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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.
Viewing custom templates
To view custom templates, 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

Viewing custom templates

To view custom templates, complete the following steps:

Procedure

From the Unica Platform home page, select Settings > Offer settings.
The Offer settings page appears.
Select Custom template definitions.
The Offer template definitions page appears.
You can perform the following operations on the page:
- Sort the custom templates based on Offer template name.
- Reorder the view of the templates as per your convenience. For more information, see Reordering the templates in the list.
- Edit the custom templates. For more information, see Editing custom templates.
- Retire an active custom template. For more information, see Retiring active templates.
- Customize the number of rows for display. The options are 10 Rows, 20 Rows, 50 Rows, and 100 Rows.
- Move to the next page, previous page, last page, or the first page using the navigation arrows.

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