Whats New in Unica 8 Claire Stephens

What’s New in Unica 8

Claire Stephens

EMEA Education Manager, Unica

Unica 2010 Marketing Innovation Summit. © 2010 Unica Corporation.

Distribution prohibited without Unica’s prior consent. 2Unica 2010 Marketing Innovation Summit. © 2010 Unica Corporation.

Distribution prohibited without Unica’s prior consent.


Distribution prohibited without Unica’s prior consent. 2

Unica 8 Marketing Suite overview

Features and Benefits of the new Unica Marketing Platform

What’s new in Unica Campaign 8

New Features of Unica Marketing Operations 8

Enhanced and New Features of Unica Interact 8

New Hosted Unica 8 eMessage

Agenda






OverviewUnica 8 Marketing Suite



Unica 8 Suite Overview

Provides an enhanced new common user interface to

easily and intuitively accomplish important marketing

workflows

Delivers on integrations for interactive marketing through

the Unica Marketing Platform for completing tasks with

greater velocity

Lowers the total cost of ownership to deploy the most

comprehensive marketing solution

Power to Marketing and Value for IT



Unica Marketing Platform

Managed Email Delivery

Dashboards

Campaign Planning & Execution

User Interface

Centralized

configuration and

administration across

the Unica Enterprise

product line

A single framework

allowing users to

leverage the power of

all Unica products

through a single user

interface

Configurable

dashboards provide

cross-channel insight

for better decision-

making

Tightly integrated

planning and

execution enable end-

to-end campaign

lifecycle management

Powerful capabilities

leveraging Unica

OnDemand ensure

emails get delivered

successfully

Web Analytics

Unica 8 integrates these components…

Visual insight and

segment selection

drives targeted,

cross-channel

communication

using individual web

behavioral data

Unica 8: An Integrated Suite Enabling

Interactive Marketing






Features and Benefits Unica 8 Marketing Platform






Common UI - Login






Common navigation vs. product-specific content

Menus registered during installation

Home icon

Recent menu

Analytics menu

Common UI –Menus






Breadcrumb trails

Username

Help

Alerts

Settings

Common UI – Menus, cont.






Hosted Help






Alerts menu will not appear if products do not have alerts

Menu displays number of unread alerts

Clicking on alerts items displays product-specific alert items

Common UI - Alerts






Some pages have tabs

Common UI – Tabs






Product specific toolbars

Icons reflect the actions you can take on the content page

Icons only – words on mouse over

Common UI – Toolbars






Red stars indicate mandatory fields

Yellow highlights when you are on a field

Character counters (only used by some products)

Common UI – Editable Forms



Dashboard

Dashboards are

a collection of

widgets.

Portlets contain

information from

Unica products,

any URL, and

Unica reports






User searches

Localization – French, German, Spanish

New Features – UMP 8.1






What’s NewUnica 8 Campaign






Flowchart scheduling execution

– For flowcharts in campaigns or sessions

– GUI for centralized common scheduler

– One-time, recurring, and triggered execution

– Flowchart throttling based on group

– List of schedules

– Monitoring (past and future schedules)

– View when scheduled (for a particular flowchart)

Scheduler






Scheduler

Create a schedule from a flowchart based on permissions:

– Schedule This

– Schedule This - Advanced: brings up additional

screen for entering advanced options

Schedule process “deprecated” (no longer

recommended for use; will be removed in

a future version of Campaign)

– Schedule process functionality remains the same as in AC 7.5

– Not removed from existing flowcharts

– Not removed from process icon palette

– Should no longer be used except to send outbound triggers






Scheduler Wizard (1)

Executes

completion

triggers to

other

schedules

Specify

“throttling” by

submitting

task into a

predefined

“group”







Defaults to similar

list as in Schedule

process today, but

entries can be

customized







Outlook-style simple

recurring patterns







Flexibility of writing

your own cron

expression



View When Scheduled

From a flowchart’s Run icon, choose

View when Scheduled.

All schedules for the current flowchart are

listed (can be individually viewed, edited,

or deleted).



Viewing Scheduled Tasks

View list of all schedule definitions under Settings:



Packaging Log Files

Packaging Flowchart files for troubleshooting

Flowchart data can automatically collect relevant data.

Data is selected from a list of items and can be limited by

specify a date range.

