About Optimize

Optimize delivers the most relevant and profitable offers to your customers at the right time. Every time. Meet and exceed marketing engagement and conversion objectives while reducing customer contact fatigue. Solve for complex outbound campaign conflicts to optimize effectiveness across campaigns. By improving offer effectiveness, marketers have a much better chance of exceeding their engagement, conversion and customer loyalty objectives.

Optimal contact strategy

Determines the optimal contact strategy for each customer


Uses powerful, integrated algorithms

Customer insights

Balances business objectives and constraints with customer preferences and history

Increase ROI

Achieves maximum overall marketing ROI while satisfying the need of individual product lines and businesses

Benefits of Optimize

Centrally manages rules, constraints, and prioritization for the optimal contact strategy

Features of Optimize

Best customer contact experience

Provide the best customer contact experience, basing engagements on the interaction history, offer details, channel preferences, time frame, business constraints and rules and marketing objectives.

Customise messages

Minimize customer contact fatigue by mathematically determining the best communication for each customer

Use insights to automate optimization

Identify customer preferences including preferred channel to receive communications, maximum number of contacts to receive each month, and primary product or service interests. Balance business objectives and constraints with customer preferences and history, and automate the manual process of optimizing customer communications.

Create rules-based goals and scoring

Define rules based on business considerations. For example, identify limits for how many offers a sales agent can handle or specify marketing goals based on optimal customer value or probability of response. Define business goals by utilizing scores from the customer and offer level, and rank offers by segment and offer combinations using a scoring matrix.

Define business constraints

Identify limits that can impact contact strategy such as size of marketing budget, number of available offers of various types, and number of telemarketing calls that can be made per period. Create campaigns and define the proposed contacts to include in each campaign.

Go beyond marketing with Unica. Create engaging experiences that convert!


Schedule Unica Demo

In this one-hour session, our product consultant will walk you through a workflow that will demonstrate how you can provide excellent customer service with Unica.

You will learn how you can

  • Create customer journeys, segmentation and targeting with the right offer.
  • Deliver tailored, relevant and compelling offers on every channel—inspiring customers.
  • Manage projects, creative assets, resources, teams, and approvals within a collaborative environment.

Demo Schedule Confirmed

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