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.

The result of the design process is a list of attributes and forms to create and details about them, such as:

  • Whether an attribute is suited for use on multiple forms (shared) or on a single form (local)
  • Whether users select from data that is supplied by a table, a list of items you define, or enter text directly for an attribute
  • What constraints are needed on the user interface field, and whether an offer attribute must be parameterized (editable) when added to a form, or set to static or hidden static

Campaign attributes and cell attributes must be shared attributes. Form and grid attributes can be either shared or local.