Manage marketing resources

Last update: 2024-02-20
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Use Adobe Campaign to manage and track the marketing resources involved in the campaign life cycle. These marketing resources can be a whitepaper, a data file, a logo, or any other asset related to a campaign.

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

By default, marketing resources are stored in the MRM > Marketing resources folder of Campaign explorer.

Add a marketing resource

To add a marketing resource, follow the steps below:

  1. Browse to the Campaigns tab, and select Marketing resouces.

  2. Click the Create button.

  3. Drag and drop the file it in the Marketing resource window to upload it to Campaign server. You can also use the Upload file to server… link.

When upload is complete, the resource is added to the list of available resources.

Manage marketing resources

Once uploaded, the marketing resource is available to all Adobe Campaign operators. They can view it, make a copy to modify it, or update the file on the server.

Use the Assigned to drop-down list in the Edit tab to select the operator who is responsible for the resource.

You can also select the operators or groups of operators in charge of the resource validation and resource publication. To access these options, click the Advanced parameters link.

These operators are notified by email when the resource validation process is launched.

If no reviewer is selected, the resource cannot be subject to approval.

Use the Audit tab to add a proof reader and define an availability date for the resource. Beyond this date, it will appear with Late status.

NOTE

The History tab contains the download and update log for the resource. The Details button lets you view the selected version.

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

Locking/unlocking a resource

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

When an operator starts working on a resource, best practice is to lock it, 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 marketing resource can only be locked if it has not been approved.

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

When the resource has been updated, click the Lock button in the resource dashboard to make available to all operators again.

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

The Tracking tab indicates the name of the operator who locked the resource.

NOTE

Only the operator who locked the resource and operators with Administrator rights are authorized to unlock a resource.

Discussion forums

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

Learn more in the Discussion forums section.

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.

To approve a resource, click the Approve the 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 client console (by clicking the Approve ) button.

The approval window lets you enter a comment.

Browse to the Tracking tab to check approvals.

NOTE

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.

Publish 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 is 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. Learn more)

If a workflow is not 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.

Link a resource to a campaign

Reference a marketing resource

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

Browse to the Edit > 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.

Use the Details button to edit and preview the resource.

Add a marketing resource to a delivery outline

Marketing resources can be associated with deliveries via delivery outlines.

Learn more about delivery outlines in this section.

To do this, right click on a delivery outline and select New > Resource.

Enter the name of the asset and select it from the Marketing resource drop-down list.

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, follow the steps below:

  1. Edit a stock or create a new stock. Learn more about stocks in this section.

  2. Add a stock line, and select the corresponding marketing resource.

    You can edit the selected resource via the Edit the link icon located to the right of the resource once it has been selected.

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

The stock is indicated in the marketing resource Stocks tab.

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