Modifying offer templates
If an offer template has offers based on it, you can change the basic options and default values of attributes in the template. However, you cannot modify template data about offer codes or offer custom attributes. To make these changes, retire the original offer template and replace it by creating a new one with the desired changes.
1.
Select Settings > Campaign Settings.
2.
Click Offer Template Definitions.
3.
Click the name of an offer template.
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 the offer template is not being used, 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 the attribute settings as needed.
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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 Values window opens.
7.
Supply a default value for attributes in the offer template.
When creating offers, users can change the default value of static and parameterized attributes. However, users cannot change the value that you enter for hidden static attributes.
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If you added the Offer Valid/Expiration Dates attribute to the template as a parameterized attribute, on this screen you are presented with the option Flowchart run date. If you select this option instead of entering a default Offer Valid date, Campaign uses the date on which the process that uses the offer runs, not the entire flowchart.
8.
Click Finish.
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