Building and managing templates
To create and manage templates and template components, you use the Template Configuration page. Select Settings > Marketing Operations Settings. Then, click Template Configuration.
The items and functions on the Template Configuration page are organized into two sections, Template Configuration and Templates Components. There is also an option to validate all templates.
For information about the entire process of building and managing templates, see Template-building methodology.
Template Configuration section
The template configuration section of the Template Configuration page contains the Templates link. This link opens a page that lists all the existing templates and template folders that are organized by marketing object type. You use the links on that page to create, delete, and organize templates, and to edit or export individual templates.
Validating templates
To run a utility that validates templates and forms and shows any validation errors, click Validate Templates in the template configuration section.
Templates Components section
The templates components section of the page contains the following links.
Links in the Templates Components section
Link
Description
Forms
Opens the Form Definitions page, which lists the form definitions and provides options for working with forms. The following information shows for each form definition:
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Name of the form
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Database table name that stores the values users enter in the form fields
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List of templates that use the form
Use the links and icons on the Form Definitions page to create, import, enable, disable, delete, export, copy, publish, and manage forms.
Metrics
Opens a page with sections for Metrics Templates, Metrics, and Metrics Dimension. Marketing Operations displays the name and a short description for each listed item.
For Metrics Templates, Marketing Operations displays the following information and options.
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ID; used when you add a metrics template to an object template.
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List of templates that use the metrics template.
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Links to edit or delete individual metrics templates.
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An Export Properties File link to export properties files for metrics.
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An Import Metrics Template link to import an xml file for a metrics template or a properties file.
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An Add Metrics Template link to add a metrics template.
Metrics also have the following extra information and options.
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ID; used when you add a metric to a metrics template.
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List of projects that use the metric.
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Links to edit or delete individual metrics.
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An Add Metrics link to add a metric.
Metrics Dimension also have the following extra information and options.
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Type (Actual, Target, Other) of each metrics dimension.
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Links to edit or delete individual metrics dimensions.
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An Add Metrics Dimension link to add a metrics dimension.
Use the Legacy Metrics Specification Files link to retrieve legacy metrics specification files if they were uploaded before your upgrade to IBM® Marketing Operations version 8.5.0. From Marketing Operations 8.5.0 onwards, users cannot add any further files.
Workflow
Opens a list of separately saved workflow templates and shows the following information.
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Name
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The number of stages and tasks in the workflow template
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When it was first created and last modified
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Whether it is enabled or disabled
You create workflow templates by saving the work that is done on the Workflow tab of a project template or instance. You can use the links on this list page to delete, enable/disable, import, or export a workflow template.
Data Mapping
Opens a list of data maps and shows the following information.
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Data mapping file names
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Type: Campaign Metrics Import (if you have data maps from previous versions, you might see other values)
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List of templates that use the mapping.
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You can use the links on the Data Mapping page to add and delete data mapping files.
For more information, see Data Mapping Definitions.
Icons
Opens a list of icons and shows the following information.
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Icon images; large and small
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Icon name
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List of templates that use the icon
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Delete link for deleting the icon (does not delete the file from its location on disk)
Click Add Icon to add an icon.
For more information, see Icons page.
Rules
Opens the Rules Definitions page. Click Add Rules Definition to add rules.
Shared Attributes
Opens a list of the shared attributes in the system, which is organized by attribute category, and shows the following information.
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Display name
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Type of attribute
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List of templates that use the attributes
You can also transfer templates from one computer system to another using the export and import features.
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