Creating a Campaign in allGood for Marketo Users

Overview

The Campaign Builder is where you turn your campaign briefs into live marketing programs. This guide walks through the complete workflow from campaign setup to launch, designed for marketing ops teams who need full visibility and control over their campaigns. The Campaign Builder follows a clear workflow that keeps strategy separate from execution. You provide the campaign brief, select a campaign template that matches your program type, and Mary handles the heavy lifting—creating assets, checking everything is set up correctly, and managing all the connections across your marketing tools.

Step 1: Select Campaign Template

From the Campaigns tab, you’ll see your available campaign templates. Each template is a pre-configured campaign type that defines:

What gets created: Emails, landing pages, Marketo programs, Salesforce campaigns, etc.
What’s required: Program IDs, folder paths, UTM parameters, campaign member statuses
Automation steps: How Mary builds, deploys, and monitors your campaign
Content requirements: Which content fields are required and which are optional

Choose templates based on what you need to create, not just the channel. For example, a webinar template might include Marketo emails, Goldcast integration, landing pages, and Salesforce campaigns—all managed together as one program.

Templates are versioned, so when you create a campaign, it locks to that specific template version. This means your campaign won’t break if the template gets updated later.

Step 2: Upload Campaign Brief

Step 2 Drag And Drop Brief Doc Or Upload Google Doc Link

How to Upload

From your computer: Drag and drop .docx files or Word documents
From Google Docs: Paste a Google Docs link (make sure sharing is set so Mary can access it)

What Happens When You Upload

Mary reads through your brief and extracts the key information:

Document structure: Your H1 and H2 headings become the navigation for your campaign
Content extraction: Mary identifies which content maps to which asset
Campaign details: Dates, owners, program IDs, compliance requirements
Content formatting: Converts your brief into a format that works efficiently with AI

If you would like to make any larger changes to your content, feel free to make changes to your doc and then resubmit it.

Step 3: Start Campaign

Step 3 Run The Campaign Once The Upload Is Complete!

Give your campaign a name and click Start Campaign. This creates:

Campaign record with Draft status
Asset placeholders for each deliverable (emails, landing pages, etc.)—all starting in Draft
Content library organized by asset
Activity log for tracking all changes

Step 4: Campaign Overview & Asset Status

Step 4 Wait On The Campaign Overview Page As Mary Begins Building Out The Campaign

The Campaign Overview page shows all the assets in your campaign. For each one, you’ll see:

Status: Draft → In Review → Ready → Live → Done (or Error if something goes wrong)
Asset type: Marketo program, email, landing page, Salesforce campaign, etc.
Last update: Most recent activity from the log

Understanding Asset Status

Status	Description
Draft	Asset is created, content extracted, waiting for Mary to validate
In Review	Mary has validated everything and it’s ready for you to approve
Ready	You’ve approved it and it’s queued for deployment
Live	Deployed to Marketo with confirmed IDs and URLs
Done	Mary has verified everything is still live and working correctly
Error	Validation failed or deployment hit an issue

What’s Mary doing? For each asset, Mary runs quality checks that:

Validate all required content is present
Check image URLs are secure (HTTPS only)
Verify CTA links follow your standards (HTTPS, approved domains, UTM parameters)
Build draft versions with all content in place
Log everything for your records

Step 5: Editing & Mary’s Task Management

Click any asset from Campaign Overview to open the editor. This is where you can make changes through natural conversation with Mary.

Mary’s Task List

Every asset has its own task list. Mary tracks everything that needs to be done:

In Progress: Tasks Mary is actively working on
Completed: Finished changes with timestamps
Needs Attention: Items blocked by missing information or validation errors

If Mary can’t complete something (missing URL, unclear request, validation failure), she’ll flag it in “Needs Attention” and explain exactly what’s blocking her.

Making Multiple Changes at Once

You can request several changes in one message. For example:

“@Mary unbold ‘more than build emails?’, Change the bullet points to a numbered list, and change ‘MARY IS NOW A FULL CAMPAIGN MANAGER’ to title case”

Mary breaks this into separate tasks. Each one gets:

Its own line item in the task list
Clear assignment to the right content field
Individual completion tracking
Independent execution (if one is blocked, the others still get done)

No more losing track of requests in Slack threads—everything is captured, queued, and visible to your whole team.

