Using Unica Marketing Operations

Before you start using Unica Marketing Operations, your administrator must install Unica Marketing Operations and set it up. If you are having problems, contact your administrator.

The following steps outline some of the major tasks users perform in Unica Marketing Operations.

1.	Create plans that contain programs.

2.	Create programs that contain projects.

3.	Create more projects, request a project, accept a request, start a project, or view projects.

4.	Work in projects by navigating through them, completing the setup of workflows, viewing and modifying tasks, and printing, copying, and deleting the projects.

5.	Work with assets, including adding, editing, and changing the status of assets, as well as adding folders.

6.	Work with approvals, including adding an approval process; submitting it for review; canceling the review; modifying, printing, and deleting it; putting the approval on hold; responding to it; and marking up approval items with comments.

7.	Create invoices that keep track of expenses related to programs and projects.

8.	Search for projects and approvals using both the standard and advanced search capabilities, and save advanced searches for future use.

9.	Collaborate with other users using the alerts window and the message board.