- Overview
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Unica Plan interface customization options
Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
- Unica Plan integrations
Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- Marketing object types
Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
- Project and request deactivation
After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Unica Plan reports
Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
- Template Basics
A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
- Program and project templates
Program and project templates have additional tabs that customize the object instances that are made from the template.
- Forms
A form is a collection of attribute fields that gather information about an object.
- Attributes
An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- Metrics
Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
- Multiple locale support
For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- Security
You configure security policies that grant users permission to access specific objects and features through assigned access roles.
- Setting up alerts
Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
- List definitions
The user interface of Unica Plan presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
- Exporting and importing metadata
You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
- Setting up libraries for digital assets
Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Setting up accounts
An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
- Advanced topics
This chapter provides information about advanced customization options for the Unica Plan interface.
- Unica Plan REST API
The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.