Creating campaign project templates
In integrated IBM® Marketing Operations and IBM® Campaign, you use campaign projects to access Campaign information within Marketing Operations.
Before you can create a campaign project template, you must create the TCS® form. If you want to include custom campaign attributes or a metric map file in the template, create them before you create the template.
1.
Select Settings > Marketing Operations Settings.
2.
Under Other Options, click Template Configuration > Templates.
3.
In the Project Templates section, click Add Template.
4.
Complete the Properties tab and click Save Changes.
5.
Click the Campaign tab and select the Campaign Project Template check box.
6.
Complete the remaining fields on the Campaign tab and click Save Changes.
If you want to require TCS® approval, select the Approval Required check box. See TCS approval.
7.
Complete the remaining tabs, saving each one. For more information about these tabs and template creation, read about building or editing a template in the IBM® Marketing Operations Administrator's Guide.
The template displays in the list of project templates on the Templates page.
8.
Click Enabled in the row for the template to make it available to users when they create projects.
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