Project template Campaign tab for communicating with Campaign

Use this tab to configure communication from IBM ® Marketing Operations to IBM ® Campaign if integration is enabled.

After a user creates a project from a template, you cannot change a non-campaign template to a campaign template or vice versa: The Campaign Project template option on this tab is disabled.

After a campaign template is used to create a project, the only option on this tab that can be changed is the Metric Data Mapping setting. To change any of the other options, you must first delete all of the projects that were created using this template.

The Campaign tab contains the following settings.

Fields on the Campaign tab for project templates

Field

Description

Campaign Project template

Select this check box to mark this template as a campaign project template and display the other Campaign Integration fields.

TCS Form

Select the form that contains the Target Cell Spreadsheet to use for projects created from this template. The drop-down list contains all published forms that contain a TCS.

Metric Data Mapping

XML file containing the data map for sending metrics from an IBM ® Campaign campaign to an IBM ® Marketing Operations project for reporting purposes.

TCS Form Display Name

The name to display for the selected form on the TCS tab.

Partition ID

Identifies the partition of the IBM ® Campaign instance in which to create the campaigns that correspond to the campaign projects created using this template.

The default value is partition1, which is correct if Campaign is installed to a single partition. If Campaign is installed on multiple partitions, you can specify the partition to use for creating campaigns.

IBM ® Marketing Operations allows you to specify any partition. Make sure that you specify a partition to which you have access and for which integration is enabled.

For more information about setting up Campaign partitions, the IBM ® Campaign Installation guide.

Show TCS tab in request

Select the check box to display the TCS when the template is used to request a project. If the check box is clear, the TCS displays only in campaign projects and not in requests.

Approval Required

Select the check box to require approval for all the target cells created in the template. If cleared, the TCS grid does not show the approval column or approve all and deny all.

As part of the upgrade to version 8.2, Approval Required is cleared for all upgraded campaign templates.

For more information, see About approving the TCS.