Add Marketing Plan Template Screen

Name

Enter the name of the new template. No two templates can have the same name.

Site

System administrators can establish security access to marketing plan templates based on site. When you select a site in the Site field, only users associated with the selected site can access the marketing plan template.

Levels

Specify the number of levels in this template. The minimum is two and maximum is five.

Template details

As you add or remove levels to the template, or specify colors or caption names for levels, your changes appear here.

Caption

The Planned appeal and Planned marketing efforts levels default in and are locked. For any other level you add, select it in the Template details box and enter a name for it. You can use Strategies, Projects, Campaigns, Funds, or any other name your organization uses for items in the hierarchy. Although you can give different levels the same name, we recommend you do not to make your reports easier to analyze later.

Color

Select a color scheme for the template. A different gradient of the color is used to display each level of items in the plan.

Use this template as the default for new marketing plans

Select this checkbox if you want this template to default into the Template field when users create a new marketing plan. This is only a default and users can change the template on the new plan if necessary.