Creating an Activity Plan Template

The following procedure shows how to create an activity plan template.

To create an activity plan template

1. Navigate to the Administration - Data screen, then the Activity Templates view.

2. In the Activity Plan Templates list, create a new record.

3. In the Template form, complete the fields and save the record.

   1. Enter a name for the template.

   2. In the Type drop-down list, choose Program Container for a marketing program template, and Campaign as an activity template for campaigns.

   3. Enter a template description.

   4. In the Auto Trigger field, select the check box if the activity is associated with the occurrence level.

   5. Select the Public check box if the activity plan can be used by others not on your team.