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HCL Marketing Operations and HCL Campaign Integration Guide
Campaign project template design
You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign that you run.
Design your campaign project templates, forms, and attributes
Before you begin creating objects in Marketing Operations, you plan and design your campaign project templates and the forms and attributes they require.
Designing offer templates
If offer integration is enabled, you can create offer templates in Marketing Operations to guide users in creating offers. To work with offer templates, you design the templates first and then create the custom offer attributes and forms that are used to build them.

Designing offer templates

If offer integration is enabled, you can create offer templates in Marketing Operations to guide users in creating offers. To work with offer templates, you design the templates first and then create the custom offer attributes and forms that are used to build them.

About this task

Note: For more information about administering and by using offers, see the Campaign guides for administrators and users.

Procedure

When you are ready to create an offer template, select Settings > Marketing Operations Settings > Template Configuration > Templates.
Complete the options in the Offer Templates section.
You can import from Campaign any pre-existing offer templates, attributes, offers, offer lists, and offer folders.