Campaign overview and delivery project creation
Introduction
Once the campaign creation request is submitted and approved, it will go in to the full list of campaign. If we have submitted a different type of request, it will go into their own queues for futher processing.
In workfront, we have a module called workfront planning which helps to do an overview of all the campaigns.
The marketer has analysed the data and identified the campaign requirements, created the brief and submitted the request. The campaign manager has validated the overall campaign timelines and budget availability and has given a go ahead. Now its time to start actioning on the request.
Planning view
Campaign view gives you the full view of all the campaigns going on in the organisation. The view is fully customisable to suit relevant departments and we can create various connections to various taxonomies and record types.
- You can switch views for various usecases and filters. Click on Timeline View and select Table view and see your approved campaign object towards the bottom.
- Select your campaign request object by clicking on the checkbox. This should show a blue ribbon menu at the bottom.
Creation of delivery project
- Click on Create Delivery Project to build a delivery project.
This converts the request to a project and creates actionable tasks based on the template. You will see a success pop up upon conversion. Project creation may take a couple of minutes depend on the template we use. Please refresh the window once you see the success toast message.
- Once the project conversion is successfully completed, it will show a toast message saying the project creation is success. Once successful, scroll towards right for the last column and see the Connected project column created for your request.
- Click on the Delivery project item to go into the project.
- This should open a new window and show the delivery project.
Checkpoint
You have now successfully reviewed the campaign planning calendar for checking the timeline conflicts of the campaign and created a delivery project for the same.