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Integration Guide
Unica Plan and Unica Campaign Integration Guide
Introduction to the integration
Unica Plan and Unica Campaign to use the marketing resource management features of Unica Plan to create, plan, and approve campaigns.
Integration with Unica Plan
Unica Campaign can be integrated with Unica Plan to use its marketing resource management features to create, plan, and approve campaigns.

Integration Guide
- Unica Plan and Unica Campaign Integration Guide
  - Introduction to the integration
    Unica Plan and Unica Campaign to use the marketing resource management features of Unica Plan to create, plan, and approve campaigns.
    - Integration with Unica Plan
      Unica Campaign can be integrated with Unica Plan to use its marketing resource management features to create, plan, and approve campaigns.
    - Overview of the data transfer between Unica Plan and Unica Campaign
      The three main areas of data transfer are campaign data, cell data (in the TCS), and offer data. The transfer of data between the products is primarily one way, from Unica Plan to Unica Campaign.
    - Differences between integrated and stand-alone Unica Campaign
      When Unica Campaign is integrated with Unica Plan, the Unica Campaign installation differs from a stand-alone installation.
    - Differences between integrated and stand-alone Unica Plan
      If Unica Campaign integration is enabled, you manage campaign projects in Unica Plan and take advantage of tightly coupled Unica Campaign features. If offer integration is also enabled, you can manage offer lifecycles in Unica Plan and publish offers to Unica Campaign.
    - License and permission issues for Unica Plan and Unica Campaign integration
      When Unica Plan and Unica Campaign are integrated, every person who is involved in the design, creation, and execution of the campaign needs a Unica Plan license.
    - Disable and re-enable integration
      Although it is possible to disable integration after you enable it, it is best to avoid this action if possible.
    - Integrating Unica Plan and Unica Campaign
      The workflow for integrating Unica Plan and Unica Campaign consists of the following steps.
    - Configuring property settings for integrated deployment
      When Unica Plan and Unica Campaign are integrated, you use Unica Plan to plan, create, and approve campaigns.
    - Navigating from a linked legacy campaign to a Unica Plan project
      Legacy campaigns are campaigns that were created in Unica Campaign before enabling integration with Unica Plan.
    - Unica Plan documentation and help
      Different people in your organization use Unica Plan to accomplish different tasks. Information about Unica Plan is available in a set of guides, each of which is intended for use by team members with specific objectives and skill sets.
  - Unica Campaign project template design
    You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign that you run.
  - Creating a campaign in an integrated environment
    The workflow for creating a campaign when Unica Plan and Unica Campaign are integrated consists of the following tasks.
  - Offers and offer templates in an integrated system
    If offer integration is enabled, you create offers in Unica Plan, then publish them for use in Unica Campaign. You can set up offers before they are assigned to cells in Unica Campaign. Offers are based on templates, which are also created in Unica Plan.
  - To create a TCS
    You can create a Target Cell Spreadsheet by following these steps.
  - Assigning offers and offer lists to cells when offer integration is enabled
    In an integrated environment, use Unica Plan to assign offers and offer lists to output cells in a Target Cell Spreadsheet (TCS®). The TCS is a part of each campaign project in Unica Plan.
  - Disabling or re-enabling integration
    Although it is possible to disable integration after you enable it, it is best to avoid this action if possible.
  - Configuring property settings for integrated deployment
    When Unica Plan and Unica Campaign are integrated, you use Unica Plan to plan, create, and approve campaigns.
  - Completing the TCS
    You define all of the target and control cells for your campaign and assign offers in the Target Cell Spreadsheet. Your TCS® must contain all cell definitions for your entire campaign.
  - Offer creation in an integrated system
    When offer integration is enabled, you create offer templates and offers in Unica Plan and publish the offers for use in Unica Campaign.
  - Managing offers when offer integration is enabled
    In an integrated system, you access offers from the Operations menu instead of the Unica Campaign menu. You can then complete tasks as you would in an unintegrated Unica Campaign system.
  - Managing offer templates and attributes when offer integration is enabled
    In an integrated system, you access offer templates from Unica Plan Settings instead of Campaign Settings.
  - Assigning offers and offer lists to cells when offer integration is enabled
    In an integrated environment, use Unica Plan to assign offers and offer lists to output cells in a Target Cell Spreadsheet (TCS®). The TCS is a part of each campaign project in Unica Plan.
  - Publishing the TCS
    To make the cell definitions and offer assignments in the TCS® available to Unica Campaign, you must publish the TCS. Anytime you make updates to data in the TCS, you must publish the TCS again to make those changes visible to Unica Campaign.

Integration with Unica Plan

Unica Campaign can be integrated with Unica Plan to use its marketing resource management features to create, plan, and approve campaigns.

When Unica Campaign is integrated with Unica Plan, many of the tasks that were previously done in a stand-alone Unica Campaign environment are done in Unica Plan. You do the following Unica Campaign tasks in Unica Plan when the products are integrated.

Working with campaigns:
- Creating campaigns
- Viewing campaigns
- Deleting campaigns
- Working with campaign summary details
Working with Target Cell Spreadsheets
Assigning offers to cells
Specifying control cells
Creating and populating custom campaign attributes
Creating and populating custom cell attributes
Only top-down cells are editable in Unica Plan. Bottom-up cells are not editable in Unica Plan.

These tasks are explained in the Unica Plan and Unica Campaign Integration Guide.

The following tasks are done in Unica Campaign in both stand-alone and integrated environments:

Creating flowcharts
Running flowcharts
Detailed analysis of campaigns/offers/cells
Reporting on Campaign performance (depending on the reporting pack installed)

If offer integration is also enabled, you do the following tasks in Unica Plan:

Designing offers
- Defining offer attributes
- Creating offer templates
Creating, approving, publishing, editing, and retiring offers
Organizing offers into offer lists and offer folders

For information about enabling offer integration, see the chapter on "Managing offers and offer templates in an integrated system". For more information about offers, see the Unica Campaign guides for administrators and users.

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