1. Marketing User Guide
  2. Creating an HTML or Text Treatment Template

Creating an HTML or Text Treatment Template

The following procedure shows how to create an HTML or text treatment template.

To create an HTML or text treatment template

  1. Create an HTML template, using a third-party HTML editor 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, then create a subdirectory in your HTML templates directory and name it Images.

    The HTML templates directory is the directory specified for the editor file manager browser on the external Web server. For additional information about the editor file manager, see Siebel Marketing Installation and Administration Guide. In the Images directory, you store the graphics to be used in the treatment. Make sure that you refer to each image as follows:

    <IMG BORDER=0 SRC="http://server_name/Web Marketing/images/image.gif">

    where:

    • server_name is the name of the server where the file manager is located on the external Web application server

    • image.gif is the name of the embedded image

    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 Treatment Templates list as follows:

    1. Navigate to the Offers screen.

    2. In the link bar, click Treatment Templates.

    3. In the Treatment Template list, create a record.

    4. Complete the fields to add the treatment template to the list:

      • In the Name field, enter a name for the template.

      • Click the File Name select button and select the template file.

  4. Copy the images you embedded in your treatment to the subdirectory you created or the image folder you referenced in Step 2.