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Create Channel-Specific Communication Content for Targeted Outreach
After creating an offer, marketing managers can use the Treatment Designer to create tailored content for different delivery channels. Define headings, body text, and call-to-action details to optimize your offer messaging for various customer touchpoints.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Real-Time Offer Management |
Components of Offer Treatment Designer
The Offer Treatment Designer dynamically updates its layout and available fields based on the selected channel type. For example, when you select Email as the channel type, the designer displays email-specific fields relevant to creating an email treatment.
| Attribute | Function |
|---|---|
| Name | Enter a unique name for the treatment to identify it within the Offer Treatments list. |
| Channel | Select the intended delivery channel. |
| Output Format | Select the technical format for the treatment that aligns with your outreach platform requirements. The fields in the Offer Treatment Designer change based on the selected output format. |
| Offer Heading | Enter the primary headline text that customers see for this offer. |
| Offer Body | Provide the detailed description or message content for the offer treatment. |
| Call To Action URL | Enter the destination web address where customers are directed when they engage with the offer. |
| Call To Action Text | Enter the text for the button or link that encourages customer engagement. |
| Image URL | Add the trusted URL of the image your intent to use here, to display the content with the offer communication. |
| Internal/External CMS Folder URL | Specify the location of assets stored within your internal or external content management systems. |
| HTML Block | Add custom HTML code to further personalize your treatment’s appearance. |
| Intent | Describe the business or strategic intent of this treatment so it matches the purpose implied by the offer heading and body. |
| Tone | Specify the tone of voice for this treatment—for example, promotional, conversational, or formal—so it aligns with how the offer reads in the heading and body. |
| Status | View or set where this treatment is in its lifecycle—for example, draft, active, or inactive. |
| Engagement Channel Type | Select the engagement channel type used to deliver this offer treatment. |
| Offer Treatment Code | Specify the unique code for the offer treatment. |
Preview and Manage Treatments
- Add Treatment: Create multiple treatments for a single offer to target different channels or test varied messaging.
- Generate Preview: Generate preview to see a real-time visualization of how the treatment appears to customers.
- Manage Existing Treatments: Use the Offer Treatments panel to switch between, edit, or delete treatments associated with the current offer.
Next Steps
Review the offer configuration and then, if necessary, initiate an approval workflow. See Advanced Approvals for Offers.
