> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/set-and-manage-template-terms-rules.md).

# 设置并管理模板条款规则

<a href="https://pxa.impact.com/student/activity/1117596?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-350&#x26;utm_campaign=help-center" class="button primary">参加 PXA 课程</a>

*合同规则* 可用于在您账户中创建的所有模板条款之间建立统一规则。启用某项规则后，您账户中新创建的每个模板条款都将继承该规则。

{% hint style="info" %}
**注意：** 只有具有 [必要权限](/brand/zh/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand.md) 的账户用户才能访问此部分。
{% endhint %}

1. 在顶部导航栏中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F210dEQa93qyQgoJDkieL%2FUser%20profile.svg?alt=media\&token=f84c5b17-fae4-4a30-990a-9de5e57a150b) **\[用户资料] → 设置**.
2. 在左侧，在 *常规* 部分下，选择 **模板条款规则**.
3. 要启用并配置某项设置并将其应用于您的所有模板条款，请选择 ![](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) **\[开启切换]**，进行更改，然后选择 **保存**.
   * 有关配置模板条款规则的更多信息，请参阅下方部分。

<details>

<summary>规则执行</summary>

|                |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| -------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **规则的应用**      | 启用此设置可确保其他模板条款遵循这些规则（仅在创建或修改模板条款时适用）。                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| **限制修改模板条款**   | 启用此设置后，仅具有“模板条款管理员”账户权限的用户才能修改您所选的模板条款。通过输入模板条款名称并从下拉列表中选择，来指定要应用此限制的模板条款。                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| **限制合作伙伴合同管理** | <p>启用此设置可对合作伙伴施加更多合同限制：</p><p>• 选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>不允许合作伙伴提出新合同</strong> 以限制合作伙伴提出新的合同条款。</p><p>• 选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>不允许合作伙伴使合同到期</strong> 以限制合作伙伴使合同到期。</p> |

</details>

<details>

<summary>事件类型</summary>

启用后，请为以下项选择一种配置： [开放式锁定](/brand/zh/what-would-you-like-to-learn-about/platform-features/actions-and-payouts/open-ended-locking-explained.md):

* ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **【单选按钮】** **启用开放式锁定：** 您将无法对任何单个事件类型禁用开放式锁定。
* ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **【单选按钮】** **不启用开放式锁定：** 您将无法对任何单个事件类型启用开放式锁定。

{% hint style="warning" %}
**重要：** 当您启用 *规则执行*，任何其他账户用户 *未* 获得必要权限将无法偏离开放式锁定规则。
{% endhint %}

</details>

<details>

<summary>模板条款</summary>

请参阅我们的 [创建模板条款帮助文章](/brand/zh/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms.md) 以获取有关模板条款设置的更多帮助。

