Enabling offer integration in Marketing Operations

When offer integration is enabled, you manage offers and offer templates in Marketing Operations rather than Campaign. You can enable offer integration either when you integrate Marketing Operations with Campaign or after you use Campaign to manage offers.

About this task

Offer integration is a separate option from campaign integration. When campaign integration is enabled, you can also enable offer integration.

To enable offer integration in Marketing Operations, complete the following steps.

Procedure

  1. Confirm that integration is enabled in Marketing Operations and in each of the appropriate Campaign partitions, as explained in Configuring property settings for integrated deployment.
  2. On the Settings > Configuration page, under IBM® Marketing Software, click IBM Marketing Platform.
  3. Click Edit Settings and set HCL Marketing Operations - Offer integration to True. This setting enables the offer lifecycle management features in Marketing Operations.

    The system checks for compatibility issues. For example, if an attribute with the "creativeurl" internal name exists in Marketing Operations, offer integration fails so that values for that existing attribute are not overwritten. Before you can proceed with offer integration, you must resolve all reported issues.

  4. If your Campaign installation has multiple partitions, set the following property for each partition where you want to enable offer integration.
    1. Expand HCL Marketing Software > Campaign > partitions > partition[n] > server and click internal.
    2. Set HCL Marketing Operations - Offer integration to Yes.
  5. Repeat step 4 for other partitions as needed.
  6. If you managed offers in Campaign before you enabled offer integration, import the metadata and data for those offers into Marketing Operations for each partition.

What to do next

After you enable offer integration, you use Marketing Operations to create, edit, and manage offers, including any offers that you created in Campaign before you enabled offer integration.

Note: Avoid disabling offer integration after you enable it.