Creating custom templates

Administrators must create offer templates before users can create offers.

About this task

To create custom templates, complete the following steps:

Procedure

  1. In the Offer template definitions page, click + Add new template.
    The Metadata section of the Add offer template details page appears.
  2. In the Metadata section, complete the following steps:
    1. In the Basic options, provide values for the following fields:
      • Template display name - Mandatory. An appropriate name for the custom template.
      • Select template icon - Mandatory. Select an appropriate icon from the available list. The selected icon appears beside the template name in the listing page.
      • Security policy - Mandatory. Select from the list of policies.
      • Description - Optional. Provide a description about the template.
      • Suggested usages - Optional. Provide a brief description about the scenarios where you can use the templates.
    2. In the Offer codes, either accept the defaults, or modify the data for the following fields:
      • Offer codes
      • Offer code generator
      • Treatment code format
      • Treatment code generator
      • To use the offer template with Interact, select Allow offers created from this template to be used in real-time interactions. This option will be displayed only if interact is installed or enabled from settings.
        Note:
        • You cannot use the space character in an offer code format.
        • If you leave the Treatment code generator field empty, the default treatment code generator is used.
    3. Click Next.
      The Offer attributes section appears.
  3. In the Offer attributes section, complete the following steps:
    1. The Offer attributes section is divided into four sections:
      • Available attributes - This contains the Standard attributes and the Custom attributes. For more information on the attributes, see Custom attribute definitions.
      • Parameterized attributes
      • Static attributes
      • Hidden attributes
    2. Note: For an offer to be available in a flowchart, it must have at least one standard attribute.
      To pick Standard attributes as a part of the template, drag-and-drop the required attributes from the list to the Parameterized attributes, Static attributes, or the Hidden attributes. You can also search the Standard attributes using the search bar.
    3. Note: For an offer to be available in a flowchart, it must have at least one custom attribute.
      To pick Custom attributes as a part of the template, select Custom, and drag-and-drop the required attributes from the list to the Parameterized attributes, Static attributes, or the Hidden attributes. You can also search the Custom attributes using the search bar.
    4. If you have dropped an incorrect attribute in any of the sections, click X, beside the attribute, to remove the attribute.
    5. Click Next.
      The Default values section appears.
  4. In the Default values section, for attributes that you added to the offer template, supply a default value that will be used when users create offers using this template. When creating offers, users can change the default value of static and parameterized attributes but cannot change the value you entered for hidden static attributes in the offer template.
    1. Provide appropriate values for all the attributes, default and selected. by expanding the three sections:
      • Parameterized attributes - For parameterized attributes with values supplied in a drop-down list, you can also add list items here, as you create the offer template. You can remove any new list items you add here but cannot remove any list items that existed previously. Any additions to the list items made here are saved back to the offer custom attribute. Expand the section and provide the values for the attributes.
      • Static attributes - Expand the section and provide the values for the attributes. For more information on default static offer attributes, see Default offer attributes.
      • Hidden attributes - Expand the section and provide the values for the attributes.
    2. If you have selected Allow offers created from this template to be used in real-time interactions, the Interaction point ID and an Interaction point name is automatically added to the parameterized attributes.
      You can enter any integer for the Interaction point ID default value, and any string for Interaction point name. The values are automatically populated with the correct data by the runtime environment; however, the design environment requires a default value.
  5. Click Save.
    The success message for custom template creation appears in the Offer template definitions page.