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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.
Example templates
HCL® Marketing Operations provides a few example templates. You can use the example templates to start creating marketing objects. Then, you can modify the example templates and create custom templates for your organization.

Example templates

HCL® Marketing Operations provides a few example templates. You can use the example templates to start creating marketing objects. Then, you can modify the example templates and create custom templates for your organization.

Marketing Operations provides a few program and project templates. Marketing Operations also provides one default template for a plan, an invoice, and an asset; you can edit these templates to suit your needs, but you cannot create new templates for these object types. The examples are in the following file under your HCL Marketing Operations installation.


\tools\admin\sample_templates\sampleTemplates<database>.zip

where <database> is your database. For example, if you are using an Oracle database, you should import sampleTemplatesOracle.zip.