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# 修改模板条款

<a href="https://pxa.impact.com/student/activity/1087833?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-250&#x26;utm_campaign=help-center" class="button primary">参加 PXA 课程</a>

在你 [创建一组模板条款](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms.md)，你可以在项目发展过程中返回并修改这些条款。如果你需要将特定合作伙伴移到不同的条款， [将这些合作伙伴切换到新的模板条款](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/contracts/replace-a-partners-contract.md) 。

请使用下表确定哪种工作流程最适合你的需求：

| ​                  | **Template Term Modification**                                                            | **Term Switching (Replace)**                                                             | **Term Switching (Propose)**                                                       |
| ------------------ | ----------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| **Approach**       | Editing the existing template terms directly.                                             | Moving partners from their current template to a different one.                          | Moving partners from their current template to a different one.                    |
| **Mechanism**      | The content of the current template term is updated.                                      | Partners are unlinked from Term A and linked to Term B automatically.                    | Partners are sent a proposal to move from Term A to Term B.                        |
| **Partner impact** | Every partner joined to the template is notified; changes apply on the modification date. | Transition is automatic; partner's status moves to a new contractual bucket immediately. | Transition requires partner action; status moves only once they review and accept. |

#### 修改模板条款

没有任何合作伙伴签署的条款可以按你需要的频率进行修改。但是，一旦某个合作伙伴签署了那组模板条款，你必须按下面所示修改其现有条款（即修改其当前与你的合同），或者你必须 [将其切换](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/contracts/replace-a-partners-contract.md) 到新的或不同的条款集。

<details>

<summary>修改没有已签署合作伙伴的条款</summary>

1. 在左侧导航菜单中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → 合同 →** [**模板条款**](https://app.impact.com/secure/advertiser/engage/contracts/library/view-manage-ios-flow.ihtml).
2. 将鼠标悬停在要修改的条款上，然后选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FMLtRUwWz0pujlfmYWOgg%2FMoreVN.svg?alt=media\&token=03a3c355-a347-4207-baf7-c44fadf6d080) **\[更多]** **→ 修改条款**.
3. 进行更改。
   * 请参阅我们关于 [创建模板条款](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms.md) 以了解每个部分的更多信息。
4. 选择 **下一步**.
5. 审查你的更改，然后如果满意，请选择 **保存**。如果你对更改不满意，请选择 **返回** 或 **取消** 并重新开始。

</details>

<details>

<summary>修改有已签署合作伙伴的条款</summary>

一旦合作伙伴同意了一组模板条款，你现在必须考虑希望这些合作伙伴何时开始使用新条款组（称为 *修改开始日期*).

1. 在左侧导航菜单中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → 合同 → 模板条款**.
2. 找到要修改的条款，然后选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FMLtRUwWz0pujlfmYWOgg%2FMoreVN.svg?alt=media\&token=03a3c355-a347-4207-baf7-c44fadf6d080) **\[更多] → 修改条款**.
3. 进行更改。
   * 请参阅我们关于 [创建模板条款](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms.md) 以了解每个部分的更多信息。
4. 选择 **下一步**.
5. 审查你的更改，然后如果满意，请选择 **下一步**。如果你对更改不满意，请选择 **返回** 或 **取消** 并重新开始。

   <div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FXqnobIuD7Cc1s9tGjA8S%2FScreenshot%202026-04-29%20at%2014.11.21.png?alt=media&amp;token=b260dd13-2851-425b-b168-ecb7e2ed5517" alt=""><figcaption></figcaption></figure></div>
6. 确认 *合同条款* 和 *合作伙伴* 将受到影响的内容是否正确。
7. 选择一个 *修改开始日期* 以使新条款生效。
8. 勾选 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[未勾选的复选框]** 如果你想允许现有合同中的合作伙伴提前选择加入新更改。
9. 可选地，添加合作伙伴可以阅读的关于条款更改的任何备注。
10. 选择 **保存**.

{% hint style="success" %}
**注意：** 如果你在选择 **保存**后发现即将生效的条款中有任何错误，你必须 [撤回即将进行的修改](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/retract-template-term-modifications.md) 然后才能创建新的修改。
{% endhint %}

</details>

#### 批量修改模板条款

1. 确保任何全局 [模板条款规则](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/set-and-manage-template-terms-rules.md) 都已 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FACIoqj1Ayhx8QzL9aqYB%2Ftoggle-off-solid%20\(1\).svg?alt=media\&token=a85366cd-4b70-41a6-83df-319f89597ede) **\[已关闭]** 针对你想在批量更新中更改的任何模板条款项目。
2. 在左侧导航菜单中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → 合同 →** [**模板条款**](https://app.impact.com/secure/advertiser/engage/contracts/library/view-manage-ios-flow.ihtml).
3. 选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[未勾选的复选框]** 位于你想纳入批量更新的每个模板条款左侧的
   * 或者，要全选，请选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[未勾选的复选框]** 位于 *名称* 列标题左侧的
4. 选择 **修改条款**.
5. 在 *批量编辑模板条款* 页面上进行更改。
   * 选择 **查看条款** 以查看哪些条款将受到更改影响。
   * 从下拉列表中选择一个 **事件类型** 进行修改。
   * 可选地，添加或移除 **自定义条款** 从你所选的模板条款中。
   * 请参阅我们关于 [创建模板条款](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms.md) 以了解每个部分的更多信息。
6. 继续修改模板条款，然后 **保存** 在完成后保存更改。

#### 修改条款设置

仅适用于已有合作伙伴签署的条款， *条款设置* 使你能够对一组模板条款广泛应用操作性更改（例如，为源自一组条款的所有合同设置结束日期）。

1. 在左侧导航菜单中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → 合同 →** [**模板条款**](https://app.impact.com/secure/advertiser/engage/contracts/library/view-manage-ios-flow.ihtml).
2. 找到要修改的条款，然后选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FMLtRUwWz0pujlfmYWOgg%2FMoreVN.svg?alt=media\&token=03a3c355-a347-4207-baf7-c44fadf6d080) **\[更多]** **→ 为所有合作伙伴修改设置**.
3. 进行更改。

| 设置        | 描述                                                                                                                                                                                                                                                                       |
| --------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| 更改合同期限    | ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media\&token=b1550d48-bba9-4e81-8604-bc12370c5caa) **\[开启]** 这些条款所生成的合同是否可以具有 **持续** 期限或一个 **临时** 的期限。 |
| 更改备用条款    | <p>如果源自这些条款的合同有结束日期，你可以选择其合同将 <strong>回退</strong> 到当前合同结束后使用的哪组模板条款。</p><p><strong>你不能设置多个备用项</strong>。如果你已与某个单独合作伙伴设置了一组备用条款，则必须撤销该组单独备用条款。</p>                                                                                                                         |
| 撤回即将进行的切换 | ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media\&token=b1550d48-bba9-4e81-8604-bc12370c5caa) **\[开启]** 如果你想取消任何会影响以下合作伙伴的条款更改： *这组特定条款*.         |
| 撤回待处理提案   | ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media\&token=b1550d48-bba9-4e81-8604-bc12370c5caa) **\[开启]** 如果你想撤回任何会将合作伙伴移出这组特定条款的提案。                |
| 备注        | 合作伙伴将收到任何模板条款设置更改的通知，因此你可以选择留下有关更改的备注。                                                                                                                                                                                                                                   |

4. 选择 **提交**.

#### 合作伙伴如何收到条款更改通知？

你可以设置 [更改通知周期](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/set-and-manage-template-terms-rules.md) 规则，以设置在合同更改生效前通知合作伙伴的默认天数。合作伙伴可以通过三种方式收到其合同更改通知：

1. **电子邮件通知** — 合作伙伴将通过其 [电子邮件通知设置](/partner/zh/ni-xiang-liao-jie-shen-me/platform-features/dashboard/configure-platform-and-email-notifications-for-partners.md) 收到有关其合同变更的通知。
2. **应用内通知** — 合作伙伴将通过应用内收到其合同变更通知。
3. **应用内** — 合作伙伴可以查看 *即将到来的更改* 其合同的 *我的品牌* 合作伙伴平台中的部分。


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