Offer creation in an integrated system

This topic provides a high-level overview of the workflow for offer creation when offer integration is enabled.

About this task

When offer integration is enabled, you create offer templates and offers in Marketing Operations and publish the offers for use in Campaign. All of the following tasks are performed in Marketing Operations.

Procedure

  1. Review the offer attributes and templates imported from Campaign (if any), and design new offer templates as needed.
  2. Add new offer attributes: choose Settings > Marketing Operations Settings > Template Configuration > Shared Attributes.
  3. Create a form for the attributes you need: choose Settings > Marketing Operations Settings > Template Configuration > Forms.
  4. Place the form on an offer template: choose Settings > Marketing Operations Settings > Template Configuration > Templates to create or edit an offer template. Click the Tabs tab and select the form.
  5. Publish the offer template to Campaign.
  6. Create an offer based on the offer template: choose Operations > Offers, click the Add Offer icon, select an offer template, then use the wizard to create the offer. You can also create offer lists or folders.
  7. Approve the offer and publish it to Campaign. You also publish offer lists and offer folders to Campaign.
  8. Add the offer to output cells in the Target Cell Spreadsheet form in a campaign project.

    (When Campaign is integrated with Marketing Operations, a campaign project includes a Target Cell Spreadsheet tab. Double-click the Assigned Offers column in the TCS® to search or browse for offers.)

  9. Publish the TCS.

Results

The offer is now available in Campaign. The attribute information is automatically passed to Campaign when a user links a flowchart cell to the TCS row.