Template Configuration page

Use the Template Configuration page to create and manage templates and template components. To display the page, select Settings > Unica Marketing Operations Settings. Then click Template Configuration.

The items and functions available are organized into two sections, Template Configuration and Template Components. There is also a link to validate all templates.

Validating templates

You can click Validate Templates to run a utility that validates templates and forms and displays any validation errors.

Template Configuration section

The template configuration section of the page contains the link Templates, which opens a page that lists all the existing templates and template folders. You use the links on that page to create, delete, and organize templates.

Template Components section

The template components section of the page contains the following links.

Link	Description
Forms	Opens a list of the forms and displays the following information: Name of the form Database table name that stores the answers users enter in the form fields List of templates that use the form You can use the links and icons on this page to create, copy, import, enable, disable, delete, export, publish, and manage forms.
Metrics Template	Opens a list of the metrics templates and displays the following information. Name Short text description ID; used when adding a metrics template to an object template List of templates that use the metrics template Use the Export Properties File link to export the metrics' related properties file. Use the Import Metrics Template link to import metrics template from an xml file. Use the Add Metrics Template link to add a new metrics template.
Metrics	Opens a list of the metrics and displays the following information. Name Short text description ID; used when adding a metrics to a metrics template List of templates that use the metrics Use the Add Metrics link to add a new metrics.
Metrics dimension	Opens a list of the metrics dimensions and displays the following information. Name Short text description Type (Actual, Target, Other) Use the Add Metrics Dimension link to add a new metrics dimension.
Legacy Metrics specification file	Users can retrieve legacy metrics specification files in this section, if they were uploaded prior upgrading to Unica Marketing Operations version 8.5.0. upgrade. From Unica Marketing Operations 8.5.0 onwards, users can not add any further files in this section.
Workflow	Opens a list of the workflow templates and displays the following information. Name The number of stages and tasks in the workflow template When it was first created and last modified Whether it is enabled or disabled You create workflow templates from 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 displays the following information. Data mapping file names Type: Campaign Metrics Import (if you have data maps from previous versions, you may see other values) List of templates that use the mapping. You can use the links on this page to add and delete data mapping files.
Icons	Opens a list of icons and displays the following information. Icon images; large and small Icon name List of templates that use the icon Delete link for deleting the icon (does not delete the file from its location on disk) Click the Add Icon link to add a new icon.
Rules	Opens the Rules Definitions screen. You can use the Add Rules Definition link to add rules.
Shared Attributes	Opens a list of the shared attributes in the system, organized by attribute category, and displays the following information. Display name Type of attribute List of templates that use the attributes
Import	Opens the Import Templates dialog. Navigate to the templates archive file, choose the type of templates to import, and the database scripts to run.
Export	Opens the Export Templates dialog. Choose the type of templates to export, and the database type for the export. This generates a self-contained archive with all the necessary files and SQL scripts needed to import the archive.
Upgrade	Opens the Upgrade Templates dialog. Use the Upgrade link to upgrade existing templates. Upgrading converts your earlier version templates to the current version. Navigate to the location of the old templates and choose the type of templates to upgrade. Typically, you upgrade when installing a new release version of Unica Marketing Operations.