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:
- View Offers information
- Add / Edit or other capabilities on Offers and Offer lists
- Offer folder management
- Offer template administration
- 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 |
|
Enabled | Enabled | Disabled |
|
Enabled | Enabled | Enabled |
|
Enabled | Disabled | Enabled |
|
Disabled | Enabled | Disabled |
|
Disabled | Disabled | Enabled |
|
Disabled | Enabled | Enabled |
|
Disabled | Disabled | Disabled |
|
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
These newly introduced offer attributes are available in Maillist or Calllist process boxes for personalization.
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.