Using Unica Plan assets in Unica Campaign offers

This topic explains how to relate a digital asset from Unica Plan to a Unica Campaign offer, for systems that are not integrated. If Unica Plan is integrated with Unica Campaign, and offer integration is enabled, you follow a slightly different procedure. See the Unica Plan and Unica Campaign Integration Guide.

About this task

An asset is an electronic file that is designed for use in a marketing program. Examples include logos, brand images, marketing research documents, reference materials, corporate collateral, or document templates. If you use both Unica Plan and Unica Campaign, you can include a file from a Unica Plan asset library as part of a Unica Campaign offer. To include an asset in an offer, use the CreativeURL attribute. A "Creative URL" is a pointer to a file in a Unica Plan asset library.

Table 1. Using Unica Plan assets in Unica Campaign offers

Using Unica Plan assets in Unica Campaign offers
Task Details

Prerequisite: Create and populate an asset library in Unica Plan.

Unica Plan administrators create asset libraries, which serve as repositories for files. Unica Plan users can upload digital assets and organize them in folders within the asset libraries.

For a list of prerequisites and guidelines, see the Unica Campaign Administrator's Guide.

Prerequisite: Add the CreativeURL attribute to an offer template.

Unica Campaign administrators add the CreativeURL attribute to an offer template when they define the template.

For more information, see the Unica Campaign Administrator's Guide.
Create an offer that is based on a template that includes the CreativeURL attribute, and relate one asset to the offer.
  1. Select Campaign > Offers, click New offer , and select a template that includes the CreativeURL attribute.
  2. Use the New offer page to define the offer (name, security policy, and other information), then click Browse library in the Creative URL. (Steps 2 - 5 can also be done from the Target Cell Spreadsheet view mode.)
  3. In the dialog, click a library to open it. The library window opens.
  4. In the library window, go to a folder in the asset library, and select the asset that you want to use in this offer.
  5. To add an asset, click Add asset, then define the asset name, owner, and other information. In the File field, click Upload, then browse to the asset. You can upload a File, Preview File, or Thumbnail.
  6. Follow the prompts to select and upload assets to the library, save changes, and accept the asset.
  7. Click Save to save the offer.

A link to the specified asset is now included in the Creative URL field.
Assign offers to cells in the campaign target cell spreadsheet.
  1. Go to the All Campaigns page, click a campaign, select the Target cells tab, and edit the target cell spreadsheet.
  2. Click in the Assigned offers column and click Select one or more offers.
  3. Use the Select Offers window to select the offer you created.
  4. Save and exit the target cell spreadsheet.

Your campaign now includes a digital asset from Unica Plan. Typically, a campaign now goes through a review and adjustment process, which is explained in the following steps.

Optionally, modify the offer.
  1. Go to the All campaigns page, click a campaign, select the Target cells tab, and edit the target cell spreadsheet.
  2. Click in the Assigned offers column and click View offers Pencil. The View/Edit offer window opens.
  3. Select the offer and click Preview. (If you decide to remove an offer, select it and click Remove.)
  4. To open the offer for editing, click the Edit icon at the top of the window.
  5. With the offer open for editing, you can edit the values of parameterized attributes. You can also access Unica Plan assets:
    1. Click the Browse library link in the Creative URL field.
    2. In the window that opens, click a library.
    3. In the resulting window, go to a folder in the asset library, and select an asset to use in this offer.
    4. If you want to add an asset, click Add Asset, then provide the required information. In the File field, click Upload, then browse to the asset. You can upload a File, a Preview File, or a Thumbnail. Follow the prompts to complete the action.
    5. Click Save to save the offer.

A link to the selected asset is now included in the Creative URL field.
Save and exit. Close the windows in Unica Plan and return to the Unica Campaign target cell spreadsheet. Save and exit the target cell spreadsheet.