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Oracle® CRM On Demand Marketing Release 5.4.10 |
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Home > User Guide > Managing Offers and Templates > Working with Templates > Creating Templates

# Creating Templates

Consider the following items when creating a template:

- Entity. Select one of the marketing entities required to associate the template with a microsite or topic.

- Template Tags. Oracle CRM On Demand Marketing supports specific tags for branding templates in addition to the $$MBOS_CONTENT$$ tag, which instructs a template to insert the Web form at the tag position.

  The three new tags are:

  - M2L_HEAD. $$M2L_HEAD$$ goes inside <head> tag. This is also where .js and .css files are located.

  - M2L_TITLE. $$M2L_TITLE$$ is the browser title and goes inside the <title> tag.

  - M2L_BODY. $$M2L_BODY$$ is the new tag to call Web form content.

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.