Things to know before switching to Unica Centralized Offer Management

Differences between Plan and Centralized Offer Management

After switching the offer management capabilities to Centralized Offer Management, only the capabilities offered by Centralized Offer Management are applicable. Some of the capabilities that differ in Centralized Offer Management are as follows:

• In Centralized Offer Management, you cannot delete offers. You can only retire offers.
• Centralized Offer Management does not support feature of enabling and disabling offer templates. You can only retire offer templates. Additionally, offer templates that are already disabled in Plan, will appear as Retired.
• Centralized Offer Management does not support Triggers and Procedures. However, it supports Webhooks and Custom actions feature to integrate with third-party systems.
• Centralized Offer Management supports the state transition capability of offers and offer lists (like DRAFT, PUBLISHED). However, Plan will migrate only PUBLISHED offers.
• Centralized Offer Management's Creative URL does not integrate with Plan's DAM. If you have already associated the Creative URL attribute with Plan's asset, you will only see the reference string in the Creative URL of Centralized Offer Management. However, Centralized Offer Management's Creative URL can integrate with any third-party CMS or DAM using Unica Content Integration.
• Centralized Offer Management does not support message board capabilities.
• Centralized Offer Management does not support folder management capability at offer template level. All offer templates from Plan will appear at root level in Centralized Offer Management, and if required, you can reorder the templates.
• Centralized Offer Management does not support forms and form groups. The attributes at offer level will appear without tabs and form groups.
• Centralized Offer Management does not support restricting Select box options at template level unlike the Manage form capability in Plan.
• Centralized Offer Management does not support attachments.
• Centralized Offer Management does not support Plan's form attributes as they are not available in Centralized Offer Management. Only offer attributes will be available in Centralized Offer Management.
• Centralized Offer Management does not support custom links capability. However, Centralized Offer Management supports Custom actions.
• Centralized Offer Management does not support Plan's icons for offer template.
• Centralized Offer Management supports attribute visibility rules to show or hide attributes. However, you must create visibility rules, in Centralized Offer Management, at template level. The visibility rules will not be migrated from Plan.
• Centralized Offer Management does not support Plan's multi-line attributes. They will be converted to normal text attribute. However, Centralized Offer Management supports Rich Text attribute.
• Centralized Offer Management does not support Plan's calculated field attribute, they will be converted to numeric attribute in Centralized Offer Management and the value of the offer attribute will be as calculated when the offer was published.
• Since Centralized Offer Management does not support forms, if you have modified a single attribute's definition in multiple forms in Plan, only a single definition (of the last published form) will be available in Centralized Offer Management.
• Teams and team members configured in Plan's offer are not migrated to Centralized Offer Management.

There may be a few other minor differences. We recommend that you evaluate Unica Centralized Offer Management before opting to switch the offer management capabilities of Unica Plan to Unica Centralized Offer Management. Some minor differences are as follows:

• You can update the Retired offers, in Centralized Offer Management only after changing the state to Draft.
• In Centralized Offer Management, the Select box attribute does not show invalid values (a value which is not part of options list). However, Plan used to show such invalid values.