Template concepts

Templates consist of various components, some of which are described in detail here.

Object Templates

Templates for plans, programs, and projects are known as planning object templates. In cases where behavior is different among the object types, the specific behavior is described for each separate object type.

Standard tabs: plan, program, and project templates

Templates for Unica Marketing Operations plans, programs, and projects have the following standard tabs.

Properties, which becomes the Summary tab when you create an object from the template

Tabs

Attachments

Custom Links

Customize Alerts

Program and project templates have a Budget Approval Rules tab.

Project templates also have the following additional tabs.

Project Roles

Requests

Campaign

This tab is available only if Unica Marketing Operations and Unica Campaign are integrated.

Workflow

When you create a plan, program, or project from a template, the object includes the Budget and Analysis tabs in addition to the tabs listed above. If metrics were specified, the object includes a Tracking tab.

Standard tabs: invoice, asset, and offer templates

Invoice, asset, and offer templates have the following standard tabs.

Properties, which becomes the Summary tab

Tabs

Customize Alerts

The invoice template also has a Budget Approval Rules tab.

Offer templates also have the following additional tabs.

Attachments

Custom Links

You cannot rename the standard tabs.

Custom tabs

You can add additional forms and tabs on the template's Tabs tab. For more information on adding custom forms and tabs, see To add a tab to a template.

Field

A field is a single piece of data, such as the marketing manager’s phone number, or the data type of an attachment. A field is sometimes referred to as an attribute.

Fields can be standard or custom.

Metrics

Metric fields measure the performance of the object. Metrics appear on the Tracking tab. Typical metrics include financial metrics such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.

You can perform the following tasks.

Set up metrics that calculate based on other metric values. For example, you could calculate that the profit of a campaign is the revenue minus the cost.

Group metrics.

Define both the metrics and the their groups.

Rollup metrics from projects to programs, and from programs to plans.

Attachment categories

Categories allow you to organize attachments into meaningful groups. When users add an attachment, they select the category that the Attachment appears under. For example, they might add a brochure as an attachment and put it under the category called creative ideas.