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Administrator Guide
Offer template concepts
Before administrators perform offer template management tasks, there are several important concepts to understand.
Offer templates and security
The security policy you set for an offer template determines which users will be able to use the offer template.

Administrator Guides
- Administrator Guide
  - Unica Campaign administration overview
    The Settings menu provides access to most of the tasks that Unica Campaign administrators typically perform.
  - Security in Unica Campaign
    Security policies control user access to the objects and features in Unica Campaign.
  - Database table administration
    Unica Campaign administrators must perform initial one-time tasks and routine administration tasks that pertain to database tables.
  - Customizing campaigns
    Administrators can customize campaigns by using custom campaign attributes, initiatives, and products.
  - Offer template concepts
    Before administrators perform offer template management tasks, there are several important concepts to understand.
    - What is an offer?
      An offer is the specific marketing communication that you send to particular groups of people, using one or more channels. An offer can be simple or complex, and typically contains a creative piece, a cost, a channel, and an expiration date.
    - What is an offer template?
      An offer template defines the structure of an offer. Users create offers by basing them on offer templates.
    - Offer templates and security
      The security policy you set for an offer template determines which users will be able to use the offer template.
    - Planning offer templates and offers
      When you plan offers, you should consider which template to use, which attributes are parameterized, and whether you will use holdout control groups for cells assigned this offer.
    - Using custom attributes in offer templates
      You can create offer attributes and use them on offer templates and offers.
    - Working with offer templates
      Every offer is based on an offer template. Therefore, administrators must create offer templates before users can create offers.
    - Introduction to using Unica Plan assets in Unica Campaign offers
      If both Unica Plan and Unica Campaign are installed, and you licensed the Marketing Asset Management add-on for Unica Plan, your campaigns can include digital assets from your Unica Plan asset libraries. Unica Campaign does not need to be integrated with Unica Plan, although it may be.
  - About audience level administration
    Unica Campaign is delivered with a single audience level called Customer. You can define any additional audience levels that you need. Audience levels let flowchart designers target specific groups, such as Households, in marketing campaigns.
  - Before you begin working with contact history
    Contact history is stored in the Unica Campaign system database in separate tables by audience level. Therefore, you need to set up audience levels before you begin working with contact history.
  - Response history administration
    Before you begin working with response history, you should read the audience level administration topics and set up required audience levels.
  - Monitoring and controlling flowchart runs
    Choose Campaign > Monitoring and use the All monitored runs page to view the status of all active flowcharts and suspend, resume, or stop flowchart runs.
  - Dimension hierarchy concepts
    A dimension hierarchy is a data construct that groups data into bins based on value ranges. Dimension hierarchies are the basis for a variety of reports.
  - Triggers administration
    Unica Campaign allows you to define inbound and outbound triggers that can be used in all flowcharts in a partition.
  - Unica Campaign log files
    Unica Campaign records information in several different log files.
  - JVM Parameters
  - About codes in Unica Campaign
    Each campaign, cell, offer, and treatment in Unica Campaign has an identifying code that is generated by code generators, and conforms to a specified format.
  - Accessing the Advanced settings
    When a flowchart is open for editing, administrators can choose the Advanced settings option on the Admin menu to make administrative changes that affect only the current flowchart.
  - Unica Campaign integration with other products
    Unica Campaign optionally integrates with a number of other products.
  - Unica Campaign listeners
    The listener is a key component of Unica Campaign. It provides an interface between front-end clients and back-end analytical server processes.
  - Unica Campaign utilities
    Administrators use the Unica Campaign utilities to manage listeners, sessions, and flowcharts, and perform other important administrative tasks.
  - Configuring the ACOOptAdmin tool
    Configure the ACOOptAdmin tool to run Unica Optimize sessions from the command line.
  - Non-ASCII data in Unica Campaign
    Unica Campaign supports the use of localized data and non-United States locales, including multiple user-preferred locales within the same installation of the application.
  - Configuration properties for Unica Campaign
    The configuration properties of Unica Campaign are located at SettingsConfiguration. For more details on the configuration properties, see the Campaign Administrator Guide.
  - About special characters
    Some special characters are not supported in any Unica Campaign object names. In addition, some objects have specific naming restrictions.
  - Introduction to character encodings
    This section provides information on character encodings and language-sensitive database considerations, and lists the encodings supported by Unica Campaign.
  - About Unica Campaign Error Codes
    Unica Campaign notifies users of error events when they occur with error messages that consist of a code number and error text.
  - Troubleshooting
- System Tables

Offer templates and security

The security policy you set for an offer template determines which users will be able to use the offer template.

The security policy of the offer template is independent of the security policy applied to the offers created by using this offer template; that is, the security policy is not propagated to offers based on the template.

When users create new offers, the security policy of the offer is based on the folder in which it resides. If the folder is created in the top-level offers folder, the user can select other valid security policies for that offer.

To work with offer templates, which includes tasks such as adding, editing, or retiring offer templates, you must have the appropriate permissions, which includes the view permission for offer templates. For example, to add offer templates, you must be granted both the Add offer templates and View offer templates permissions.

For more information about Unica Campaign security, see the Unica Platform Administrator's Guide.

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