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

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, editing, and deleting attributes and Creating forms.

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

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 add or edit a 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 IBM® Operações de Marketing User's Guide.