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User Guide
Offers and offer lists
Offers represent the marketing messages that you want to communicate to customers or prospects.
Creating offer lists
Offer lists are configurable groups of offers that you can use to manage offers. The same offer can exist in more than one offer list. You can add offers to offer lists and assign offer lists to cells. You can also edit, move, delete, or retire offer lists.
Creating static offer lists
Static offer lists are pre-defined lists of offers whose contents do not change unless you explicitly edit the list.

User Guide
- 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.
- Offers and offer lists
  Offers represent the marketing messages that you want to communicate to customers or prospects.
  - Creating offers
    To create offers, complete the following steps:
  - Creating Static Offer Variants
    To create static offer variants, complete the following steps:
  - Creating offer lists
    Offer lists are configurable groups of offers that you can use to manage offers. The same offer can exist in more than one offer list. You can add offers to offer lists and assign offer lists to cells. You can also edit, move, delete, or retire offer lists.
    - Creating static offer lists
      Static offer lists are pre-defined lists of offers whose contents do not change unless you explicitly edit the list.
    - Creating smart offer lists
      A smart offer list is a dynamic list of offers that can resolve to different results each time the list is used. A smart offer list is specified by a query which can be based on offer attributes, offer locations (folders or subfolders), offer owner, and so on.
  - 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.
  - Editing offers
    You can edit an offer at any time, even if it has been used in a contact process, depending on your roles and permissions.
  - Editing offer lists
    To edit an offer list, complete the following steps:
  - Duplicating offers
    To create duplicates of offers, complete the following steps:
  - Moving offers or offer lists
    To move offers or offer lists, complete the following steps:
  - Retiring offers or offer lists
    To retire offers or offer lists, complete the following steps:
  - Deleting offers or offer lists
    This procedure will delete the offers or offer lists from the Unica Centralized Offer Management system. If you delete used offers from Campaign, they will be retired in Centralized Offer Management.
  - Publish offers or offer lists
  - Redraft offers or offer lists
  - Approvals for Offer and Offer Lists
    Plan users can associate draft mode offers and offer lists to the Plan approvals. In Centralized Offer Management, user can see such associated approvals. User can see the associated appriovals from Offer and Offerlists, Listing page, Summary page and Revision History page.
- Folders
  Folders contain the offers or offer lists that you create.
- Using Unica Content Integration
  Unica Content Integration supports an additional third-party CMS and three additional media types.

Creating static offer lists

Static offer lists are pre-defined lists of offers whose contents do not change unless you explicitly edit the list.

About this task

In case of static offer lists, you can only add offers to which you have access. However, anyone with permission to access an offer list is automatically granted permissions to access the offers included in that list. Therefore, anyone who can access your list can also use that offer list and all the offers within it, even if they would not normally have access to those offers based on their security permissions. When creating static offer lists, select individual offers to include in the list. A limitation of static offer lists is that default values are used for parameterized offer attributes.

To create static offer lists, complete the following steps:

Procedure

From the Platform home page, select Marketing Central > Offer Central.
The All offers page appears.
On All Offers page, offer lists will be displayed under different states All, Published, Draft and retired.
Select Offer lists

Note: Offer lists will be displayed in Card view. Offer lists with Thumbnail will display respective image and template without thumbnail with display the default icon. If more than three offers are associated in an offer lists, then first three offers will be displayed with icon and additional offers as + (number of offers).
+ Add offer list.
The Basic options section of the New offer list page appears.
Provide values for the following fields:
- Name
- Security policy
- Description
Click Next.
The Offers association section of the New offer list page appears.
Select the required folder from the Folders list panel and select the required offers. If required, use the Offer global search feature to find the required offer.
The selected offers appear in the Selected offers panel.
Click Next.
The View Offer list section of the New offer list page appears displaying the selected offers and their details.
Click Save.
The message indicating successful creation of offer list appears.

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