Designing offer templates

If offer integration is enabled, you can create offer templates in Unica Plan to guide users in creating offers. To work with offer templates, you design the templates first and then create the custom offer attributes and forms that are used to build them.

About this task

Note: For more information about administering and by using offers, see the Unica Campaign guides for administrators and users.


  1. When you are ready to create an offer template, select Settings > Plan Settings > Template Configuration > Templates.
  2. Complete the options in the Offer Templates section.
  3. You can import from Unica Campaign any pre-existing offer templates, attributes, offers, offer lists, and offer folders.