To modify an offer template

If an offer exists that is based on the template, you cannot modify template data about offer codes, or the offer custom attributes. You can modify only the basic options and the default values of attributes. Therefore, to make other changes to an offer template, you should retire the original offer template and replace it by creating a new one with the desired changes.

1.	Select Settings > Campaign Settings.

The Campaign Settings page opens, presenting links for various administration tasks.

2.	In the Templates and Customizations section, click Offer Template Definitions.

The Offer Template Definitions window opens.

3.	Click the name of the offer template to modify.

The New Offer Template Step 1 of 3: Metadata window opens.

If the offer template is currently used by an offer, you can only edit the basic options. If not, you can also edit the offer and treatment code data.

4.	Click Next >>.

The New Offer Template Step 2 of 3: Offer Attributes window opens.

5.	Modify attribute settings as needed.

If the offer template is currently used by an offer, you cannot change settings for offer attributes. If the template is not being used, you can modify the attributes in the offer template as needed. Use the arrow buttons (<< and >>) to move attributes into and out of the attribute list for the offer template, and to change the order and type (static, hidden, or parameterized) of included attributes.

6.	Click Next >>.

The New Offer Template Step 3 of 3: Default Valueswindow opens.

7.	For attributes in the offer template, supply a default value.

When creating offers, users can change the default value of static and parameterized attributes. However, users cannot change the value you enter for hidden static attributes.

If you have added the Offer Valid/Expiration Dates attribute to the template as a parameterized attribute, on this screen you are presented with a radio box Flowchart run date. If you select this option instead of entering a default default Offer Valid date, Campaign uses the date the process that uses the offer runs, not the entire flowchart.

8.	Click Finish.

You have modified the offer template.