About Templates

Templates are the images and options that make up an offer. They provide the style and flair that can turn a functional, but simple offer into an intriguing and professional offer. Selecting the appropriate banner template is part of the process of creating the perfect offer to cater to the needs of customers and visitors alike.

There are three elements that make up a functional template:

  • HTML

  • CSS

  • Image (gif)

The system comes with templates that can be used for creating offers. If you find that the templates available do not suit your needs, however, you may also create your own custom templates and upload them for use in creating offers.

When a template has been uploaded, it can be in one of three stages:

  1. Draft: This is the stage a template is placed in when it is first uploaded into the system. While in this stage, the templates can be edited, deleted, or previewed. Previewing the template allows for users to see the template in the context of a web browser. While in this stage, the template is not available for offers creation.

  2. Published: This is the active stage of a template life-cycle. When a template is Published, it is available for offers creation and can be immediately selected from the list of available banners. Published templates cannot be deleted.

  3. Archived: This is the dormant stage of a template life-cycle. When templates are no longer relevant to the creation of new offers, they can be archived for later use. While in this stage, the template is not available for offers creation, but can still be used by active offers.

You can organize, view, edit, and upload templates on the Templates screen of the Offers Console by clicking the Templates button.