New features for HCL Marketing Operations- Campaign systems

Copy project attributes to campaign attributes

In version 9.1.0, creators of projects and project requests in Marketing Operations that are linked to campaigns can push more data through to Campaign automatically. This feature lessens the risk of data entry error and accelerates the process of creating campaign-projects.

You can configure campaign-project templates that automatically copy project information from projects to campaigns. You can automatically copy the description, Start date, and End date so you do not need to enter this information twice. When you create a campaign-project template, select the Copy project attributes to campaign attributes check box to automatically copy project attributes to Campaign.

If the Copy project attributes to campaign attributes check box in the template is not selected on the template, users can still copy the information with one click in the object instance. When you create instances from templates without the check box selected, the Copy project attributes to campaign attributes link copies project attributes to Campaign.