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Administrator Guide
Offer template concepts
Before administrators perform offer template management tasks, there are several important concepts to understand.
Working with offer templates
Every offer is based on an offer template. Therefore, administrators must create offer templates before users can create offers.
Modifying offer templates
If an offer template has offers based on it, you can change the basic options and default values of attributes in the template. However, you cannot modify template data about offer codes or offer custom attributes. To make these changes, retire the original offer template and replace it by creating a new one with the desired changes.

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.
      - Creating offer templates
        Unica Campaign administrators must create offer templates before users can create offers. Follow these instructions to create offer templates.
      - Modifying offer templates
        If an offer template has offers based on it, you can change the basic options and default values of attributes in the template. However, you cannot modify template data about offer codes or offer custom attributes. To make these changes, retire the original offer template and replace it by creating a new one with the desired changes.
      - Using drop-down lists in offer templates
        A drop-down list, also known as a Select Box, is a list of values from which users can select a single item when they define an offer.
      - Defining a list of outbound communication channels
        Unica Campaign includes the Channel attribute for use in offer templates. Modify the Channel attribute to define a list of available outbound communication channels, such as e-mail or phone, for offers.
      - Changing the order in which offer templates appear
        You can adjust the order in which offer templates appear for users when they create a new offer. By default, offer templates are listed in the order in which you created them.
      - Retiring offer templates
        Offer templates cannot be deleted, but they can be retired by administrators to prevent further use. Retired templates are greyed out in the list of offer templates and cannot be used for creating new offers.
      - Template icons
        Select a template icon as part of the Basic options when you create or modify an offer template. The template icon provides a visual cue to users when they create new offers based on this template.
      - Default offer attributes
        When you create an offer template, you can add template attributes as needed.
    - 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

Modifying offer templates

If an offer template has offers based on it, you can change the basic options and default values of attributes in the template. However, you cannot modify template data about offer codes or offer custom attributes. To make these changes, retire the original offer template and replace it by creating a new one with the desired changes.

Procedure

Select Settings > Campaign settings.
Click Offer template definitions.
Click the name of an offer template.
The New offer template Step 1 of 3: Metadata window opens.
If the offer template is currently used by an offer, you can only edit the basic options. If the offer template is not being used, you can also edit the offer and treatment code data.
Click Next >>.
The New offer template Step 2 of 3: Offer attributes window opens.
Modify the attribute settings as needed.
Note: If the offer template is currently used by an offer, you cannot change settings for offer attributes. If the template is not being used, you can modify the attributes in 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.
Click Next >>.
The New offer template Step 3 of 3: Default values window opens.
Supply a default value for attributes in the offer template.
When creating offers, users can change the default value of static and parameterized attributes. However, users cannot change the value that you enter for hidden static attributes.
Important: If you added the Offer valid/expiration dates attribute to the template as a parameterized attribute, on this screen you are presented with the option Flowchart run date. If you select this option instead of entering a default Offer Valid date, Unica Campaign uses the date on which the process that uses the offer runs, not the entire flowchart.
Click Finish.

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