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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.
Decide on a set of templates
Design one template for each marketing object type.
List of example templates
HCL® Marketing Operations comes with several example templates.

List of example templates

HCL® Marketing Operations comes with several example templates.

The following example templates are for programs.

Database Marketing contains basic information about programs that develop and implement direct marketing campaigns.
Product Launch contains basic information about programs that develop and carry out new product launch campaigns.

The following example templates are for projects.

Database Marketing Campaign contains basic information about projects that develop and complete direct marketing campaigns.
Tradeshow contains basic information about projects that plan tradeshows.
Marketing Collateral contains basic information about projects that develop marketing collateral.
HCL Campaign, which if HCL Marketing Operations-Campaign integration is enabled, contains information about projects that are linked with campaigns in HCL Campaign.

For details on importing the example templates, see Importing template metadata.