Plans and programs plan-and-programs

Adobe Campaign allows you to configure your folder hierarchy for marketing plans and programs.

To better organize these components, Adobe recommends the following hierarchy: Plan > Programs > Campaigns.

  • A plan may contain multiple programs. It defines strategic objectives for a specific period.
  • A program may contain other programs as well as campaigns, workflows, and landing pages.
  • A campaign may contain deliveries, workflows, and landing pages.

Create and configure a plan create-plan

To create a plan, create a folder with the folder type Plan. Learn more about creating a folder

Screenshot showing the creation of a plan folder {modal="regular"}

Go to the Folder settings of your plan to manage it.

Screenshot showing the folder settings for a plan {modal="regular"}

Define Custom options, and set the scheduling date of your plan.

Screenshot showing the custom options for a plan {modal="regular"}

To manage the Custom options:

  1. Browse to the Schemas.
  2. Choose the Editable schemas in the filters.
  3. Click the schema.

Screenshot showing the editing of custom details for a plan {modal="regular"}

  1. Click the Screen edition button.

    {modal="regular"}

Configure the custom options:

Screenshot showing the configuration of custom fields for a plan {modal="regular"}

Create and configure a program create-program

Programs are available from the left navigation menu, similar to the list views for campaigns, deliveries, and workflows. The Programs entry lets you create a program within an existing program, not under a plan.

To create your first, top-level program in a plan, navigate to your plan in the Explorer (see this section), and create a folder with the folder type Program. Learn more about creating a folder.

To create a program within an existing program, follow the steps below:

  1. Browse to the Programs entry in the left navigation menu. This view lists all your programs and lets you search and filter. Clicking a program opens it in the Explorer view.

    Screenshot showing the program list view {modal="regular"}

  2. Click Create program and configure the following options:

    Screenshot showing the Create program screen {modal="regular"}

    • Enter a Label.
    • Select the existing program to use as the Parent folder.
    • Optionally, set a Date range in the Schedule section.
    note tip
    TIP
    If you create a program from the Explorer view, the parent folder is automatically set to the current program.
  3. Click Create program again to save changes and create the program. The program is then displayed in the Explorer view. You can rename it, delete it, and access its settings, like any other folder. You can also create sub-programs within this program.

    Screenshot showing the program in the Explorer view {modal="regular"}

Custom options for a program are configured the same way as for a plan. See Create and configure a plan.

You have two ways to link a campaign to a program:

Way #1: You already have a program and want to create a campaign linked to it

To link a new campaign to your program, create the campaign directly within the program.

The Folder settings will automatically populate with the path to your program.

Screenshot showing the folder settings for a campaign linked to a program {modal="regular"}

Go to the Settings button of the campaign you want to link to your program.

Screenshot showing the settings button for a campaign {modal="regular"}

In its Properties, click the Folder icon in the Folder settings to choose your Program folder.

Screenshot showing the folder selection for linking a campaign to a program {modal="regular"}

Select your Program folder, click the Confirm button, and then click the Save and Close button.

Screenshot showing a campaign linked to a program {modal="regular"}

Your campaign is now listed in your program.

Screenshot showing a campaign listed within a program {modal="regular"}

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