Siebel Marketing User Guide > Creating and Using Offers and Treatments > Process of Working with Fax Treatments >

Associating Templates with Fax Treatments

A template may be associated with a fax treatment. To edit the template, see About Creating and Editing Treatment Templates.

To associate a treatment template with a fax treatment

1. Navigate to the Offers screen > Fax Treatments view.
2. In the Fax Treatments list, select the fax treatment, and click the Edit Fax view tab.
3. In the Edit Fax form, create a new record.
4. Click the Template Name select button.
5. In the Pick Treatment Template dialog box, select the predefined template for the fax treatment, and click OK.

   Only treatment templates that you add to the Treatment Templates list are available for selection. For more information, see About Creating and Editing Treatment Templates.

6. Save the record.

   The template contents appear on the right side of the view, and Edit Template and Verify & Preview buttons become available.