In integrated Unica Plan and
Unica Campaign, you use campaign projects to
access Unica Campaign information within Unica Plan.
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
Unica Plan 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.