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HCL Marketing Operations 9.1.1 documentation

HCL Marketing Operations v9.1.1 documentation
Release Notes
HCL Marketing Operations User Guide
HCL Marketing Operations Administrator Guide
HCL Marketing Operations and HCL Campaign Integration Guide
HCL Marketing Operations Integration Module
HCL Marketing Operations Installation Guide
HCL Marketing Operations Upgrade Guide
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HCL Marketing Operations Administrator Guide
About forms
Publishing forms

HCL Marketing Operations Administrator Guide
- Overview
  With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- HCL Marketing Operations interface customization options
  HCL® Marketing Operations offers options for customizing the user interface. You can customize or rebrand the Marketing Operations interface to match your organization's needs.
- Marketing object types
  Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with HCL® Marketing Operations, you can create custom marketing object types.
- After your organization uses HCL® Marketing Operations for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Marketing Operations reports
  HCL® Marketing Operations provides a set of default reports and dashboard report components. The Marketing Operations reports package provides extra reports and dashboard report components, which are created in IBM Cognos®, a separate business intelligence application.
- Template Basics
  A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
  After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
- Program and project templates
  Program and project templates have additional tabs that customize the object instances that are made from the template.
- About forms
  - Form Definitions page
  - Creating forms
  - Creating grids
  - About Target Cell Spreadsheets
    A Target Cell Spreadsheet (TCS) is an editable grid component that has a set of predefined attributes. You use Target Cell Spreadsheets when HCL® Marketing Operations-Campaign integration is enabled.
  - Publishing forms
    - To publish a form
  - Exporting forms
  - Importing forms
  - Moving forms from one computer to another
  - Managing lookup values for a form
  - Copying forms
  - Enabling data posting of list selections
  - Adding a form to existing objects
- About attributes
  An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Marketing Operations, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- About metrics
- Multiple locale support
  For organizations with Marketing Operations users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- About security
- Setting up alerts
- About list definitions
  The user interface of HCL® Marketing OperationsDistributed Marketing presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
- Exporting and importing metadata
  You can transfer data structures (metadata) between HCL® Marketing Operations systems using the export and import features.
- Setting up libraries for digital assets
- Setting up accounts
- About advanced topics

Publishing forms

You can only add published forms to a template. Each time you edit a form, you must publish it again.

To publish a form

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