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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.
Integrating Unica Plan and Unica Campaign
The workflow for integrating Unica Plan and Unica Campaign consists of the following steps.

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.
    - Integration with Unica Plan
      Unica Campaign can be integrated with Unica Plan to use its marketing resource management features to create, plan, and approve campaigns.
    - Overview of the data transfer between Unica Plan and Unica Campaign
      The three main areas of data transfer are campaign data, cell data (in the TCS), and offer data. The transfer of data between the products is primarily one way, from Unica Plan to Unica Campaign.
    - Differences between integrated and stand-alone Unica Campaign
      When Unica Campaign is integrated with Unica Plan, the Unica Campaign installation differs from a stand-alone installation.
    - Differences between integrated and stand-alone Unica Plan
      If Unica Campaign integration is enabled, you manage campaign projects in Unica Plan and take advantage of tightly coupled Unica Campaign features. If offer integration is also enabled, you can manage offer lifecycles in Unica Plan and publish offers to Unica Campaign.
    - License and permission issues for Unica Plan and Unica Campaign integration
      When Unica Plan and Unica Campaign are integrated, every person who is involved in the design, creation, and execution of the campaign needs a Unica Plan license.
    - Disable and re-enable integration
      Although it is possible to disable integration after you enable it, it is best to avoid this action if possible.
    - Integrating Unica Plan and Unica Campaign
      The workflow for integrating Unica Plan and Unica Campaign consists of the following steps.
    - Configuring property settings for integrated deployment
      When Unica Plan and Unica Campaign are integrated, you use Unica Plan to plan, create, and approve campaigns.
    - Navigating from a linked legacy campaign to a Unica Plan project
      Legacy campaigns are campaigns that were created in Unica Campaign before enabling integration with Unica Plan.
    - Unica Plan documentation and help
      Different people in your organization use Unica Plan to accomplish different tasks. Information about Unica Plan is available in a set of guides, each of which is intended for use by team members with specific objectives and skill sets.
  - 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.
  - 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.

Integrating Unica Plan and Unica Campaign

The workflow for integrating Unica Plan and Unica Campaign consists of the following steps.

About this task

Complete the following steps to integrate Unica Plan and Unica Campaign.

Procedure

Install both Unica Plan and Unica Campaign. For details, see the Unica Plan Installation Guide and the Unica Campaign Installation Guide.
Adjust the configuration settings to support an integrated deployment. See Configuring property settings for integrated deployment.
Design the attributes, forms, and campaign project templates that you need.
If offer integration is enabled on your system, you also design offer templates by using offer attributes. See Offers and offer templates in an integrated system.
Create the shared attributes.
Create the forms and local attributes, including the form that contains the Target Cell Spreadsheet.
Create a metrics map file that associates Unica Campaign contact and response counts with Unica Plan metrics.
Create the campaign project and offer templates.

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