Understanding Campaign Collateral
This section discusses:
Collateral types and subtypes.
Collateral statuses.
Campaign collateral (also sometimes called 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 collateral can take any form: radio commercials on audio cassette, glossy direct mail packets, text files, and so on.
Associate collateral with campaign activities to manage the production and dispersion of that collateral as part of your overall campaign. You can access actual collateral through PeopleSoft Marketing if that collateral is stored on your computer (for example, text and graphic files).
Examples of campaign collateral include:
Press kits.
Television commercials.
Giveaway items.
Event banners.
Scripts for promotional presentations.
Market research summaries.
Web pages.
Types and subtypes help to categorize your collateral. For organizational purposes, collateral types identify the types of collateral that you create. Collateral subtypes modify collateral types, making them more precise. Every collateral subtype belongs to a collateral type. For example, Email and Letter are subtypes of the type Direct Marketing. PeopleSoft Marketing is delivered with various collateral types and subtypes. You can define additional collateral types and subtypes on the Types and Subtypes setup pages.
The following collateral types and subtypes are delivered with your system:
|
Collateral Type |
Collateral 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 |
|
|
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 |
Collateral passes through a structured life cycle. At each stage in its life cycle, collateral 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 collateral statuses:
|
Status |
Description |
|---|---|
|
New |
Collateral has just been created or imported. |
|
In Review |
Collateral is being reviewed for approval. |
|
Re-Work |
Collateral was not approved for use in this campaign activity. |
|
Planning |
Collateral was approved for use in this campaign activity and is now in development. |
|
Completed |
Collateral is defined and ready for use. |
|
Expired |
Collateral is no longer used. |