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Manage marketing resources managing-marketing-resources

ÃÛ¶¹ÊÓƵ Campaign lets you manage and track the marketing resources involved in the campaign life cycle. These marketing resources can be a brochure, a visual aid, or any other communication medium involving several operators.

For each marketing resource managed via ÃÛ¶¹ÊÓƵ Campaign, you can track its status and history at any time and view the current version.

Adding a marketing resource adding-a-marketing-resource

Marketing resources are accessed via the Campaigns tab.

To add a resource, click the Create button.

To make a resource available on the ÃÛ¶¹ÊÓƵ Campaign server, you must add the desired resource by dragging and dropping it in the middle area of the editor. You can also click the Upload file to server… link.

A confirmation message lets you launch the upload.

When upload is complete, the resource is added to the list of available resources. It is accessible to ÃÛ¶¹ÊÓƵ Campaign operators. They can view it (via the Preview tab), make a copy to modify it, or update the file on the server (using the Edit tab).

Click the General tab to select the operators or groups of operators in charge of monitoring, tracking and approving this resource. Selecting the reviewer is done via the Advanced parameters link.

You can specify an (indicative) availability date for the resource. Beyond this date, it will appear with Late status.

Collaborative work on resources collaborative-work-on-resources

You can modify and update a marketing resource and, if necessary, inform other ÃÛ¶¹ÊÓƵ Campaign operators of this. You can:

Locking/unlocking a resource locking-unlocking-a-resource

Once created, resources are available in the marketing resource dashboard, and operators can edit and modify them.

When an operator wishes to work on a resource, it is preferable to lock it before starting work, to prevent other operators from modifying it at the same time. The resource is then reserved; it remains accessible, but cannot be published or updated on the server by another operator.

A special message notifies any operators who try to access it:

The Tracking tab indicates the name of the operator who locked the resource and the planned update date.

To lock a resource, you must click the resource followed by the Lock button in the resource dashboard.

You can indicate the planned return date in the Tracking tab of the resource.

This information lets you inform other ÃÛ¶¹ÊÓƵ Campaign operators of the date on which the resource will be unlocked.

When the resource has been updated, it is automatically unlocked and made available to all operators again.

If necessary, you can also unlock it manually from the dashboard.

Discussion forums discussion-forums

For each resource, the Forum tab lets participants exchange information.

Discussion forums explains how discussion forums operate in ÃÛ¶¹ÊÓƵ Campaign.

Life cycle of a marketing resource life-cycle-of-a-marketing-resource

When the resource is created, ÃÛ¶¹ÊÓƵ Campaign operators are appointed to design, proofread, approve and publish the resource. A duration can be determined for these campaigns.

The Tracking tab lets you monitor any actions carried out on the resource: approvals, approval refusals, related comments, or publications.

The History tab displays file transfers carried out for this resource.

Approval process approval-process

The expected availability date is displayed in the resource details, if it was specified in the Tracking tab. Once this date is reached, you can execute the approval process using the Submit for approval button in the resource dashboard. The resource status then changes to Approval in progress.

A resource can be approved via the Approve resource button on its dashboard.

Authorized operators can then accept or reject approval. This action is possible either: via the email message sent (by clicking the link in the notification message) or via the console (by clicking the Approve ) button.

The approval window lets you enter a comment.

The Tracking tab enables all operators to track the various stages of the approval process.

Publishing a resource publishing-a-resource

When approved, the marketing resource must be published. The publication process must be subject to specific implementation according to company requirements. This means that resources can be published on an extranet or any other server, specific information can be sent to an external service provider, etc.

To publish a resource, click the Publish button in the editing zone of the marketing resource dashboard.

You can also automate the publishing of a resource via a workflow.

Publishing a resource means making it available for use (by another task, for instance). Publication as such varies depending on the nature of your resource: for a flyer, publishing can mean sending the file to a printer, for a web agency, it can mean publishing it to a website, etc.

In order for ÃÛ¶¹ÊÓƵ Campaign to publish, you need to create an adequate workflow and link it to the resource. To do this, open the Advanced settings box of the resource, then select the desired workflow in the Post-processing field.

The workflow will be executed:

If a workflow isn’t started immediately (if the workflow is stopped for instance), the status of the resource changes to Pending publication. Once the workflow is started, the status of the resource changes to Published. This status does not take into account possible errors in the publishing process. Check the status of your workflow to make sure it has executed properly.

Linking a resource to a campaign linking-a-resource-to-a-campaign

Referencing a marketing resource referencing-a-marketing-resource

Marketing resources can be associated with campaigns, provided that this feature was selected in the campaign template.

Click the Documents > Resources tab in the campaign dashboard, then click Add to select the resource concerned.

You can filter resources by status, nature or type, or apply a personalized filter.

Click OK to add the resource to the list of marketing resources referenced for this campaign.

The Details button lets you edit and view it.

The resources added are displayed in the dashboard. They can also be edited there.

Adding a marketing resource to a delivery outline adding-a-marketing-resource-to-a-delivery-outline

Marketing resources can be associated with deliveries via delivery outlines.

Stock management stock-management

You can associate a marketing resource with one or more stocks in order to manage your supplies and to display a warning on the dashboard in the event of insufficient stock.

To associate a marketing resource with a stock, edit the stock map and edit or create a stock. Add a stock line and select the corresponding marketing resource.

If necessary, you can edit the selected resource via the Edit the link icon (magnifying glass) located to the right of the resource once it has been selected.

Specify the initial stock and the alert stock, and then save.

The stock is indicated in the resource details.

When the stock is insufficient, a warning is sent to the concerned operators.

Advanced functions advanced-functions

The marketing resources dashboard lets you carry out the usual types of operations: add, edit, lock/unlock, approve, publish. You can create other types of marketing resources and access advanced functionality via the ÃÛ¶¹ÊÓƵ Campaign tree. To do this, click Explorer in the ÃÛ¶¹ÊÓƵ Campaign home page.

By default, marketing resources are stored in the MRM > Marketing resources node of the tree.

You can add the following resources from this view: