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Unica Plan and Unica Campaign Integration Guide
Offers and offer templates in an integrated system
If offer integration is enabled, you create offers in Unica Plan, then publish them for use in Unica Campaign. You can set up offers before they are assigned to cells in Unica Campaign. Offers are based on templates, which are also created in Unica Plan.
Creating offers in an integrated system
When offer integration is enabled, you create offer templates and offers in Unica Plan and publish the offers for use in Unica Campaign.

Integration guides
- Unica Campaign and Acoustic Campaign Integration Guide for IBM Marketing Cloud
- Unica Plan and Unica Campaign Integration Guide
  - Introduction to the integration
    Unica Plan and Unica Campaign to use the marketing resource management features of Unica Plan to create, plan, and approve campaigns.
  - Unica Campaign project template design
    You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign that you run.
  - Creating a campaign in an integrated environment
    The workflow for creating a campaign when Unica Plan and Unica Campaign are integrated consists of the following tasks.
  - Offers and offer templates in an integrated system
    If offer integration is enabled, you create offers in Unica Plan, then publish them for use in Unica Campaign. You can set up offers before they are assigned to cells in Unica Campaign. Offers are based on templates, which are also created in Unica Plan.
    - Offer workflow features
      For systems that enable offer integration, several features are available when you work with offers in Unica Plan.
    - Enabling offer integration in Unica Plan
      When offer integration is enabled, you manage offers and offer templates in Unica Plan rather than Unica Campaign. You can enable offer integration either when you integrate Unica Plan with Unica Campaign or after you use Unica Campaign to manage offers.
    - Creating offers in an integrated system
      When offer integration is enabled, you create offer templates and offers in Unica Plan and publish the offers for use in Unica Campaign.
    - Managing offer templates and attributes when offer integration is enabled
      In an integrated system, you access offer templates from Unica Plan Settings instead of Campaign Settings.
    - Managing offers when offer integration is enabled
      In an integrated system, you access offers from the Operations menu instead of the Unica Campaign menu. You can then complete tasks as you would in an unintegrated Unica Campaign system.
    - Assigning offers and offer lists to cells when offer integration is enabled
      In an integrated environment, use Unica Plan to assign offers and offer lists to output cells in a Target Cell Spreadsheet (TCS®). The TCS is a part of each campaign project in Unica Plan.
    - Defining suppression rules for real-time personalization
      Use the Unica Campaign and Unica Plan integration to make offers available for real-time personalization, and define rules to supress offers that are no longer relevant for real-time personalization.
  - Creating a Target Cell Spreadsheet
    You can create a Target Cell Spreadsheet by following these steps.
  - Assigning offers and offer lists to cells when offer integration is enabled
    In an integrated environment, use Unica Plan to assign offers and offer lists to output cells in a Target Cell Spreadsheet (TCS®). The TCS is a part of each campaign project in Unica Plan.
  - Disable and re-enable integration
    Although it is possible to disable integration after you enable it, it is best to avoid this action if possible.
  - Configuring property settings for integrated deployment
    When Unica Plan and Unica Campaign are integrated, you use Unica Plan to plan, create, and approve campaigns.
  - The Target Cell Spreadsheet
    You define all of the target and control cells for your campaign and assign offers in the Target Cell Spreadsheet. Your TCS® must contain all cell definitions for your entire campaign.
  - Creating offers in an integrated system
    When offer integration is enabled, you create offer templates and offers in Unica Plan and publish the offers for use in Unica Campaign.
  - Managing offers when offer integration is enabled
    In an integrated system, you access offers from the Operations menu instead of the Unica Campaign menu. You can then complete tasks as you would in an unintegrated Unica Campaign system.
  - Managing offer templates and attributes when offer integration is enabled
    In an integrated system, you access offer templates from Unica Plan Settings instead of Campaign Settings.
  - Assigning offers and offer lists to cells when offer integration is enabled
    In an integrated environment, use Unica Plan to assign offers and offer lists to output cells in a Target Cell Spreadsheet (TCS®). The TCS is a part of each campaign project in Unica Plan.
  - Publishing the TCS®
    To make the cell definitions and offer assignments in the TCS® available to Unica Campaign, you must publish the TCS. Anytime you make updates to data in the TCS, you must publish the TCS again to make those changes visible to Unica Campaign.

Creating offers in an integrated system

When offer integration is enabled, you create offer templates and offers in Unica Plan and publish the offers for use in Unica Campaign.

About this task

The following steps provide a high-level overview of the workflow for offer creation when offer integration is enabled. Complete these steps in Unica Plan.

Procedure

Review the offer attributes and templates that are imported from Unica Campaign (if any), and design new offer templates as needed.
To add new offer attributes, select Settings > Plan Settings > Template Configuration > Shared Attributes.
To create a form for the attributes you need, select Settings > Plan Settings > Template Configuration > Forms.
To create or edit an offer template, select Settings > Plan Settings > Template Configuration > Templates.

Note: For more information about designing a template to create offers available for real-time personalization, see Defining suppression rules for real-time personalization.
Click the Tabs tab and select the form.
Publish the offer template to Unica Campaign.
To create an offer based on the offer template, select Operations > Offers, click the Add Offer icon, select an offer template, and use the wizard to create the offer. You can also create offer lists or folders.
Approve the offer and publish it to Unica Campaign. You also publish offer lists and offer folders to Unica Campaign.
Add the offer to output cells in the Target Cell Spreadsheet form in a campaign project.
When Unica Campaign is integrated with Unica Plan, a campaign project includes a Target Cell Spreadsheet tab. Double-click the Assigned Offers column in the TCS® to search or browse for offers.
Publish the TCS®.

Results

The offer is now available in Unica Campaign. The attribute information is automatically passed to Unica Campaign when a user links a flowchart cell to the TCS® row.

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