Get started with the Adobe Workfront Planning and Adobe GenStudio for Performance Marketing integration
Organizations using both Adobe Workfront Planning and Adobe GenStudio for Performance Marketing often define marketing concepts like Campaigns, Products, Activations, and Personas in more detail than what GenStudio supports by default.
There is a native integration between GenStudio for Performance Marketing and Workfront Planning. This integration allows users in Workfront Planning to manage the Campaigns, Products, Personas, Activations, Channels, and Regions used in GenStudio. It also enables them to configure GenStudio to reference existing record types from Workfront Planning, creating a more connected and consistent marketing workflow.
The GenStudio for Performance Marketing workspace is available in Adobe Workfront Planning when your company has purchased both products.
Integration benefits
With the integration between Workfront Planning and GenStudio for Performance Marketing, you can:
- View the GenStudio workspace in Workfront Planning.
- Modify your campaigns, products, personas, and activations in GenStudio for Performance Marketing and have real-time updates of the same information in Workfront Planning.
- Modify your campaigns, products, personas, and activations in Workfront Planning and have real-time updates of the same information in GenStudio for Performance Marketing.
- Avoid duplicate data entry.
- Maintain alignment across planning and activation efforts.
Integration requirements
Your organization must meet the following requirements for the integration between Workfront Planning and GenStudio for Performance Marketing to exist:
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Workfront and GenStudio for Performance Marketing must be enabled to the same organization.
For more information about GenStudio, see Adobe GenStudio for Performance Marketing User Guide.
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Your Workfront instance is part of the Adobe Unified Experience, including using the Identity Management System (IMS).
For information, see Adobe Unified Experience for Workfront.
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Users using both Workfront Planning and GenStudio for Performance Marketing must belong to only one Workfront instance within the IMS organization.
Workfront-only users can view the GenStudio workspace, even if they are not GenStudio for Performance Marketing users.
Access requirements
For information about Adobe Workfront Planning access, see Adobe Workfront Planning access overview.
For more information about Adobe GenStudio for Performance Marketing, see Adobe GenStudio for Performance Marketing User Guide.
Overview of the Workfront Planning and GenStudio for Performance Marketing integration capabilities
Depending on how many Workfront instances your organization has, you automatically have the following permissions to the GenStudio workspace in Planning:
For information about Workfront Planning permissions, see Overview of sharing permissions in Adobe Workfront Planning.
The sections below describe the following:
- Capabilities for updating Workfront Planning information from GenStudio for Performance Marketing
- Capabilities for updating GenStudio for Performance Marketing information from Workfront Planning
- Limitations for what you can and cannot manage in a GenStudio workspace from Workfront Planning.
The GenStudio workspace in Workfront Planning
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The GenStudio workspace displays a visual indicator in Workfront Planning to identify it as representing the GenStudio for Performance Marketing workspace.
For information, see Manage the GenStudio workspace in Adobe Workfront Planning.
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When you have Manage permissions to the GenStudio workspace in Planning, you can:
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Update the GenStudio workspace in Planning (name, description, icon)
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Create sections
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Add record types
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Share it with others
You can share the GenStudio workspace with others who don’t have a GenStudio account. You can share it only with users available in the Identity Management System (IMS) of your organization.
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When you have Contribute permissions to the GenStudio workspace in Planning, you cannot modify the workspace from Workfront Planning.
Record types in the GenStudio workspace
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Record types visible both in GenStudio for Performance Marketing and Planning have a GenStudio indicator in Workfront Planning.
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When you have Manage permissions to the GenStudio workspace in Planning, you can do the following from Workfront Planning:
- Edit GenStudio record types information (their appearance, advanced settings).
- Share GenStudio record types with others.
- Create record types. These record types remain only in Workfront Planning. They do not display in GenStudio.
- Enable records from the GenStudio workspace to connect from other workspaces.
- Enable records from the GenStudio workspace to be added to other workspaces.
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When you have Contribute permissions to the GenStudio workspace in Planning, you cannot modify the GenStudio record types from Planning.
Records in the GenStudio workspace
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When you edit GenStudio records from GenStudio for Performance Marketing, the changes are visible in the GenStudio workspace in all your instances of Workfront.
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You cannot create or delete Activation records from the GenStudio workspace in Workfront Planning.
