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Creating an Offer Template and Adding it 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.

NOTE:  You can create offer templates with other types of files such as PDF and DOC. Because you use offer templates primarily for email and Web offers, HTML and text files are the most common file types used.

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 subdirectory of your HTML templates directory and call it Images.

   In this directory, you store the graphics that will 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 using the following procedure, To add a template 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, type a name for the template.
   2. Click the File Name select button and select the template file.