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.
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.
To build on @John M Funk 's answer, I would start with asking the marketing team some more questions:
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.
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:
Does the above sound like a good start/plan? Am I missing anything?
Thank you for your time and feedback - much appreciated.
Actually, we don't necessarily have JWM, we are just slowly migrating our Jira server to the cloud, therefore we will get Jira Software Cloud (first we have to upgrade jira server to latest version, then migrate to cloud, but that is not happening until late 2022). But before we get a chance to migrate, we are just getting the marketing team setup to use Jira. So, basically, we are starting with JSW cloud just for the marketing team.
Well, when you create a new Cloud instance, that IS JWM. Then you add on JSW from there. JWM is the old Jira Cloud Core and is base product.
Shameless plug but I wrote a book on JWM that was recently published (a few months ago). You can find it with the publish here: https://www.packtpub.com/product/jira-work-management-for-business-teams/9781803232003
Or on Amazon here: https://www.amazon.com/Jira-Work-Management-Business-Teams/dp/1803232005
👋 Hi there Jira Community! A few months ago we shared with you plans around renaming epics in your company-managed projects. As part of these changes, we highlighted upcoming changes to epics on...
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