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Marketing campaign planning and tracking in Jira with Swanly 🦢

What if you could plan and track marketing campaigns without the hassle of spreadsheets? It's time to get marketing-ready! 🚀

In this article, I'll show you how teams can plan and track their campaigns using Swanly.



Roadmap of your Marketing campaigns - all in one place

The Swanly roadmap offers visibility across all digital campaigns and the ability to track their progress reports.


When you run your marketing projects in Jira you can track your campaigns using Jira releases

Releases are a great way to track progress, you can easily link multiple work items to the release even across projects (if you use Swanly) and then see the progress of the linked work in one view.


With Swanly you can then create cross-project release roadmaps, and structure your releases aka campaigns based on different campaign types like Seasonal, Growth hacking, Feature launches, and so on.

Screenshot 2022-04-20 at 11.14.13.png


When managing campaigns, it’s great to have an overview of when campaigns are scheduled to go live and what the preparation phase is before starting the campaign.

In Swanly each campaign type has predefined stages that it goes through. For example, we broke down this growth hacking campaign into four stages: Implementation, Launch, Live, and Evaluation.

Stages are then drawn on the timeline and we can track their progress 👇

Screenshot 2022-04-20 at 11.14.40.png


You can also group your roadmap by a campaign type so you can easily see swimlanes that are representing different campaign types like SEO, New feature launch, and so on.

Screenshot 2022-04-20 at 11.14.30.png


All this you can achieve with a feature called “Templates” 👉 Learn more about Swanly’s Templates here.


Campaign progress reports

If you would like to see how your campaign is progressing you can click on the campaign on the roadmap to expand the report panel

Swanly report is a place you go to in order to see how much time was spent on a campaign or task, the progress, the stages, and so on.

All tasks that need to be completed in order to deliver the campaign are linked here in the Scope section. Key information about the tasks is visible, things like task summary, assignee, priority, and status.

Screenshot 2022-04-20 at 11.14.50.png

But the campaign isn’t usually delivered by one team only - you have Design Marketing, the event Development team working to deliver them. If your teams represent projects in Jira you can use cross-project releases to easily track the work on the campaign across multiple projects.

Screenshot 2022-04-20 at 11.15.04.png


The report view is really useful and contains at-a-glance information about the campaign’s progress and you can easily share it with your team before your status update meeting.


The list view of your campaigns

If you’re looking for a quick overview of all your campaigns you can use the List view in Swanly. Here, you can easily get a list of all campaigns and filter through them to get the right view.

Screenshot 2022-04-20 at 11.15.23.png

For example, you can quickly get a list of all growth hacking campaigns our teams are working on, or a list of all campaigns that were finished.

And if you need to get more info you can always quickly access a campaign report.


Swanly makes planning, tracking, and acting upon campaigns and marketing tasks in Jira as easy as it gets. If you would like you can read more about managing marketing campaigns in Swanly here.


👉 If you would like to give Swanly a try you can find it on the Atlassian Marketplace

There is a 30-days free trial and as a bonus, the app is free for up to 10 users 👏




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