Confluence for Marketing

[LaToya Muff _Snyk_]

Top of the year and as I'm building out my marketing plans I'm thinking about how to better organize the plans, details, timelines and deliverables and I think Confluence would be a great help especially with the automation and calendar functionality. Anyone using Confluence find it useful? Would love to explore best practices & helpful tips.

[Andrea Walters]

Our team uses Confluence for all of our marketing plans and timelines! 

Our page tree is typically something like:

• Program Container Page (e.g. 2023 Paris Team Tour) that has has the "Child pages (Children Display" listed on that page. 
  • Then nested underneath are workstreams or functions (e.g. Operations, Strategy, Measurement, MarComm).
    • Then each of those workstream pages have their own pages nested underneath with various timelines, tasks, and deliverables.

We like to use the action items check boxes with due dates and @ mentions of people to track reviews, approvals, etc. Some of our workstream leads also like to use the Jira Issues Calendar macro or embedding a Trello board to keep track of tasks. 

Knowing every team is different, there are some awesome templates you can explore here (if you haven't already): https://www.atlassian.com/software/confluence/templates

[Kristen Roth]

+1 to @Andrea Walters' recommendation of templates! It's nice to not have to always start from scratch on a blank page - that can feel so daunting! 😅

"The ultimate guide for marketing teams" site that our team put together might help you better visualize some of your specific use cases, too.

Please do keep us posted on what you decide to try out first and your thoughts on how things are going along the way. This group is always here for questions and to bounce ideas off of! 

[Teodora V _Fun Inc_]

Hi @LaToya Muff _Snyk_

Everything @Ignacio Aredez GenAI Expert suggested is a staple for your marketing activities in Confluence. I have worked in Confluence for a nice 7 years and never stopped using it for all marketing and event activities in the company.

As @Andrea Walters also mentioned, templates are extremely helpful for better organizing and structuring your work. A pre-filled template works magic when you have limited time to reflect on a campaign or kick off a new initiative. 

Writing about my experience with Confluence is one of my passions, so you can always browse some of my articles and, hopefully, find inspiration about your team :)

1. Handling your Confluence content:

https://community.atlassian.com/t5/Confluence-articles/The-right-time-to-grow-a-Page-Tree-handling-your-Confluence/ba-p/2310676

2. Enhanced Collaboration:

https://community.atlassian.com/t5/Confluence-articles/From-Meh-to-Wow-Team-Collaboration-Without-Borders/ba-p/2448364

3. Using Confluence Templates:

https://community.atlassian.com/t5/Confluence-articles/How-Confluence-Templates-Change-the-Way-You-Think/ba-p/2133033 

[Zoriana Bogutska_Adaptavist_]

As marketers, it's also important that our content looks professional, not only in terms of content, but also in terms of formatting and visual design. To get more options for this, you can try a tool that will help your content look well thought out and structured and, as a result, easy to read. One such tool is Mosaic: Content Formatting Macros &Templates

It includes all the necessary functions for formatting content: tabs, backgrounds, numbered headings, buttons, cards, etc., and allows you to preserve the brand identity of your company with the help of a colour management palette.

[Stavros_Rougas_EasyApps]

@LaToya Muff _Snyk_ using another Atlassian tool along with Confluence makes a big difference. Jira and Confluence in cloud increasingly work together.

We use Jira Product Discovery. You have likely already used whiteboards for Confluence.

If team members don't have to switch to other applications, ie different logins, this in itself helps. We use Slack but even with the integration it is a separate tool, why Confluence page comments are so important.

The other part is that you need to keep pages up to date. Creating data is one thing keeping it up to date is another. This is why we built the app Space Content Manager, a series of features to help us update pages in bulk. For those of us with public Confluence pages, for us documentation, this is imperative.