Unica Campaign V12.1.7 User Guide - -

Sep 12, 2026

Upload by Mali

Unica Campaign V12.1.7 User Guide provides practical instructions for planning and running marketing campaigns within the Unica Campaign platform. It covers setup essentials such as user access, roles, permissions, security levels, and login workflow, then moves into creating, editing, organizing, printing, and deleting campaigns. The guide also explains how to design flowcharts, manage versions, connect processes, configure data sources, and build queries using formula helpers, raw SQL, and evaluation guidance across key processes like Select, Merge, Segment, Sample, and Audience.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages283

Reading Time1 h 39 min

AccessFree to download

Chapter 1. Unica Campaign overview

Unica Campaign concepts

Prerequisites for using Unica Campaign

Getting started with Unica Campaign

Your username and password

Your role and permissions

Security levels in Unica Campaign

Logging in to Unica

Setting your start page

Unica Campaign integration with other products

Chapter 2. Creating and managing campaigns

Before you begin creating campaigns

Accessing campaigns

Creating campaigns

Editing campaigns

Organizing campaigns in folders

Printing campaigns

Deleting campaigns

How to use control groups to measure campaign results

Association of control cells to target cells

Chapter 3. Designing flowcharts

Create flowcharts

Editing flowcharts

Flowchart Versioning

Example: Contact and response flowcharts

Flowchart workspace overview

Flowchart design considerations

Flowchart process overview

Types of processes

List of Unica Campaign processes

Adding processes to flowcharts

Connecting processes in flowcharts

Changing the appearance of connection lines

Deleting a connection between two processes

Aligning process boxes

Adjusting flowchart layout

Annotating flowcharts

Determining the status of a process

Unica Campaign V12.1.7 User Guide Contents Chapter 1. Unica Campaign overview............................... 6 Unica Campaign concepts.............................................. 6 Prerequisites for using Unica Campaign........................ 8 Getting started with Unica Campaign.............................9 Your username and password.................................9 Your role and permissions....................................... 9 Security levels in Unica Campaign.......................... 9 Logging in to Unica................................................ 10 Setting your start page.......................................... 11 Unica Campaign integration with other products...... 11 Chapter 2. Creating and managing campaigns................ 14 Before you begin creating campaigns.......................... 14 Accessing campaigns................................................... 15 Creating campaigns....................................................... 15 Editing campaigns......................................................... 16 Organizing campaigns in folders.................................. 17 Printing campaigns........................................................ 18 Deleting campaigns....................................................... 18 How to use control groups to measure campaign results............................................................................. 19 Association of control cells to target cells........... 20 Chapter 3. Designing flowcharts..................................... 21 Create flowcharts...........................................................21 Editing flowcharts.......................................................... 22 Flowchart Versioning..................................................... 24 Example: Contact and response flowcharts................ 27 Flowchart workspace overview.................................... 29 Flowchart design considerations..................................33 Flowchart process overview......................................... 33 Types of processes................................................ 34 List of Unica Campaign processes...............................36 Adding processes to flowcharts................................... 39 Connecting processes in flowcharts............................ 40 Changing the appearance of connection lines.............41 Deleting a connection between two processes........... 41 Aligning process boxes................................................. 42 Adjusting flowchart layout............................................ 42 Annotating flowcharts................................................... 43 Determining the status of a process............................ 45 Copying processes within a flowchart......................... 46 Copying processes between flowcharts...................... 47 Moving processes in flowcharts...................................47 Deleting processes from flowcharts............................ 48 Data sources for processes.......................................... 48 Skipping duplicate IDs in process output.....................49 Previewing field values from your user data................ 50 Refreshing profile counts.......................................52 Restricting input for profiling................................. 52 Disallowing profiling............................................... 53 Changing the maximum number of profile segments................................................................ 53 Profiling field values by meta type........................ 54 Inserting a profile category into a query............... 54 Printing profile data................................................ 55 Exporting profile data............................................. 55 Creating queries with Formula helper.......................... 55 Creating raw SQL queries.....................

FAQs

What prerequisites and account settings are needed before using Unica Campaign?

The guide outlines prerequisites for using Unica Campaign, including how to log in, define your username and password, understand your role and permissions, and review security levels.

How do I create and manage campaigns in Unica Campaign?

It explains steps for accessing campaigns, creating new campaigns, editing existing ones, organizing campaigns in folders, printing campaigns, and deleting campaigns.

What is the purpose of control groups in measuring campaign results?

The guide describes how control groups are used to measure campaign outcomes and how control cells are associated with target cells.

Sep 12, 2026

Upload by Mali