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User Guide
Offers and offer lists
Offers represent the marketing messages that you want to communicate to customers or prospects.
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.
Viewing Autosync offers
To view the offers in Centralized Offer Management that were created in HCL DX, complete the following steps:

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.
    - Viewing Autosync offers
      To view the offers in Centralized Offer Management that were created in HCL DX, complete the following steps:
  - 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.

Viewing Autosync offers

To view the offers in Centralized Offer Management that were created in HCL DX, complete the following steps:

About this task

Procedure

Procedure

Navigate to the Offer Listing page.
Search for an offer created using autosync features. Autosynced offers are listed along with other offers, inside the configured folder (if provided).
In the Summary tab of the offer, you will see Autosync as On, indicating that the offer is linked to a content in the CMS and it will Autosync for future updates.
The Analysis tab lists all the changes made to the offer.

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