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Reporting must be set up for the Campaign system. See the "Installing reporting" chapter from either of the Campaign installation guides.
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Reporting must be set up for the Marketing Operations system. See the "Installing reporting" chapter from the Marketing Operations Installation Guide.
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The Campaign system must have the standard custom Campaign attributes loaded.
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The Marketing Operations system must have the sample templates loaded, most importantly, the sample Campaign Project template. Additionally, the Campaign Project template must use the corresponding sample Campaign Project metric file.
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The Financial Management module must be enabled on the Marketing Operations system.
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