Bookshelf v7.5.2: Creating and Editing Offer Templates

Creating and Editing Offer Templates

Offer templates are available in Siebel Marketing, Siebel eMarketing, and Siebel Campaigns. You can create a template using HTML tools or text editors such as Microsoft Front Page and Windows Notepad. After creating a template, you add the file to the template list, add embeddable objects (personalization elements), and associate the template with an offer. After you associate a template with an offer you can edit, verify, and preview text and HTML templates by drilling down on the template name hyperlink.

Offer templates can be associated with the following offer types:

Fax offers. For more information on Fax offers, see About Fax Offers.

Email offers. When creating an email offer, you can use the Email Templates view tab to associate a template with the offer.

eNewsletter offers. When creating an eNewsletter Offer, you can use the eNewsletter Section view tab to specify templates for each section of the newsletter. For more information about creating and editing eNewsletter offers, see Creating eNewsletter Offers.

Web offers. When creating a Web Offer, you can use the Edit Web Offer view tab to associate a template with the offer.

You can modify template files using your preferred HTML editor or Siebel HTML Editor. When you upload the changed template to the server, you overwrite the original template and all the offers associated with that template inherit the edited template.

Before a template has been added to (associated with) an offer, you can modify the template using your preferred HTML editor. After an offer template has been added to an offer, you can edit the template and add personalization elements in the Offers screen (Edit views).

CAUTION: You should establish a version-control policy for template changes. Any changes made to a template through the Edit views will appear in all of the offers that use that template.

To create and edit offer templates, perform the following tasks: