Hi Lila,
This is a great question. I know that we have lots of people who use Workfront in marketing, so I'll tag a few to see if they have anything to share about managing the campaign process in Workfront...
If I tagged you it's because I've seen you post great questions or comments about marketing processes in the past!
@JoLisa Stoneman‚ @Christina Jarosz‚ @Susan Hart‚ @Sara Allen‚ @Tammy Weaver-Stoike‚ @Narothnee Jean-Pierre‚ @Hannah Martin‚
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I recommend Portfolio Management overview for reference. This process is exceptional for campaign planning if you plan far enough in advance and if your users will be familiar/comfortable with Workfront portfolio management.
Otherwise, we have done a modified version of this where we built in our campaign brief into a request form. You can then export the request form and upload into proof for the project review process.
For object hierarchy, the Program = Campaign Name, Project = Deliverable Projects related to campaign.
We also leverage calendaring so that all of marketing can see when deliverables are in market.
There were a few Adobe Summit sessions on Workfront for marketing campaigns that would be good to reference, too.
I think it varies depending on your needs and type of marketing. Our internal agency handles everything from social media to direct mail to video production and the process varies for each. For example, our UX/UI development campaign is significantly more robust than our social media campaigns.
There's also need/use - we use it for tracking progress and resources but do not utilize the budgeting tools, etc.
I would ask how you currently build and track campaigns outside of Workfront? Might give me a better idea for a starting point.
Good luck!!
Same
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Hi Lila,
My agency is still in the process of building this out in more detail, currently, it's still pretty basic.
I hope that helps. Thank you!
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Hi Lila,
Workfront is so customizable that the first step is to determine how you define "campaign". We define a campaign as a Portfolio in Workfront. Each project is an initiative under that campaign. We also plan dependent projects that flow from major projects. All projects roll up to larger "campaigns" aka Portfolios in Workfront for reporting.
Each campaign has campaign briefs. Each major project has project briefs. All briefs go through review and approval in Workfront.
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