Navigating from a linked legacy campaign to a Unica Plan project

Legacy campaigns are campaigns that were created in Unica Campaign before enabling integration with Unica Plan.

About this task

Follow this procedure if you are using an integrated system and you want to access campaigns that were created prior to the integration.

In an integrated environment, Unica Campaign can be configured to access the following types of legacy campaigns:

  • Campaigns that were created in stand-alone Unica Campaign (whether in the current or a previous version of Unica Campaign) before integration was enabled. These campaigns cannot be linked to Unica Plan projects.
  • Campaigns that were created in Affinium Unica Campaign 7.x and linked to Affinium Plan 7.x projects. Functionality of these campaigns remains unchanged from version 7.x of these products, based on the data mapping between attributes in both products.

You can use Unica Campaign to access and work with both types of legacy campaigns, even after enabling the integration.

Procedure

  1. Select Campaign > Campaigns.

    The All campaigns page opens, displaying the folders or campaigns in the current partition. Only legacy campaigns are listed.

    To view campaigns created with the Unica Plan-Unica Campaign integration enabled, click the Campaign projects folder. If there are no legacy campaigns or legacy campaigns have not been enabled in the configuration, this page is empty.

  2. Click the name of the campaign that you previously linked to a project in Unica Plan or Affinium Plan.

    The campaign opens to its Summary tab.

  3. Click the name of the project in the Parent items and code field.

    Unica Plan opens, and displays the Summary tab of the linked project.

  4. To return to Unica Campaign, click the name of the project in the Supporting projects and requests field in Unica Plan.