How to use Jira for running marketing campaigns?

[Anton Mazur _TitanApps_]

Hi everyone! I'm studying Jira use cases for my professional development and came across the topic of using it for marketing campaigns. I've heard Jira is probably not the most liked project management tool for marketers. Are there people here who use it to run marketing campaigns? What is the best way to configure it? I've noticed Jira offers Marketing template, but not sure if anyone really uses it and if has any significant advantages.

[Jack Brickey · Accepted solution]

Hi @Anton Mazur _TitanApps_ , welcome to the community!

I think that Jira can  be very successful for facilitating marketing campaign tasks, from conception to completion. I have actually worked with two different marketing groups and two different companies to build out Jira projects (spaces). I would encourage you to try out the template and simply run a mock campaign. It is difficult for those of us here to guide you without really understanding how your marketing team works. My approach is always to meet with the clients and understand how they work, and what their goals are, and then build the space from there. But again, I think running a mock campaign would be very enlightening.

[Anton Mazur _TitanApps_]

Hi, @Jack Brickey, thanks for your answer!

[Anastasia Andriyanova _Teamlead_ · Accepted solution]

Hi @Anton Mazur _TitanApps_! Welcome!

I'm Anastasia from the Teamlead team (we are Atlassian Marketplace vendors). We’ve spent quite a bit of time figuring out how to make Jira work for our own marketing, and I totally agree with you — the biggest barrier for creative pros is often how "text-heavy" and list-oriented Jira feels.

In our experience, the standard templates can be a bit overwhelming or just don't provide the right view. What worked for us was moving away from just "tracking tasks" to visualizing the timeline.

Here is how we do it:

• We track everything (from social media posts to product releases) as Jira issues, but we don't rely on the list view.

• We use Calendar for Jira (which we actually started building because we personally lacked this visual layer) to see our entire content plan and release schedule on one screen.

• This allows us to see gaps in our posting schedule and set reminders so nothing falls through the cracks.

It’s much easier for a marketing team to stay engaged when they can see a visual calendar rather than just a backlog of tickets.

If you want to see a practical example of how we’ve set this up, we’ve documented our workflow here.

Hope this gives you some ideas for your research!

[Anton Mazur _TitanApps_]

@Anastasia Andriyanova _Teamlead_ thanks for such a detailed answer! You gave me food for thought!

[John Funk · Accepted solution]

Hi Anton - Welcome to the Atlassian Community!

Though I am the company's Jira Administrator, I currently sit on a Marketing team and have been implementing campaigns for over a year now. I don't use a template - I build the Space/Project from scratch as needed - including creating new ones based on existing spaces if that applies. 

But always, always, always, with Company-managed Spaces/Projects and not Team-managed. 

[Anton Mazur _TitanApps_]

@John Funk thanks for answering! Why Company-managed Spaces/Projects and not Team-managed? I thought Team-managed spaces offer more flexibility for the team, which suits marketing processes better. Or are they limiting, from your experience?

[John Funk]

It gives them more flexibility only in that they don't have to get a Jira Admin involved to do certain things. However, overall they have must less flexibility/customization that Company-managed. You constantly run into limitations with TMPs. 

[Gargi Rana · Accepted solution]

Yes, Jira can work well for running marketing campaigns from start to finish. You can just treat each campaign like a big task and break it into smaller pieces like content, design, email, ads, etc. Then move everything through simple stages like planning, in progress, review and done. It's a good idea to try a small mock campaign first. It will help you figure out what works for your team. Every team works differently, so it's better to set Jira up around your own process instead of forcing a fixed structure. Start simple and adjust things as you go.

[Anton Mazur _TitanApps_]

@Gargi Rana, thanks for your advice! Absolutely agree about starting simple - from what I've gathered, overcomplicating things with Jira is a big adoption barrier for creative pros.

[Gunjan Jeena]

Jira is a help to marketing teams. It helps them get their campaigns in order keep an eye on deadlines and work better.

• They can make a project in Jira just for their marketing campaigns
• They can use something called Kanban boards to see what stage their work is at
• They can add things like Planning, Design, Approval, Live and Completed to their boards
• They can make lists of things to do for things, like content, SEO, ads, email marketingand social media
• They can say who is doing what and when it is due
• They can use labels and special fields to keep track of their campaigns
• They can connect Jira to tools they use like Slack, Google Drive and Figma
• They can make a page to see how their campaigns are going and what is working
• They can set up reminders and approvals so they do not forget things

This makes it easier for marketing teams to get things done see what is going on and manage their campaigns. Jira really helps with this. It makes marketing teams more efficient and productive. They can focus on their campaigns. Make sure everything runs smoothly. Jira is a part of this.