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Integration Guide
Unica Plan and Unica Campaign Integration Guide
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.
Enabling offer integration in Unica Plan
When offer integration is enabled, you manage offers and offer templates in Unica Plan rather than Unica Campaign. You can enable offer integration either when you integrate Unica Plan with Unica Campaign or after you use Unica Campaign to manage offers.

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.
  - 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.
    - Offer workflow features
      For systems that enable offer integration, several features are available when you work with offers in Unica Plan.
    - Enabling offer integration in Unica Plan
      When offer integration is enabled, you manage offers and offer templates in Unica Plan rather than Unica Campaign. You can enable offer integration either when you integrate Unica Plan with Unica Campaign or after you use Unica Campaign to manage offers.
      - Importing offers from Unica Campaign
        When you enable offer integration, you can import offer metadata and data from Unica Campaign to Unica Plan.
    - 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 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.
    - 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.
    - 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.
    - Defining suppression rules for real-time personalization
      Use the Unica Campaign and Unica Plan integration to make offers available for real-time personalization, and define rules to supress offers that are no longer relevant for real-time personalization.
  - 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.

Enabling offer integration in Unica Plan

When offer integration is enabled, you manage offers and offer templates in Unica Plan rather than Unica Campaign. You can enable offer integration either when you integrate Unica Plan with Unica Campaign or after you use Unica Campaign to manage offers.

About this task

Offer integration is a separate option from campaign integration. When campaign integration is enabled, you can also enable offer integration.

To enable offer integration in Unica Plan, complete the following steps.

Procedure

Confirm that integration is enabled in Unica Plan and in each of the appropriate Unica Campaign partitions, as explained in Configuring property settings for integrated deployment.
On the Settings > Configuration page, under Unica, click Unica Platform.
Click Edit Settings and set Plan - Offer integration to True. This setting enables the offer lifecycle management features in Unica Plan.

The system checks for compatibility issues. For example, if an attribute with the "creativeurl" internal name exists in Unica Plan, offer integration fails so that values for that existing attribute are not overwritten. Before you can proceed with offer integration, you must resolve all reported issues.
If your Unica Campaign installation has multiple partitions, set the following property for each partition where you want to enable offer integration.
1. Expand HCL Unica > Campaign > partitions > partition[n] > server and click internal.
2. Set Plan - Offer integration to Yes.
Repeat step 4 for other partitions as needed.
If you managed offers in Unica Campaign before you enabled offer integration, import the metadata and data for those offers into Unica Plan for each partition.

What to do next

After you enable offer integration, you use Unica Plan to create, edit, and manage offers, including any offers that you created in Unica Campaign before you enabled offer integration.

Note: Avoid disabling offer integration after you enable it.

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