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Integration Guide
Unica Plan and Unica Campaign Integration Guide
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 Target Cell Spreadsheet
You can create a Target Cell Spreadsheet by following these 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.
  - 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.
    - Design your campaign project templates, forms, and attributes
      Before you begin creating objects in Unica Plan, you plan and design your campaign project templates and the forms and attributes they require.
    - Creating and enabling a shared attribute
      You can create and enable a shared attribute by using Unica Plan shared attributes function.
    - Creating a Flowchart approval
      You can create a Flowchart approval by following these steps.
    - Creating a Target Cell Spreadsheet
      You can create a Target Cell Spreadsheet by following these steps.
    - Share Unica Campaign contact and response data with Unica Plan
      To enable users to import contact and response counts into Unica Plan, you must map the contact count and the response types to Unica Plan metrics.
    - Unica Campaign project templates
      If Unica Plan is integrated with Unica Campaign, campaign project templates guide users in creating a campaign project. Campaign projects integrate the planning and project management features of Unica Plan with the campaign development features of Unica Campaign.
    - Unica Plan and Unica Campaign Integration reports package
      The Unica Plan and Unica Campaign Integration Reports Package contains several IBM® Cognos® reports that query and display information from both the Unica Campaign system tables and the Unica Plan system tables.
  - 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.

Creating a Target Cell Spreadsheet

You can create a Target Cell Spreadsheet by following these steps.

Before you begin

Before you create a TCS, you must create any custom cell attributes that you want to include. Cell attributes map to Unica Campaign and can be created only as shared attributes.

Procedure

Select Settings > Plan Settings.
Under Other Options, click Template Configuration.
Under Template Components, click Forms.
On the Form Definitions page, click Create New Form.
The Form Editor interface displays.
Note: Ensure that you do not use the "uap" and "umcm" prefixes while defining tables for forms and grids.
Complete the Form Properties tab and click Save Changes.
The Add an Element tab displays.
Click Create New Grid.
The Create New Grid dialog opens.
From the Grid Type drop-down list, select Editable Grid View.
Select the Is TCS check box.
Complete the remaining options and click Save and Exit.
On the Add an Element tab, click to expand the list of Form Attributes. Your TCS grid component displays.
To add a TCS grid to a form, you must place it within a group. If the form does not already contain a group for the grid, click and drag Attribute Group Header onto the form design area then name it appropriately.
From the list of Form Elements, click and drag your TCS® grid component and drop it onto the group.
The default cell attributes display on the grid. See Default cell attributes for Target Cell Spreadsheets.
Add any attributes that you want to include in the TCS. You can do either of the following steps.
- Import custom cell attributes and add them to the TCS to create more columns. these columns are passed to Unica Campaign.
- Create or import grid attributes and add them to the TCS to create more columns. These columns display only in Unica Plan.
  Note: Ensure that you do not use the "uap" and "umcm" prefixes while defining tables for forms and grids.
Click Save and Exit to save the TCS and return to the Form Definitions list page.

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