Decide on a set of templates

Design one template for each marketing object type.

Examples of how an organization can create a set of templates to meet business needs follow.

Your organization needs to collect information about projects that create or modify marketing collateral, so you create a project template called Marketing Collateral. Whenever someone in your organization creates a project that involves marketing collateral, they select the Marketing Collateral template and create the project from that template. For more information about creating a project, see the HCL® Marketing Operations User's Guide.

Your organization also develops and runs new direct marketing campaigns. To collect the information that is needed for those projects, you create another template that is called Database Marketing Campaign. Whenever someone in your organization creates a project for a particular database marketing campaign, they select the Database Marketing Campaign template. Then, they create the project from that template.

You can have as many templates as you have types of marketing projects or types of marketing programs.