Viewing offers and offer lists

After creating offers or offer lists, you can open the offers, or offer lists, to view the summary and analysis.

About this task

To view offers or offer lists, complete the following steps:

Procedure

  1. From the Platform home page, select Marketing Central > Offer Central.
    The All offers page appears.

    Offers and Offer lists can be displayed in Card View or Grid view. An application-level setting would determine whether default view for all the users would be card view or the grid view.

    In grid view, for Offer following columns are visible Offer Name, Offer Code, Description, Channel and Status. For Offer list, following details fields are visible Offer list name, Offer list type, Description and Status. Description column is available for both Offer and Offer list. If the text is big then complete text will be available on the tooltip of description column.

  2. Select a folder or a sub-folder containing the offer or the offer list.
  3. Select the offer type from the Filter by field. Options available in the dropdown are; All, Draft, Published and Retired.
    Or
  4. To view an offer, complete the following steps:
    1. Click the required offer from the list. If you cannot find the required offer, use the Offer global search feature to search for the offer.
      The offer page appears. You can view the offer details in the Summary tab.
    2. If the offer has a Picker - URL attribute, you can see the preview of the content. Users are allowed to view the content and its details in the Offer screen. Select the icon succeeding the URL.
      The following are some conditions related to content preview:
      • If you do not have the Content Integration User role assigned, an error message appears instead of the preview.
      • If you manually add the URL or modify the URL after content selection, an error message appears instead of the preview.
      • If the API cannot fetch the data, an error message appears instead of the preview.
      • If the content is removed from the CMS, the preview does not appear.
      • If the CMS, or the plugin for the CMS, does not support retrieving individual content details, the preview does not appear.
      • If the Content Integration API does not recognize the image or non-image MIME-type from CMS, the default thumbnail appears in the preview.
      • If the Content Integration API recognizes the MIME-type from CMS, but cannot fetch the thumbnail due to connectivity issues between Content Integration and CMS, the Image not accessible icon appears with the content details in the preview.
      • If the Content Integration API recognizes the non-image MIME-type from CMS, but cannot fetch the thumbnail due to connectivity issues between Content Integration and CMS, the Thumbnail not accessible icon appears with the content details in the preview.

      When you are previewing the content, if required, you can download the content from the CMS. Click the download icon to download the content to your system.

    3. To view the reports related to the offer, click the Analysis tab.
    4. To see the available reports, select one of the following choices from the Select a link dropdown box.
      • Revision history

        Basic level audit history is maintained and displayed under the Revision history. Plan's audit history for each offer and offer list requires to be migrated to COM. You can view the offer details in the Revision history tab

        • Username - If the user taking an action on the offer has the first name or last name filled-up in the platform, then combination of first name and last name will be displayed. If user does not have first name and last name in the system, then user login name will be displayed.
        • Time – Display the date and time of which the action was taken.
        • Action - Display details on action taken, such as Created, Edited, State transition (from state - to state), move (from folder - to folder), variant added, edited and deleted.
        • Comment - The comments migrated from Plan will be non-localized and shown as it is. In case, history is generated from COM, then comments will be localized.
        Note:
        • Users having Analyze Offer permission will be able to see the offers Analysis tab. Also, user having Analyze Offerlist permission will be able to see the offerlist Analysis tab. For the first time, all the users having Analyze offer permission will also get the Analyze offerlist permission.
        • User having access of Analysis tab, will be able to see the audit history.
        • Delete action will not be logged in history.
        • Duplicate will be logged as a create Offer in the new offer that has been created.
        • Sorting feature is not available for revision history. List will be sorted in descending order based on when the action was taken.
        • The list will be loaded in lazy loading manner. As user will scroll to the bottom of the page, I ages will continue to appear. The page size would be 50 messages with each load.

      • "What if" offer financial summary
        Note: The "What if" offer financial summary report is not supported for MariaDB.
      • Offer performance summary by Campaign
      • Offer performance by day
    5. To access Unica Deliver's digital asset library and to view the associated content, click Deliver digital asset. This button appears only if Unica Deliver is installed and the Deliver role is configured for the user.
  5. To view an offer list, complete the following steps:
    1. On the All offers page, select Offer lists.
    2. Click the required offer list from the list. If you cannot find the required offer list, use the Offer list global search feature to search for the offer list.
      Note: If required, you can use predefined filters that shows only Smart offer lists and Static offer lists from the selected folder. To view only Smart offer lists, select Smart. To view only Static offer lists, select Static.
      The offer list page appears.