Deciding on a set of templates

This section provides a few examples of how an organization might use a set of templates.

You could have a project template called Marketing Collateral that contains all the information you need about projects that revolve around creating or modifying a set of marketing collateral within your organization. Whenever someone in your organization creates a new project that involves marketing collateral, they select the Marketing Collateral template and create the project from that template. For more information on creating a project, see the Unica Marketing Operations User’s Guide.

In addition to the Marketing Collateral project template, you might also have another template called Database Marketing Campaign that contains all the information you need for developing and executing new direct marketing campaigns. Whenever someone in your organization creates a new project for a particular database marketing campaign, they select the Database Marketing Campaign template and create the project from that template. You can have as many templates as you have types of marketing projects or types of marketing programs.