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Whats New in Unica 8

Claire Stephens EMEA Education Manager, Unica

Agenda
Unica 8 Marketing Suite overview

Features and Benefits of the new Unica Marketing Platform


Whats 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

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Unica 8 Marketing Suite


Overview

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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


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Unica 8: An Integrated Suite Enabling Interactive Marketing


Unica 8 integrates these components

User Interface Campaign Planning & Execution Web Analytics Dashboards Managed Email Delivery

Visual insight and A single framework Configurable Centralized Powerful integrated Tightly capabilities segment selection allowing users to dashboards provide configuration and leveraging Unica drives targeted, planning and leverage the power of administration across cross-channel insight execution enable endOnDemand ensure cross-channel all Unica products thecommunication for better delivered Unica Enterprise emails getdecisionto-end campaign through a single user product line making lifecycle management using individual web successfully interface behavioral data

Unica Marketing Platform


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Unica 8 Marketing Platform


Features and Benefits

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Common UI - Login

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Common UI Menus
Common navigation vs. product-specific content

Menus registered during installation


Home icon Recent menu

Analytics menu

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Common UI Menus, cont.


Breadcrumb trails

Username
Help Alerts

Settings

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Hosted Help

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Common UI - Alerts
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

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Common UI Tabs
Some pages have tabs

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Common UI Toolbars
Product specific toolbars

Icons reflect the actions you can take on the content page
Icons only words on mouse over

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Common UI Editable Forms


Red stars indicate mandatory fields

Yellow highlights when you are on a field


Character counters (only used by some products)

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Dashboard

Portlets contain information from Unica products, any URL, and Unica reports

Dashboards are a collection of widgets.


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New Features UMP 8.1


User searches

Localization French, German, Spanish

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Unica 8 Campaign
Whats New

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Scheduler
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)

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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

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Scheduler Wizard (1)


Specify throttling by submitting task into a predefined group

Executes completion triggers to other schedules

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Scheduler Wizard (2)

Defaults to similar list as in Schedule process today, but entries can be customized

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Scheduler Wizard (3)

Outlook-style simple recurring patterns

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Scheduler Wizard (4)


Flexibility of writing your own cron expression

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View When Scheduled


From a flowcharts Run icon, choose View when Scheduled. All schedules for the current flowchart are listed (can be individually viewed, edited, or deleted).

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Viewing Scheduled Tasks


View list of all schedule definitions under Settings:

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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

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Package Files
Unspecified dates will grab the entire file

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New Features Campaign 8.1


Localization French, German, Spanish

Performance Snapshot and Extract processes


Improvements TCS and Offer API Utility - Cell reports

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Unica 8 Marketing Operations


New Features

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UMO/UC Integration Means


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
Campaign project (UMO) tabs:
Summary (contains UC campaign summary standard attributes) Target Cell Spreadsheet new People Workflow Budget Attachments,
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Campaign (UC) tabs:


Offers & Segs summary part moves to UMO summary tab Analysis Flowchart1 Flowchart2 Emailing tab Interaction strategy
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Create Campaign
Owner starts the project:

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Create a Linked Campaign


Create Linked Campaign - This adds a new navigation Implementation tab

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Populate target cell spreadsheet (TCS) with cells & offers


Offers selected from Unica Campaign Offer Management

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Publish Target Cell Spreadsheet


Publish the TCS contents

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Create Flowchart
Navigate to Campaign using the Implementation icon:

Create Flowchart:

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Link Cells from the Target Cell Spreadsheet


Link to top-down cells:

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Test Run Flowchart


Test run the flowchart and Save and Exit

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Approve Rows of the Target Cell Spreadsheet


Get cell status : Verify counts and Approve All

Publish Publish

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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

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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


Localization French, German, Spanish

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Unica Interact 8
Enhanced and New Features

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A Personalized Welcome Page


Balance transfer offer is targeted to credit usage

Built on a solid financial foundation since 1930

Introductory APR is a personalized attribute


Mortgage refinance offer is targeted refinance recency Could also have been targeted to referrer or search terms

3.9% APR on Balance Transfers to a new Platinum Card

Refinance your mortgage at amazing low rates

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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

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Individualized Marketing on One Page


Lots of available credit, doesnt carry a balance Has mortgages but no refinances in a year Lots of available credit, carries a low balance Login from foreign country

Build on a solid financial foundation since 1930

Bostons Favorite Bank with 10 branches and 75 ATMs

3.9% APR on Balance Transfers to a new Platinum Card

Refinance your mortgage at amazing low rates

4.1% APR on Balance Transfers to a new Platinum Card

Need to find an ATM? Lost your wallet? Try Travel Services

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Individualized Marketing on One Lots of available credit, carries a low balance Page
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

Build on a solid financial foundation since 1930

Bostons Favorite Bank with 10 branches and 75 ATMs

3.9% APR on Balance Transfers to a new Platinum Card

Refinance your mortgage at amazing low rates

4.1% APR on Balance Transfers to a new Platinum Card

Need to find an ATM? Lost your wallet? Try Travel Services

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New Features Interact 8.1


Localization French, German, Spanish

Web Personalisation package

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Unica eMessage 8
New - eMessage OnDemand

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What is Unica eMessage 8 ?


eMessage 8.0 is an on-premise email marketing solution that seamlessly leverages Unicas OnDemand infrastructure to provide managed email delivery and deliverability services.

Key Features
Full integrated email solution
Deliverability and reputation management Easy to use

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New Features
Unica OnDemand

Content Library

Drag & Drop Editor

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eMessage 8.1 New Features: Landing Pages


Personalized and conditional content

PICTURES and MORE

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Landing Pages
Landing Pages added to emails as a hyperlink choice

PICTURES and MORE

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eMessage 8.1 New Features: Landing Pages


Forms to capture customer information

PICTURES and MORE

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New Features
Unica OnDemand

Content Library

Drag & Drop Editor

Response Tracking and Monitoring

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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
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Response Tracking and Reporting

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New Features
Unica OnDemand

Content Library

Drag & Drop Editor

Response Tracking and Monitoring

Email Delivery

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ISP Delivery Status

SPAM Filter Status

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Enhanced UI for Mailing

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Email Contact List Generation

Display Names can be edited directly to match fields used in email document

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New Features eMessage 8.1


Global suppressions Unica Hosted Service

Unsubscribe - in email
Link management redirections to web page Transactional mailings

Partitions supported

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Questions?

Thank You! Claire Stephens cstephens@unica.com


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