Template components

The following components make up templates. IBM® Unica® Marketing Operations administrators can create, add, modify, or remove components to customize templates. To access these components, go to Settings > Marketing Operations Settings > Template Configuration, located under Other Options.

Component	Description
Tab	Individual screen for the object (project, plan, etc.) Tabs contain one or more forms. Use the New Tabs tab of a template to create and edit tabs and organize the forms on them.
Form	Sub-section of a tab, containing attributes. A form is an organized collection of data. You can use custom forms across object templates, for example, for both project and program templates. When assembling templates, you can build rules to show and hide forms to streamline data and make the template easier to use.
Attribute	Data element contained within a form. Each attribute has a specific format. See Attribute types for more information. You can group attributes and display them in either a 1- or 2-column layout on the form.
Data mapping	IBM® Unica® Campaign metrics mapped to IBM® Unica® Marketing Operations metrics for tracking and roll-up purposes if integration is enabled. Use an XML editor to create data mappings.
Icon	Small image representing an object within the IBM® Unica® Marketing Operations GUI. Use image editing software to create and edit icons.
Metrics	Set of metrics appearing on the object’s tracking tab, such as tracking and performance measurements. On the Template Configuration page, click Metrics to create and edit metrics.
Attachment	File or folder appearing on the Attachment tab of the object. You can specify default attachments that appear in all objects created from the template.
Custom link	Hypertext link appearing on selected tabs. You can add custom links to external pages and programs.
Workflow (project templates only)	The set of stages and tasks appearing in the project’s workflow tab. Click Edit to modify the workflow. Use the Template Configuration section in the Administrative Settings to create workflow templates.

Here is a graphical representation of the components of a template.

Template with tabs containing forms, metrics, icons, data mapping, and workflow for project templates only

Once these components are defined and available, you can assemble them into a templates.