Creating offer templates

Campaign administrators must create offer templates before users can create offers. Follow these instructions to create offer templates.

Select Settings > Campaign Settings.

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

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

The Offer Template Definitions window opens.

At the bottom of the list of offer templates, click Add....

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

Enter offer template metadata as follows:

Enter data for the basic options: Template Name, Security Policy, Description, Suggested Uses, and Template Icon.

To use this offer template with Interact, select Allow offers created from this template to be used in real-time interactions. (This option is not available if IBM Marketing Operations - Offer integration is enabled in the configuration properties.)

Accept the defaults, or modify data for the offer and treatment code formats and generators: Offer Code Format, Offer Code Generator, Treatment Code Format, and Treatment Code Generator.

You cannot use the space character in an offer code format.

If you leave the Treatment Code Generator field empty, the default treatment code generator is used.

Click Next >>.

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

Add standard and custom attributes to 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.

For an offer to be available in a flowchart, it must have at least one standard or custom attribute.

Click Next >>.

The New Offer Template Step 3 of 3: Default Values window opens.

For attributes that you added to the offer template, supply a default value that will be used when users create offers using this template. When creating offers, users can change the default value of static and parameterized attributes, but cannot change the value you entered for hidden static attributes in the offer template.

For parameterized attributes with values supplied in a drop-down list, you can also add list items here, as you create the offer template. You can remove any new list items you add here, but cannot remove any list items that existed previously. Any additions to the list items made here are saved back to the offer custom attribute.

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

10.

If you selected Allow offers created from this template to be used in real-time interactions, enter an Interaction Point ID and an Interaction Point Name.

You can enter any integer for the Interaction Point ID default value, and any string for Interaction Point Name. The values are automatically populated with the correct data by the runtime environment, however, the design environment requires a default value.

11.

Click Finish.

You have created the offer template. It can now be used for creating offers.