Marketing Place Templates

Marketing Place Templates include selections of tiles focused on assembling marketing campaigns and collateral.

Templates are organized according to the kind of workgroup that typically uses them, but you can rename and customize any template. The right template contains more or less the tiles that you need. For example, if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer Desk template when creating the place, even if Sales isn't your main goal. This template includes a Featured People tile to identify people you can direct questions to, tracks items marked for Action and recent decisions, and surfaces popular content. For more information about data tiles and the information they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some of the feature options that are listed and your options may be different. In addition, externally-facing communities (those serving customers, partners, and vendors), do not have the Corporate Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving employees), do not have the Customer Service, Other, or Products templates.
Table 1. Available in Internally-facing Communities
Place Template Tiles Features Default Type Default Tag(s)
Event Planning

Key Dates

Featured Content

Gauge

Popular Content

Recent Decisions

Documents

Discussions

Ideas

Status Updates (in groups only)

Projects

Private event
Customer, Partner, or Vendor Collaboration

Key Dates

Leaderboard or Top Participants

Helpful Links

Finalized Content

Action Items

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Status Updates (in groups only)

Private

Externally-accessible

agency, customer, partner, vendor
Campaign Planning

Leaderboard or Top Participants

Finalized Content

Action Items

Key Content and Places

Key Dates

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Status Updates (in groups only)

Private assets, campaign
Customer Success Stories

Leaderboard or Top Participants

Featured Content

Popular Content

Blogs

Documents

Status Updates (in groups only)

Public success_stories, win
Table 2. Available in Externally-facing Communities
Place Template Tiles Features Default Type Default Tag(s)
Event Planning

Key Dates

Featured Content

Gauge

Popular Content

Recent Decisions

Documents

Discussions

Ideas

Projects

Private (unlisted) event
Customer Event

Key Dates

Key Content and Places

Leaderboard or Top Participants

Events

Documents

Discussions

Blogs

Public
Partner Enablement

Popular Content

Key Content and Places

Video (External)

Featured Content

Featured People

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Public
Customer, Partner, or Vendor Collaboration

Key Dates

Leaderboard or Top Participants

Helpful Links

Finalized Content

Action Items

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Private (unlisted) partner