Importing offers from Campaign

At the time that you enable offer integration, you can import offer metadata and data from Campaign to Marketing Operations.

Perform this procedure immediately after you enable offer integration, and before you create any offer-related items with Marketing Operations.

Typically, you import offers from Campaign only one time. If the import procedure fails, review and resolve the errors and then start the import process again. Successfully imported offers and offer lists are flagged in Campaign to prevent duplicate imports. After integration, you enter all offer metadata and data with Marketing Operations, so there is no need repeat this procedure on an ongoing basis.

Verify that the offer import procedure completes

To import offer metadata and data

Before you import offers, verify that every user referenced as an owner, modifier, or user in a Campaign offer or offer list has Marketing Operations privileges.

To import offer data and metadata from Campaign successfully, you must have administrative privileges to both Marketing Operations and Campaign.

Select Settings > Marketing Operations Settings.

In the Other Options section, click Import Campaign Offers.

The Import Campaign Offers page enumerates the offer templates, offer folders, offers, and offer lists available for import.

Click Continue. The import process starts and the status displays. You can navigate to other pages and return to the Import Campaign Offers page to check the status and see results.

Verify that the offer import procedure completes successfully before you and the users at your installation begin to use Marketing Operations to work with offers.

In a multi-partitioned Campaign environment, you repeat these steps for each partition. Log in to Marketing Operations with a user ID associated with each of the other partitions and repeat this procedure.

Results of importing offers from Campaign

The import process brings the offer data and metadata that exists in Campaign in to Marketing Operations. The import process sets the status of each imported item to Published.

Retired offers and offer lists are not imported. Retired offer templates are imported with a status of Disabled.

To review any error or warning conditions, navigate to the Import Campaign Offers page and click Error(s) from current / last completed import job.

Items imported (in sequence)

Possible errors and resolutions

1. Offer templates

A referenced standard attribute does not exist: Add the attribute to Marketing Operations then reimport.

Unexpected error: Review details for possible causes, such as a network or database problem, and reimport.

2. Offer folders

An offer folder with the same name exists: Rename the existing offer folder in either Campaign or Marketing Operations then reimport.

The parent offer folder does not exist: Resolve the error for the parent offer folder and then reimport.

Unexpected error: Review details for possible causes, such as a network or database problem, and reimport.

3. Offers

A referenced offer template does not exist: Resolve the error for the offer template then reimport.

A referenced offer folder does not exist: Resolve the error for the offer folder then reimport.

A referenced user does not exist: Provision the user with privileges for Marketing Operations then reimport.

An offer with the same offer code exists (warning): The offer is imported. Follow up by changing the code to a unique value in Marketing Operations.

Unexpected error: Review details for possible causes, such as a network or database problem, and reimport.

When offer data and metadata is imported from Campaign, the user who initiates the import becomes the owner of the offers in Marketing Operations.

4. Offer lists

One or more of the offers was not imported: Resolve the error for each offer then reimport.

A referenced offer folder does not exist: Resolve the error for the offer folder then reimport.

A referenced user does not exist: Provision the user with privileges for Marketing Operations then reimport.

Unexpected error: Review details for possible causes, such as a network or database problem, and reimport.

When offer list data and metadata is imported from Campaign, the user who initiates the import becomes the owner of the offer lists in Marketing Operations.