Offer management

Offers are specific marketing communications that you send to groups of people, using one or more channels. Each offer can based on an offer template that an administrator defines. Alternatively, Unica Centralized Offer Manager also provides the capability for users to create offers without a template, if an admin enables it at the partition level.

A simple offer from an online retailer could consist of free shipping on all online purchases made in the month of April. A more complex offer could consist of a credit card from a financial institution, with a personalized combination of artwork, introductory rate, and expiration date that varies based on the recipient's credit rating and region.

Offers are reusable:
  • at different points in time.
  • as different "versions" by varying the offer's parameterized fields.

The general workflow is:

  1. (Optional) An administrator defines custom attributes.
  2. An administrator creates offer templates (required) and adds custom attributes to them (optional).
  3. A user creates offers based on the templates.

Once an offer is used, it cannot be deleted. However, it can be retired. Retired offers cannot be assigned, and any assigned offers that have been retired will no longer be sent. Retired offers are grayed out in the offer hierarchy. They are still available for reporting and response tracking.