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

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.
  - 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.

Publish offers or offer lists

About this task

User have state and state transition capabilities for offers and offer list. Offer can transit between different states. To publish offers or offer lists, complete the following steps:

Procedure

Select Marketing Central > Offer Central.
The All offers page appears.
Select the folder or sub-folder containing the offers or offer lists.
To publish a single offer or offer list, perform either of the following steps:
- - In case of offers, find the required offer. If you cannot find the required offer, use the Offer global search to search for the offer. When you find the required offer, select the offer and click Actions > Publish.
- - In case of offer lists, select Offer lists.
  - If the offer list is a smart offer list, select Smart. If the offer list is a static offer list, select Static.
  - Find the required offer list. If you cannot find the required offer list, use the Offer list global search to search for the offer list. When you find the required offer, select the offer and click Actions > Publish.
To publish multiple offers or offer lists, perform either of the following steps:
- - In case of offers, select the required offers. If you cannot find the required offer, use the Offer global search to search for the offer.
  - Select Actions > Publsih.
- - In case of offer lists, select Offer lists.
  - If the offer list is a smart offer list, select Smart. If the offer list is a static offer list, select Static.
  - Select the required offer lists. If you cannot find the required offer list, use the Offer list global search feature to search for the offer list.
  - Select Actions > Publish.
Note: For offer and offerlist, user need to configure State Change Permission to change states of offer and offerlist including retire operation. Retire permission will no longer be used by Centralized Offer Management for retire operation.

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