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Administrator Guide
Offer administration concepts
Offer administration concepts include:
Planning offer templates and offers
Before creating an offer, you should make a few decisions for an appropriate offer creation.

Administrator Guide
- Offer administration concepts
  Offer administration concepts include:
  - An introduction to offers
    An offer is a specific marketing communication that you send to a group of people, using one or more channels. From V12.1.4 onwards, offers will be available as Offer Central, a sub menu under Marketing Central.
  - An introduction to offer templates
    Offers can be created using offer templates and if required, without templates. Offer templates include standard attributes, such as Offer name and Channel.
  - Offer templates and security
    The security policy you set for an offer template determines which users will be able to use the offer template.
  - Planning offer templates and offers
    Before creating an offer, you should make a few decisions for an appropriate offer creation.
  - Autosync
    Autosync feature synchronizes content created in a Content Management System (CMS) to an offer in Centralized Offer Management.
- Offer configurations
  After installation of Unica Centralized Offer Management, you must configure its properties, and create and assign roles to the users.
- Offer settings
  Use Offer settings to create custom attributes and custom templates.
- Appendix

Planning offer templates and offers

Before creating an offer, you should make a few decisions for an appropriate offer creation.

The decisions are:

Which template to use
Which attributes will be parametrized

Offers can vary in the following ways:

Different parameterized offer fields, including valid and expiry dates.
Different offer codes (number of codes, length, format, custom code generator)
Custom attributes (which are exposed for a specific type of offer; for example, credit card offers have initial APR% and go-to rates; mortgage offers have payment frequency and term).

As a best practice, keep parameterized values in offers to a minimum. Most offer attributes should not be parameterized. You should create parameters only for those attributes that will not change the "essence" of an offer, such as effective and expiration dates.

Carefully consider the design of your offers and offer templates, as this can significantly affect how you can analyze and report on Campaign details.

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