Creating offers

Create offers to represent the marketing messages that you want to communicate to customers or prospects.

Before you begin

Before you can create an offer, an administrator must create at least one offer template and you must have permission to use that template. To be able to create offers in a folder, you must have appropriate permissions in the security policy that governs that folder.

About this task

Whether you create a new offer or a new version of an existing offer depends on how your administrator defined offer templates. You must create a new offer in the following situations:

  • Whenever non-parameterized offer fields change.
  • When you need a new offer code for tracking purposes (for example, for pre-printing response codes on mailers).

To create an offer you can follow this procedure, or you can duplicate an existing offer and then edit it.

Procedure

  1. Select Campaign > Offers.
  2. Click New offer .
  3. If only one offer template exists, the New offer page opens. If there is more than one offer template, you are prompted to select an offer template on which to base your new offer.
    Note: Template names that are displayed in gray are retired and cannot be used for creating offers.
  4. Click Continue.
  5. Use the New offer page to define the offer. The fields that you see depend on the offer template that is being used. However, the following fields are always included:

    Offer name

    Offer names have specific character restrictions. See Special characters in Unica Campaign object names.

    Security policy

    A policy that is defined by your administrator.

    Description

    Optional.

    Offer code

    Offers are identified with unique system-assigned offer codes based on a format that is specified by your company. If you override or regenerate offer codes, Unica Campaign cannot assure that the new offer code is unique. If you use a non-unique offer code for response tracking, your results can be inaccurate.

    For details about offer codes, see the Unica Campaign Administrator's Guide.

    Relevant products

    The relevant products functionality relates product IDs to offers. Optionally, list any products that you want to associate with this offer for inferred response tracking. These product IDs can then be used to determine whether an event (for example, a purchase of a relevant product) is considered to be a response.

    There are two ways to define relevant products:

    • Use Edit query pencil to build a query that returns a list of product IDs that you consider relevant.
    • Use Import product IDs to type or paste a list of product IDs from a source file.
    Note: When offer management is performed from Unica Plan, the relevant products functionality is not available.

    Parameterized attributes

    Optionally, select values and specify defaults. The values that you can view and change are defined by the offer template that you are using.

    Parameterized attributes are offer attributes whose values can be supplied when the offer is assigned. The Parameterized attributes section might contain fields, buttons, or drop-downs from which you can select predefined values or enter your own default values. You can modify the Parameterized attributes section only if the offer template has defined parameterized attributes.

    If a list of values is available and you are allowed to add values to it, you see an Add button next to the attribute. For example, you might add the value 25% to a "Discount" offer list.

    If you add list items, those additions are saved back to the custom attribute so they are available to all users. After you save changes, you cannot remove any items that you added. Only administrators can remove items from lists, by modifying the custom attribute.

    Offer suppression for real time interactions

    Optionally, determine whether to stop presenting this offer in real-time interactions based on criteria you specify. This section is displayed only if you are defining an offer using a template that has Allow offers created from this template to be used in real-time interactions selected.

    For example, you might suppress this offer from being presented to visitors who have explicitly rejected it, or you might want to suppress the offer after it has been presented to a visitor a certain number of times.

    For detailed information on using the Offer suppression for real time interactions section, see the Unica Interact User's Guide.
  6. Click Save changes.

What to do next

To use the offer, assign it to a cell in a flowchart or a target cell spreadsheet.