Creating a Target Cell Spreadsheet

You can create a Target Cell Spreadsheet by following these steps.

Before you begin

Before you create a TCS, you must create any custom cell attributes that you want to include. Cell attributes map to HCL® Campaign and can be created only as shared attributes.

Procedure

  1. Select Settings > Marketing Operations Settings.
  2. Under Other Options, click Template Configuration.
  3. Under Template Components, click Forms.
  4. On the Form Definitions page, click Create New Form.
    The Form Editor interface displays.
  5. Complete the Form Properties tab and click Save Changes.
    The Add an Element tab displays.
  6. Click Create New Grid.
    The Create New Grid dialog opens.
  7. From the Grid Type drop-down list, select Editable Grid View.
  8. Select the Is TCS check box.
  9. Complete the remaining options and click Save and Exit.

    On the Add an Element tab, click to expand the list of Form Attributes. Your TCS grid component displays.

  10. To add a TCS grid to a form, you must place it within a group. If the form does not already contain a group for the grid, click and drag Attribute Group Header onto the form design area then name it appropriately.
  11. From the list of Form Elements, click and drag your TCS® grid component and drop it onto the group.

    The default cell attributes display on the grid. See Default cell attributes for Target Cell Spreadsheets.

  12. Add any attributes that you want to include in the TCS. You can do either of the following steps.
    • Import custom cell attributes and add them to the TCS to create more columns. these columns are passed to HCL Campaign.
    • Create or import grid attributes and add them to the TCS to create more columns. These columns display only in HCL Marketing Operations.
  13. Click Save and Exit to save the TCS and return to the Form Definitions list page.