Building and managing templates
To create and manage templates and template components, you use the Template Configuration page. Select Settings > Marketing OperationsDistributed Marketing Settings. Then, click Template Configuration.
The items and functions on the Template Configuration page are organized into two sections, Template Configuration and Templates Components. There is also an option to validate all templates.
For information about the entire process of building and managing templates, see Template-building methodology.
Template Configuration section
The template configuration section of the Template Configuration page contains the Templates link. This link opens a page that lists all the existing templates and template folders that are organized by marketing object type. You use the links on that page to create, delete, and organize templates, and to edit or export individual templates.
Validating templates
To run a utility that validates templates and forms and shows any validation errors, click Validate Templates in the template configuration section.
Templates Components section
The templates components section of the page contains the following links.
Link | Description |
---|---|
Forms | Opens the Form Definitions page, which lists the form definitions and provides options for working with forms. The following information shows for each form definition:
Click Add () to add a form. Use the links and icons on the Form Definitions page to create, import, enable, disable, delete, export, copy, publish, and manage forms. |
Metrics | Opens a page with sections for Metrics Templates, Metrics, and Metrics Dimension. Marketing OperationsDistributed Marketing displays the name and a short description for each listed item. For Metrics Templates, Marketing OperationsDistributed Marketing displays the following information and options.
Metrics also have the following extra information and options.
Metrics Dimension also have the following extra information and options.
Use the Legacy Metrics Specification Files link to retrieve legacy metrics specification files if they were uploaded before your upgrade to HCL® Marketing Operations version 8.5.0. From Marketing Operations 8.5.0 onwards, users cannot add any further files. |
Workflow | Opens a list of separately saved workflow templates and shows the following information.
You create workflow templates by saving the work that is done on the Workflow tab of a projectList, On-demand Campaign, or Corporate Campaign template or instance. You can use the links on this list page to delete, enable/disable, import, or export a workflow template. |
Data Mapping | Opens a list of data maps and shows the following information.
For more information, see Data Mapping Definitions. |
Icons | Opens a list of icons and shows the following information.
Click Add () to add an icon. Click Add Icon to add an icon. For more information, see Icons page. |
Rules | Opens the Rules Definitions page. Click Add Rules Definition to add rules. |
Shared Attributes | Opens a list of the shared attributes in the system, which is organized by attribute category, and shows the following information.
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You can also transfer templates from one computer system to another using the export and import features.