Unica Campaign SOPUnica Campaign SOP

Campaign Process FlowCampaign Process FlowUpload Materials on CMS

Create New Campaign & Build Flowcharts on Unica

Receive Notification & Submit

1 2 3

Siebel

SAP

eCampaign

Unica db

CMS

• TA Criteria • Offer üReceiver numberüCampaign info.Revise here

üPreview

• Source File

CMS Submit

Check Point!!Before launch, please inform TC &

Ada for double-check ☺

Create New Campaign on Unica

Create New Campaign on Unicaon Unicaon Unica

Create New Campaign (1)Create New Campaign (1)

Step1: Enter Username & password

Step2: Under the Campaign tab select Campaigns

Create New Campaign (2) Create New Campaign (2)

Step3: Select your region

SBU Quarterly campaigns are saved in SBU FolderSBU Folder

Step4: Create Campaign

Create New Campaign (3) Create New Campaign (3) Step5: Fill out the Campaign name, Description, Objective, Effective/ Expiration Dates and select Global Policy as the Security Policy then select Finish.

• SBU Quarterly Campaign: Fill in SBU campaign code

• Regional campaign: Fill in NA

Create Campaign Flowchart (1)Create Campaign Flowchart (1)

Step1 (Method1): select Save and Add a Flowchart to save the campaign and add a flowchart simultaneously.

Step1 (Method2): select Add a Flowchart to add additional flowcharts after creating a campaign.

Create Campaign Flowchart (2)Create Campaign Flowchart (2)

Step2: decide a Flowchart Name and Flowchart Description

Step3: Select Save and Edit Flowchart

Create Campaign Flowchart (3)Create Campaign Flowchart (3)

Step4: Click the “Admin” icon and choose “Tables” in draw-down list

Step5: Click the button Step5: Click the button “Load” to load the data source you can use

Step6: Pick one Table Catalog you want to use. Here we should choose “Advantech_SBU_20121112_TC.xml

Step7: Click the button “Load Catalog” to finish data source selecting

Create Campaign Flowchart (4)Create Campaign Flowchart (4)

It means Tables loading success when you see some tables listed here

Step 8. Click on “Close” button to finish this action

Flowchart Components & FunctionFlowchart Components & Function

Manipulation Processes allow you to determine recipients that would be included in the marketing event.

Manipulation Process

Execution Process will assign an offer to the determined recipients that is going to be outputted.

Execution Process

Build Campaign Flowchart on Unica: TA Criteria

Build Campaign Flowchart on Unica: TA Criteria

• Method 1: Define TA criteria by Select Process• Method 1: Define TA criteria by Select Process

Method 2 : Pick up your TA criteria by Flowchart Template

• Combine your TA criteria by Merge Process

RBU can define campaign TA by the following methods :RBU can define campaign TA by the following methods :§§ Method 1 : Define TA using Select ProcessMethod 1 : Define TA using Select Process

–– Use the Select Process to define a TA from scratch.Use the Select Process to define a TA from scratch.

§§ Method 2 : Define TA with tailored criteria using Flowchart Method 2 : Define TA with tailored criteria using Flowchart

TemplaTemplatete

–– Use predefined flowchart template to define TA. Additional rules Use predefined flowchart template to define TA. Additional rules

can be applied or removed for each processes within the can be applied or removed for each processes within the

flowchart to output a tailored recipient list. For example flowchart to output a tailored recipient list. For example

additional rules such as specifying the recipient with a certain additional rules such as specifying the recipient with a certain

account balance amount, account type or from a certain a account balance amount, account type or from a certain a

region…etcregion…etc

“Select” Process Introduction (1)“Select” Process Introduction (1)Process

Description

Step 1 Data Input

Select a field from the Available fields box on the right to be used as a

The main purpose of the Select Process is to determine a recipient list. Through applying different filtering rules to create a recipient list defined as ‘Cell’.

Method 1 Method 2

Step 2 Data Select

the right to be used as a the field name in the selection criteria.

Select an Operator

Enter a value or choose a value from the Available Fields

Select AND /OR for multiple rules. Using AND will include data that matches all rules. Using OR will include data that matches either rule .

“Select” Process Introduction (2)“Select” Process Introduction (2)§§ 「「SSelect Based onelect Based on」」

–– Select tables containing fields that will be used in the selection ruleSelect tables containing fields that will be used in the selection rule

§§ 「「Field NameField Name」」–– Select a field from the Available Fields list to be used as the selection Select a field from the Available Fields list to be used as the selection

criteriacriteria

–– The Profile option is enabled after selecting a field in the Available FieldThe Profile option is enabled after selecting a field in the Available Field

§§ 「「Oper.Oper.」」

Method 1 Method 2

§§ 「「Oper.Oper.」」–– 「「==」」, , 「「>=>=」」, , 「「<=<=」」, , 「「>>」」, , 「「<<」」, , 「「<><>」」–– 「「InIn」」, , 「「Not InNot In」」, , 「「BetweenBetween」」

§§ 「「ValueValue」」–– Type in the value directlyType in the value directly

–– Select the value from the profileSelect the value from the profile

§§ 「「And/OrAnd/Or」」–– Relating different rulesRelating different rules

•For single value, you may use “=“•For multi values, please use “in”(For example, country=‘America’, ‘USA’, ‘Taiwan’)•For specific range of numbers, use “Between”

“Select” Process – Profile function (1)“Select” Process – Profile function (1)

• The Profile feature lets you preview a list of distinct values and their frequency of occurrence for a selected field.

