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Siebel Marketing Guide > Creating and Using Offers > Creating and Editing Offer Templates >

Creating an Offer Template and Adding it to the Template List

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Offer templates are usually created with a file type of either ASCII text (.txt) or HTML (.htm or .html). You create the template using 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, Web, and eNewsletter offers. HTML and text files are the most common file types used.

After creating the template, 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

Create an HTML template, using the HTML or text editor of your choice.
Using Microsoft Word, Front Page, Notepad, or another editor, create a new file.
For HTML templates, save the file as a text document using an .htm file extension.
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>/emarketing/images/ image.gif">

NOTE:  You cannot use HTML or embedded images in text email.

Add the template you created to the Offer Templates list using the following procedure, To add a template to the Offer Templates list.
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

From the application-level menu, choose View > Site Map > Offers > All Offers.
From the Show drop-down list, select Offer Templates.
In the Offer Template Files list, add a new record.
Complete the fields to add the offer template to the list.
In the Name field, type a name for the template.
In the File Name field, click the select button, navigate to the template file, and select it.

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