In integrated HCL®
Marketing Operations and HCL
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 Settings > Marketing
Operations Settings.
- Under Other Options, click Template Configuration > Templates.
- 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 HCL
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.