Siebel Marketing User Guide > Creating and Using Offers > Process of Creating and Editing Offer Templates >

Creating Offer Templates and Adding to the Template List

Offer templates are usually created with a file type of text (TXT) or HTML (HTM or HTML). You create the template using third-party HTML tools and text editors, such as Microsoft Front Page and Windows Notepad.

After creating the template using a third-party tool, you must add the new template to the Offer Templates list so that you can associate it with an offer.

To create an HTML or text offer template

1. Create an HTML template, using third-party HTML or text editor of your choice:
   1. Using Microsoft Word, Front Page, Notepad, or another editor, create a new file.
   2. For HTML templates, save the file using an HTM file extension.

      CAUTION:  Take care when using quotation marks in personalization elements. Some applications replace straight quotation marks (") with curly (also called smart) quotation marks (""). Curly quotation marks cause errors when used in personalization elements.

2. If it does not already exist, create a directory of your HTML templates directory and name it Images.

   In this directory, you store the graphics to be used in the offer. Make sure that you refer to each image as follows, replacing image.gif with the name of the embedded image:

   <IMG BORDER=0 SRC="http://<server name>/Web Marketing/images/image.gif">

   NOTE:  You cannot use HTML or embedded images in text email. However, some email readers display images that the sender attached to a text email at the end of the text email.

3. Add the template you created to the Offer Templates list.
4. Copy the images you embedded in your offer to the subdirectory you created or the image folder you referenced in Step 2.

To add a template to the Offer Templates list

1. Navigate to the Offers screen.
2. In the Offers link bar, click Offer Templates.
3. In the Offer Template list, create a record.
4. Complete the fields to add the offer template to the list:
   1. In the Name field, enter a name for the template.
   2. Click the File Name select button and select the template file.

To modify an existing offer template

1. Make the necessary modifications to the template file saved on your local drive, using the same text editor used to create the file.
2. Save and close the file.
3. Navigate to the Offers screen > Offer Templates view.
4. In the Offer Template list, select the template record.
5. In the File Name field, click the select button.
6. In the Add Attachment dialog box, click Browse.
7. Select the file, and click Open.