Template-building methodology

Building a custom template is a bottom-up process. You construct each component you need, then assemble them into a complete template. You use the complete template to create instances of the object. For example, you use a program template to create a program, and a project template to create a project.

Task 1: Planning

Before you begin building templates within Unica Marketing Operations, analyze the needs of your organization, and plan out the types of templates you need. For more information, see Planning your custom templates.

Task 2: Define attributes and forms

After analyzing the types of fields you need and how you want to organize them, create the attributes and forms. For more information, see About creating, enabling, editing, and deleting attributes and Creating forms.

Task 3: Define metrics

After analyzing the types of metrics you need, create and edit the appropriate metrics. For more information, see Metric creation overview.

Task 4: Define other template components

Using the appropriate software, create any icons and data mapping files your template needs.

Task 5: Define the template

Assemble the components into the template. You can create custom tabs, and specify the icons, forms, metrics, and so forth to use in the template. For more information, see To build a template.

Task 6: Test the template

Use your new template to create an object. Building a template is an iterative process; you will probably need to go back and tweak the individual components, maybe swap components in and out, and then re-test by creating new objects. For more information about building objects from templates, see the Unica Marketing Operations User's Guide.