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User Guide
Offers and offer lists
Offers represent the marketing messages that you want to communicate to customers or prospects.
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.

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.
  - 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.
    - Adding attributes to existing offers
      You can add an attribute in the parameterized section of an existing offer. Adding an attribute to any existing offer breaks its association with the template and turns the offer from custom template-based offer to offer without a template.
  - 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.

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.

About this task

After an offer is used in production, you can edit only the offer name, description, and default values for parameterized offer attributes. This restriction ensures that Centralized Offer Management can track the exact offer details for offers that have already been made.

To edit offers, complete the following steps:

Procedure

From the Platform home page, select Marketing Central > Offer Central.
The All offers page appears.
Select a folder or a sub-folder containing the offer.
Hover the mouse pointer over a required offer and select > . If you cannot find the required offer, use the Offer global search feature to search for the offer.
Make the necessary changes. For more information, see Creating offers.
Note:
- You can add new parameterized attributes even when editing offers. For more information, see Adding attributes to existing offers.
- Click Deliver digital asset to navigate to Unica Deliver. This button appears only if Unica Deliver is installed and the Deliver role is configured for the user.
Note: Save and publish button is available. After making the changes you can directly save and publish the offer in single click.
To save the modifications or changes, click Save.

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