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Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
About forms
A form is a collection of attribute fields that gather information about an object.
Importing forms
You can import forms only from a system that is running the same version of Unica Plan.

Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Overview
  With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Plan interface customization options
  Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
- Unica Plan integrations
  Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- Marketing object types
  Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
- Project and request deactivation
  After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Plan reports
  Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
- Template Basics
  A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
  After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
- Program and project templates
  Program and project templates have additional tabs that customize the object instances that are made from the template.
- About forms
  A form is a collection of attribute fields that gather information about an object.
  - Form Definitions page
    The Form Definitions page lists each of the custom forms that are defined for your system.
  - Creating forms
    Before you create a form in Unica Plan, you should design it on paper or in a spreadsheet.
  - Creating grids
    Grids are spreadsheet-like tools for collecting data. A grid component can display in the user interface as either a table or a list.
  - About Target Cell Spreadsheets
    A Target Cell Spreadsheet (TCS®) is an editable grid component that has a set of predefined attributes. You use Target Cell Spreadsheets when Unica Plan-Unica Campaign integration is enabled.
  - Publishing forms
    You can only add published forms to a template.
  - Exporting forms
    You can export forms only after they are published. Any changes that are made to the form since it was last published are not included in the exported form.
  - Importing forms
    You can import forms only from a system that is running the same version of Unica Plan.
    - To import a form
      You can import a form in either an XML file or compressed form archive file.
    - Troubleshooting when importing forms
      This section describes how to correct some common errors you may receive when you attempt to import a form into the Forms Editor.
  - Moving forms from one computer to another
    You can move a form from one computer to another by exporting the form from one computer and importing it into another installation of Unica Plan.
  - Managing lookup values for a form
    Single-Select - Database and Multiple-Select - Database attributes present lists of values to users, who then select one or more values from the list.
  - Copying forms
    You can copy any published form that is enabled. Unica Plan copies the last published version of the form.
  - Enabling data posting of list selections
    When you create a read-only list, you can enable users to send their data selections to a specified server by clicking a link in the form.
  - Adding a form to existing objects
    When you add a new form to an existing object template, the new form does not display in objects previously created from the template. You can manually edit the database table for the form to make the new form display in all objects of a specified type (for example, all projects).
- About attributes
  An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- About metrics
  Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
- Multiple locale support
  For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- About security
  You configure security policies that grant users permission to access specific objects and features through assigned access roles.
- Setting up alerts
  Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
- About list definitions
  The user interface of Unica Plan presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
  To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
- Exporting and importing metadata
  You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
- Setting up libraries for digital assets
  Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Setting up accounts
  An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
- About advanced topics
  This chapter provides information about advanced customization options for the Unica Plan interface.
- Unica Plan Rest API
  The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.

Importing forms

You can import forms only from a system that is running the same version of Unica Plan.

Only Unica Plan administrators can import forms.

You can import a form in one of two ways.

By importing a complete, previously exported compressed form archive file.
By importing a single previously exported form (XML) file.

Importing a compressed form archive file imports the form, any localized versions, and scripts to update lookup tables that are referenced by form attributes.

Importing a form (XML) file imports only the form. The form uses the language of the locale in which it was created. If the form attributes use lookup tables, you must create or edit the lookup tables manually.

You can import a new version of a form that exists in the system. If the existing form is unpublished, the new version replaces the old one. If the existing form is published, the Form Definitions page lists the newly imported version below the old version and the Publish action is available. To replace the published version with the new version, you must republish the form.

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