To create a campaign project template
Before you can create a campaign project template, you must create the custom campaign attributes, TCS form, and metric map file you want to use in this template.
1.
Select Settings > Marketing Operations Settings.
2.
Under Other Options, click Template Configuration > Templates.
3.
In the Project Templates section, click Add Template.
4.
Complete the Properties tab and click Save Changes.
Additional tabs display.
5.
Click the Campaign tab and select the Campaign Project Template checkbox.
6.
Complete the remaining fields on the Campaign tab and click Save Changes.
If you want to require TCS approval, select the Approval Required checkbox. See About approving the TCS.
7.
Complete the remaining tabs, saving each one. For more information about these tabs and template creation, read about building or editing a template in the IBM® Marketing Operations Administrator's Guide.
The template displays in the list of project templates on the Templates page.
8.
Click Enabled in the row for the template to make it available to users when they create projects.
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