Managing marketing resources
Adobe 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 Adobe Campaign, you can track its status and history at any time and view the current version.
Adding a marketing resource
Marketing resources are accessed via the Campaigns universe.
To add a resource, click the Create button.
To make a resource available on the Adobe 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 Adobe 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.
The operator to whom the resource is assigned is responsible for tracking it.
The approving operator is responsible for approving the marketing resource. They will be notified when the resource validation process is launched.
If no reviewer is selected, the resource cannot be subject to approval.
If necessary, you can also specify a proofreader.
You can specify an (indicative) availability date for the resource. Beyond this date, it will appear with Late status.
Collaborative work on resources
You can modify and update a marketing resource and, if necessary, inform other Adobe Campaign operators of this. You can:
Download the resource locally in order to modify it.
Update the file on the server and make it accessible to other operators.
Lock a resource in order to prohibit its modification by other operators.
The History tab contains the download and update log for the resource. The Details button lets you view the selected version:
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 Adobe 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.
Only the operator who locked the resource and operators with Administrator rights are authorized to unlock a resource.
For each resource, the Forum tab lets participants exchange information.
Discussion forums explains how discussion forums operate in Adobe Campaign.
Life cycle of a marketing resource
When the resource is created, Adobe 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.
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.
In addition to the reviewer specified for each marketing resource, operators with administrator rights and the resource manager are authorized to approve a marketing 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 Adobe 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:
When the reviewer clicks the Publish resource link (or, if no reviewer was defined, the person in charge of the resource).
If the resource is managed via a marketing resource creation task, it will be executed when the task is set to Finished, as long as the Publish the marketing resource box is checked in the task (Refer to Marketing resource creation task)
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
Referencing a marketing resource
Marketing resources can be associated with campaigns, provided that this feature was selected in the campaign template.
For details on how to create and configure campaign templates, refer to Campaign templates.
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
Marketing resources can be associated with deliveries via delivery outlines.
For more information on delivery outlines, refer to Associating and structuring resources linked via a delivery outline.
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.
For more information on stock management in Adobe Campaign, refer to Stock management.
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.
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 Adobe Campaign tree. To do this, click Explorer in the Adobe 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: