# Set & Manage Template Terms Rules

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*Contract Rules* can be used to establish unified rules across all of the template terms created in your account. When a rule is enabled, every new template term created in your account will inherit that rule.

{% hint style="info" %}
**Note:** Only account users with the [necessary permissions](https://help.impact.com/brand/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand) will have access to this section.
{% endhint %}

1. From the top navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1183576591b45997efe4dc81a25024640591d02a%2F245137dc972a7a7f6165b59538fcdbac8fd5bd8fee4ba9f20c1a2982c5b58b57.svg?alt=media) **\[User profile] → Settings**.&#x20;
2. On the left, in the *General* section, select **Template Term Rules**.
3. To enable and configure a setting and apply it to all your template terms, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]**, make your changes, then select **Save**.
   * Refer to the section below for more information on configuring template term rules.

<details>

<summary>Rule Enforcement</summary>

|                                             |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| ------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Application of the rules**                | Enabling this setting ensures that other template terms follow these rules (applied only when creating or modifying a template term).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| **Restrict modification of template terms** | Enable this setting to allow only users with the Template Terms Administrator account permission to modify your selected template terms. Select the template terms to which you want this restriction to apply by typing the name of the template term, then selecting it from the drop-down list.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| **Restrict partner contract management**    | <p><strong>Note:</strong> This feature is only accessible to specific impact.com editions or add-ons. <a href="https://app.impact.com/support/portal.ihtml?createTicket=true&#x26;">Contact us</a> to upgrade your account and get access!</p><p>Enable this setting to place more contract restrictions on partners:</p><p>• Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Do not allow partners to propose new contracts</strong> to restrict partners from proposing new contract terms.</p><p>• Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Do not allow partners to expire contracts</strong> to restrict partners from expiring contracts.</p> |

</details>

<details>

<summary>Event Type</summary>

When enabled, choose one of the following configurations for [open-ended locking](https://help.impact.com/brand/platform-features/actions-and-payouts/open-ended-locking-explained):

* ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **\[Radio button]** **Enable open-ended locking:** You won't be able to disable open-ended locking for any individual event type.
* ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **\[Radio button]** **Do not enable open-ended locking:** You won't be able to enable open-ended locking for any individual event type.

{% hint style="warning" %}
**Important:** When you enable *Rule Enforcement*, any other account user *without* the necessary permissions won't be able to deviate from the open-ended locking rules.
{% endhint %}

</details>

<details>

<summary>Template Term</summary>

Refer to our [creating Template Terms help article](https://help.impact.com/brand/platform-features/contracts-and-template-terms/template-terms/create-template-terms) for more help with template term settings.

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| ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Change Notification Period** | <p>Standardizes the default amount of time in days that partners are notified before contract changes go into effect. Select the <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> to allow account users to change this setting on a per-contract basis.</p><p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Allow users to change the default</strong> to allow users to modify a template term's change notification period policy, which will, by default, have the same reversal policy as per the rule. With this rule enabled, you can select the second checkbox to set a maximum number of days that account users can use for the change notification period.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| **Action Locking**             | <p>Use the fields and dropdowns to set your action locking period for all contracts. <strong>This setting is very important, and is tied to your account funding!</strong></p><p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Allow users to change the default</strong> to allow users to modify a template term's action locking policy, which will, by default, have the same policy as per the rule.</p><p><strong>Important:</strong> If you’re on an SOI funder type, certain action locking restrictions apply. Refer to the SOI funder type's <em>Contract restrictions</em> in <a href="../../finance/add-funds-to-your-funding-account/funder-types-for-brands-explained">Funder Types for Brands Explained</a> for more information.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| **Payment Scheduling**         | <p>Use the fields and dropdowns to set your payout scheduling period, which is when partners will receive their payouts from your account wallet. <strong>This setting is very important, and is tied to your account funding!</strong></p><p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Allow users to change the default</strong> to allow users to modify a template term's payment scheduling policy, which will, by default, have the same policy as per the rule.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| **Click Referral Window**      | <p>This sets the window of time that a partner can still receive credit for an action.</p><p>For example, if a partner drove a click to your web store and the customer doesn't purchase anything yet, the referral window starts. If the customer returns to your site within the referral window and purchases something (i.e., completes an action or "converts"), the partner will receive credit for driving that action.</p><p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Allow users to change the default</strong> to allow users to modify a template term's click referral window policy, which will, by default, have the same policy as per the rule.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| **View Through Tracking**      | <p>If you're still using this legacy feature, you can configure the window of time that a partner can receive credit or disable it globally.</p><p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Allow users to change the default</strong> to allow users to modify a template term's view through tracking policy, which will, by default, have the same policy as per the rule.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| **Payout**                     | <p>This is the default payout applied to all template terms if no payout groups, adjustments, restrictions, or performance bonuses apply to the action:</p><p><strong>Percentage</strong> payout <strong>per order</strong> or <strong>per item</strong> sale amount pays the partner a percentage of the sale—either of the whole order or on a per-item basis.</p><p><strong>Fixed</strong> payout <strong>per order</strong> or <strong>per item</strong> pays the partner a fixed payout for the order amount or for the item(s) in an action.</p><p>This is the payout that partners will see at the top of your template term.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| **Placement Fees**             | If you're setting placement fees in your template terms, you can set a global maximum for all template terms here.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| **Minimum EPC Guarantees**     | If you're using a CPC Event Type and setting a minimum EPC Guarantee for partners, you can set a global value for all template terms here.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| **Reversal Policy**            | <p>If you decide to reverse an action, this setting determines how much of the payout you can receive. Your options include:</p><p>• <strong>\[Recommended]</strong> <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[Radio button]</strong> <strong>Advertiser returns up to</strong> <strong>\<value> %</strong> <strong>max monthly returns</strong>. We recommend choosing 100 so you can recover 100% of your payout in the event of an order return, cancellation, or fraud.</p><p>• <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[Radio button]</strong> <strong>Partner Approves:</strong> The partner has to approve any reversal requests.</p><p>• <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[Radio button]</strong> <strong>No Return:</strong> The partners never need to return payouts for driven actions.</p><p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Allow users to change the default</strong> to allow users to modify a template term's reversal policy, which will, by default, have the same reversal policy as per the rule. With this rule enabled, you can enforce a minimum of <strong>\<amount></strong> % max monthly returns. You can also choose one or both of the following configurations:</p><p>• <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Allow deals where the partner approves all returns</strong>: Allow all orders to be approved by the partner.</p><p>• <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media" alt=""> <strong>\[Checkbox]</strong> <strong>Allow deals where the conversions cannot be returned</strong>: Allow orders when the reversal policy states it cannot be returned</p> |
| **Partner Custom Terms**       | <p>Choose between the following configurations for custom terms:</p><p>• <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[Radio button]</strong> <strong>Allow partners to include their own custom terms</strong>: Globally allow partners to propose their own custom terms onto your proposed template terms.</p><p>• <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[Radio button]</strong> <strong>Do not allow partners to include their own custom terms</strong>: Globally disallow partners to propose their own custom terms onto your proposed template terms.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |

</details>
