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Associating a Template with an Email Offer

This section describes how to associate a template with an email offer. To edit the offer template, see Creating and Editing Offer Templates.

To associate an offer template with an email offer

1. Navigate to the Offers screen > Email Offers view.
2. In the Email Offers list, select the offer and click the Email Templates view tab.
3. In the Email Templates list, create a new record.
4. In the Email Templates form, complete the necessary fields.
   1. The sequence field is automatically populated. Change the sequence if you are adding multiple templates with rich and plain format. The sequence field includes email attachments. Therefore, when you add your first template, you might see a sequence number other than 1.

      For example, if you have two templates (one HTML and one text) associated with the email offer, adjust the sequence so that you associate the plain format (text) first and the rich format (HTML) last. This change satisfies the MIME Alternate standard. The MIME Alternate standard defines a way to send both the text and HTML content together within the body of a single email message. The email program displays only the part that it has been configured to display.

   2. In the Template Name field, click the select button.

      You can associate one text template and one HTML template with the offer.

   3. In the Pick Offer Template dialog box, select the template record and click OK.
5. Save the record to associate the template with the offer.