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  2. User Guide
  3. Folders

    Folders contain the offers or offer lists that you create.

  • User Guide
    • Offer management

      Offers are specific marketing communications that you send to groups of people, using one or more channels. Each offer is based on an offer template defined by an Administrator. You can also create offers without templates using Unica Centralized Offer Management. To create an offer without templates, contact your administrator for enabling privileges at the partition level.

    • Offers and offer lists

      Offers represent the marketing messages that you want to communicate to customers or prospects.

    • Folders

      Folders contain the offers or offer lists that you create.

      • Creating folders

        You can create folders to save offers and offer lists. You can also create sub-folders within a folder.

      • Updating folders

        You can update only the display name and the description of the folder.

      • Moving folders to another location

        You can move the folders from the All offers location to another location.

      • Refreshing the folders list

        Sometimes the newly created folders do not appear in the Folders list immediately. Refresh the list to view the folders.

      • Deleting folders

        You can remove unwanted folders and sub-folders.

    • Using Unica Content Integration

      Unica Content Integration supports an additional third-party CMS and three additional media types.

Folders

Folders contain the offers or offer lists that you create.

You can save offers and offer lists within a folder or sub-folders. The folders panel exists in the same page as the All offers page. You can perform the following operations on the folders panel:
  • Creating folders.
  • Updating folders.
  • Moving folders to another location.
  • Refreshing the folders list.
  • Deleting folders.
  • Creating folders
    You can create folders to save offers and offer lists. You can also create sub-folders within a folder.
  • Updating folders
    You can update only the display name and the description of the folder.
  • Moving folders to another location
    You can move the folders from the All offers location to another location.
  • Refreshing the folders list
    Sometimes the newly created folders do not appear in the Folders list immediately. Refresh the list to view the folders.
  • Deleting folders
    You can remove unwanted folders and sub-folders.

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