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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.
Offer workflow features
For systems that enable offer integration, several features are available when you work with offers in Unica Plan.

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.
      - Offer templates and integration with IBM Digital Recommendations (optional)
        If your installation also uses Digital Recommendations, you can configure offer templates in Unica Plan to dynamically receive category ID and name values for specified clients.
    - 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.
    - 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.

Offer workflow features

For systems that enable offer integration, several features are available when you work with offers in Unica Plan.

Offer approvals

When you create or edit an offer, Unica Plan provides a check box to indicate offer approval. Only approved offers can be published to Unica Campaign.

Offer states

Offers and offer folders can have the following states.


Offer state	Definition
Draft	When you create an offer, the state of the new offer is Draft.
Published	The state "Published" pushes the offer instance to Unica Campaign. The first time an offer is published in Unica Plan, the system creates the offer in Unica Campaign; subsequent publishing updates the offer instance in Unica Campaign.
Redraft	After an offer is Published, it cannot be edited. To edit a published offer, the user can redraft the offer, which changes it to the Draft state. User can then edit the offer and publish changes.
Retire	Only Published offers can be Retired. After the offer is Retired, it is not available for future use and cannot be edited or changed to any other state.

Offer codes automatically generated

In Unica Plan, the offer code that is assigned to each offer can be generated by the Default code generator. Users cannot modify the offer code generator. In the wizard mode of offer creation, the Auto-generate on save check box creates the offer code automatically. If the check box is selected, the offer code is generated from Unica Campaign. If the check box is not selected, validation is made for the valid offer code.

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