Overview of the data transfer between Unica Plan and Unica Campaign

The three main areas of data transfer are campaign data, cell data (in the TCS), and offer data. The transfer of data between the products is primarily one way, from Unica Plan to Unica Campaign.

When integration is enabled, the name and code of the campaign project in Unica Plan are the same as the name and code as the campaign in Unica Campaign. The campaign project in Unica Plan is automatically linked to the corresponding campaign in Unica Campaign.

Integration eliminates the need for duplicate data entry. Unica Plan provides a single view of all data and a single location to enter and edit data. You can view and edit shared data only in Unica Plan. You use Unica Plan to control when data that is required for campaign execution is published.

The ongoing transfer of data must be initiated from Unica Plan through publishing. Unica Campaign responds to requests for data (for example, retrieval of cell status information or campaign metrics) and receives data from Unica Plan (for example, campaign attributes or TCS® data). However, Unica Campaign cannot send data to Unica Plan if the data was not requested.

Campaign data transfer

In Unica Plan, you can define any number of custom campaign attributes and place them on a campaign project template, along with standard campaign attributes. You enter data for these attributes in Unica Plan and manually publish the data to Unica Campaign. In Unica Campaign, these campaign attributes are available as generated fields within the flowchart and for reporting and analytics. The Unica Plan user controls when a campaign is created in Unica Campaign and when campaign attribute data is published to Unica Campaign. Unica Campaign always uses the last set of published campaign attributes.

Cell data transfer

The second major area of ongoing data transfer is the Target Cell Spreadsheet. The TCS® manages cell-level information for target and control cells, including cell names, cell codes, assigned offers, control cell linkages, and custom cell attributes. The transfer of cell definitions from Unica Plan to Unica Campaign and the transfer of cell status back to Unica Plan can be iterative. Companies often require several cycles before cell definitions and counts are finalized, rows of the TCS® are individually approved, and the campaign is ready to be run.

Offer data transfer

For systems that enable offer integration, the third major area of ongoing data transfer is offer data. Offers are created in Unica Plan. When a new offer is created in Unica Plan, the offer state is Draft. Changing the state of an offer to Published pushes the offer instance to Unica Campaign. The first publish creates the offer in Unica Campaign; subsequent publishing updates the offer instance in Unica Campaign.

Similarly, changing the state of an offer template to Published pushes both the offer template and any offer attributes that you defined in Unica Plan to Unica Campaign.

When you initially enable offer integration, you can import any pre-existing offer metadata and data into Unica Plan from Unica Campaign. See Importing offers from Unica Campaign.