Offer integration in On-demand Campaigns

Offer integration takes the assigned offers corporate marketers design in the flowchart in Campaign and publishes it to Distributed Marketing.

While the corporate marketer designs the flowchart, they can assign offers to target cells. When the field marketer runs a flowchart, the offers that are configured by the corporate marketer are used. They also configure On-demand Campaign templates with the same flowchart form, and after the template is ready, field marketers can use the template.

The field marketer is only able to choose between available offers for each cell, and the offer selection is used during a flowchart execution in Campaign.

Field marketers are not able to view or select offers in an instance if offer integration is turned off. If offer integration is turned on, the field marketer is able to view and select offers in an instance.

To enable offers in On-demand Campaigns, in the Template Properties, select the Enable Offer Selection check box. You are able to view your offers on the Form Definitions page.

Note: By default, settings for offer integration at template level are disabled.

Republish flowchart after changes

A Campaign user can edit the process configuration of a mail list or call list by changing the offer association with the target cells. Any additional offers or deletion of offers to a target cell creates a version of the flowchart. If the flowchart is already published, Save & Finish automatically republishes the flowchart. To notify Distributed Marketing about the changes that are made, the Campaign user saves and publishes the flowchart.

Note: If the corporate marketer does not publish the updated flowchart form, the field marketer receives an error message and is not able to run the flowchart.

After the changes are made, a new set of offers with their ID, name, description, and cell information is shown in Distributed Marketing. On the Form Definitions page, a merge notification is displayed for that flowchart form. You receive alerts about form republishing or an invalid form whenever a flowchart is republished. You can turn off the form valid/invalid notifications from the Notification Subscription page. Opening the form asks the user to merge with the latest list of offers.

Delete offers

Campaign users might delete offers currently being used in flowcharts and in Distributed Marketing campaigns.

If a cell or offer that is used in the flowchart is updated or deleted from the campaign but the user does not publish the flowchart, there is not a version mismatch for the flowchart. While the system runs the flowcharts from Distributed Marketing, if the system verifies that the offer or cell that is used for execution is not correct, the flowchart execution fails.

Deleting offers behaves the same way as republishing flowcharts after changes are made.