STRING_UPPER STARTS_WITH ENDS_WITH STRING_CONTAINS TO_STRING STRING_LENGTH STRING_CONCAT STRING_LOCATE STRING_SUBSTR STRING_LOWER STRING_REPLACE	IF

User can find/access expression builder on Decision Split screen. Select Expression Builder option from Field dropdown.

Expression Builder page appears. Set the required values in the respective fields and click on Save.