Siebel Marketing User Guide > Creating and Using Offers >

About Creating and Editing Offer Templates

All offers must be based on an offer template. A template can be empty or can include text and other elements. Offer templates are available in Siebel Marketing, Siebel Web Marketing, and Siebel Campaigns. You can create the document that will serve as a template using any HTML tool or text editor such as Adobe GoLive, Macromedia Dreamweaver, Microsoft Front Page, or Windows Notepad. After creating the source document you upload it to the Offer Templates list.

After creating a template, you add the file to the template list and associate the template with an offer. When you associate a template with an offer, Siebel Marketing creates a copy of the template, leaving the master unaffected. This copy has the same name as the original and adds a time stamp to provide a history.

Offer templates can be associated with the following offer types:

• Fax offers. For more information on Fax offers, read Associating Templates with Fax Offers.
• Email offers. When creating an email offer, you can use the Edit Email view tab to associate a template with the offer.
• Web offers. When creating a Web Offer, you can use the Edit Web Offer view tab to associate a template with the offer.