Launch a Campaign via Workfront

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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
• Workfront integration is successfully configured allGood - Workfront Setup guide

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Step-by-Step Process

1

Create and Configure the Workfront Task/Subtask

1. Attach Campaign Brief Document
   • Navigate to your Workfront task or subtask
   • In the Documents section, upload your prepared campaign brief
   • Ensure the file is properly formatted and contains all required campaign details
   • Verify the document appears in the task’s document library
2. Add Mary as Task Assignee
   • On the same page, add Mary as the assignee
   • This action triggers Mary to begin processing your campaign request
   • Important: Mary must be assigned AFTER the campaign brief document is attached

2

Monitor Mary's Initial Response and Processing

Once Mary is assigned to the task, the system automatically begins processing your request:

• Mary will post an initial comment in the Workfront task
• A link will be provided in the comment directing you to the campaign worksheet
• The worksheet name will automatically match your Workfront 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 Workfront’s “@Mary” mention feature in 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

Review Campaign Completion and Delivery

Upon successful completion of your email build:

1. Review Final Output
   • Mary will confirm completion in both Workfront and allGood platforms
   • All completed tasks will be marked with completion status
   • A distinctive logo indicates messages originating from Workfront
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 assigning Mary
• 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 Workfront for all communication directed to the system
• Monitor both Workfront 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 Workfront task?

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

What happens if I upload the campaign brief after assigning Mary to the task?

The campaign brief must be uploaded BEFORE assigning Mary to the task. Mary processes task information immediately upon being added. If you upload the file after assigning Mary, you must un-assign her from the task and re-assign her 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 revisions throughout the campaign development process. All revision requests should be clearly communicated through either the allGood interface or Workfront comments using @Mary.