Skip Headers
Oracle® CRM On Demand Marketing
Release 5.4.10
  Go To Table Of Contents
Contents

Previous
Previous
 
Next
Next
 

Creating Templates

Consider the following items when creating a template:

To create a template

  1. Click Assets, and then click one of the following:

    • Email Templates

    • Branding Templates

    • Microsite Templates

  2. From the View menu, do one of the following:

    • Select a view for email templates:

      • All Templates

      • My Templates

      • HTML Email Templates

      • TEXT Email Templates

    • Select a view for branding and microsite templates:

      • All Templates

      • My Templates


      Note:

      You create a template for email, branding and microsite templates, using the same procedure. However, microsite templates must be approved and accepted before you apply them.

  3. Click New Branding Template.

    The New Branding Template definition screen appears.

  4. Enter the following information:

    • Template name. Required field. Each template must have a unique name that describes the use of the template according to corporate standards.

    • Description. Enter a complete description for the product line or solution that the template promotes. You must also enter any information required by users to customize, edit, or deploy the template. You must specify whether the template or campaign is cobranded with a business or channel partner. Also indicate the resulting, required approval cycles.

  5. Click Next.

    The New Template builder screen appears.

  6. Do one of the following:

    • Import an HTML File. You can upload an HTML file into the WYSIWYG editor for fine-tuning and previewing. For more information, see Using HTML Files.

    • Insert a Tag. You can choose the option tags that allow the insertion of profile attribute smart tags into the template. For more information, see Inserting Tags.

  7. Click Save.

  8. If you are creating a microsite templates, thoroughly test, approve, and accept the template before deployment.