Jump to main content
HCL Logo Help Center
HCL TECHNOLOGIES ABOUT US PRODUCTS & SOLUTIONS RESOURCES CONTACT US
HCL Marketing Operations 9.1.1 documentation
  • HCL Marketing Operations v9.1.1 documentation
  • Release Notes
  • HCL Marketing Operations User Guide
  • HCL Marketing Operations Administrator Guide
  • HCL Marketing Operations and HCL Campaign Integration Guide
  • HCL Marketing Operations Integration Module
  • HCL Marketing Operations Installation Guide
  • HCL Marketing Operations Upgrade Guide
  • Before you contact technical support
  1. Home
  2. HCL Marketing Operations User Guide

    With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.

  3. Common tasks
  • HCL Marketing Operations User Guide

    With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.

    • Introduction

      HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.

    • Common tasks
      • Working with attachments

        You can attach relevant documents to HCL® Marketing Operations objects, such as plans, programs, and projects. The Attachments tab of an object contains links to all files or URLs related to the object.

      • Statuses of business processes

        The status of a business process quickly informs users of where the business process is in its lifecycle. You change the status by selecting a transition.

      • Using disabled attribute values

        Throughout HCL® Marketing Operations, users select an item or items from a list. Over time, the items in the lists can change; administrators can add, remove, or disable items from lists.

      • Selecting resources

        Throughout HCL® Marketing Operations, users can select people and teams as resources.

      • To print an object

        You can print the current page for many HCL® Marketing Operations objects.

      • To export information in Microsoft Excel format

        You can export information from HCL® Marketing Operations to an Excel spreadsheet for programs, projects, and project requests.

    • Plans

      Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.

    • Programs

      Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.

    • Projects

      A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.

    • Workflows
    • Approvals

      An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.

    • People and teams
    • The calendar

      Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.

    • Grids

      A grid is a spreadsheet-like presentation of data. Grids allow HCL® Marketing Operations users to store all campaign- and project-related data within the project.

    • Marketing objects

      A marketing object is any work product a team develops and reuses in the course of its marketing activities. A marketing object can represent a physical item (such as a letter, credit card, or banner ad), or a business component (such as a credit card offer, a target segment definition, or a rewards program definition).

    • Assets and asset libraries
    • Budgets

      In HCL® Marketing Operations, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Marketing Operations tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.

    • Invoices
    • About accounts
    • Metrics

      Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.

    • Reports
    • Searches
    • Alerts and the message board

Common tasks

Some tasks are not specific to HCL® Marketing Operations objects. For example, several different types of objects can contain attachments. You work with project attachments in the same way as you work with program or plan attachments. This section describes:

  • Attachments
  • Statuses of business processes
  • Disabled attribute values
  • Selecting resourcesSelecting resources
  • Printing objects
  • Exporting information in Microsoft Excel format
  • Attachments
    You can attach relevant documents to HCL Marketing Operations objects, such as plans, programs, and projects. The Attachments tab of an object contains links to all files or URLs related to the object.
  • Statuses of business processes
    The status of a business process quickly informs users of where the business process is in its lifecycle. You change the status by selecting a transition.
  • Disabled attribute values
    Throughout HCL Marketing Operations, users select an item or items from a list. Over time, the items in the lists can change; administrators can add, remove, or disable items from lists.
  • Selecting resources
    Throughout HCL Marketing Operations, users can select people and teams as resources.
  • Printing objects
    You can print the current page for many HCL Marketing Operations objects.
  • Exporting information in Microsoft Excel format
    You can export information from HCL Marketing Operations to an Excel spreadsheet for programs, projects, and project requests.
© Copyright HCL Technologies Limited 1996, 2019 / About HCL Software / Acquisition FAQ / Government - US Federal / Welcome / Contact Us