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When you have Manage or Contribute permissions to the GenStudio workspace in Planning, you can do the following from Workfront Planning:
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Add or delete records and they become visible in (or are removed from) GenStudio for Performance Marketing.
Deleted records from either Workfront Planning or GenStudio for Performance Marketing are placed in the Workfront Planning Recently deleted bin for 30 days. GenStudio for Performance Marketing does not have a Recently deleted bin.
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Restore a record from the Recently deleted bin. Restoring deleted records places them back in Workfront Planning and GenStudio for Performance Marketing.
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Add records in the following ways:
- Manually, from scratch, from any view using the New record button
- By importing them using a CSV or Excel file in the table view
- Manually, in any view in Workfront Planning
- By submitting a request to a record type request form in Workfront.
For information, see Create records.
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You can edit record information on all records in the GenStudio workspace from Workfront Planning.
For information, see Edit records.
Record type fields in the GenStudio workspace
- Record type fields are imported from GenStudio for Performance Marketing to Workfront Planning by default.
- You cannot add fields to record types from GenStudio for Performance Marketing.
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When you have Manage permissions to the GenStudio workspace in Planning, you can do the following from Workfront Planning:
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Edit GenStudio field settings.
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Create fields for GenStudio record types, if you have Manage access in the Gen Studio workspace.
When you create fields for GenStudio record types in Planning, they are visible from the following areas:
- Workfront Planning views
- Workfront Planning record details pages
- GenStudio record details pages
note tip TIP Fields created in Workfront Planning are not visible in the GenStudio list view. -
Hide fields in the table view of a GenStudio record type in Workfront Planning.
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When you have Contribute permissions to the GenStudio workspace in Planning:
- You cannot edit field settings, delete or add fields from the GenStudio workspace in Workfront Planning.
- You can hide fields from the table view in Workfront Planning.
The Created by and Approved by fields
- You can add the Created by and Approved by fields for the GenStudio record types in Workfront Planning from Workfront Planning.
- The records that display in the Channel and Region record types will display “System” as the Created by user. These records are created automatically when the GenStudio workspace is created in Workfront Planning.
- The records created in GenStudio after the workspace was made available in Workfront Planning will display the name of the IMS user who created the record in the Created by field, even if the user created the records in GenStudio and is not a Workfront user.
- The Approved by field displays the name of the approver when a request form is submitted to create a record in the GenStudio record type in Workfront Planning.
- The Created by and Approved by fields display in the records’ details in GenStudio for Performance Marketing. They do not display in the list view.
Record views in the GenStudio workspace
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You cannot create multiple views in GenStudio for Performance Marketing.
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When you have Manage permissions to the GenStudio workspace in Planning, you can do the following from Workfront Planning:
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Create views for GenStudio record types.
For information, see Manage record views.
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Rename, share, export, duplicate, or delete any custom views from the GenStudio record types.
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When you have Contribute permissions to the GenStudio workspace in Planning, you can do the following from Workfront Planning:
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Create views for GenStudio record types.
For information, see Manage record views.
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Rename, export, duplicate, or delete custom views from the GenStudio record types.
You cannot share views from the GenStudio workspace in Workfront Planning
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Record connections in the GenStudio workspace
You can create connections between record types in GenStudio workspaces where you have Manage permissions.
You can make the following connections between GenStudio record types and other record or object types in Workfront Planning:
- Two GenStudio record types
- A GenStudio record type and a Planning record type from the same workspace
- A GenStudio record type and a Planning record type from another workspace, if the record types are configured to connect from another workspace.
- A GenStudio record type and a Workfront object type (projects, portfolios, programs, companies, groups)
- A GenStudio record type and an AEM Assets object type.
Request forms and automations in the GenStudio record type
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You can add request forms to a GenStudio record type in Workfront Planning.
For information, see Create and manage a request form in Adobe Workfront Planning.
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You can configure automations for a GenStudio record type in Workfront Planning.
For information, see Configure Adobe Workfront Planning automations.
The Preview environment
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The GenStudio workspace accessible from your Production environment also displays in your Preview environment of the same Workfront instance.
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You can perform all the activities described in this article on the GenStudio workspace in Workfront Planning in your Preview environment, but these changes will not be visible from GenStudio.
Only changes you make to items in the Production environment sync between Workfront Planning and GenStudio.
GenStudio does not have a Preview environment.