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Associating a Template with a Fax Offer

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

To associate an offer template with a fax offer

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

   Only offer templates that you add to the Offer Templates list will be available for selection. For details, see Creating and Editing Offer Templates.

6. Save the record.

   The template contents appear on the right side of the view, and Edit Template and Verify & Preview buttons are available.