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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 Administrator Guide
  • HCL Marketing Operations Administrator Guide
    • Overview

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

    • HCL Marketing Operations interface customization options

      HCL® Marketing Operations offers options for customizing the user interface. You can customize or rebrand the Marketing Operations interface to match your organization's needs.

    • Marketing object types

      Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with HCL® Marketing Operations, you can create custom marketing object types.

    • After your organization uses HCL® Marketing Operations for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.

    • Marketing Operations reports

      HCL® Marketing Operations provides a set of default reports and dashboard report components. The Marketing Operations reports package provides extra reports and dashboard report components, which are created in IBM Cognos®, a separate business intelligence application.

    • Template Basics

      A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.

    • Adding or editing templates

      After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.

    • Program and project templates

      Program and project templates have additional tabs that customize the object instances that are made from the template.

    • About forms
    • About attributes

      An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Marketing Operations, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.

    • About metrics
    • Multiple locale support

      For organizations with Marketing Operations users in multiple locales, you can translate the labels and text strings in the user interface for each locale.

    • About security
    • Setting up alerts
    • About list definitions

      The user interface of HCL® Marketing OperationsDistributed Marketing presents several list box controls that you can configure to provide a customized set of options.

    • Implementing project health rules
    • Exporting and importing metadata

      You can transfer data structures (metadata) between HCL® Marketing Operations systems using the export and import features.

    • Setting up libraries for digital assets
    • Setting up accounts
    • About advanced topics

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
  • Overview
    With HCL Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
  • HCL Marketing Operations interface customization options
    HCL Marketing Operations offers options for customizing the user interface. You can customize or rebrand the Marketing Operations interface to match your organization's needs.
  • Marketing object types
    Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with HCL Marketing Operations, you can create custom marketing object types.
  • Project and request deactivation
    After your organization uses HCL Marketing Operations for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
  • Marketing Operations reports
    HCL Marketing Operations provides a set of default reports and dashboard report components. The Marketing Operations reports package provides extra reports and dashboard report components, which are created in IBM Cognos®, a separate business intelligence application.
  • Template Basics
    A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
  • Adding or editing templates
    After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
  • Program and project templates
    Program and project templates have additional tabs that customize the object instances that are made from the template.
  • About forms
  • Attributes
    An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Marketing Operations, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
  • About metrics
  • Multiple locale support
    For organizations with Marketing Operations users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
  • Security
  • Setting up alerts
  • List definitions
    The user interface of HCL Marketing OperationsDistributed Marketing presents several list box controls that you can configure to provide a customized set of options.
  • Implementing project health rules
  • Exporting and importing metadata
    You can transfer data structures (metadata) between HCL Marketing Operations systems using the export and import features.
  • Setting up libraries for digital assets
  • Setting up accounts
  • About advanced topics
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