Creating Campaign Content

This chapter provides an overview of campaign content and discusses how to manage content.

Understanding Campaign Content

This section discusses:

Content types and subtypes.
Content statuses.

Campaign content is all the material that you produce to support a campaign. It includes material destined for your target audience and others outside your organization, as well as material for internal use. Campaign content can take any form: radio commercials on audio cassette, glossy direct mail packets, text files, and so on.

Associate content with campaign activities to manage the production and dispersion of that content as part of your overall campaign. You can access actual content through PeopleSoft Marketing if that content is stored on your computer (like text and graphic files).

Examples of campaign content include the following:

Press kits.
Television commercials.
Giveaway items.
Event banners.
Scripts for promotional presentations.
Market research summaries.
Web pages.

Content Types and Subtypes

Types and subtypes help to categorize your content. For organizational purposes, content types identify the types of content that you create. Content subtypes modify content types, making them more precise. Every content subtype belongs to a content type. For example, Email and Letter are subtypes of the type Direct Marketing. PeopleSoft Marketing is delivered with various content types and subtypes. You can define additional content types and subtypes on the Content Types and Content Subtypes setup pages.

The following content types and subtypes are delivered with your system:

Content Type	Content Subtype
Creative	Ad Creative
Creative	Image Suite
Creative	Poster
Deliverable	CD
Deliverable	Data Sheet
Deliverable	Executive Overview
Deliverable	General Overview
Deliverable	Success Story
Deliverable	Value Proposition
Deliverable	White Paper
Direct Marketing	Call Script
Direct Marketing	Direct Mail Piece
Direct Marketing	Email
Direct Marketing	Letter
Direct Marketing	Magazine Insert
Event	Demo
Event	Event Handouts
Event	Giveaways
Event	Scripted Presentation
Event	Signage
Event	Staging
Event	Video
Press/Analyst	Bullet
Press/Analyst	Press Release
Press/Analyst	Press/Analyst Kit
Publishing	Article
Publishing	Magazine
Publishing	Newsletter
Sales Tools	Competitive Sales Guide
Sales Tools	Discussion Guide
Sales Tools	Market Research
Sales Tools	Sales Tools
Sales Tools	Send Mail
Sales Tools	Training Presentation
Web	Landing Pad and Offer
Web	Web Page

Content Statuses

Content passes through a structured life cycle. At each stage in its life cycle, content has a status. Status changes must follow predefined status rules. You can use the status rules that are delivered with your system, or you can redefine status rules on the Status Rules page.

The following table shows content statuses:

Status	Description
New	Content has just been created or imported.
In Review	Content is being reviewed for approval.
Re-Work	Content was not approved for use in this campaign activity.
Planning	Content was approved for use in this campaign activity and is now in development.
Completed	Content is defined and ready for use.
Expired	Content is no longer used.

Managing Content

In this section, we list common elements and discuss:

Adding or editing a content definition.
Defining content.
Associating collateral files with content.
Associating tasks with content.
Entering the costs of creating content.
Viewing, adding, and emailing content notes.

Common Elements for This Section

Content ID	The code that uniquely identifies the content.
SetID	The setID in which the content resides.

Pages Used to Manage Content

Page Name	Object Name	Navigation	Usage
Content	RA_CONTENT_GRD_PG	Marketing, Manage Content	Search for existing, or add new content definitions.
Manage Content - Content Details	RA_CONTENT_DETAIL	To add a new content definition, click the Add Content button on the Content page. To view or edit an existing content definition, use the search functionality on the Content page. Click the Content Name to access the definition.	Define content.
Manage Content - Collateral	RA_CONTENT_ATCH	Marketing, Manage Content, Collateral	Associate collateral files with content.
Manage Content - Tasks	RA_CONTENT_TASK	Marketing, Manage Content, Tasks Select a task type and click Add Task to add a task, or click Add Task Set to add a task set.	Associate tasks with content.
Manage Content - Costs	RA_CONTENT_COST	Marketing, Manage Content, Costs	Enter the costs of creating content.
Manage Content - Notes	RA_CONTENT_NOTE	Marketing, Manage Content, Notes Click the Summary of Notes link on the Content - Notes page.	Write notes and attach them to content, view brief descriptions of your content notes, and access those notes.

