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Integration Guide
Unica Plan and Unica Campaign Integration Guide
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.
Managing flowcharts
Unica Campaign flowcharts define the campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.
Test runs for flowcharts
You can conduct a test run on a flowchart or branch if you do not want to output data or update any tables or files.
Doing a test run of a process, branch, or flowchart
Conduct test runs as you build a flowchart so that you can troubleshoot errors as they occur. You can then view a report of any errors in the flowchart.

Integration Guide
- 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 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.
    - Unica Campaign projects in an integrated system
      If your Unica Plan system is integrated with Unica Campaign, you can create campaign projects.
    - Creating a linked campaign
      You must specify the campaign start date, campaign end date, and campaign security policy in a campaign project before you can create the linked campaign for the project.
    - Updating a linked campaign
      You must update a linked campaign any time you change the value for a field outside of the TCS®.
    - 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.
    - 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.
    - Accessing a campaign in Unica Campaign
      You can access a linked campaign from Unica Plan.
    - Updating cell status data in the TCS
      Updating the cell status imports the run results for the cells in the TCS® from Unica Campaign into Unica Plan. When you update the cell status, Unica Plan imports the latest run results. The results of previous runs are irretrievably lost.
    - Managing flowcharts
      Unica Campaign flowcharts define the campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.
      - Creating flowcharts
        You can add a flowchart to your campaign either by creating a new one, or copying an existing one.
      - Test runs for flowcharts
        You can conduct a test run on a flowchart or branch if you do not want to output data or update any tables or files.
        Doing a test run of a process, branch, or flowchart
        Conduct test runs as you build a flowchart so that you can troubleshoot errors as they occur. You can then view a report of any errors in the flowchart.
    - TCS approval
      In integrated Unica Plan and Unica Campaign systems, campaign project templates can require (target cell spreadsheet) TCS® approval before flowcharts run in production mode. If Approval Required is selected on the template, then all rows of the TCS must to be approved before the flowchart can run in production mode. If you run the flowchart in production mode and one or more rows on the TCS associated with this flowchart are not approved, Unica Campaign generates an error.
    - Testing and running flowcharts
      You can do a test or production run on an entire flowchart, a branch, or an individual process in the flowchart. You can also validate flowcharts. For best results, conduct test runs and perform validation as you build a flowchart, so that you can troubleshoot errors as they occur. Be sure to save each flowchart before you do a test or production run and before you perform validation.
    - Importing metrics from a campaign
      If your campaign project has a Tracking tab, the template creator mapped contact and response metrics in Unica Campaign with metrics in Unica Plan. You can import the metric data into the campaign project.
    - Integration reports
      When the Unica Plan and Unica Campaign integration report pack is installed, the following reports are available.
  - 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.
  - To create a TCS
    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.
  - Disabling or re-enabling 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.
  - Completing the TCS
    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.
  - Offer creation 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.

Doing a test run of a process, branch, or flowchart

Conduct test runs as you build a flowchart so that you can troubleshoot errors as they occur. You can then view a report of any errors in the flowchart.

Before you begin

Always save an edited flowchart before you do a test run. When you do a test run, be aware of the following:

Test runs do not update any tables or files. However, triggers run on completion of test runs and global suppression is applied.
The option Advanced settings > Test run settings > Enable output determines whether output is generated during test runs.
When you test run a data manipulation process (Select, Merge, Extract, Audience), you can limit the number of records. Use the Limit output cell size option on the Cell Size Limit tab in the process configuration dialog.
Results from a previous test run are lost.
If a process requires data from an upstream process, you might have to run the upstream process first so that its data is available to the downstream process.

Procedure

Open a flowchart in Edit mode.
To test run a process or branch, right-click a process, open the Run menu and select Test run selected process or Test run selected branch.
To test run the entire flowchart, open the Run menu in the toolbar and select Test run flowchart.

The process, branch, or flowchart runs in test mode. Each process that runs successfully displays a green check mark. If there are errors, the process displays a red "X".
If you want to pause or stop the run, right-click a process box and select Pause or Stop from the Run menu.
Use one of the Save options in the toolbar. If you click Save and exit before the flowchart finishes the test run, the flowchart continues to run and is saved when it finishes. If anyone reopens the flowchart while it is still running, any changes made to the flowchart are lost. For this reason, always save a flowchart before you run it.
To determine if there were any errors in the run, click the Analysis tab and view the Campaign flowchart status summary report.

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