When you enable offer integration, you can import offer metadata and data from Campaign to Marketing Operations.
Before you begin
Before you import offers, verify that every user who is referenced as an owner, modifier, or user
in a Campaign offer or offer list has Marketing Operations privileges.
To import offer data and metadata from Campaign successfully, you must have administrative
privileges to both Marketing Operations and Campaign.
About this task
Note: Complete this procedure immediately after you enable offer integration, and before you create
any offer-related items with Marketing Operations.
Typically, you import offers from Campaign
only one time. If the import procedure fails, review and resolve the errors and then start the
import process again. Successfully imported offers and offer lists are flagged in Campaign to prevent duplicate imports. After
integration, users enter all offer metadata and data with Marketing Operations, so you do not need to repeat this
procedure.
Note: Verify that the offer import procedure completes successfully.
Procedure
- Select .
- In the Other Options section, click Import Campaign Offers.
The Import Campaign Offers page enumerates the offer templates, offer
folders, offers, and offer lists available for import.
- Click Continue. The import process starts and the status displays. You
can navigate to other pages and return to the Import Campaign Offers page to
check the status and see results.
Note: Verify that the offer import procedure completes successfully before Marketing Operations users start to work with offers.
- In a multi-partitioned Campaign
environment, you repeat these steps for each partition. Log in to Marketing Operations with a user ID associated with each of the
other partitions and repeat this procedure.
Results
The import process brings the offer data and metadata that exists in Campaign into Marketing Operations. The import process sets the status of
each imported item to "Published".
Note: Retired offers and offer lists are not imported. Retired offer templates are imported with a
status of "Disabled".
To review any error or warning conditions, navigate to the Import Campaign
Offers page and click Error(s) from current / last completed import
job.
Table 1. Offer-related items imported from Campaign| Items imported (in sequence) |
Possible errors and resolutions |
|---|
| 1. Offer templates |
- A referenced standard attribute does not exist: Add the attribute to Marketing Operations and re-import.
- Unexpected error: Review details for possible causes, such as a network or database problem, and
re-import.
|
| 2. Offer folders |
- An offer folder with the same name exists: Rename the existing offer folder in either Campaign or Marketing Operations and re-import.
- The parent offer folder does not exist: Resolve the error for the parent offer folder and
re-import.
- Unexpected error: Review details for possible causes, such as a network or database problem and
re-import.
|
| 3. Offers |
- A referenced offer template does not exist: Resolve the error for the offer template and
re-import.
- A referenced offer folder does not exist: Resolve the error for the offer folder and
re-import.
- A referenced user does not exist: Provision the user with privileges for Marketing Operations and re-import.
- An offer with the same offer code exists (warning): The offer is imported. Follow up by changing
the code to a unique value in Marketing Operations.
- Unexpected error: Review details for possible causes, such as a network or database problem, and
re-import.
Note: When offer data and metadata are imported from Campaign, the user who initiates the import becomes the
owner of the offers in Marketing Operations.
|
| 4. Offer lists |
- One or more of the offers was not imported: Resolve the error for each offer and re-import.
- A referenced offer folder does not exist: Resolve the error for the offer folder and
re-import.
- A referenced user does not exist: Provision the user with privileges for Marketing Operations and re-import.
- Unexpected error: Review details for possible causes, such as a network or database problem, and
re-import.
Note: When offer list data and metadata are imported from Campaign, the user who initiates the import becomes the
owner of the offer lists in Marketing Operations.
|