How do you structure campaigns with many deliverables?

Hi Angie - just curious when you say you have "1 campaign with multiple projects or deliverables in them at the project level" is the "campaign" a separate object? Or is the label "campaign" describing this multiple projects? So say you have 5 projects, altogether they are the "campaign" - as opposed to some of the other suggestions of having a Program (object) as an umbrella? Thank you! Tina Huang Optum

For us, our 'campaigns' are 'programs', and each 'deliverable' is a project associated to the program. Each deliverable is a separate project because each has its own deadline(s), task (template) workflow, etc. For example: Program: ABC Product Launch Project A: ABC Flyer Project B: ABC Email 1 Project C: ABC Email 2 Project D: ABC Banner Stand Project E: ABC E-Brochure Terry Hynd EBSCO Information Services

There seems to be many ways to do this. Here's another option we are testing out: Open up the campaign or program (as we call it) as a project in WF. Then each creative component (ie: ad, flyer, etc) is converted from an issue to a task under that program. Thoughts? Madeleine Bronstone LeapPoint

It sounds to me that if you have a campaign with multiple Projects that are connected to each other with cross-project predecessors, and if you group them into a Program then you have a way to display all the projects together in a grouping view, which sounds like a nice solution. Jill Ackerman

Thanks, Jill I totally agree and appreciate hearing the different ways people are using native features. All of this has been extremely helpful and I will be using these scenarios in my own instance. Monique Evans Stanley Black & Decker, Inc.

We use WF for marketing so I think different companies have different ways to think about how to group their projects. I haven't used programs because I can't think of a way that would make sense and not add a level of bureaucracy to what is already viewed as a complex program. I use portfolios to differentiate marketing types because different groups work on each – ie direct mail, email, advertising, website, video. One idea I was thinking was to break it into product category (we are a travel company so that would mean by geography of where our ships sail; but if you are a retailer it could be shoes, handbags, socks). The other idea I was thinking would be if you have big and complicated campaigns you could potentially link together all the projects in the campaign such as the print flyer, tv ad, paid social media ads, emails, brochures etc. into one program (ie for Geico it would be the gecko vs the caveman). Jill Ackerman

Thanks! That's super helpful as we have been debating the best practices and how many levels of categorizing, we actually need. As a company we usually find ourselves making things way more complicated than necessary.

The way I have been doing (for all of 2 months now) is having 1 campaign with multiple projects or deliverables in them at the project level. Angie Kweder ANSYS-Marketing

This helps a little but I actually was wondering how do you determine which projects are in a Program. Is it just the campaign with the supporting deliverable projects or is it multiple campaigns and deliverable projects together. If there are multiple campaigns together whats the thing that links them? Does that make sense? Monique Evans Stanley Black & Decker, Inc.

Well the level above the campaign is considered a Program and the Campaign is at the Project Level. I am now trying to come up with a Campaign template since I have been customizing them but there are many similarities. Does that answer your question? Angie Kweder ANSYS-Marketing