What is an offer template?

An offer template defines the structure of an offer. Users create offers by basing them on offer templates.

Important: Offer templates are required. Users cannot create an offer without basing it on a template.

You can create as many offer templates as appropriate to manage the different types of offers within your business. When defining an offer template, you specify the relevant offer attributes and how they will be used.

Offer templates provide the following benefits:

  • By creating offer templates, you simplify offer creation for users because only the relevant offer attributes for a particular type of offer are shown.
  • By providing default values for offer attributes, you speed up the offer creation process.
  • By specifying which offer attributes are parameterized in an offer template, you control when new offers are created and when an offer version can be used instead.
  • By using custom attributes to capture specific data (for example, the discount percentage or bonus points associated with the offer), you enable better reporting and analysis of campaigns.