The data will be written to a folder and can be compressed for

sending purposes



Package Files

Unspecified dates

will grab the entire

file







Performance – Snapshot and Extract processes

Improvements – TCS and Offer API

Utility - Cell reports

New Features – Campaign 8.1






New FeaturesUnica 8 Marketing Operations



UMO/UC Integration Means…

– Campaign project (UMO) tabs:

• Summary (contains UC campaign

summary standard attributes)

• Target Cell Spreadsheet new

• People

• Workflow

• Budget

• Attachments, …

– Campaign (UC) tabs:

• Offers & Segs summary part

moves to UMO summary tab

• Analysis

• Flowchart1

• Flowchart2

• Emailing tab

• Interaction strategy

User views a marketing campaign as a single object in

Unica

– Campaigns are created and accessible only through UMO

– Campaign name and code are the same in UMO and UC

– Campaign project in UMO is linked to a campaign in UC with easy

navigation between the two



Create Campaign

Owner starts the project:



Create a Linked Campaign

Create Linked Campaign - This adds a new navigation

“Implementation” tab



Populate target cell spreadsheet (TCS)

with cells & offers

Offers selected from Unica Campaign

Offer Management



Publish Target Cell Spreadsheet

Publish the TCS contents



Create Flowchart

Navigate to Campaign using the Implementation icon:

Create Flowchart:



Link Cells from the Target Cell

Spreadsheet

Link to top-down cells:



Test Run Flowchart

Test run the flowchart and Save and Exit



Approve Rows of the Target Cell

Spreadsheet

Get cell status : Verify counts and Approve All

Publish

Publish



Run the Flowchart – Production Run

Execute a production run of the flowchart or schedule the

flowchart to run

Production run writes

to the Contact History

table



New Features – UMO 8.1

List views – thumbnails

Uploading files – Bulk uploader for multiple files

Approval – Mark-up & auto completion

Asset library – Customise attributes

Grid – Numeric summarization







Enhanced and New FeaturesUnica Interact 8



A Personalized Welcome Page

Built on a solid

financial foundation

since 1930

3.9% APR on Balance

Transfers to a new

Platinum Card

Refinance your mortgage

at amazing low rates

Balance transfer

offer is targeted

to credit usage

Introductory APR

is a personalized

attribute

Mortgage

refinance offer is

targeted

refinance

recency

Could also have

been targeted to

referrer or

search terms



New Feature Unica Interact 8

Advanced Scoring and Constraint Rules

– New feature within the Interaction Strategy tab for treatment rules

– Expressions can be built to control the assignment of offers within the treatment rule

– Expressions can be built to leverage use profile variables, session variables, offer attributes or built-in macros

– Can also be used to work with the scores entered in the score slider within a treatment rule



44

Individualized Marketing on One

Page

4.1% APR on Balance Transfers to a new Platinum Card

Need to find an ATM?

Lost your wallet?

Try Travel Services

Boston’s Favorite

Bank with 10 branches

and 75 ATMs

Build on a solid


since 1930




Lots of available credit,

doesn’t carry a balance

Has mortgages but no

refinances in a year

Lots of available credit,

carries a low balance

Login from foreign

country



Lots of available credit, carries a low balance

Balance transfer offer has a scoring rule:

Score = IF(Profile.SpendingHabitClass=“AtRisk”,

10,

(IF(Profile.SpendingHabitClass=“Revolver”,

60,

35)))

Login from foreign country

Travel Services offer has an eligibility rule:

Eligible if => Profile.IsAbroad==“Yes”

45

Individualized Marketing on One

Page


Need to find an ATM?

Lost your wallet?

Try Travel Services

Boston’s Favorite

Bank with 10 branches

and 75 ATMs

Build on a solid


since 1930






New Features Interact 8.1


Web Personalisation package






New - eMessage OnDemandUnica eMessage 8






What is Unica eMessage 8 ?

eMessage 8.0 is an on-premise email marketing solution that

seamlessly leverages Unica’s OnDemand infrastructure to provide

managed email delivery and deliverability services.

Key Features

– Full integrated email solution

– Deliverability and reputation management

– Easy to use






New Features

49

Unica OnDemand

Content Library

Drag & Drop Editor



eMessage 8.1 New Features:

Landing Pages

50

PICTURES and MORE

Personalized and conditional content



Landing Pages

51

PICTURES and MORE

Landing Pages added to emails as a hyperlink choice



eMessage 8.1 New Features:

Landing Pages

52

PICTURES and MORE

Forms to capture customer information






New Features

53

Unica OnDemand

Content Library

Response Tracking and Monitoring

Drag & Drop Editor



Response Tracking and Reporting

Response tracking

– All responses tracked by the Unica OnDemand

– All response data securely downloaded to customer premises

automatically

Mailing performance reports

– Bounced messages report

– Message overview report

– Detailed link and detailed link by cell reports

Execution reports

– Execution history report



Response Tracking and Reporting






New Features

56

Unica OnDemand

Content Library

Response Tracking and Monitoring

Drag & Drop Editor

Email Delivery



ISP

Delivery

Status

SPAM Filter

Status



Enhanced UI for Mailing

58



Email Contact List Generation

Display Names can be

edited directly to match

fields used in email

document



Global suppressions – Unica Hosted Service

Unsubscribe - in email

Link management – redirections to web page

Transactional mailings

Partitions – supported

New Features – eMessage 8.1



Questions?

Thank You!

Claire Stephens

[email protected]

mailto:[email protected]

Documents

Whats New in Unica 8 Claire Stephens