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Associating Templates with Web Offers

This section describes how to associate a template with a Web offer. To edit the offer template, read About Creating and Editing Offer Templates. Templates must first be added to the Offer Templates list to be available for selection in the Edit Web Offer view tab. For more information, read About Creating and Editing Offer Templates.

To associate an offer template with a web offer

1. Navigate to the Offers screen > Web Offers view.
2. In the Web Offers list, select the offer, and click the Edit Web Offer view tab.
3. Create a new record.
4. Click the Template Name select button.
5. In the Pick Offer Template dialog box, select the template, and click OK.

   To be available for selection, templates must first be added to the Offer Templates list. For more information, read Creating Offer Templates and Adding to the Template List.

6. Save the record to associate the template with the offer.