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IBM Distributed Marketing documentation
  • IBM Distributed Marketing v9.1.2 documentation
  • General Data Protection Regulation (GDPR) support
  • Release Notes
  • IBM Distributed Marketing Installation Guide
  • IBM Distributed Marketing Upgrade Guide
  • IBM Distributed Marketing Administrator's Guide
  • IBM Distributed Marketing Corporate Marketer's Guide
  • IBM Distributed Marketing Field Marketer's Guide
  1. Home
  2. IBM Distributed Marketing Corporate Marketer's Guide
  3. Corporate Campaigns page
  4. Workflow templates page
  • IBM Distributed Marketing Corporate Marketer's Guide
    • IBM ® Distributed Marketing

      IBM ® Distributed Marketing provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.

    • Customize Marketing OperationsDistributed Marketing

      You can customize the Marketing OperationsDistributed Marketing interface to meet your needs. Customization settings are available in Marketing OperationsDistributed Marketing when you click Settings or Settings > Marketing OperationsDistributed Marketing Settings.

    • Corporate Campaigns

      Corporate Campaigns are marketing campaigns that are planned, scheduled, and executed by a centralized marketing team.

    • Corporate Campaign tasks

      The goal of a Corporate Campaign is to target customers that local field marketers approved.

    • Corporate Campaigns and field marketers

      When a corporate marketer uses the Subscription task in the workflow for a Corporate Campaign, invited field marketers choose whether to subscribe to the Corporate Campaign.

    • Subscriptions

      A subscription is the invitation to a field marketer to include their territory in a Corporate Campaign, or a wave of a multi-wave Corporate Campaign.

    • Workflows

      To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.

    • Flowcharts for Corporate Campaigns

      For a Corporate Campaign, two flowcharts are typically run by corporate marketing through Campaign.

    • Working with Lists, On-demand Campaigns, and Corporate Campaigns

      This section contains common information about working with Lists, On-demand Campaigns, and Corporate Campaigns.

    • Alerts
    • Templates

      Templates are definitions of a List, On-demand Campaign, or Corporate Campaign that corporate and field marketers use to create new objects.

    • Building and managing templates

      To create and manage templates and template components, you use the Template Configuration page. Select Settings > Marketing OperationsDistributed Marketing Settings. Then, click Template Configuration.

    • Form Editor

      The Form Editor creates and edits template components. Forms capture information about the List, On-demand Campaign, or Corporate Campaign.

    • Flowchart management

      IBM ® Campaign uses flowcharts to define campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.

    • List of processes
    • About processes
    • User variables

      Campaign supports user variables, which can be used during process configuration when creating queries and expressions.

    • Context-sensitive help topics
    • Corporate Campaigns page
      • Options Corporate Campaigns page
      • Add a Corporate Campaign wizard
      • Corporate Campaign Summary page
      • Corporate Campaign People page
      • Corporate Campaign People page
      • Corporate Campaign Workflow page
      • Post Task
      • Corporate Campaign Attachments page
      • Corporate Campaign Analysis page
      • Template Configuration page
      • Workflow templates page

Workflow templates page

You use this page to manage workflow templates.

Before using this page, you should understand:

  • Workflow Templates page
  • Exporting workflow templates
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