Managing offers when offer integration is enabled

In an integrated system, you access offers from the Operations menu instead of the Campaign menu. You can then complete tasks as you would in an unintegrated Campaign system.

About this task

You also use Marketing Operations to organize offers into offer folders and lists.

Note: When you delete an offer folder, all of the subfolders, offers, and offer lists that it contains are also deleted.

Note: In clustered environments, changes to offer folders are made on a single node. For information about configuring caching so that changes to offer folders are replicated to other nodes automatically rather than requiring a system restart, see the HCL® Marketing Operations Installation Guide.

For more information about offers, see the HCL Campaign User's Guide.

Follow these guidelines to manage offers, offer folders, and lists in an integrated environment.

Procedure

To create an offer, complete the following steps:
1. Select Operations > Offers.
2. Click the Add Offer icon and select an offer template.
3. Use the wizard to create the offer.
  
  You can select the Is Approved option to approve the offer when you create it, or you can approve it later. An offer is always in one of four states: Draft, Published, Redraft, or Retire. When an offer is created, its state is Draft.
4. To make the offer available in Campaign, you must approve and then publish the offer.
To approve an offer, complete the following steps:
1. Select Operations > Offers.
2. Click the linked offer name and select the Is Approved option.
3. You can publish the offer to Campaign.
To publish an offer, complete the following steps:

Note: Only approved offers can be published.
1. Select Operations > Offers.
2. Select the box next to the offer.
3. Click the Status icon and select Publish Selected.
  This action pushes the offer instance to Campaign. Published offers can be selected for use in a Target Cell Spreadsheet.
To edit an offer, complete the following steps:

Note: A published offer cannot be edited until you change it to the "Draft" state.
1. Select Operations > Offers.
2. Select the check box next to the published offer.
3. Click the Status icon and select Re-draft Selected.
4. You can then edit the offer and publish your changes.
To retire an offer, complete the following steps:

Note: Only published offers can be retired. A retired offer is not available for future use and cannot be edited or changed to any other state.
1. Select Operations > Offers.
2. Select the check box next to the published offer.
3. Click the Status icon and select Retire Selected.
To create an offer folder, complete the following steps:
1. Select Operations > Offers.
2. Click the Add Folder icon.
3. To add a subfolder, click the linked folder name, and click the Add Folder icon.
4. After you add a folder, you can add offers and offer lists to it. You must publish the folder to make it available in Campaign.
To move items into a folder, complete the following steps:
1. Select Operations > Offers.
2. Locate the offer, offer list, or folder that you want to move.
3. Select the check box next to the item, and click the Move Selected Items icon.
To publish an offer folder, complete the following steps:
1. Select Operations > Offers.
2. Check the box next to the folder and click the Status icon.
3. Select Publish Selected.
  This action pushes the offer folder to Campaign. However, this procedure does not publish any of the offers or subfolders that are in the "Draft" state. These items must be published individually.
To create an offer list, complete the following steps:

Note: In Marketing Operations, the query builder for smart offer lists displays in edit mode only. In Campaign, the query builder displays in both edit mode and view mode.
1. Select Operations > Offers.
2. Click the Add Offer List icon.
  
  Note: You must publish an offer list to make it available in Campaign.