When offer integration is enabled, you create offer templates and offers in Unica Plan and publish the offers for use in Unica Campaign.
About this task
The following steps provide a high-level overview of the workflow for offer creation when offer
integration is enabled. Complete these steps in Unica Plan.
Procedure
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Review the offer attributes and templates that are imported from Unica Campaign (if any), and design new offer templates as
needed.
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To add new offer attributes, select .
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To create a form for the attributes you need, select .
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To create or edit an offer template, select .
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Click the Tabs tab and select the form.
- Publish the offer template to Unica Campaign.
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To create an offer based on the offer template, select , click the Add Offer icon, select an offer template, and use
the wizard to create the offer. You can also create offer lists or folders.
- Approve the offer and publish it to Unica Campaign. You
also publish offer lists and offer folders to Unica Campaign.
- Add the offer to output cells in the Target Cell Spreadsheet
form in a campaign project.
When Unica Campaign is integrated with Unica Plan, a campaign project includes a Target Cell
Spreadsheet tab. Double-click the Assigned Offers column in the TCS® to search or browse for offers.
- Publish the TCS.
Results
The offer is now available in Unica Campaign. The
attribute information is automatically passed to Unica Campaign when
a user links a flowchart cell to the TCS row.