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Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
About processes
Manipulating process boxes in flowcharts
Process boxes are the building blocks of flowcharts. The processes are visible on the flowchart process palette at the left of the workspace. Each marketing campaign consists of at least one flowchart, and each flowchart consists of processes that are configured and connected.
Pasting processes from the template library
Templates contain one or more configured processes and connections. Using templates can save time when you build flowcharts because you can copy and then paste configured processes from one flowchart to another.

Pasting processes from the template library

Templates contain one or more configured processes and connections. Using templates can save time when you build flowcharts because you can copy and then paste configured processes from one flowchart to another.

About this task

Procedure

Within a campaign, open a flowchart for editing.
Click the Options icon and select Stored Templates, or select Paste from Template Library from the right-click menu.
You see the Stored Templates window, which lists the available templates.
Select a template from the Items List and click Paste Template.
All of the processes are pasted from the template into the flowchart.
If one or more process boxes are pasted on top of existing process boxes in the flowchart workspace, click the top process box and move it to a new position.