In integrated IBM® Marketing Operations and IBM Campaign, you use campaign projects to access Campaign information within Marketing Operations.
Before you begin
Before you can create a campaign project template, you
must create the TCS form.
If you want to include custom campaign attributes or a metric map
file in the template, create them before you create the template.
Procedure
- Select .
- Under Other Options, click .
- In the Project Templates section, click Add
Template.
- Complete the Properties tab and click Save
Changes.
- Click the Campaign tab and select
the Campaign Project Template check box.
- Complete the remaining fields on the Campaign tab and click
Save Changes.
If you want to require TCS approval,
select the Approval Required check box. See TCS approval.
- Complete the remaining tabs, saving each one. For more information about these tabs and template creation, read about building or editing a
template in the IBM
Marketing Operations Administrator's
Guide.
The template displays in the list of project templates on the Templates
page.
- Click Enabled in the row for the
template to make it available to users when they create projects.