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HCL Marketing Operations Administrator Guide
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Template Basics
A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
Campaign project templates
If HCL® Marketing Operations is integrated with HCL Campaign, campaign project templates guide users in creating a campaign project. Campaign projects integrate the planning and project management features of Marketing Operations with the campaign development features of Campaign.

Campaign project templates

If HCL® Marketing Operations is integrated with HCL Campaign, campaign project templates guide users in creating a campaign project. Campaign projects integrate the planning and project management features of Marketing Operations with the campaign development features of Campaign.

You indicate that a template is a campaign project template when you create the project template. In integrated systems, all new project templates include a Campaign tab on which you complete the options on the Campaign tab for the template. Then, you must specify a Target Cell Spreadsheet. If you want to import Campaign contact and response metrics, you must specify a metric map file.