Managing offers when offer integration is enabled

In an integrated system, you access offers by selecting Operations > Offers (instead of Campaign > Offers), then complete tasks as you would in an unintegrated Campaign system.

To create an offer: Choose Operations > Offers, click the Add Offer icon, select an offer template, then use the wizard to create the offer. You can select the Is Approved check box to approve the offer when you create it, or you can approve it later. An offer is always in one of four states: Draft, Published, Redraft, or Retire. When an offer is created, its state is Draft. To make it available in Campaign, you must approve and then publish the offer.

To approve an offer: Choose Operations > Offers, click the linked offer name, and select the Is Approved check box. You can publish the offer to Campaign.

To publish an offer: Only approved offers can be published. Choose Operations > Offers, check the box next to the offer, click the Status icon, and select Publish Selected. This action pushes the offer instance to Campaign. Published offers can be selected for use in a Target Cell Spreadsheet.

To edit an offer: A published offer cannot be edited until you change it to the Draft state: Choose Operations > Offers, select the check box next to the published offer, click the Status icon, and select Re-draft Selected. You can then edit the offer and publish your changes.

To retire an offer: Only published offers can be retired. A retired offer is not available for future use and cannot be edited or changed to any other state. To retire an offer, choose Operations > Offers, select the check box next to the published offer, click the Status icon, and select Retire Selected.

You also use Marketing Operations to organize offers into offer folders and lists. Follow these guidelines to manage offer folders and lists in an integrated environment.

To create an offer folder: Choose Operations > Offers and click the Add Folder icon. To add a subfolder, click the linked folder name to view it, and then click the Add Folder icon. After you add a folder, you can add offers and offer lists to it. You must publish the folder to make it available in Campaign.

To move items into a folder: Choose Operations > Offers and locate the offer, offer list, or folder that you want to move. Select the check box next to the item, then click the Move Selected Items icon.

To publish an offer folder: Choose Operations > Offers, check the box next to the folder, click the Status icon, and select Publish Selected. This action pushes the offer folder to Campaign; however, this procedure does not publish any of the offers or subfolders in Draft state that it contains. These items must be published individually.

To create an offer list: Choose Operations > Offers and click the Add Offer List icon. You must publish an offer list to make it available in Campaign.

In Marketing Operations, the query builder for smart offer lists displays in edit mode only. In Campaign, the query builder displays in both edit made and view mode.