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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.
Retiring active templates
To retire custom templates that are in Active status, complete the following steps:

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

Retiring active templates

To retire custom templates that are in Active status, complete the following steps:

Procedure

In the Offer template definitions page, select > , succeeding the active custom template.
The Retire template confirmation box appears.
To retire a custom template, click Retire.
If you retire an active custom template, you cannot use it for creating offers.

The success message and the Offer template definitions page appears.
Note: Offer template once retired can be re-activated and used for creating offers.

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