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Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
Working with Templates
To create and manage templates and template components, you use the Template Configuration page. Select Settings > Collaborate Settings. Then, click Template Configuration.
Template People tab
The People tab of a template defines roles that are added to Lists, On-demand Campaigns, or Corporate Campaigns that are created from this template.

Template People tab

The People tab of a template defines roles that are added to Lists, On-demand Campaigns, or Corporate Campaigns that are created from this template.

You must define list definitions for roles before you add roles to a template.

To add a role, select a role from the drop-down list. The available values are populated from the list definitions.

To delete a role, click Remove next to the role you need to delete.

Note: You do not need to add roles here if they exist on the workflow template. Roles that are defined in the workflow template are added to the People tab when an instance is created.