Designing your campaign project templates, forms, and attributes
Before you begin creating objects in
Marketing Operations
, you plan and design your campaign project templates and the forms and attributes they require.
The result of the design process is a list of attributes and forms to create, and details about them, such as:
whether a given attribute is suited for use on multiple forms (shared) or on a single form (local)
whether users select from data supplied by a table, a list of items you define, or enter text directly for an attribute
what constraints are needed on the user interface field, and as a result whether an offer attribute should be parameterized (editable) when added to a given form, or set to static or hidden static
Campaign attributes and cell attributes must be shared attributes; form and grid attributes can be either shared or local.
Designing campaign project templates
Designing the Target Cell Spreadsheet and other forms
Designing offer templates
Designing attributes
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