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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.

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.
    - 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.

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.

About this task

In many organizations, the tasks that are required to create a marketing campaign are shared by multiple people.

Procedure

Using the appropriate template, create a campaign project.

Depending on your permissions, you can create the project directly or request a project and wait for it to be accepted.
Complete any information that is missing on the project tabs.
Create the linked campaign for the project.

After this step is completed, the Implementation/Planning button () appears, so you can go back and forth between campaign project and its linked campaign.
Complete the TCS® to define the control and target cells for the campaign and the assigned offers for target cells.
Publish the TCS® to Unica Campaign.
Create the flowcharts for the campaign, linking cells that are created in the flowchart with the appropriate target and control cells that are defined in the TCS®.
Optional: If TCS® approval is required, test the flowchart to generate cell counts.
Optional: If TCS® approval is required, update the cell status from within the TCS® for review.
Optional: If TCS® approval is required and when all information for a cell (for example, the count) is appropriate, approve that cell (row) in the TCS®.
Optional: If TCS® approval is required, repeat the process of publishing the TCS® and updating cell status until all cells in use by the flowchart is approved.
When all necessary TCS® rows for the flowchart to run are prepared, publish the TCS® a final time.
Optional: If flowchart approval is required, an approval must be created and assigned to one or more approvers. A flowchart can only be allowed to run when the approval is in completed or canceled state.
Start the production flowchart run for the campaign.

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