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Unica Plan and Unica 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 Plan documentation and help
Different people in your organization use Unica Plan to accomplish different tasks. Information about Unica Plan is available in a set of guides, each of which is intended for use by team members with specific objectives and skill sets.

Integration guides
- Unica Campaign and Acoustic Campaign Integration Guide for IBM Marketing Cloud
- Unica Plan and Unica 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.
    - Integration with Unica Plan
      Unica Campaign can be integrated with Unica Plan to use its marketing resource management features to create, plan, and approve campaigns.
    - Overview of the data transfer between Unica Plan and Unica Campaign
      The three main areas of data transfer are campaign data, cell data (in the TCS), and offer data. The transfer of data between the products is primarily one way, from Unica Plan to Unica Campaign.
    - Differences between integrated and stand-alone Unica Campaign
      When Unica Campaign is integrated with Unica Plan, the Unica Campaign installation differs from a stand-alone installation.
    - Differences between integrated and stand-alone Unica Plan
      If Unica Campaign integration is enabled, you manage campaign projects in Unica Plan and take advantage of tightly coupled Unica Campaign features. If offer integration is also enabled, you can manage offer lifecycles in Unica Plan and publish offers to Unica Campaign.
    - License and permission issues for Unica Plan and Unica Campaign integration
      When Unica Plan and Unica Campaign are integrated, every person who is involved in the design, creation, and execution of the campaign needs a Unica Plan license.
    - 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.
    - Integrating Unica Plan and Unica Campaign
      The workflow for integrating Unica Plan and Unica Campaign consists of the following steps.
    - Configuring property settings for integrated deployment
      When Unica Plan and Unica Campaign are integrated, you use Unica Plan to plan, create, and approve campaigns.
    - Navigating from a linked legacy campaign to a Unica Plan project
      Legacy campaigns are campaigns that were created in Unica Campaign before enabling integration with Unica Plan.
    - Unica Plan documentation and help
      Different people in your organization use Unica Plan to accomplish different tasks. Information about Unica Plan is available in a set of guides, each of which is intended for use by team members with specific objectives and skill sets.
  - 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.
  - 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.

Unica Plan documentation and help

Different people in your organization use Unica Plan to accomplish different tasks. Information about Unica Plan is available in a set of guides, each of which is intended for use by team members with specific objectives and skill sets.

The following table describes the information available in each guide.

Table 1. Guides in the Unica Plan documentation set
The following three-column table describes tasks in one column, guide names in the second column, and audience in the third column.
If you	See	Audience
Plan and manage projects Establish workflow tasks, milestones, and personnel Track project expenses Get reviews and approvals for content Produce reports Create to-dos and checklists	Unica Plan User's Guide	Project managers Creative designers Direct mail marketing managers Marketers
Design templates, forms, attributes, and metrics Customize the user interface Define user access levels and security Implement optional features Configure and tune Unica Plan	Unica Plan Administrator's Guide	Project managers IT administrators Implementation consultants
Create marketing campaigns Plan offers Implement integration between Unica Plan and Unica Campaign Implement integration between Unica Plan and IBM Digital Recommendations	Unica Plan and Integration Guide	Project managers Marketing execution specialists Direct marketing managers
Learn about new system features Research known issues and workarounds	Unica Plan Release Notes��	Everyone who uses Unica Plan
Install Unica Plan Configure Unica Plan Upgrade to a new version of Unica Plan	Unica Plan Installation Guide	Software implementation consultants IT administrators Database administrators
Create custom procedures to integrate Unica Plan with other applications	Unica Plan Integration Module and the API JavaDocs available when you click Help > Product Documentation in Unica Plan, and then download the UnicaPlan<version>PublicAPI.zip file for the SOAP API and UnicaPlan`<version>`PublicAPI-RestClient.zip for the REST API.	IT administrators Database administrators Implementation consultants
Learn about the structure of the Unica Plan database	Unica Plan System Schema	Database administrators
Need more information while you work	Get help and search or browse the User's, Administrator's, or Installation guides: Click Help > Help for this page Access all of the Unica Plan guides: Click Help > Product Documentation Access guides for all Unica products: Click Help > All Unica Suite Documentation	Everyone who uses Unica Plan

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