Creating custom templates

Administrators must create offer templates before users can create offers.

About this task

To create custom templates, complete the following steps:

On Offer template definitions page, templates are displayed under two different states Active and Retired.

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
      • Thumbnail url - User can either directly add the thumbnail url or can click on the Browse button and select a thumbnail from CIF.
      • 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
      • Internal attributes
      Note: From version 12.1.1 onwards, hidden attributes category is coverted to internal attributes category. However, hidden attributes created before 12.1.1 will remian invisible in the offers.
    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 Internal 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 Internal 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. User can define Visibility rules for the selected attributes in a template. Rules set on one attribute will decide the visibility of other attributes. Visibility rule can be set any type of attribute. When an offer is created using the templates having visibility rules applied on the attributes, then based on the set visibility rules the attributes are visible or internal.
      To define visibility rules, complete the following steps:
      • Select the attribute for which you want to define visibility rule, click visibility rules > set rule
      The set visibility rules page appears.
      • From the dropdown of the Name field, select the attribute.
      • Switch the toggle button for setting the In or Not in option. Depending on the operation becomes true the attribute will be visible else invisible.
      • From the dropdown of the Value field, select the appropriate rules.
    Note: Attribute(s) can have one rule but one rule can have multiple conditions, which are independent of each other as they are OR operation. The multiple conditions have OR operation between them. Hence, anyone one them turns out to be true the entire rule turns true. Rule defining attribute cannot be deleted from the template.
    Note: Multiple attributes can be selected for setting the visibility rule. Visibility rule defining attribute can be internal but no rules can be set on the internal attributes. Any attribute in internal state cannot have rules set on them but it can define visibility rule for other attributes.
    Note: Visibility rule will have an option Always invisible. Default value for the Always invisible attributes are mandatory at template level. To avoid impact on the existing customer, all internal attributes will be automatically become Always invisible.
    • Click Save.
    1. 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 internal 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.
      • Internal attributes - Expand the section and provide the values for the attributes.
      1. Internal attributes will now be available at offer level.
      2. Internal attributes will behave same as the Parameterised attributes except for two things:
        1. Internal attributes will not be available for other Unica products. These attributes are available only for reporting purposes.
        2. Attributes under the internal attribute section can be both mandatory or non-mandatory.
      3. Internal attributes will support RICH TEXT but not IP ID or IP Name.
      4. Mapping can be defined for internal attributes.
        Note: When the template is not in use, the sequence of attributes under Static, Parameterised and Internal attribute section can be rearranged.
    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.
    3. If the offer has a Picker - URL attribute, you can see the preview of the content. Users are allowed to view the content and its details in the Offer screen. Select the icon succeeding the URL.
      The following are some conditions related to content preview:
      • If you do not have the Content Integration User role assigned, an error message appears instead of the preview.
      • If you manually add the URL or modify the URL after content selection, an error message appears instead of the preview.
      • If the API cannot fetch the data, an error message appears instead of the preview.
      • If the content is removed from the CMS, the preview does not appear.
      • If the CMS, or the plugin for the CMS, does not support retrieving individual content details, the preview does not appear.
      • If the Content Integration API does not recognize the image or non-image MIME-type from CMS, the default thumbnail appears in the preview.
      • If the Content Integration API recognizes the MIME-type from CMS, but cannot fetch the thumbnail due to connectivity issues between Content Integration and CMS, the Image not accessible icon appears with the content details in the preview.
      • If the Content Integration API recognizes the non-image MIME-type from CMS, but cannot fetch the thumbnail due to connectivity issues between Content Integration and CMS, the Thumbnail not accessible icon appears with the content details in the preview.

      When you are previewing the content, if required, you can download the content from the CMS. Click the download icon to download the content to your system.

    4. If required, map a content artifact to the template. Select Content Integration.
      The Content Integration dialog appears. For more information, see Mapping content with an offer template.
    5. If you have added multiple Select box - Database attributes in the parameterized attributes section or the static attributes section, you can add dependency to the attributes. For more information, see Select box - database attribute dependency.
  5. Click Save.
    The success message for custom template creation appears in the Offer template definitions page.