IBM Unica Marketing Operations Administration 8.5 (SPVC)

Introduction to Unica Marketing Operations Templates

• Marketing Processes and Marketing Objects
• Components of Templates
• How a Template is Constructed
• Template Building Methodology
• Planning a New Template

Using the Form Editor

• Components of Forms
• Introduction to Form Editor and Form Building
• Creating a New Form
• Creating a Custom Form
• Creating a Grid Form
• Assembling a Template
• Editing Forms and Templates
• Managing Lookup Lists
• Multi-locale Support for Forms

Designing Metrics

• Metric Building Methodology
• Loading Metric Specifications
• Defining Metrics
• Defining Metric Templates
• Metric Rollups
• Exporting and Importing Metric Templates
• Campaign Metrics

Marketing Objects

• Marketing Object Basics
• Marketing Object Components and Procedure Summary
• Creating Marketing Objects
• Working With Marketing Object XML Files
• Marketing Object Templates
• Referencing Marketing Object Attributes on Forms

Additional Template Components

• Review: The Workflow Tab
• Review: Adding and Editing Workflow Tasks
• Review: Approval Tasks
• Creating Workflow Templates
• Project Request and Recipient Rules
• Customizable Alerts

IBM Industry Solutions Education and Enablement

Security

• Security Overview
• Roles
• Setting Up Groups and Users
• Setting Up a Security Policy and Assigning Roles
• Managing Access to Functional Areas of Unica Marketing Operations
• Assigning Users to Security Roles
• How Security Roles Are Applied
• Applying Security to Templates
• Restricting Access to Team Member Selection

Administrative Settings

• Managing Alerts
• Customizing System-wide Alerts
• Managing Asset Libraries
• Managing Accounts
• Managing Lists
• Setting System-wide Non-work Dates
• Searching and Managing Published Searches

Reports Administration

• Structure and Content of Unica Marketing Operations Standard Reports
• The Unica Marketing Operations Data Model
• Modifying Reports