To assign offers to cells from the process configuration dialog
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If your Campaign environment is integrated with Marketing Operations, you must use Marketing Operations to assign offers or offer lists to output cells in the target cell spreadsheet form of a campaign project. If your Campaign environment is configured to access legacy campaigns, use the instructions in this guide to assign offers or offer lists to output cells in legacy campaigns. For legacy campaigns, there are two ways to assign offers to cells: from the campaign's target cell spreadsheet, or within a process configuration dialog. For more information, see About integration with IBM Unica Marketing Operations.
You can assign offers or offer lists to an output cell from the configuration window of a contact process.
Before you configure the contact process, ensure that the offer or offer list that you want to use exists.
1.
In a flowchart in Edit mode, double-click the contact process containing the cell(s) to which you want to assign your offer(s). You see the process configuration dialog.
2.
Click the Treatment tab.
You see the Assign offers to cells interface, displaying one row for each target cell defined in the process.
3.
For each target cell displayed in the table, click the Offer column to select from a drop-down list of available offers, or click Assign Offers.
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If your input cell(s) are linked to a top-down cell defined in the Target Cell Spreadsheet (TCS) and offers or offer lists have already been assigned to the cell(s) in the TCS, those will be displayed here. You can override these assignments if desired. Any changes you make in the contact process will be reflected in the TCS after you save the flowchart.
4.
To use holdout control groups, select the Use Holdout Control Groups checkbox.
The offer assignment table dynamically updates to display additional columns for indicating whether a target cell is a control, and what cell is a control for the current cell.
a.
For each cell, indicate whether it is a control cell by clicking in the Control? column and selecting Y or N. By default, the setting is N. Cells that are designated as control cells cannot be assigned offers. Once designated as control cells, these cells appear in the Control Cell drop-down list, so that you can select them as controls against target cells.
b.
For each cell that is not a control cell, optionally specify a control cell from the Control Cell drop-down list. This list is populated with the names of cells for which you have indicated Control? = Y.
5.
Click the Parameters tab to specify offer parameters for each cell. If the offers you are assigning contain parameterized attributes, you can view the default values and override those values if you want to. You see one row per parameter per offer. For example, if one offer contains four parameterized attributes, you will see four rows for that offer.
6.
Use the For Cell(s) drop-down menu to indicate which cell(s) will have the parameter values you specify applied to them.
If you have multiple cells and select [All Cells], you see one row per offer per parameter. Values that you enter in the Assigned Value field are applied to every cell that received that offer.
If the same offer is assigned to multiple cells but with different parameter values for different cells, the [All Cells] view displays [Multiple Values] for those parameters.
If you select an individual cell, the table displays only the offers assigned to the cell you selected. Values that you enter in the Assigned Value field are applied only to that cell.
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If you have many parameter values to enter, you can save data entry effort by using the [All Cells] option to apply values that will be applicable to most of the cells, then select individual cells to override their parameter values.
7.
Edit the value(s) in the Assigned Value field(s) as required.
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