|
IBM® Marketing Operations offers only one template for plans, one template for invoices, and one template for assets. You can edit these templates as needed, but you cannot create additional plan, invoice, or asset templates.
|
|
If IBM® Marketing Operations -Campaign integration is enabled, you identify a project template as a campaign project template on the Campaign tab.
|
1.
|
2.
|
In the System Administration | Other Options section, click Template Configuration then click Templates.
|
3.
|
4.
|
To create a template, click Add Template in that section. To edit an existing template, click its name.
|
5.
|
Supply data on the template Properties tab. This tab corresponds to the Summary tab in the instances that users create from this template. You must specify a template display name and an alphanumeric internal Template ID. For certain types of marketing objects, you also select a metrics template and set the security policy on this tab. For more information, see Template Properties tab.
|
6.
|
|
Click Save Changes when you finish editing each tab, before you click another tab in the template. Otherwise, your changes are not saved.
|
Copyright IBM Corporation 2013. All Rights Reserved.
|