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Unica Plan and Unica Campaign Integration Guide
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.
Unica Plan and Unica Campaign Integration reports package
The Unica Plan and Unica Campaign Integration Reports Package contains several IBM® Cognos® reports that query and display information from both the Unica Campaign system tables and the Unica Plan system tables.
Installation prerequisites for the Integration Report Package
Before you can install the Unica Plan and Unica Campaign Integration Report Package, the following configuration steps must be completed.

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.
    - Design your campaign project templates, forms, and attributes
      Before you begin creating objects in Unica Plan, you plan and design your campaign project templates and the forms and attributes they require.
    - Creating and enabling a shared attribute
      You can create and enable a shared attribute by using Unica Plan shared attributes function.
    - Creating a Flowchart approval
      You can create a Flowchart approval by following these steps.
    - Creating a Target Cell Spreadsheet
      You can create a Target Cell Spreadsheet by following these steps.
    - Share Unica Campaign contact and response data with Unica Plan
      To enable users to import contact and response counts into Unica Plan, you must map the contact count and the response types to Unica Plan metrics.
    - Unica Campaign project templates
      If Unica Plan is integrated with Unica Campaign, campaign project templates guide users in creating a campaign project. Campaign projects integrate the planning and project management features of Unica Plan with the campaign development features of Unica Campaign.
    - Unica Plan and Unica Campaign Integration reports package
      The Unica Plan and Unica Campaign Integration Reports Package contains several IBM® Cognos® reports that query and display information from both the Unica Campaign system tables and the Unica Plan system tables.
      - Installation prerequisites for the Integration Report Package
        Before you can install the Unica Plan and Unica Campaign Integration Report Package, the following configuration steps must be completed.
      - Running the installer on the IBM® Cognos® system
        You can run the installer on your existing IBM® Cognos® system.
      - Importing the reports folder in Cognos® Connection
        The application reports are in the compressed (.zip) file that the report package installer copied to the Cognos® system. Use the guidelines in this procedure to import the archive file for reports into Cognos Connection.
      - Enabling internal links in the reports
        The Unica application reports have standard links. To enable the links to work properly, you must configure the IBM® Cognos® Application Firewall. You must also configure the redirect URL in the Cognos data model for the Unica application reports.
      - Verifying data source names and publishing
        The name that is specified as the data source for the reports in the model must match the name of the data source that you created in Cognos® Connection. Before you publish the model from Framework Manager to the Cognos content store, you must verify that the data source names match.
      - Configuring IBM Cognos® Application Firewall for Unica
        IBM Cognos® Application Firewall analyzes and validates requests before the requests are processed by IBM Cognos servers.
      - Creating Cognos® data sources for Unica application databases
        The Cognos® applications need their own data sources that identify the source of the data for Unica application reports.
  - 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.
  - 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.

Installation prerequisites for the Integration Report Package

Before you can install the Unica Plan and Unica Campaign Integration Report Package, the following configuration steps must be completed.

Reporting must be set up for Unica Campaign and Unica Platform. See the Reports Installation and Configuration Guide.
Reporting must be set up for Unica Plan. See "Installing reports" in the Unica Plan Installation Guide.
The integration of Unica Plan and Unica Campaign must be complete.

Additionally, for the sample reports from the Integration Report Package to work correctly, the following conditions must be met.

The Unica Campaign system must have the standard custom Campaign attributes loaded.
The Unica Plan system must have the sample templates loaded: most importantly, the sample Campaign Project template. Additionally, the Campaign Project template must use the corresponding sample Campaign Project metric file.
The Financial Management module must be enabled on the Unica Plan system.

When these prerequisites are met, continue with the installation procedure.

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