Tips for all teams: Manage marketing campaigns with Jira, Confluence, Loom, and Rovo

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👋 G’day Atlassian community! As part of our effort to show how all teams can benefit from Jira, we’re releasing an ongoing community series called “Tips for all teams”. Over the next few months, the Atlassian team will start to share posts spotlighting different use cases — along with how Jira can support them.

🔍 We’ll be exploring a variety of personas and use cases paired with quick, helpful tips to inspire new ways of using Jira that you may not have considered before.

💬 We’d love to hear from you! Provide feedback, give additional tips, or even share your own Jira stories in the comments below – we highly value your feedback. Your voice will help us shape and improve this ever-evolving series so we can better support your team’s project management needs.

✨ Explore other use cases:

• Work Intake
• Content Creation
• GTM Launch

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ℹ️ Note: Every team has their own jargon when it comes to defining campaigns. For the purposes of this post, we are defining a campaign as an overarching marketing initiative (ex: Black Friday, GTM Launch, etc) that is commonly supported by campaign components (ex: Emails, In-product Messages, Social Posts, Advertisements, etc).

Marketing campaigns are a crucial tool teams use to engage customers. Whether you are onboarding new users, generating sales leads, running seasonal promotions, or launching new features, these campaigns are the execution part of marketing strategy that help to reach your goals and drive business growth. However, managing these campaigns across various teams, with multiple components and channels, tight deadlines, competing priorities, all while ensuring a great customer experience can get overwhelming fast, even for the most organized of marketers.

In this post, we’ll explore how Atlassian’s Teamwork Collection of Jira, Confluence, Loom, and Rovo can help you:

• Centralize campaign information and resources
• Plan and prioritize campaign components across channels
• Manage a central calendar so your entire team has visibility into what is sending, when, and to which audience segment
• Hit key launch dates and deadlines

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🎥 See how you can manage campaigns with Atlassian's Teamwork Collection

Let’s start high-level with campaign strategy. Imagine you’re a marketing lead looking for a better way to scale how campaigns are managed across the company. Before diving into tactical planning and execution, you start by creating a central knowledge hub – a place to store your team’s documentation, playbooks, positioning & messaging guides, previous campaign information, and more. With Confluence, it’s easy to set up a dedicated marketing space that keeps everything organized and accessible.

Now that the entire team has a single source of truth they can reference for campaign strategy and process, teams can get started on executing. Using Confluence whiteboards, teams can collaboratively share ideas on the types of campaigns they want to run, with what components, and even add screenshots or images for creative inspiration.

Once aligned on general direction for the campaign, marketing team members can create Confluence briefs to provide more context on problem, goals, audience, and strategic execution. Teams can collaborate on campaign briefs in real-time with live pages or add comments to keep everyone aligned. The campaign brief can also be used to house any campaign components for launch, such as emails, in-product messages, social media posts, and more as they are built out. Finally, teams can create a section to share out post-campaign launch performance and insights so everyone can understand the impact of the campaign.

Using Rovo, partner teams and leadership can easily summarize campaign results, surface key insights and learnings, and help answer questions around campaign strategy and performance.

Now that the work is defined, it’s time to execute in Jira. There’s lots of ways you can set up your instance to support campaign management, but a simple way to start would be setting up a new Jira project specifically for marketing campaigns.

Campaigns can be added in Jira as epics, which are a high-level initiative that represents a large body of work. Epics are typically broken down into smaller work items. We recommend using custom work type naming to create child work items that reflect each campaign component: email, in-product messages, social posts, advertisements, but you have total freedom to create any custom work type that your team needs.

Reminder: for the purposes of this post a campaign = an overarching marketing initiative while a campaign component = a specific element that supports the initiative

You can add as many details as you’d like when creating epics and child work items. To start, we’d recommend adding in crucial details for tracking like due date, priority, and assignee.

💡 Pro-tip: Align your campaigns to company goals and share updates. Use Atlassian’s Goals feature to link your marketing campaigns to business objectives. Track progress, report post-launch performance, and keep stakeholders and leaders informed – all in one place.

From here, you can break down the campaign components into actionable tasks to actually create the content you need, whether it’s an email, a video, etc. Check out the content creation use case for an in-depth walkthrough around the process of creating campaign components with the Teamwork Collection.

Your team can use Jira’s calendar and timeline views to visualize all campaign activities in one place – what’s live, what’s upcoming, and understand dependencies and launch dates. You can also filter by work type if you only want to look at one campaign component or channel at a time: email, in-product, social, etc. This central calendar view ensures everyone has access to the full marketing schedule, preventing overlap and over-messaging to customers.

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🔑 Key benefits of using Atlassian's Teamwork Collection for campaign management

• Full Visibility: See what’s planned, active, and completed – across all channels and teams.
• Better Teamwork: Align marketing, creative, product, and technical teams on marketing strategy in one central hub.
• Efficiency & Productivity: Check out our content creation use case to see how you can automate manual work, reduce tool sprawl, and keep your campaign component development moving forward.
• Happier Customers: Coordinate messaging and timing to reach the right audience, at the right time, through the right channel.

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 🚀 Ready to manage your marketing campaigns more effectively?

Get started with this marketing campaign Confluence brief template and/or our campaign management Jira project template to help your team stay organized, gain visibility into all marketing campaign activity, prioritize and plan, and deliver campaigns that drive business growth. Plus, Confluence, Jira, and Loom are now part of our teamwork collection. You can get all the features mentioned for one price.

Have questions or tips about using Jira, Confluence, and Loom for campaign management? Share them in the comments below – we’d love to hear from you!

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