When to create another template

You can add templates at any time. Design new templates when you must capture new information about a marketing object type.

You design and implement templates to provide an appropriate framework for each type of marketing object. Generally, you create a new template only when the information that you want to capture about a marketing object type differs from the information the existing templates collect. For example, in one type of project you want to capture specific metrics, provide a specific workflow, and supply specific reference materials as attachments. For another type of project, one or all of these requirements are different. In this case, use a different template for each project.

You can also choose to use different project templates for variations of a marketing program. For example, you might have the following templates:

  • A project for a routine monthly direct mailing.
  • A project template for a targeted direct marketing program around a new product launch.
  • A project to organize your organization's booth at a tradeshow.

Each of these project types can have its own project template.

Note: The exceptions to this method are plans, invoices, and assets: your organization can set up only one template each of these marketing object types.