About associating marketing objects with projects or other marketing objects

You can associate a marketing object with a project or with another marketing object. For example, you may have a particular brochure type that you use with a particular project type. You can add a field to the project template that prompts users to select one or more brochures for the project.

When the user clicks Select, a list of brochures displays. The list can contain all the brochures in the system, or you can limit the list to only those brochures created using a specific marketing object template.

You can also

configure Unica Marketing Operations to create an instance of the specified marketing object whenever the project template is used to create a new project This is not available if you are associating the marketing object with another marketing object.

specify standard or custom attributes of the marketing object to display on the project or marketing object

You associate marketing objects with projects by adding a Single Object Reference or Multiple Object Reference attribute to a form and then adding the form to a project template. To associate the marketing object with another marketing object, add the form to a marketing object template.

You display an attribute of the marketing object by adding an Object Attribute Field Reference attribute to the form. You can only specify attribute of a marketing object if you are using a Single Object Reference attribute to reference the marketing object.