|               |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **变更通知期**     | <p>将合作伙伴在合同变更生效前收到通知的默认天数标准化。请选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> 以允许账户用户按合同单独更改此设置。</p><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>允许用户更改默认值</strong> 以允许用户修改模板条款的变更通知期政策，默认情况下其政策与该规则相同。启用此规则后，您可以选中第二个复选框来设置账户用户可用于变更通知期的最大天数。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| **操作锁定**      | <p>使用这些字段和下拉菜单为所有合同设置操作锁定期。 <strong>此设置非常重要，并与您的账户资金类型相关！</strong></p><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>允许用户更改默认值</strong> 以允许用户修改模板条款的操作锁定政策，默认情况下其政策与该规则相同。</p><p><strong>重要：</strong> 如果您使用的是 SOI 资助方类型，则适用某些操作锁定限制。请参阅 SOI 资助方类型的 <em>合同限制</em> 于 <a href="/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/funder-types-for-brands-explained.md">品牌资助方类型说明</a> 以获取更多信息。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| **付款安排**      | <p>使用这些字段和下拉菜单设置您的付款安排周期，即合作伙伴将从您的账户钱包收到款项的时间。 <strong>此设置非常重要，并与您的账户资金类型相关！</strong></p><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>允许用户更改默认值</strong> 以允许用户修改模板条款的付款安排政策，默认情况下其政策与该规则相同。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| **点击推荐窗口**    | <p>这将设置合作伙伴仍可就某项行为获得归因的时间窗口。</p><p>例如，如果合作伙伴为您的网店带来了点击，而客户尚未购买任何商品，则推荐窗口开始计时。如果客户在推荐窗口内返回您的网站并购买了商品（即完成操作或“转化”），合作伙伴将因促成该操作而获得归因。</p><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>允许用户更改默认值</strong> 以允许用户修改模板条款的点击推荐窗口政策，默认情况下其政策与该规则相同。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| **展示归因跟踪**    | <p>如果您仍在使用此旧版功能，您可以配置合作伙伴可获得归因的时间窗口，或在全局范围内将其禁用。</p><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>允许用户更改默认值</strong> 以允许用户修改模板条款的展示归因跟踪政策，默认情况下其政策与该规则相同。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| **支付**        | <p>如果某项操作不适用任何付款组、调整、限制或绩效奖金，则这是应用于所有模板条款的默认付款：</p><p><strong>百分比</strong> 付款 <strong>按订单</strong> 或 <strong>按商品</strong> 销售金额会向合作伙伴支付销售额的一定百分比——可按整单或按单件商品计算。</p><p><strong>固定</strong> 付款 <strong>按订单</strong> 或 <strong>按商品</strong> 针对订单金额或某项操作中的商品，向合作伙伴支付固定金额。</p><p>这是合作伙伴将在您的模板条款顶部看到的付款。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| **投放费用**      | 如果您要在模板条款中设置投放费用，您可以在此为所有模板条款设置全局上限。                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| **最低 EPC 保证** | 如果您使用的是 CPC 事件类型并为合作伙伴设置最低 EPC 保证，您可以在此为所有模板条款设置全局值。                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| **撤销政策**      | <p>如果您决定撤销某项操作，此设置将决定您可收到多少付款。您的选项包括：</p><p>• <strong>\[推荐]</strong> <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>【单选按钮】</strong> <strong>广告主最多返还</strong> <strong>\<value> %</strong> <strong>每月最高返还</strong>。我们建议选择 100，这样在发生订单退货、取消或欺诈时，您可以收回 100% 的付款。</p><p>• <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>【单选按钮】</strong> <strong>合作伙伴批准：</strong> 合作伙伴必须批准任何撤销请求。</p><p>• <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>【单选按钮】</strong> <strong>不返还：</strong> 合作伙伴无需退还其促成操作的付款。</p><p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>允许用户更改默认值</strong> 以允许用户修改模板条款的撤销政策，默认情况下其撤销政策与该规则相同。启用此规则后，您可以强制设置最低 <strong>\<amount></strong> % 的每月最高返还。您还可以选择以下一种或两种配置：</p><p>• <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>允许合作伙伴批准所有返还的交易</strong>：允许所有订单由合作伙伴批准。</p><p>• <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FwXho9QKP3e4iU4ZKUSJ5%2F167ebb8cc30303.svg?alt=media&amp;token=a046e9f0-63aa-46f6-8a35-f73973fd326c" alt=""> <strong>\[复选框]</strong> <strong>允许无法返还转化的交易</strong>：当撤销政策规定不可返还时，允许订单</p> |
| **合作伙伴自定义条款** | <p>在以下自定义条款配置中选择一种：</p><p>• <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>【单选按钮】</strong> <strong>允许合作伙伴包含其自己的自定义条款</strong>：全局允许合作伙伴在您提出的模板条款中添加其自己的自定义条款。</p><p>• <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>【单选按钮】</strong> <strong>不允许合作伙伴包含其自己的自定义条款</strong>：全局禁止合作伙伴在您提出的模板条款中添加其自己的自定义条款。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |

</details>


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