| 1. Planning |
| Perform creative analysis exercise and identify content/data needs, including in-language content |
| 2. File Prep |
| Identify installation method (Manual/IDML Import/Clone) |
| Identify new fonts and colors |
| Prepare design/graphics |
| Prepare data |
| 3. Campaign Structure/Visibility |
| Identify destination campaign/Create new campaign structure |
| Assign campaign-level segmentation and start/end dates |
| Identify campaign descriptions and install campaign thumbnail |
| 4. Content/Data Prep and Installation* |
| Create and populate new data categories or update/add to existing data categories |
| 5. Template Installation |
| Create/clone/import the template |
| Program content links/content group/tags |
| Place in campaign and assign campaign item information |
| Assign template to the testing environment settings |
| 6. Initial Template Testing |
| Confirm user experience and content/data accuracy |
| 7. Template Release & Final Review |
| Remove testing environment settings and assign live environment settings for final review |
|
Perform post go-live review of visibility, UX and content/data with live system connections |
*Any content/data installation can be done independently of the template production.