Importing offers from Campaign
At the time that you enable offer integration, you can import offer metadata and data from Campaign to Marketing Operations.
Typically, you import offers from Campaign only one time. If the import procedure fails, review and resolve the errors and then start the import process again. Successfully imported offers and offer lists are flagged in Campaign to prevent duplicate imports. After integration, you enter all offer metadata and data with Marketing Operations, so there is no need repeat this procedure on an ongoing basis.
To import offer metadata and data
Before you import offers, verify that every user referenced as an owner, modifier, or user in a Campaign offer or offer list has Marketing Operations privileges.
To import offer data and metadata from Campaign successfully, you must have administrative privileges to both Marketing Operations and Campaign.
- Select Settings > Marketing Operations Settings.
- In the Other Options section, click Import Campaign Offers.
The Import Campaign Offers page enumerates the offer templates, offer folders, offers, and offer lists available for import.
Click Continue. The import process starts and the status displays. You can navigate to other pages and return to the Import Campaign Offers page to check the status and see results.
Note: Verify that the offer import procedure completes successfully before you and the users at your installation begin to use Marketing Operations to work with offers.- In a multi-partitioned Campaign environment, you repeat these steps for each partition. Log in to Marketing Operations with a user ID associated with each of the other partitions and repeat this procedure.
Results of importing offers from Campaign
The import process brings the offer data and metadata that exists in Campaign in to Marketing Operations. The import process sets the status of each imported item to Published.
To review any error or warning conditions, navigate to the Import Campaign Offers page and click Error(s) from current / last completed import job.
Items imported (in sequence) | Possible errors and resolutions |
---|---|
1. Offer templates |
|
2. Offer folders |
|
3. Offers |
Note: When offer data and metadata is imported
from Campaign,
the user who initiates the import becomes the owner of the offers
in Marketing Operations. |
4. Offer lists |
Note: When offer list data and metadata is imported
from Campaign,
the user who initiates the import becomes the owner of the offer lists
in Marketing Operations. |