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

After you determine 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 you determine 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 other components, to use in the template. For more information, see Adding or editing templates.

Use your new template to create a marketing object. Building a template is an iterative process. You usually must go back and tweak the individual components, maybe swap components in and out, and then retest the template by creating new objects. For more information about building objects from templates, see the IBM® Marketing Operations User's Guide.