Offer management

Offers are specific marketing communications that you send to groups of people, using one or more channels. Each offer is based on an offer template defined by an Administrator. You can also create offers without templates using Unica Centralized Offer Management. To create an offer without templates, contact your administrator for enabling privileges 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.
User will be able to see the offer in different states and can manage the transit between different states:
  • Published – Offers in published state is available for other products. Once published the offer is not editable.
  • Draft – Offers in draft state is available only in Centralized offer management and other products will not be able to use the offer. Offer in draft state are editable, once the changes are done, navigate to the actions icon and mark the offer as Published.
  • Retire - 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. Permission is required for changing offer state. Retire permission is not honored by COM but it is used by Campaign.
Note: Offers in retired state can be re-assigned. First transit the offer from retire state to redraft state and then to published.
Note: If you have published any offer and such published offer is used in another product and then you redraft the offer. Different product guides will include the information on how their product will behave in this scenario. Hence, refer the respective product guide.