Adding or Editing a Content Definition

Access the Manage Content page.

The Manage Content page enables you to search for an existing content definition or add one. When you select an existing definition or add one, you are taken to the Manage Content - Content Details page.

Defining Content

Access the Manage Content - Content Details page.

Name

Enter a brief descriptive name for the content.

Parent Name

At times, two or more pieces of content are related to each other. For example, you might have an envelope printed to match a brochure that you're sending out. To make sure the two go together, you create a parent and child relationship. If the content has a parent, select that parent here.

Description

(Optional) Enter a definition of the content.

Type

Select a content type from the drop-down list. Content types are defined on the on the Content Type setup page.

SubType

Select a content subtype from the drop-down list. Content subtypes are defined on the Content Subtype setup page.

Owner

Select a content owner. The owner is the person responsible for the content. The content owner is the default assigned by person for content tasks.

Status

Identify the content's position in its life cycle.

Quantity

Enter the quantity of the content to be produced.

Associating Collateral Files with Content

Access the Manage Content - Collateral page.

The Collateral page displays summary information about collateral materials stored in your computer system. For example, you might store the text and graphics files that are used to create a brochure. These files are often not the finished content product, but are used in the creation of the final product.

File Name	Displays the name of the file attached to the content.
Description	Enter an optional description of the collateral file.
Owner	Displays the person responsible for the file attached to the content.
Date Added	Displays the date when the file was attached to the content.
Add Collateral	Click the Add Collateral button to upload collateral content.

Associating Tasks with Content

Access the Manage Content - Task page.

The Task page displays summary information about tasks associated with the content definition and enables you to attach new tasks and task sets.

Task Shell	Select a task shell from the available options.
Task Sets	Select a task set from the available options.
Add Task	Click to add a new task.
Add Task Set	Click to add a new task set.
Name	Displays the name of the task or task set
Assigned By	Displays the name of the user who assigned the task or task set.
Assigned To	Displays the name of the user to which the task has been assigned.
Start Date	Displays the date that the task is to begin.
Due Date	Displays the date that the task is scheduled to be completed.
Priority	Displays the relative urgency of the task.
Status	Displays the position of the task in its life cycle.
% Complete (percent complete)	Displays the portion of the task that you have completed.
Description	Displays the description of the task or task set.

See Defining Task Tools.

Entering the Costs of Creating Content

Access the Manage Content - Costs page.

Cost Description

Select the description of the cost that you want to associate with the content. Costs are defined on the Cost setup page.

Components

Displays the description of the cost type associated with the selected cost.

Variable

Displays whether the content's cost is defined as variable or fixed.

Unit Cost

Enter the cost of a single unit of the collateral content.

Forecast Value

Enter the expected cost of all the content. This is the number of pieces multiplied by the unit cost.

Actual Value

Enter the actual cost of all the content. This is the final cost after adjustments are made for quantity purchased or changes in unit costs.

Viewing, Adding, and Emailing Content Notes

Access the Manage Content - Notes page.

See Working with Notes and Attachments.

Name	Enter a brief descriptive name for the content.
Parent Name	At times, two or more pieces of content are related to each other. For example, you might have an envelope printed to match a brochure that you're sending out. To make sure the two go together, you create a parent and child relationship. If the content has a parent, select that parent here.
Description	(Optional) Enter a definition of the content.
Type	Select a content type from the drop-down list. Content types are defined on the on the Content Type setup page.
SubType	Select a content subtype from the drop-down list. Content subtypes are defined on the Content Subtype setup page.
Owner	Select a content owner. The owner is the person responsible for the content. The content owner is the default assigned by person for content tasks.
Status	Identify the content's position in its life cycle.
Quantity	Enter the quantity of the content to be produced.

Cost Description	Select the description of the cost that you want to associate with the content. Costs are defined on the Cost setup page.
Components	Displays the description of the cost type associated with the selected cost.
Variable	Displays whether the content's cost is defined as variable or fixed.
Unit Cost	Enter the cost of a single unit of the collateral content.
Forecast Value	Enter the expected cost of all the content. This is the number of pieces multiplied by the unit cost.
Actual Value	Enter the actual cost of all the content. This is the final cost after adjustments are made for quantity purchased or changes in unit costs.