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New Participant
February 1, 2019
Question

How do you structure campaigns with many deliverables?

  • February 1, 2019
  • 15 replies
  • 2177 views
Help! I wish the Program function was able to disseminate campaign elements that common to the various projects associated with the Program. For example, we have a large event that has varying projects and timelines associated with it but I don't want to copy/paste objectives for the overall campaign into every single project. I also feel it is too much to make my creative team navigate backwards when they need this information. Does anyone have any good advice on building campaign briefs with multiple deliverables in workfront? Thanks! Tammy Samisch Weissman's Theatrical Supplies, Inc.
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15 replies

MoniqueEvans
New Participant
February 4, 2019
Hi Tammy, You could have calculated fields on your project custom form that point to and pull from the Program level. This way the information lives in one place but it is easily accessible and shows on the individual projects. If someone updated the data on the program, the update would show on the project after an update was made on the project; unless you edit the custom form and tell Workfront to update the calculation on all projects. This is a little advanced but pretty easy to code; especially if you are using a native field. Monique Evans Stanley Black & Decker, Inc.
MoniqueEvans
New Participant
February 4, 2019
Angie that's an interesting solution. So you are doing cross-project predecessors to your Campaign project and your campaign project as a master project. How are you utilizing programs in this environment? I have a similar ask from my teams and wonder if this could work for us as well. Monique Evans Stanley Black & Decker, Inc.
Level 2
February 4, 2019
Hi! For my large campaigns that involve multiple projects, I enter a line item for that project and use a link in the predecessor column. That way, all of the details needed for that project are contained in another request. For example if Campaign A included an Email Journey as one of the many tactics, I would have a line item for Email Journey. Then, a project would need to be entered such as Email Journey for Campaign A in order for me to link it. That one would contain all the tasks for the Email Journey. To actually link to another project, you need to start in Campaign A, open the task, such as Email Journey, click More, then, Predecessors, then select Cross-Project Predecessors on the right. Click Add Predecessor, and then type the project name, Email Journey for Campaign A. You will also need to select the task in Email Journey for Campaign A to trigger completion in Campaign A and I usually select, Final Approval or Uploaded to site. Be sure both are in Workfront before linking. Hope that makes sense and it has helped me simplify the many components of a campaign. If you have question, feel free to email me. Angie Angie Kweder ANSYS-Marketing
Level 10
February 4, 2019
Can you paste the URL to the brief on every WF Project that is part of the campaign?
Level 8
February 1, 2019
Placing the overall campaign objectives in the Program Details --> Description section not an option for you? Terry Hynd EBSCO Information Services