Live Email Preview

The preview shows exactly how your Marketo email will look, including:

Real-time updates: As Mary completes tasks, the preview refreshes automatically
Side-by-side view: Task list stays visible so you can track progress
Actual content: All Marketo tokens show their real values
Proper layout: Images, CTAs, and text blocks display in the correct structure

You’re looking at the actual email, not guessing how tokens will render. What you see is what will go live in Marketo.

Content Field Highlighter

Click any section of the preview to see which tokens control it. The highlighter shows:

Token name (e.g., Banner, Banner URL)
Current value (the actual content or URL)
Where it comes from (campaign-wide default or asset-specific override)

Benefits for marketing ops:

Precise edits: Know exactly which field controls which content
Inheritance visibility: See if content is inherited from the campaign or specific to this asset
Quick troubleshooting: If an image won’t load or a link is broken, you immediately know which field to fix

For your stakeholders: Instead of describing “the hero image” or “the CTA,” they can click the section and reference the exact field name. No more ambiguity in feedback. No need to understand tokens.

Step 6: Approve and Launch

Once all edits are complete and validation passes:

Review: Asset moves to In Review after passing all checks
Approve: Click approve (or let Mary auto-approve if that’s configured in your template)
Deploy: Mary launches the asset, which means she:
- Creates or updates assets in Marketo
- Gets back confirmed IDs and URLs
- Logs all outcomes in your activity log
Live: Asset shows as Live with direct links to edit or preview in your marketing tools

What Gets Created

Depending on your template, Mary can create:

In Marketo: Programs, emails (with all tokens populated), landing pages, smart campaigns
Other integrations: Goldcast events, Zoom webinars

All IDs and URLs are saved in your campaign record and visible in Campaign Overview.

Step 7: Monitoring and Maintenance

After launch, Mary periodically checks that:

Assets are still live (URLs work, programs exist)
Nothing has been manually changed in Marketo that conflicts with your campaign
Performance data is collected (if configured in your template)

Mary won’t re-check if nothing has changed. You can always force a manual check if needed.

Common Workflows

Adding Assets Mid-Campaign

Need to add a regional variant or follow-up email after your campaign is already set up?

Mary can create new assets from your existing campaign
Content automatically inherits from the parent campaign by default
Regional overrides (e.g., APAC-specific hero copy) only affect the new asset
Only the new asset goes through build and deploy—existing assets aren’t touched

Fixing Validation Errors

If an asset gets stuck in Error status:

Check the activity log for the specific error message
Common issues: missing Marketo program ID, non-HTTPS image URL, or unapproved CTA domain
Update the content through the chat interface
Mary automatically re-runs validation once you fix the issue

Best Practices

Structure your briefs with clear headings

Use H1 and H2 headings to organize your brief. Mary uses these to understand your campaign structure, so “Email 1 Content” as an H1 makes it crystal clear what goes where.

Double-check required info before uploading

Make sure all required content is in your brief (program IDs, event dates, etc.). It’s much faster to add these in the document than to go back and forth in chat later.

Be specific when requesting changes

Instead of “change the hero image,” say “change the email 1 hero_banner to [URL]” (could be multiple hero images in the campaign). Mary can figure out ambiguous requests, but being specific saves time.

Use the activity log for troubleshooting

The activity log is your complete audit trail. If something fails, the log shows exactly what went wrong and which content field caused the issue.

Set campaign-wide defaults

Put shared content at the campaign level (brand colors, legal disclaimers, UTM parameters). Regional or asset-specific versions can override these as needed.

Troubleshooting

Asset stuck in Draft

Check the activity log for validation errors. Common causes: missing program ID, non-HTTPS image, or required content field not filled in your brief.

Mary can't find a content field

Use the content highlighter to verify the field exists. If it’s not there, it wasn’t extracted from your brief. You can add it manually through chat.

Deploy failed with 'Program not found'

The program ID points to a Marketo program that doesn’t exist or you don’t have permission to access. Verify the ID in Marketo and update your campaign.

Multiple people editing the same asset

Mary handles this automatically. All requests are queued and processed in order. The task list shows who requested what and when.

Manual Marketo edits not showing up

Mary doesn’t automatically detect changes made directly in Marketo. Use “Force Re-check” to sync your campaign state with what’s actually live.

Use Cases

Deployment and Configuration

Integrations

Creating a Campaign in allGood for Marketo Users

Overview

Step 1: Select Campaign Template