Including IBM Digital Recommendations categories

In Unica Plan, administrators can configure offer templates to populate category data that uses IBM Digital Recommendations.

Before you begin

The server that hosts Unica Plan must have internet connectivity that is enabled. When users create offers from these templates, they choose a client ID and category IDs and names from lists instead of entering them manually.

To implement this feature in an offer template:

Procedure

  1. Select the Use Offer Integration check box.
  2. Supply the URL for Digital Recommendations.
    Note: After users create offer instances from this template, do not change the supplied URL.
  3. Specify Client IDs: you can enter values then Add them, or you can Import values from a previously defined list. See Defining the client list.

Results

When users create an offer from a template that is configured in this way, they select a client ID from the list of values you supplied. The list of category names and IDs for the selected client is then populated directly from Digital Recommendations.