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Plan and Campaign Integration Guide
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.
Design your campaign project templates, forms, and attributes
Before you begin creating objects in Unica Plan, you plan and design your campaign project templates and the forms and attributes they require.
Designing attributes
Each item of information that users can enter for a project has a corresponding attribute on a tab in the template.

Integration Guides
- Campaign and Engage Integration Guide for IBM Marketing Cloud
- Plan and 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.
  - 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.
    - Design your campaign project templates, forms, and attributes
      Before you begin creating objects in Unica Plan, you plan and design your campaign project templates and the forms and attributes they require.
      - Target Cell Spreadsheet and other forms
        By default, projects have the following tabs: Summary, People, Workflow, Tracking, Attachments, and Analysis. If the Financial Management module is installed, projects also have a Budget tab.
      - Designing offer templates
        If offer integration is enabled, you can create offer templates in Unica Plan to guide users in creating offers. To work with offer templates, you design the templates first and then create the custom offer attributes and forms that are used to build them.
      - Designing attributes
        Each item of information that users can enter for a project has a corresponding attribute on a tab in the template.
        Unica Campaign attributes
        When Unica Plan and Unica Campaign are integrated, you create custom Unica Campaign attributes in Unica Plan. All Unica Campaign attributes are shared, and you use Unica Plan to add them to the forms that make up your campaign project templates.
        Cell attributes
        Cell attributes are Unica Plan attributes that map to Unica Campaign for use in Target Cell Spreadsheets. Unica Plan includes a set of default cell attributes that are included in every TCS®.
        Offer attributes
        When offer integration is enabled, a set of standard offer attributes is supplied in Unica Plan to correspond to the standard attributes in Unica Campaign. You can also create custom offer attributes in Unica Plan.
        Campaign, cell, and offer attributes
        Only attribute types that exist in both Unica Plan and Unica Campaign are available for campaign and cell attributes.
    - Creating and enabling a shared attribute
      You can create and enable a shared attribute by using Unica Plan shared attributes function.
    - Creating a Flowchart approval
      You can create a Flowchart approval by following these steps.
    - Creating a Target Cell Spreadsheet
      You can create a Target Cell Spreadsheet by following these steps.
    - Share Unica Campaign contact and response data with Unica Plan
      To enable users to import contact and response counts into Unica Plan, you must map the contact count and the response types to Unica Plan metrics.
    - Unica Campaign project templates
      If Unica Plan is integrated with Unica Campaign, campaign project templates guide users in creating a campaign project. Campaign projects integrate the planning and project management features of Unica Plan with the campaign development features of Unica Campaign.
    - Unica Plan and Unica Campaign Integration reports package
      The Unica Plan and Unica Campaign Integration Reports Package contains several IBM® Cognos® reports that query and display information from both the Unica Campaign system tables and the Unica Plan system tables.
  - 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.
  - Creating a Target Cell Spreadsheet
    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.
  - 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.
  - Configuring property settings for integrated deployment
    When Unica Plan and Unica Campaign are integrated, you use Unica Plan to plan, create, and approve campaigns.
  - The Target Cell Spreadsheet
    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.
  - Creating offers 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.

Designing attributes

Each item of information that users can enter for a project has a corresponding attribute on a tab in the template.

About this task

To include information in campaign, cell, or offer performance reports, make sure that information is collected by a corresponding attribute. The information is passed to Unica Campaign by a campaign, cell, or offer attribute.

Campaign project templates can include the following attribute categories:

Procedure

For information that is used only in Unica Plan on a form outside of a grid, use form attributes.
For information is used only in Unica Plan on a form within a grid (including TCS® grids), use grid attributes.
For information that is shared with Unica Campaign and that appears on a form outside of a grid, use campaign attributes.
For information that is shared with Unica Campaign and that appears on a form within the TCS® grid, use cell attributes.
For systems that also integrate offers, use offer attributes to collect offer information to share with Unica Campaign.
Offer attributes are synchronized with Unica Campaign when an offer that uses the attributes is published to Unica Campaign.
To view or define shared attributes, choose Settings > Plan Settings > Template Configuration > Shared Attributes.
You create all campaign, cell, and offer attributes as shared attributes. You can create form and grid attributes as local if they are relevant to a single form only, or shared if you plan to use them on multiple forms.
Note: Standard, default attributes cannot be edited, and are not listed on the Shared Attributes page. For example, default cell attributes appear in all Target Cell Spreadsheets, but are not listed on the Shared Attributes page.

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