Modifying An Existing Treatment Template

If you want to modify an existing treatment template, then perform the steps in the following procedure.

To modify an existing treatment template

  1. Make the necessary modifications to the template file saved on your local drive, using the same text editor used to create the file.

  2. Save and close the file.

  3. Navigate to the Offers screen, then the Treatment Templates view.

  4. In the Treatment Template list, select the template record.

  5. In the File Name field, click the select button.

  6. In the dialog box, click Browse.

  7. Select the file, and click Open.