Manage campaigns

Campaigns are integral to how you plan work in Optimizely Content Marketing Platform (CMP). You can nest your tasks, events, or other sub-campaigns in a campaign.

To create a campaign, click + in the top toolbar and select Campaign.

Enter the campaign name, description, start and end date (if the campaign is not open-ended), select a color to identify your campaign, and add custom labels. Click Create Campaign.

Select Add a Parent Campaign to establish a hierarchy of related marketing activities (sub-campaigns) subordinate to the broader initiative. Typically, use parent campaigns to organize and coordinate similar campaigns across teams, markets, and lines of business across the organization.

Campaign templates capture the repeatable processes, information, and settings associated with a campaign in your organization (see Campaign Templates).

Add a Budget if you want to track external spending on the campaign. See Budgeting for information.

Users can share campaigns and update campaign details from the Plan module's list view or calendar or timeline views.

Click a campaign title to view campaign details. Select Edit from the options menu (...) to change the campaign's name, short description, parent campaign, dates, color, or labels. 

Click Share to add users to the campaign. You can see a log of who was added or removed to the campaign in the History tab.

In List view, select the options menu (...) and select Copy to copy a campaign that includes the campaign's briefs, labels, tasks, attachments, and events.

You can also copy the campaign from the upper right corner of a campaign. Select the options menu (...) and select Copy.

The Copy Campaign dialog box displays options to copy (such as briefs, labels, attachments, tasks, and events) from an existing campaign.

To copy a campaign's assets, select the ones you want and show them in the copied campaign.

In List view, select the options menu (...) and select Archive. Archiving a campaign prevents the campaign from showing up in the Campaign module and under filters. However, the articles are still available in the Analytics section.

You can also archive a campaign directly from the campaign page.

You can delete a campaign from the campaign view or the campaign page. To do so, select the options menu (...) and select Delete.

The Brief view lets marketing teams collaboratively define each campaign's strategy. By increasing awareness and visibility of each campaign objective, teams can stay better aligned on the strategic goals, monitor the downstream impact if and when a change in direction occurs, and provide the context needed to accelerate the time from campaign planning to execution.

In the Brief view, you can create a brief in several ways, as shown in the following image:

You can add fields from the campaign creation form. Click Add field and select the fields you want.

CMP adds the fields to the campaign.

You can work with fields in the Fields view on the campaign page and add more from this view.

You can manage, discover, and reuse existing content assets to support future campaigns and content creation, which is critical for delivering consistent brand experiences. The Content tab stores completed content and brand assets from the tasks of that campaign so you can repurpose them in future planning and creation efforts.

To share your campaign with other users, click Share.

See Manage permissions and custom roles to learn about sharing campaigns. 

Commenting helps users collaborate on campaign-specific content in the Content Marketing Platform (CMP).

Click Comments to display the Campaign Details, Comments, and Attachments panel, where you can enter and resolve comments directly. Click Show Resolved to display the comments that were marked as Resolved.

To post a comment, click the text box, write a comment, and click Comment. Posted comments display below the comment box.

While posting a comment, you can notify other users by using an @-mention in the comment box. Users are notified in CMP, by email, or both.

To attach a file, click the attachment icon on the bottom left of your comment panel and choose a file.

You may also download these attachments by clicking on the icon or title and opening up the Preview Panel for that attachment.

To delete a comment, select the options menu (...) and select Delete.

The campaign health status bar provides a view of the status and health of each campaign, and a summary of the progress of work within that campaign.

CMP displays the health status bar in the upper-right-hand corner of each campaign. It contains a progress bar and a status button that updates automatically based on the status of tasks associated with the campaign. The progress bar shows completed work (green), overdue work (red), and remaining work (gray). The status button automatically updates to Not Started, On Track, At Risk, Off Track, and Complete based on the percentage of complete and overdue steps.

Hovering over the status bar shows the percentage of the steps completed. The green part shows the percentage of completed steps, the red part shows the percentage of overdue steps, and the grey part shows the percentage of incomplete tasks.

Campaign Analytics lets you view the productivity and effectiveness of work in each campaign.

In the Operations tab of Campaign Analytics, you can review Operations summary metrics, Productivity, and Efficiency.

The Operations Summary metrics show the following details:

In the Productivity section, you can review a team's productivity relative to what was produced. These charts visualize the output of your campaign through the lens of content, highlighting the strategic and format breakdown of content created so that you can compare it to the goals outlined in this campaign's brief.

In the Efficiency section of Campaign Analytics, charts help to identify potential issues in workflows, tasks, and steps where delays may be leading to wasted time and effort with regards to team workload, inefficient processes, or possible misalignment; explore alternative ways of working or planning work to increase efficiency.

In the Performance tab of Campaign Analytics, you can review Performance summary metrics, Content performance timeline, and Content performance carousel.

Performance summary metrics represent an overview of the total performance metrics for the campaign, including:

How is your campaign performing by pageviews?

Select performance metrics to display Pageviews, Unique Visitors, Engagement Rate, Average Attention Time, Average Pageviews per visitor. You can compare that performance metric to another campaign and select daily, weekly, or monthly views.

What content resonates most?