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Administrator Guide
Offer settings
Use Offer settings to create custom attributes and custom templates.
Offer template definitions
You can create offers using offer templates or without offer templates. For offer users to use existing custom templates, an administrator must create offer templates before users can create offers using them.
Reordering the templates in the list
You can reorder the templates as per your convenience using the Reorder feature.

Administrator Guide
- Offer administration concepts
  Offer administration concepts include:
- Offer configurations
  After installation of Unica Centralized Offer Management, you must configure its properties, and create and assign roles to the users.
- Offer settings
  Use Offer settings to create custom attributes and custom templates.
  - Custom attribute definitions
    You can create offer attributes and use them on offer templates and offers.
  - Offer template definitions
    You can create offers using offer templates or without offer templates. For offer users to use existing custom templates, an administrator must create offer templates before users can create offers using them.
    - Creating custom templates
      Administrators must create offer templates before users can create offers.
    - Viewing custom templates
      To view custom templates, complete the following steps:
    - Reordering the templates in the list
      You can reorder the templates as per your convenience using the Reorder feature.
    - 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.
    - Retiring active templates
      To retire custom templates that are in Active status, complete the following steps:
    - Using drop-down lists in offer templates
      A drop-down list, also known as a Select Box, is a list of values from which users can select a single item when they define an offer.
    - Defining a list of outbound communication channels
  - Offer without template settings
    In this release of Unica Centralized Offer Management, you can create offers without existing templates.
  - Webhook Support for Offers
  - API documentation
    You can access the API documentation via Swagger.
- Appendix

Reordering the templates in the list

You can reorder the templates as per your convenience using the Reorder feature.

About this task

You can sort the templates in ascending alphabetical order or descending alphabetical order based on Offer template name. But if you do not want the alphabetical sort and wish to see a few templates of your choice in the first page, you can reorder the listing.

To reorder templates, complete the following steps:

Procedure

In the Offer template definitions page, click Reorder.
The Reorder offer template panel appears.
Drag the required template and reposition it as per your choice.
For example, if you want Template-Name-06 and Template-Name-07 as the first two templates on the list, drag Template-Name-06 and drop it at the topmost location. Similarly, drag Template-Name-07 and drop it underneath Template-Name-06.
After completing the reorder, click Done.
The Offer template definitions page appears, and you will see the reordered list.

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