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How to setup email campaign in Jira Software

Darquise Leblanc

Hi all,

I'm not to familiar with Email campaigns, however I have been tasked to create a Marketing projects to support email campaigns as well as other Marketing tasks. How would you setup email campaigns? Would you have multiple projects for the Marketing team. Or would you use Epics or Components.

What about using issue types or custom workflows?

Basically, how would you manage and organize Marketing team tasks using Jira Software. I'm trying to avoid having both Jira Work Management and Jira Software. I want to be able to just use one Jira product, e.g Software + Confluence.

Accepted answers

John Funk

Hi Darquise,

There are a lot of questions there about how functionality and how your company creates email campaigns. Jira is just a tool and can capture information about your campaign, but it does not create campaigns. It should just reflect the structure of how your campaigns are built.

So, you should start with the marketing department letting you know the requirements of what they are looking for to track the campaign work that needs to be done.

All comments

John Funk

Hi Darquise,

So, you should start with the marketing department letting you know the requirements of what they are looking for to track the campaign work that needs to be done.

Julie d_Antin _Elements__bsgnak

Hi @Darquise Leblanc

To build on @John Funk 's answer, I would start with asking the marketing team some more questions:

Do they need to pass off campaign preparation to multiple different team members, say from a content team to a designer to an approver? Does the team need to know which campaigns are currently waiting for the designer to finish images or which are in testing/review? If yes to the previous questions, your team might need some custom workflows to get visibility on the progress of each campaign.
Does the marketing team need to collect different information in the issue depending on the campaign? Is the process to follow for a campaign different depending on the type? If no to the previous questions, you can probably use just one issue type.
Does the marketing team want to be able to see upcoming issues in a calendar view? Jira Work Management has a big advantage here.

For your question about having multiple projects, from my experience using Jira for marketing projects, I don't think this would be useful (or else you would be creating new projects every 1-2 months). Whether or not to use Epics or components depends on the complexity of the campaigns and the marketing team processes: do they need to break down a campaign into multiple different issues that are assigned to different people? Or can one issue progress through a workflow the different steps necessary for the email campaign?

If your marketing team is really new to Jira, they might not be able to answer all these questions, so you can use an iterative process to go from a template project to something more customized that meets all their needs.

Darquise Leblanc

Thank you @Julie d_Antin _Elements_ and @John Funk for you response.

For the 3 bullet points above, that does seem to be the case, with the exception of bullet 2, I don't think we need different types.

It would be unfortunate to get JWM just to get the calendar. I know there are apps, but obviously for a price.

I had another call with a member of the marketing team yesterday and this is my thought on how to organize the Jira SW project:

Create 1 marketing project with different components, (e.g. Email Campaign, newsletter, Videos, Research etc)
Create an epic for a email campaign that will have many tasks with different teams
Create a custom workflow
Create Dashboards with filters for different teams

Does the above sound like a good start/plan? Am I missing anything?

Thank you for your time and feedback - much appreciated.

John Funk

Thanks for the additional information. You can use Jira Work Management to do all of your bullets. AND have the calendar. :-)

Natalia Zhontsa

Hi! You can try Proactive Campaigns for Jira to create customer lists and send mass email campaigns.

Julie d_Antin _Elements__bsgnak

Hi @Natalia Zhontsa ,That app is new with 0 installs, so it sounds like you must be with the team at Growthdot. Can you check out the Community guidelines for vendors and update your display name?

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Atlassian-Community-online-guidelines-for-Marketplace-and/ba-p/689723

Natalia Zhontsa

Hi @Julie d_Antin _Elements_ ,

Yes, I'm a GrowthDot team member. Thank you for the tip.

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