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Campaign Planning - Coggle Diagram
Campaign Planning
Attributes
What Attributes?
Standard - Parent campaign, Parent Program, Owner, Start/End Date, Planned Cost, Approval workflow
Custom - Region, Country, Product, Persona, Industry, Buyers Journey Stage, Content Link, Segment, Project Status
How do we wanna group them (eventually)
Gaurdrails
Information Icons
Dependencies (eventually)
Campaign Impact Modeller
Bruce has model setup
cannot have individual models for each team
No ability to capture goals outside of span of activity life
Activity Hierarchy
Can build extra hierarchies for examples
agency?
media?
partners?
Custom Integration
Work Management
Asana?
Workfront?
Jira?
Uptempo
CRM
Just SFDC?
NB: Team needs to decide priority on what comes first, Word from integration team is "we need to have a conversation about it, need to get API access and know priorities", The integrations team is swamped. May be a case of action buttons for now.......but we also need to find out if we can get action buttons
Where do we want this to show up?
Do we want information from the integrations i.e active transactions or PO's , workflows
Campaign Workflows
Gonna have to leave this one to your expertise