How to manage campaigns in Magnolia more effectively

Published on December 9, 2016 by Jan Schulte

If you’re a product or marketing manager, you know how much your brands rely on fast-changing, targeted campaigns. You’ll have a number of campaigns that you need to work on to promote events, brands and key marketing messages. You want to make sure that you can use all your assets, share them with your stakeholders and, most importantly, measure the results of your campaigns so you can be successful.


In your quest for effective campaigns, you plan ahead, create and schedule in advance, and track continually to achieve the best results. You also re-package content and re-use campaigns on multiple touch points to optimize your return on investment (ROI).

To craft appealing campaigns with rich layouts, you have a lot of professional tools at hand. Magnolia’s content apps are a great help in creating, editing and managing structured content. However, they focus purely on structured content and don’t provide visual feedback and layout capabilities.

As the project leader, you need to be able to plan your campaigns from one central place, utilizing all your assets and collaborating with all the campaign stakeholders. You also need to be able to track the campaign results in a transparent way.


A powerful tool that lets you manage campaigns

This is where Magnolia's Campaign Manager module comes in. It lets you create, manage and schedule campaigns in one place with rich editing options. You now have better control where to use your valuable campaigns that you’ve created.

The Campaign Manager is a powerful tool that lets you:

  • Create and schedule campaigns, i.e. set the start and end dates of campaigns
  • Use fallback campaigns in case no matching campaign is available
  • Automatically place campaigns in your channels by utilizing categories
  • Configure campaign templates
  • Write campaign templates
  • Boost your productivity by focusing on your campaigns as you have now a dedicated tool for this at your fingertips

One of the most useful features of the campaign manager is that it lets you track results effectively against your key performance indicators (KPIs). You can link and pin down exact figures to the outcomes that you want to measure. All you have to do is to add an analytics row in your campaign dashboard.


Track your results from a dashboard

The campaign management dashboard allows you to see which campaigns are currently live and when the next campaigns are going to start. On top of that, you can link your analytics solution into the campaign management dashboard. This gives you a full overview of how your campaigns are matching up against the relevant KPIs. The campaign outcomes become clearly visible and transparent to you and your team, so you can constantly fine-tune your campaigns.


Scheduling your campaign

It can be a daunting task to schedule and keep track of campaigns all the time, especially if you use campaigns on multiple pages. You can set how long campaigns are to run in the campaigns scheduling dialog. You can then automatically roll out campaigns to all relevant pages that have a campaign slot with the matching campaign category. You don’t have to worry about where campaigns are actually placed and if you have covered all ground. Magnolia makes it easy for you by automating this task.


Adding and scheduling a campaign

You can easily start new campaigns by clicking on the ‘add campaign’ action.


The schedule date is set by using the "Set campaign live date" action in the campaign management browse view.  Set the campaign start and end dates on the campaign schedule field set. Use the select category field to select a category. Categories are used in the actual pages to place campaigns based on categories.




And that’s not all. With Magnolia’s latest component personalization, you can even personalize campaigns for your customer segments. This means that your campaign is not just a static, one-off effort, but a highly individualized experience for many diverse customers. Just select matching campaign categories for your audience in your component variants and you are all set.

For technical information on how to download the campaign manager module, go to documentation.







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About the author Jan Schulte

Jan Schulte is a Magnolia consultant. He joined Magnolia 2013 after working for various big IT companies as a consultant, software architect and team lead. He is supporting customers in all kind of tasks and projects. Additionally, he is also regularly involved in pitches and is currently driving Magnolia's Internet of Things initiative. He has 8 years of Java, web development and consultancy experience.

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