Unica Campaign and Unica Centralized Offer Management integration

Unica Centralized Offer management when installed by default gets enabled. Unica Centralized Offer management makes all Campaign Offers information including (templates, attributes, offer folders, offers, offer lists) available in the Centralized Offer Management. Unica Centralized Offer Management integration is controlled based on the flag in Unica Platform configuration.

Settings for 'Unica Platform' (Affinium|suite)

set Enable Centralized offer management = Yes

Based on the the value of flag there are various changes related to Offers in Unica Campaign. Based on the Offer role assigned to Platform user - new Offers menu is available in the top menu navigation. Existing Offers menu under Campaign will not be available. If user disables the integration - new offers menu disappears and existing Campaign > Offers menu appears.

While Centralized Offer Management is enabled, users are required to perform the following tasks in Centralized Offer Management:

  1. View Offers information
  2. Add / Edit or other capabilities on Offers and Offer lists
  3. Offer folder management
  4. Offer template administration
  5. Offer attributes management.

Offer management part from Campaign is not accessible while Centralized Offer Management is enabled.

Unica Campaign and Centralized Offer Management Offer and Unica Plan integration changes access to certain functionalities as mentioned in below table:

Centralized Offers Plan-Campaign Integration Plan-Offer Integration Change in behavior to access offers functionality
Enabled Disabled Disabled
  • Campaign Offers menu will not be available. Users are required to use the Offers from Centralized Offers.
  • Campaign Offers templates will not be available. Users are required to use the Offer templates from Centralized Offers.
  • Campaign - custom attributes will be available for users, It will have access only to Campaign and Cell type attributes.
Enabled Enabled Disabled
  • Campaign Offers menu will not be available. Users are required to use the Offers from Centralized Offers.
  • Campaign Offers Templates will not be available. Users are required to use the Offer templates from Centralized Offers.
  • Campaign - custom attributes are available. But it does not have Add attributes allowed. Only Campaign and Cells attributes are available for listing. Offers attributes creation is not allowed as COM is enabled. Campaign and Cell Attributes creation is not allowed as UMO UC is enabled.
Enabled Enabled Enabled
  • Campaign Offers menu will not be available. Users are required to use the Offers from Centralized Offers.
  • Campaign Offers will not be available. Users are required to use the Offer templates from Centralized Offers.
  • Campaign - custom attributes are available. But it does not have Add attributes allowed. Only Campaign and cells attributes are available for listing. Offers attributes creation is not allowed as COM is enabled. Campaign and Cell Attributes creation is not allowed as UC UMO is enabled.
Enabled Disabled Enabled
  • Campaign offers menu will not be available.
  • Campaign Offers templates will not be available. Users are required to use the Offer templates from Centralized Offers.
  • Campaign - custom attributes will be available for users, It will have access only to Campaign and Cell type attributes.
  • Only Campaign and Cell type attributes will be listed.
Disabled Enabled Disabled
  • Campaign Offers menu will be available.
  • Campaign Offers Templates will be available.
  • Campaign - custom attributes are available. Listing of all attributes is available. Add attribute only allows Offer type attribute addition.
Disabled Disabled Enabled
  • Campaign Offers menu will be available. (Plan Offers is enabled but UMO UC integration is disabled).
  • Campaign offers templates will be available. (Plan Offers is enabled, but MO UC integration is disabled)
  • Campaign - custom attributes are available. Listing of all attributes is available. Add attribute allows the addition of any type of attribute.
Disabled Enabled Enabled
  • Campaign Offers menu will not be available. User are required to use Plan Offers.
  • Campaign Offers templates will not be available due to Plan and Campaign integration
  • Campaign - custom attributes are available. But it does not have Add attributes allowed. Listing of all types of attributes is available.
Disabled Disabled Disabled
  • Campaign Offers menu will be available.
  • Campaign Offers templates link will be available.
  • Campaign - All custom attributes will be available for creation.
  • All attributes types will be listed.

Leveraging new capabilities from Centralized Offer Management

Support to new type of Offer Attributes:

The following are the attributes with new Centralized Offer Management.

  • Checkbox - Boolean
  • Picker URL
  • Text Integer
  • SSDB
  • Rich Text
Note: From 12.1 FP 2 onwards, Centralized Offer Management supports two New Offer Attributes types, SSDB and RichText. For more detail please check product guide.

These newly introduced offer attributes are available in Maillist or Calllist process boxes for personalization.

Note: The personalization of these attributes values does not have any validation when personalized from Maillist or Call list process boxes.

Adding new attribute in existing Offers or Templates

Centralized Offer Management supports adding new attribute in the existing Offers or Offer template. Users can add new attribute in existing offers or template, which are already assigned in flowcharts. In this case, these attributes will not get reflected in flowchart run or process boxes, unless users explicitly remove and assign this offer to the cell.