Add a marketing plan template

1. From the Marketing Plans page, select Plan templates under Configuration. The Marketing Plan Templates page appears.

2. On the action bar, select Add. The Add marketing plan screen appears. For information about the items on this screen, see Add Marketing Plan Template Screen.

3. Enter a unique name to help identify the template.

4. To restrict use of the template to a specific site at your organization, in the Site field, select the site to use the template.

5. In the Levels field, enter the number of levels to include in the template hierarchy. The template can include two to five levels.

6. Under Template details, the template hierarchy appears, based on the number of levels entered. Select each level and, in the Caption field, enter the name of the level, such as Strategies, Campaigns, or Funds. You cannot edit the caption for the Planned appeal or Planned marketing effort level.

7. In the Color field, select the color scheme for the template. Each level appears as a different gradient of the selected color.

8. To use this template as the default when users create a marketing plan, select Use this template as the default for new marketing plans.

9. Select Save to save the hierarchy.