To build or edit a template

Before you create templates for Unica Marketing Operations objects, determine whether you need to create custom forms or metrics sub-templates. If you do, use the procedures in the chapter on the Forms Editor.

When the template components you need are available, create a new template and assemble the pieces. The steps to create a template are generally the same for each object type, with the following exceptions.

Unica Marketing Operationshas only one plan, one invoice, and one asset template. You can edit these templates, but you cannot create additional plan, invoice, or asset templates.

You can specify a workflow sub-template for project templates and you can create workflow sub-templates from project templates.

Projects, programs, and plans also have a Metrics drop-down list on the Properties tab on which to select a metrics sub-template.

Project templates also contain tabs named Campaign (if Unica Marketing Operations-Unica Campaign integration is enabled), Project Roles, Request, and Workflow.

1.	From the Settings menu, select Unica Marketing Operations Settings >Template Configuration (under System Administration > Other Options) > Templates.

2.	Click Add Template in the program, project, or offer section, depending on which kind of template you want to create. To edit the plan, invoice, or asset template, click its name on the Template Configuration screen.

3.

Fill out the Properties tab. This tab corresponds to the Summary tab in the finished template. You must specify a template display name and an alpha-numeric internal Template ID. You can also select a metrics template and set the security policy on this tab. For more information see Template properties tab.

You may need to click Save Changes on the Properties tab before you can proceed to fill out additional tabs.

4.	Fill out the following tabs to complete the template. The available tabs depend on which type of template you are creating.

Click Save Changes when you have finished editing each tab, before navigating to another tab in the template. Otherwise, your changes are not saved.

Roles tab. (Not available in invoice, asset, or offer templates.)

This tab corresponds to the People tab; add default request recipients, members, and reviewers to the template by selecting them from the drop-down list. You must select roles one at a time, but you can select multiple roles in each category. See About managing users and roles for more information.

Request tab. (Project templates only.)

Set default rules for requests on this tab. See Project template Request tabfor specific information about filling out this tab.

Campaign tab. (Project templates only, if Unica Marketing Operations-Unica Campaign integration is enabled.)

See Project template Campaign tab.

Workflow tab. (Project templates only.)

Create a new default workflow for the template, or import a workflow sub-template. See Template workflow tab for specific information about filling out this tab.

Budget Approval Rules (Program, project, and invoice templates only.)

Define rules for budget approval using the rule builder.

Tabs tab.

Click New Tab to add custom tabs or to add additional forms to the Summary tab; see Template tabs tab.

Attachments tab. (Not available in invoice or asset templates.)

Use this tab to add default attachments to the object; see Template attachments tab.

Custom links tab. (Not available in invoice or asset templates.)

Use this tab to add default custom links to the object; see Template custom links tab.

Customize alerts tab.

Use this tab to customize default text for the object's alerts.

You must click Save Changes when you have finished editing each tab, before navigating to another tab in the template. Otherwise, your changes are not saved.