The document provides steps for creating and managing campaigns in the Unica Campaign system. It outlines uploading materials, creating a new campaign and building flowcharts to define target audiences and offers. Key steps include selecting target criteria using select and merge processes, profiling fields, copying flowchart templates and mapping specific offers. The document ensures campaigns are properly configured and integrated with downstream systems before launch.

1. Unica Campaign SOP

2. Campaign Process Flow
Upload Receive
Create New Campaign &
1 Materials 2 Build Flowcharts on Unica
3 Notification
on CMS & Submit
• Source File • TA Criteria • Offer Receiver number
Campaign info.
Revise here
Siebel eCampaign Preview
CMS
SAP Unica db
CMS Submit
Check Point!!
Before launch, please inform TC &
Ada for double-check ☺

3. Create New Campaign
on Unica

4. Create New Campaign (1)
Step1: Enter Username &
password
Step2: Under the
Campaign tab select
Campaigns

5. Create New Campaign (2)
Step3: Select your region
SBU Quarterly
campaigns
are saved in
SBU Folder
Step4: Create
Campaign

6. Step5: Fill out the
Create New Campaign (3) 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

7. 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.

8. Create Campaign Flowchart (2)
Step2: decide a
Flowchart Name and
Flowchart Description
Step3: Select Save and
Edit Flowchart

9. Create Campaign Flowchart (3)
Step4: Click the “Admin” icon and
choose “Tables” in draw-down list
Step5: Click the button
“Load” to load the data
source you can use
Step7: Click the button
Step6: Pick one Table “Load Catalog” to finish
Catalog you want to use. data source selecting
Here we should choose
“Advantech_SBU_2012111
2_TC.xml

10. 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

11. Flowchart Components & Function
Execution Process
Execution Process will assign an
offer to the determined
recipients that is going to be
outputted.
Manipulation Process
Manipulation Processes allow you to determine recipients
that would be included in the marketing event.

12. Build Campaign Flowchart
on Unica: TA Criteria
• 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

13. RBU can define campaign TA by the
following methods :
Method 1 : Define TA using Select Process
– Use the Select Process to define a TA from scratch.
Method 2 : Define TA with tailored criteria using Flowchart
Template
Template
– Use predefined flowchart template to define TA. Additional rules
can be applied or removed for each processes within the
flowchart to output a tailored recipient list. For example
additional rules such as specifying the recipient with a certain
account balance amount, account type or from a certain a
region…etc

14. Method 1 Method 2
“Select” Process Introduction (1)
Process The main purpose of the Select Process is to determine a recipient list.
Through applying different filtering rules to create a recipient list defined
Description
as ‘Cell’.
Step 1 Data Input
Select a field from the
Available fields box on
the right to be used as a
the field name in the
selection criteria.
Step 2 Data Select
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 .

15. Method 1 Method 2
“Select” Process Introduction (2)
「Select Based on」
on」
– Select tables containing fields that will be used in the selection rule
「Field Name」
Name」
– Select a field from the Available Fields list to be used as the selection
criteria
– The Profile option is enabled after selecting a field in the Available Field
「Oper.」
Oper.」
– 「=」, 「>=」, 「<=」, 「>」, 「<」, 「<>」
>=」 <=」 <>」
– 「In」, 「Not In」, 「Between」 •For single value, you may use “=“
In」 In」 Between」
「Value」
•For multi values, please use “in”
Value」 (For example, country=‘America’, ‘USA’, ‘Taiwan’)
•For specific range of numbers, use “Between”
– Type in the value directly
– Select the value from the profile
「And/Or」
And/Or」
– Relating different rules

16. Method 1 Method 2
“Select” Process – Profile function (1)
Step1.Opening Profile
• 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
• Campaign organizes values by
category, grouping them to create
approximately equal-sized segments.
• Within the profile function, the Default : 25 categories More then 25 categories
default maximum number of
categories (distinct bins of values)
for display is 25.
• You can change the maximum
number of categories.

17. Method 1 Method 2
“Select” Process – Profile function (2)
Step2. Click “Options”(If you want to
get more than 25 categories)
• The Options within the profile
allows you to alter the
maximum number of
segments displayed
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.

18. Method 1 Method 2
“Select” Process – Profile function (3)
Step2. - Place
Profile Application cursor above Value
– The values from the
profile can be
selected and be
used in the Step3. - Click
selection criteria Step1.- Set “Profile”
the Operator
– Using the Ctrl+Left
mouse click, the
user is able to
select multiple
values at a time.
Step 4.- Selecting
two values using
Ctrl+ Left mouse
key

19. Method 1 Method 2
How to find Stored Flowchart Templates to use?
From the flowchart
editing screen, right
mouse click and select
Paste from Template
Library…

20. Method 1 Method 2
Info section from the Flowchart template
From the flowchart template to be designed in the future, flowchart
description can be found in the Info section.
Two types of
template:
• Common Criteria
• SBU Criteria
where SBU
flowcharts are Flowchart description
saved will be displayed after
selecting the template

21. Method 1 Method 2
Flowchart Template storing folder :
COMMON_CRITERIA
Stored in the COMMON_CRITERIA folder. The main purpose of this template cell is to
serve as a ‘categorical type’ Base when picking out the TA. Different rules can be
‘categorical type’
applied or removed by the flowchart designer during design.
Step2: Apply additional
rules when necessary
Step1: paste the
Selection Criteria
onto the flowchart
editing screen

22. “Merge” Process Introduction (1)
The Merge process accepts one or more input cells and produces
Process
one output cell. You specify which input cells are included and
Description combined or excluded from the output.
Step 1 Input Cell List
Step 2 Merge Process

23. “Merge” Process Introduction (2)
「Merge / Purge on Include」 Source : Cell A , Target B
Remove duplicate IDs to produce a list of unique IDs that appear in at least one of the
input cell under「Records to Include」
Cell A Cell B Merge
「Match (AND) on Include」
Include those IDs that appear across all input cells under「Records to Include」
Ex :
Cell A Cell B Match
「Records to Exclude」
Exclude the IDs that are in both「Records to Include」and 「Records to exclude」
Ex :
Cell A Cell B Exclude
Excluding B from A

24. Build Campaign Flowchart
on Unica: Offer

25. “Mail/Call List” Process Introduction (1)
Process • Copy predefined flowchart templates from template library and map
your TA Cells with specific offers for campaign launch.
Description
• Mail List is the same as Call List. Just little differences existed.
Step 1. Copy flowchart templates Step 2. Give a Cell-name to your TA group and
from library set “Process connection”
1 Tips:
1. Choose your TA Cell
Process and double to
2 the Tab-”General”. 2
Here you could enter a
cell name for your
Tips: TA.(It’s not necessary
1. Click right button of mouse on you but we strongly 1
flowchart edit area and chose
“Past e from Template Library”. recommend you do so
for good identification
2. Open the folder “00_TAEXport” in further)
and choose the template with right 2. Set connection
name matched with the channel between 2 processes
system you want to deliver.
(your TA and
TA_Export template)

26. “Mail/Call List” Process Introduction (2)
Step 3. Map specific offer in your Mail/Call
List Process from TAExport
1
2
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