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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.
Creating custom templates
Administrators must create offer templates before users can create offers.
Save offer as templates

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.
      - Mapping content with an offer template
        This feature enables users to auto-populate multiple offer attributes from the selected content artifact. You can map the content artifact when creating a new custom template or modifying an existing template.
      - Custom action
        To integrate different services that takes several attributes from COM, process it and in return, populate the other offer attributes, complete the following steps:
      - Select box - database attribute dependency
        If you have added multiple Select box - Database attributes to your template, you can add a dependency between the attributes.
      - Adding attributes to templates in use
        With Unica Centralized Offer Management, an administrator can add a new attribute in the parameterized section of the template, even if offers are created using the template. The attribute added automatically become available in all the offers associated with the template. The value of the attribute, in the offers, will be the one set by the administrator.
      - Save offer as templates
    - 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

Save offer as templates

An administrator can create an offer template using any independent offer (“Offer without template). For the Offer user, the administrator should assign template permissions to save offer as a template.

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