Editing custom templates

If an offer template does not have offers based on it, you can change the basic options and default values of attributes in the template and add attributes in the parameterized section. If an offer template has offers based on it, you can only add attributes in the parameterized section.

About this task

To edit active existing templates, complete the following steps:

Procedure

  1. In the Offer template definitions page, select > , succeeding the custom template.
  2. In the Metadata section make the required changes. For more information, see Creating custom templates.
  3. In the Offer attributes section:
    1. If the offer template is currently used by an offer, you cannot change settings for offer attributes. If the template is not being used, you can modify the attributes in the offer template as needed.
    2. For any further modifications, see Creating custom templates.
  4. In the Default values section:
    1. If required, provide a default value for attributes in the offer template.
    2. When creating offers, users can change the default value of static and parameterized attributes. However, users cannot change the value that you enter for internal static attributes.
    3. For any further modifications, see Creating custom templates.
  5. Click Finish.