Creating Channel Mapping Marketing Text
Adding Marketing Text
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From the Administration menu, select Interfaces, select Channel Property Mapping, and select Marketing Text.
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Click New.
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Complete the following fields:
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Property. Select a property for this (mandatory field).
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Channel. Select the channel name (mandatory field).
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Transaction Type. The transaction type that will display the marketing text (mandatory field).
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Policy Type. Select the policy type to use for this property. For example, Commission, Cancel Policy, or other.
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Policy Detail. The policy type to specify the method for returning the text.
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Start Date. The first date the rate code is available in the channel (mandatory field).
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End Date. The last date the marketing text is available in the channel.
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Marketing Text. Enter the marketing message to appear throughout the channel.
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Click Save.
Editing Marketing Text
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From the Administration menu, select Interfaces, select Channel Property Mapping, and select Marketing Text.
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Enter search criteria and click Search.
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From your search results, select the vertical ellipsis Actions menu and select Edit.
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Update the marketing text.
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Click Save.
Deleting Marketing Text
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From the Administration menu, select Interfaces, select Channel Property Mapping, and select Marketing Text.
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Enter search criteria and click Search.
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From your search results, select the vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm.
Adding Marketing Text Templates
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From the Administration menu, select Interfaces, select Channel Property Mapping, and select Marketing Text.
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Click the Template tab and click New.
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Complete the following:
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Transaction Type. The transaction type that displays the marketing text (mandatory field).
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Policy Type. Select the policy type to use for this property. For example, Commission, Cancel Policy, or other.
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Policy Detail. The policy type for specifying the method of returning the text.
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Start Date. The first date the rate code is available in the channel (mandatory field).
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End Date. The last date the marketing text is available in the channel.
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Marketing Text. Enter the marketing message to appear throughout the channel.
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Click Save.
Parent topic: Channel Property Mapping