> 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).

# 设置和管理模板条款规则

<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。当启用某项规则时，您账户中创建的每个新模板条款都会继承该规则。

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

1. 从顶部导航栏中，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. 在左侧的 *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]**，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生效）。                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| **限制模板条款的修改**  | 启用此设置后，只有拥有“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它，来选择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>不允许合作伙伴终止合同</strong> 以限制合作伙伴终止合同。</p> |

</details>

<details>

<summary>事件类型</summary>

启用后，请选择以下任一配置以设置 [无期限锁定](/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]** **启用无期限锁定：** 您将无法为任何单个事件类型禁用无期限锁定。
* ![](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]** **不启用无期限锁定：** 您将无法为任何单个事件类型启用无期限锁定。

{% hint style="warning" %}
**重要：** 当您启用 *规则执行*，任何其他账户用户 *没有* 所需权限将无法偏离无期限锁定规则。
{% 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>标准化合同变更生效前通知合作伙伴的默认天数。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> 以允许账户用户按每份合同更改此设置。</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策略，该策略默认将具有与该规则相同的撤销策略。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>使用字段和下拉菜单为所有合同设置您的操作锁定期。 <strong>此设置非常重要，并且与您的账户资助相关！</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策略，该策略默认将具有与该规则相同的策略。</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> 在 <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> 以了解更多信息。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| **付款排期**      | <p>使用字段和下拉菜单设置您的付款排期周期，即合作伙伴从您的账户钱包中收到其付款的时间。 <strong>此设置非常重要，并且与您的账户资助相关！</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排期策略，该策略默认将具有与该规则相同的策略。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| **点击归因窗口**    | <p>这会设置合作伙伴仍可为某项操作获得归因的时间窗口。</p><p>例如，如果合作伙伴将一次点击引导至您的网店，而客户尚未购买任何商品，则归因窗口开始。如果客户在归因窗口内返回您的网站并购买了某些内容（即完成一项操作或“转化”），合作伙伴将因促成该操作而获得归属。</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归因窗口策略，该策略默认将具有与该规则相同的策略。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| **展示归因跟踪**    | <p>如果您仍在使用此旧功能，您可以配置合作伙伴可获得归属的时间窗口，或全局禁用它。</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策略，该策略默认将具有与该规则相同的策略。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| **结算**        | <p>如果该操作不适用任何付款组、调整、限制或绩效奖金，则这是适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>这是合作伙伴在您的模板条款顶部看到的付款。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| **版位费用**      | 如果您在模板条款中设置版位费用，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。                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| **冲正政策**      | <p>如果您决定冲正某项操作，此设置将决定您可以保留多少付款。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>广告主最高返还</strong> <strong>\<value> %</strong> <strong>每月最高返还额</strong>。我们建议选择 100，这样在发生退单、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冲正请求。</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>无需返还：</strong> 合作伙伴无需返还因促成操作而获得的付款。</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冲正策略，该策略默认将具有与该规则相同的冲正策略。启用此规则后，您可以强制设置最低为 <strong>\<amount></strong> % 的每月最高返还额。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>：在冲正策略规定不可返还时允许订单</p> |
| **合作伙伴自定义条款** | <p>为自定义条款在以下配置之间选择：</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>


---

# Agent Instructions
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