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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.
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.
Adding data mapping files
Use a text or XML editor to create or edit a data mapping file. After you have a data mapping file, you add it to 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.
    - 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.
      - Mapping Unica Campaign contact and response counts to Unica Plan metrics
        If you want users to be able to import contact and response counts into Unica Plan, you must map contact count and the response types to Unica Plan metrics.
      - Metrics data mapping file
        You define the metrics to map your data.
      - Adding data mapping files
        Use a text or XML editor to create or edit a data mapping file. After you have a data mapping file, you add it to Unica Plan.
      - Editing data mapping files
        If you want to update a data mapping file, you must first edit the XML file, and then reload it back into Unica Plan.
      - Data Mapping Definitions
        The Data Mapping Definitions page maps data between campaign projects in Unica Plan and campaigns in Unica Campaign. Use the Data Mapping link on the Template Configuration page to configure data mapping.
    - 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.

Adding data mapping files

Use a text or XML editor to create or edit a data mapping file. After you have a data mapping file, you add it to Unica Plan.

About this task

Procedure

Select Settings > Plan Settings.
Click Template Configuration > Data Mapping.
Click Add Data Mapping.

The Upload Data Mapping dialog box opens.
Enter a name for the data mapping file.
Browse to the XML file that defines the data mapping.
Click Continue.

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