Unica Interact Fundamentals

Course Description

This one-day course provides a thorough introduction to Unica Interact which is used to build
interactive marketing campaigns. Topics covered in detail include configuring an interactive channel,
building interactive flowcharts, and configuring interaction strategies and treatment rules. This
course is available as instructor-led or self-paced.

Duration
1 day classroom, varying self-paced

Audience
Marketers, Marketing Managers. This course is primarily targeted at business users.

Prerequisites
Participants should have general knowledge of database marketing. The Campaign Fundamentals
course or equivalent experience is also required.

Learning Objectives
• Identify the purposes of Interact
• Identify central concepts around what Interact is, and the marketing purposes it serves.
• Execute procedures in Interact to:
   o Add an interactive channel
   o Configure an interactive flowchart
   o Create interaction strategies
   o Deploy interactions
   o Test interactions

Unica Interact Fundamentals Topics

0 Course Introduction
- Introduction to Unica Interact
- Business Value
- Usage Examples
- Interact Key Concepts
- Interact high-level architecture

1 How Interact Works
- Navigation
- The Interactive Channel
- Profile table
- Interaction Points & Zones
- Events & Event Patterns
- Interactive Flowcharts
- Smart Segments
- The Interactive Strategy
- Validate and Test
- Centralized Offer Management
- Offers
- Offer suppression
- Flex Offers

2 Configure and Deploy an Interactive Channel
- Creating an Interactive Channel
- Updating Touchpoint Code
- Creating the Interactive Flowchart
- Define Offers
- Create a Campaign
- Add an Interaction Strategy
- Treatment rules
- Offer scores & advanced scoring
- A/B Testing
- Deploy and Test the Interactive Channel
- Simulator Testing
- Triggered Messages