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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 template design
You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign that you run.

Campaign project template design

You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign that you run.

You create a separate template for each unique combination of forms you need. For example, if you need to gather different information to define your target cells for some campaigns, you create different Target Cell Spreadsheets (TCS®). Then, associate each TCS with a different template. Similarly, if some custom campaign attributes are relevant only for certain types of campaigns, you can create different campaign project templates. You can create separate templates to control custom campaign attributes, the attribute display order, and their organization on tabs.