Building a template

About this task

Before you create templates forMarketing Operations objects Lists, On-demand Campaigns, and Corporate Campaigns, determine whether you must add custom tabs or create metrics templates. If you do, see the chapter on the Forms Editor and use the procedures in that chapter to create forms for custom tabs or metrics templates.

When the template components you need are available, create a template and assemble the pieces. The steps to create a template are generally the same for each object type, with the following exceptions:.

  • There is only one plan and one invoice template. You can edit these templates, but you cannot create additional plan or invoice templates.
  • You can specify a workflow template for project templates and you can create workflow templates from project templates
  • Projects, programs, and plans also have a Metrics drop-down list on the Properties tab.
  • Project templates also contain tabs that are named Campaign, Project Roles, Request, and Workflow.

Procedure

  1. From the Settings menu, select Marketing OperationsDistributed Marketing Settings.

    The Administrative Settings screen opens.

  2. Click Templates.

    The Template Configuration Screen opens

  3. Click the Add icon ().
  4. Click Add Template in the section of the page in which you want to create a template.
  5. From the icon's drop-down list, select the type of object for which you want to create a template.
  6. Use the information that is provided in the rest of this chapter to determine how to complete each of the tabs for this template.
    Important: When you assemble a template, click Save Changes when you finish editing a tab, before you navigate to another tab in the template. Otherwise, your changes are not saved.