• You can profile any field that is available in any process where the Profile button appears.

• For example when clicking on a field in the Available Fields will enable the Profile

Step1.Opening Profile

Method 1 Method 2

• Campaign organizes values by category, grouping them to create approximately equal-sized segments.

• Within the profile function, the default maximum number of categories (distinct bins of values) for display is 25.

• You can change the maximum number of categories.

Default : 25 categories More then 25 categories

“Select” Process – Profile function (2)“Select” Process – Profile function (2)

• The Options within the profile allows you to alter the maximum number of segments displayed

Step2. Click “Options”(If you want to get more than 25 categories)

Method 1 Method 2

Profile Reading• Within the profile you could define the input

source for the profile to show only data from the cell.

• Profile displays the value for the field selected and statistic calculations for the field

• Select “Recompute” to update the values and statistical calculations in the profile every time the data is altered.

“Select” Process – Profile function (3)“Select” Process – Profile function (3)

§§ ProfileProfile ApplicationApplication

–– The values from the The values from the

profile can be profile can be

selected and be selected and be

used in the used in the

selection criteriaselection criteria

–– Using the Ctrl+Left Using the Ctrl+Left

mouse click, the mouse click, the

Step2. - Place cursor above Value

Step1.- Set the Operator

Step3. - Click “Profile”

Method 1 Method 2

mouse click, the mouse click, the

user is able to user is able to

select multiple select multiple

values at a time.values at a time.

Step 4.- Selecting two values using Ctrl+ Left mouse key

How to find Stored Flowchart Templates to use?How to find Stored Flowchart Templates to use?

From the flowchart editing screen, right mouse click and select Paste from Template Library…

Method 1 Method 2

Info section from the Flowchart templateInfo section from the Flowchart template

§§ From the flowchart template to be designed in the future, flowchart From the flowchart template to be designed in the future, flowchart description can be found in the Info section.description can be found in the Info section.

Method 1 Method 2

Two types of template:• Common CriteriaSBU Criteria

Flowchart description will be displayed after selecting the template

• SBU Criteriawhere SBU flowcharts are saved

Flowchart Template storing folder : COMMON_CRITERIAFlowchart Template storing folder : COMMON_CRITERIA

§§ Stored in the Stored in the COMMON_CRITERIACOMMON_CRITERIA folder. The main purpose of this template cell is to folder. The main purpose of this template cell is to serve as a ‘serve as a ‘categorical typecategorical type’ Base when picking out the TA. Different rules can be ’ Base when picking out the TA. Different rules can be applied or removed by the flowchart designer during design.applied or removed by the flowchart designer during design.

Step2: Apply additional rules when necessary

Method 1 Method 2

Step1: paste the Selection Criteria onto the flowchart editing screen

“Merge” Process Introduction (1)“Merge” Process Introduction (1)

Step 1 Input Cell List

Process Description

The Merge process accepts one or more input cells and produces one output cell. You specify which input cells are included and combined or excluded from the output.

Step 2 Merge Process

“Merge” Process Introduction (2)“Merge” Process Introduction (2)p 「Merge / Purge on Include」

üRemove duplicate IDs to produce a list of unique IDs that appear in at least one of the input cell under「Records to Include」

p 「Match (AND) on Include」ü Include those IDs that appear across all input cells under「Records to Include」üEx :

Source : Cell A , Target B

Cell A Cell B Merge

üEx :

p 「Records to Exclude」üExclude the IDs that are in both「Records to Include」and 「Records to exclude」üEx :

Cell A Cell B Match

Cell A Cell B Exclude

Excluding B from A

Build Campaign Flowchart on Unica: Offer

Build Campaign Flowchart on Unica: Offer

“Mail/Call List” Process Introduction (1)“Mail/Call List” Process Introduction (1)

• Copy predefined flowchart templates from template library and map your TA Cells with specific offers for campaign launch.

• Mail List is the same as Call List. Just little differences existed.

Process Description

Step 2. Give a Cell-name to your TA group and set “Process connection”

Step 1. Copy flowchart templates from library

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Tips:1. Choose your TA Cell

Process and double to the Tab-”General”. 2

Tips:1. Click right button of mouse on you

flowchart edit area and chose “Past e from Template Library”.

2. Open the folder “00_TAEXport” and choose the template with right name matched with the channel system you want to deliver.

2 the Tab-”General”. Here you could enter a cell name for your TA.(It’s not necessary but we strongly recommend you do so for good identification in further)

2. Set connection between 2 processes (your TA and TA_Export template)

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“Mail/Call List” Process Introduction (2)“Mail/Call List” Process Introduction (2)

Step 3. Map specific offer in your Mail/Call List Process from TAExport

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Tips:1. Double click to edit your Mail/Call List process

copied from template library and chose the Tab – Treatment.(Please don’t change any setting at Tab –Fulfillment and Tab-Log. Because developer had finished necessary setting there to integrate with channel system)

2. Move to the dropdown list in Offer area and choose the Offer you want to use for this TA Cell