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

Editing Treatments

After you add a template to a treatment, you can edit it in the following ways:

• Edit a template in the Treatments screen. Make changes to your treatment using the HTML editor or a text editor. In the Edit Email view, select a template to modify. The template appears for editing at the bottom of the page.

  If you created your template as an HTML file, you can use the HTML editor to render the HTML source (tags and text) and to modify the rendered HTML. If you created your template as a text file, a text editor displays the treatment contents for editing. Preview it to verify the treatment's syntax, including merge fields and embeddable objects.

• Modify a template using a third-party HTML editor. If you need to make edits that are not possible in the HTML editor, you can modify the template using a third-party HTML editor. Examples of third-party editors are Adobe GoLive and Macromedia Dreamweaver. For more information, see Editing a Template Using a Third-party Default HTML Editor.

To edit an email treatment

1. Navigate to the Offers screen > Email Treatments view.
2. In the Email Treatments list, select an email treatment.
3. In the Edit Email tab, select a template to change.

   One of the following editors starts:

   • Text editor. You use this tool to make simple changes to the text. The text editor starts by default, if the selected template is a text (.txt) file.
   • HTML Editor. You can use this tool to make more complex changes than you can make in a text editor. The HTML editor starts by default, if the selected template is an HTML file (HTM or HTML file extension). For more detail, see Using the HTML Editor.
4. If using the HTML editor, check that the Personalization Items toolbar is displayed.
   1. Right-click anywhere in the toolbar area.
   2. In the menu, check the Personalization Items option. If it is not checked, check it.
5. To imbed a personalization item (such as a response form or related URL):
   1. Locate the position in the treatment text where the personalization item is to appear.
   2. In the Personalization Items toolbar, choose a personalization item from the primary menu. such as Events, Merge Fields, Product Catalog Items, Related URLs, Response Forms, Web Treatments, or Web Surveys. For more information, see Personalization Items.

      The available elements for the selected category appear in the secondary menu.

   3. In the secondary menu, choose a personalization item and click Insert.
6. When you finish making changes, click Save Template.
7. To preview your changes and verify that the template still performs correctly, click Verify & Preview.

Repeat Step 3 through Step 7 to continue editing the template.

Using the HTML Editor

You can use HTML editor to make changes to your HTML template. To make more complex changes than allowed in the HTML editor, see Editing a Template Using a Third-party Default HTML Editor.

The HTML editor supports the following features:

• Alignment options: left, center, and right
• Alt-tag support
• Bold, italic, and underline
• Bulleted List
• Clip art support
• Copy, cut, and paste
• Fonts (typeface, size, style)
• Find and replace
• Graphic support
• HTML formatting characters such as: NBSP (non-breaking space)
• HTML source view
• Hyperlinks
• If-Then-Else conditional statements
• Image map support
• Indents
• MS Office document integration
• Numbered Lists
• Personalization support (events, merge fields, response types, web surveys)
• Spelling checker
• Styles
• Tables
• Undo and redo
• Upload content to web servers

To make changes using the HTML editor, you enter your changes directly in the workspace. In addition, you can use the editing toolbar in the Template Contents workspace for formatting text. Most of the buttons on the toolbar are the same buttons that appear in standard text editing software. Table 12 summarizes some of the typically used tasks and how to accomplish them.

Adding Graphics to HTML Email Treatments

You can add a new graphic to an email treatment using the HTML editor.

To add a graphic to an HTML email treatment

1. Navigate to the Offers screen, and from the link bar select the type of treatment.
2. In the Treatments list, select a treatment, and click the Edit Email tab.
3. In the Edit Email tab, place your cursor at the location where you want to insert the graphic.
4. On the toolbar, click the Picture icon.
5. In the dialog box, browse for the graphic either on your computer or on the network and then click OK.

   A thumbnail rendition of the graphic appears in the dialog box.

6. In the dialog box, adjust the picture dimensions if necessary, and then click OK.
7. If another prompt appears requesting a user identifier and password, accept the default values and click OK.

   Another message appear indicating that the graphic is being uploaded to the server.

Editing a Template Using a Third-party Default HTML Editor

If you prefer to use a third-party HTML editor over the HTML editor, you can do so using the following procedure.

To edit a template file using your default HTML editor

1. Navigate to the Offers screen and, from the link bar, select the type of treatment.
2. In the Treatments list, select a treatment, and click the Edit Email or Edit Web Treatment tab.
3. For email treatments, select the HTML template in the list between the Treatments form and the Editor.
4. In the HTML Editor toolbar, click the View Source icon.
5. Copy all the text in the workspace to your third-party HTML editor.
6. In the third-party HTML editor, make changes to the template.
7. Paste the changed template source text back into the HTML editor.
8. In the Edit Email list, associate the HTML file to a treatment.