Launch a Campaign via Asana

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Prerequisites

• Email Builder setup has been successfully configured
• A valid Campaign Brief has been prepared (refer to “Preparing the Campaign Brief” guide)
• Program Name and campaign details are finalized and ready for implementation
• Asana integration is successfully configured allGood-Asana Setup guide

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Step-by-Step Process

1

Create and Configure the Asana Task

1. Attach Campaign Brief File
   • Navigate to your Asana task
   • Upload your prepared campaign brief document as an attachment
   • Ensure the file is properly formatted and contains all required campaign details
2. Add Mary as Collaborator
   • In the task settings, add Mary to the collaborators list
   • This action triggers Mary to begin processing your campaign request
   • Important: Mary must be added as a collaborator AFTER the campaign brief is attached

2

Monitor Mary's Initial Response and Processing

Once Mary is added as a collaborator, the system automatically begins processing your request:

• Mary will post an initial comment in the Asana task
• A link will be provided in the comment directing you to the campaign worksheet
• The worksheet name will automatically match your Asana task name for easy reference

3

Respond to Mary's Requests

When Mary requires additional information, clarification, or approvals:

1. Provide Detailed Responses with “@Mary” mention.
   • Use “@Mary” mention in Asana comments

4

Review sample emails

Verify you received the sample email

• Sometimes the preview email is delayed for a few minutes.
• In some instances, the email could be marked as spam. Check your spam folder.
• You can also comment “@Mary send sample emails to <youremail@company.com>”

5

Campaign Completion and Delivery

Upon successful completion of your campaign development:

1. Review Final Output
   • Mary will confirm completion in both Asana and allGood platforms
   • All completed tasks will be clearly marked with completion status
   • A distinctive logo indicates messages originating from Asana
2. Access Your Campaign
   • A direct link to your newly created email program in Marketo will be provided
   • The worksheet will inherit the name of the new email program

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Best Practices

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File Management

• Always attach campaign briefs before adding Mary as a collaborator
• Use clear, descriptive file names for easy identification
• Ensure campaign briefs are complete and properly formatted

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Communication

• Be specific and detailed in your responses to minimize revision cycles
• Use @Mary mentions in Asana for all communication directed to the system
• Monitor both Asana and allGood platforms for updates and requests

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Organization

• Maintain consistent task naming conventions for easy tracking
• Keep all campaign-related communications within the designated task
• Regularly check completion status and follow provided links for final deliverables

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Support

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Frequently Asked Questions

Can multiple team members communicate with Mary within the same Asana task?

Yes, any team member with access to the task can interact with Mary by using @Mary in comments.

Can I assign Mary directly to the task instead of adding as a collaborator?

Yes, assigning Mary to the task automatically adds her to the collaborators list. Mary only requires collaborator access, allowing you to maintain your preferred organizational structure for task assignments.

What happens if I attach the campaign brief after adding Mary as a collaborator?

The campaign brief must be attached BEFORE adding Mary as a collaborator. Mary processes task information immediately upon being added to the collaboration list. If you attach the file after adding Mary, you must remove and re-add her as a collaborator to trigger proper processing.

How can I track all campaign communications and progress?

All conversations and campaign details remain accessible through the allGood platform. Navigate through the worksheet link to view comprehensive communication history, task progress, and campaign deliverables.

How many revisions or adjustments can I request during the campaign creation process?

You can request reasonable adjustments throughout the campaign development process. All revision requests should be clearly communicated through either the allGood interface or Asana comments using @Mary.