About templates

An object (plan, program, project, or marketing object) template defines the information that your organization can capture about the object. An invoice template defines the information that your organization needs to capture in invoices.

After you install Unica Marketing Operations you can get up and running using the example object or invoice templates provided by Unica. The example templates allow you to see what templates are and how Unica Marketing Operations uses them. Once you understand templates, you must customize the example templates or create your own custom templates.