Viewing offers and offer lists
After creating offers or offer lists, you can open the offers, or offer lists, to view the summary and analysis.
About this task
To view offers or offer lists, complete the following steps:
Procedure
-
From the Platform home page,
select Offer > Offers.
The All offers page appears.
- Select a folder or a sub-folder containing the offer or the offer list.
-
Select the offer type from the Filter by field. Options
available in the dropdown are; All, Draft, Published and Retired.
Or
-
To view an offer, complete the following steps:
-
Click the required offer from the list. If you cannot find the required
offer, use the Offer global search feature to
search for the offer.
The offer page appears. You can view the offer details in the Summary tab.
-
If the offer has a
Picker - URL
attribute, you can see the preview of the content. This is a new feature added in 12.1.0.3 release which allows you to view the content and its details in the Offer screen. Select the icon succeeding the URL.The following are some conditions related to content preview:- If you do not have the
Content Integration User
role assigned, an error message appears instead of the preview. - If you have upgraded to 12.1.0.3 and if the content link was assigned before the upgrade, an error message appears instead of the preview.
- If you manually add the URL or modify the URL after content selection, an error message appears instead of the preview.
- If the API cannot fetch the data, an error message appears instead of the preview.
- If the content is removed from the CMS, the preview does not appear.
- If the CMS, or the plugin for the CMS, does not support retrieving individual content details, the preview does not appear.
- If the Content Integration API does not recognize the image or non-image MIME-type from CMS, the default thumbnail appears in the preview.
- If the Content Integration API recognizes the MIME-type from
CMS, but cannot fetch the thumbnail due to connectivity issues
between Content Integration and CMS, the
Image not accessible
icon appears with the content details in the preview. - If the Content Integration API recognizes the non-image
MIME-type from CMS, but cannot fetch the thumbnail due to
connectivity issues between Content Integration and CMS, the
Thumbnail not accessible
icon appears with the content details in the preview.
When you are previewing the content, if required, you can download the content from the CMS. Click the download icon to download the content to your system.
- If you do not have the
- To view the reports related to the offer, click the Analysis tab.
-
To see the available reports, select one of the following choices from
the Select a link dropdown box.
- "What if" offer financial
summaryNote: The "What if" offer financial summary report is not supported for MariaDB.
- Offer performance summary by Campaign
- Offer performance by day
- "What if" offer financial
summary
- To access Unica Deliver's digital asset library and to view the associated content, click Deliver digital asset. This button appears only if Unica Deliver is installed and the Deliver role is configured for the user.
-
Click the required offer from the list. If you cannot find the required
offer, use the Offer global search feature to
search for the offer.
-
To view an offer list, complete the following steps:
- On the All offers page, select Offer lists.
-
Click the required offer list from the list. If you cannot find the
required offer list, use the Offer list global
search feature to search for the offer list.
Note: If required, you can use predefined filters that shows only Smart offer lists and Static offer lists from the selected folder. To view only Smart offer lists, select Smart. To view only Static offer lists, select Static.The offer list page appears.