MarketingPilot makes it easy to organize your company’s activities in a logical, structured format. The benefits? Activities are strategically aligned, information is easy-to-find, and more robust data can be extracted through reporting.
Imagine an upside-down funnel, something that is small at the top and gets wider toward the base.
- The highest tier in MarketingPilot (the top of the funnel) is a PROGRAM.
- A Program can contain one or more CAMPAIGNS.
- A Campaign can contain one or more EVENTS.
- An Event can contain one or more JOBS.
- Everything can contain TASKS, though they are most commonly used within a Job to manage workflow.
Good to Know:
You can skip level, but they must be used in the order listed. For example, a Job cannot contain a Program…but a Program can contain a Job without using a Campaign or Event.
A best practice is to organize things as simply as possible; use only what makes sense for your company. If you don’t manage Events, skip them, better yet, turn off the Event Management functionality through User Role settings.
A common approach is to use Campaigns, Jobs, and Tasks. Note that just because you decide to use Campaigns, it does not mean that every job must be housed in a Campaign in MarketingPilot. If you have a stand-alone job, say the office Holiday Luncheon, keep it that way.
An Example of Hierarchy Implementation:
Company XYZ has decided to undergo a complete Corporate Rebranding. Several Departments within the organization will be involved, and each Department will undergo a series of Activities that are quite similar. Each will have it’s own logo developed for example. Company XYZ would like to be able to identify all activites related to the rebranding. In addition, it’s important to be able to track all activites by Department. With MarketingPilot’s flexibility, there are several approaches that could be taken. In the end, it was decided to create a new PROGRAM called “Corporate Rebrandinding.” Each Department would be tracked by opening a series of CAMPAIGNS. Within each Campaign, a JOB would be opened for each specific project. Each job would contain many TASKS, or the specific steps required to get the work done. Company XYZ does not use EVENTS.
Note that the Jobs contained within each Campaign above are titled the same. This, of course, is not a requirement. Open whatever Jobs are required to manage the project.
Steps to enter the example into MarketingPilot:
- Click on PROGRAMS in the shortcut bar and add a new Program titled “Corporate Rebranding.”
- From the Corporate Rebranding Program’s dashboard, click the CAMPAIGN tab. Add two new Campaigns: Marketing Dept Rebranding, IT Dept Rebranding. Utilizing the Campaign tab within the Program saves a step; the correct Program is automatically populated.
- Open one of the Campaigns. In the Campaign’s dashboard, click JOBS and add each job necessary. Be sure to select the appropriate Job Template if applicable.
- Within each Job, review and add the appropriate TASKS and continue setting up each Job per your standard procedures. Again, because the Job was created from the Campaign dashboard tab, the Campaign and Program data is pre-populated. If, however, the job was created directly from JOBS in the shortcut bar, you can easily apply this data in the Job’s DETAILS dashboard tab as shown below.
- Tasks, Jobs, and Events are available in all editions of MarketingPilot.
- MRM product: Programs are available in the Professional and Enterprise editions of MarketingPilot MRM.
- AMS product: Campaigns and Programs are available in the Professional and Enterprise editions of MarketingPilot AMS.