Working with offer templates
Every offer is based on an offer template. Therefore, administrators must create offer templates before users can create offers.
You can make limited modifications to a template that has offers based on it (you can change the basic options and default values of attributes). To make other changes, you should retire the original offer template and replace it by creating a new one with the desired changes.
Before you start working with offer templates, you should create any custom offer attributes you might need. For example, you could create a drop-down list consisting of several choices, which users will be able to select from when creating offers.
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Creating offer templates
Modifying offer templates
Using drop-down lists in offer templates
Defining a list of outbound communication channels
Changing the order in which offer templates appear
Retiring offer templates
Template icons
Default offer attributes