Creating offer templates
Unica Campaign administrators must create offer templates before users can create offers. Follow these instructions to create offer templates.
Procedure
-
Select
to navigate to Campaign settings.
The Campaign settings page opens, presenting links for various administration tasks.
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In the Templates and customizations section, click Offer
template definitions.
The Offer template definitions window opens.
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At the bottom of the list of offer templates, click Add an offer
template.
The New offer template Step 1 of 3: Metadata window opens.
- Enter offer template metadata as follows:
- Click Next >>.
The New offer template Step 2 of 3: Offer attributes window opens.
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Add standard and custom attributes to the offer template as needed. Use the arrow buttons to
move attributes into and out of the attribute list for the offer template, and to change the order
and type (static, hidden, or parameterized) of included attributes.
Note: For an offer to be available in a flowchart, it must have at least one standard or custom attribute.
- Click Next >>.
The New offer template Step 3 of 3: Default values window opens.
- For attributes that you added to the offer template, supply a default value that will be used when users create offers using this template. When creating offers, users can change the default value of static and parameterized attributes, but cannot change the value you entered for hidden static attributes in the offer template.
- For parameterized attributes with values supplied in a
drop-down list, you can also add list items here, as you create the
offer template. You can remove any new list items you add here, but
cannot remove any list items that existed previously. Any additions
to the list items made here are saved back to the offer custom attribute.
Important: If you added the Offer Valid/Expiration Dates attribute to the template as a parameterized attribute, on this screen you are presented with a Flowchart run date option. If you select this option instead of entering a default Offer valid date, Unica Campaign uses the date on which the process using offer runs, not the run date of the entire flowchart.
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If you selected Allow offers created from this template to be used in real-time
interactions, enter an Interaction point ID and an
Interaction point name.
You can enter any integer for the Interaction point ID default value, and any string for Interaction point name. The values are automatically populated with the correct data by the runtime environment, however, the design environment requires a default value.
- Click Finish.
Results
You have created the offer template. It can now be used for creating offers.