You can import your existing campaigns into the platform for a holistic view of your marketing plans - past, present, and future. If you import historical articles, having previous campaigns in the system is a great way to structure and organize the articles in a way that is familiar and intuitive to your organization's platform users.
Prepare the campaign import spreadsheet
The Optimizely Content Marketing Platform (CMP) Campaign structure provides for a parent-child structure of campaigns such as using a parent campaign to represent an overarching theme and child campaigns being supporting initiatives. For example:
To properly import your campaigns, it is very important that you start your spreadsheet with the parent campaigns. Child campaigns are then assigned to parent campaigns.
CMP provides a campaign spreadsheet where you list your campaigns. Your campaigns will be accompanied by metadata in the columns shown below.
Your spreadsheet will initially look something like this:
The file Headers are explained in more detail below:
| Header | Format | Description | Sample Value |
| Parent Campaign Name | Abc123 symbols accepted |
The name of the Parent Campaign - only fill in if the row is for a Child Campaign | Events 2022 |
| Campaign Name | Abc123 symbols accepted |
The name of your Campaign as it will appear in the Content Marketing Platform (CMP) | Event | SiriusDecisions Summit (Austin) |
| Campaign Colour | Hex Code (selected from a drop-down) | Hex code of the color you want to assign to a campaign | #ec2e3b |
| Description | Abc123 symbols accepted |
The short description of your Campaign that appears in tile view | Platinum sponsor for Sirius Decisions 2019 Summit in Austin |
| Start Date | MM/DD/YYYY | The start date of your campaign; leave blank if evergreen | 03/31/2022 |
| End Date | MM/DD/YYYY | The end date of your campaign; leave blank if evergreen | 06/09/2022 |
| Journey Stage | Abc123 symbols accepted excluding full stop (.) or forward slash (/) |
A standard Field, the values of which are decided by you. Ensure values do not contain commas (which are separators). |
Middle of Funnel |
| Content Pillar | Abc123 symbols accepted excluding full stop (.) or forward slash (/) Comma-separated |
A standard Field, the values of which are decided by you. Ensure values do not contain commas (which are separators). |
Content Marketing, Integrated Marketing |
| Content Format | Abc123 symbols accepted excluding full stop (.) or forward slash (/) |
A standard Field, the values of which are decided by you. Ensure values do not contain commas (which are separators). |
Article, Graphics |
| Target Audience | Abc123 symbols accepted excluding full stop (.) or forward slash (/) Comma-separated |
A standard Field, the values of which are decided by you. Ensure values do not contain commas (which are separators). |
Marketing Operations, CMO |
| YourField1 | Abc123 symbols accepted excluding full stop (.) or forward slash (/) Comma-separated |
Placeholder for Fields you will create, i.e. ‘Campaign Type’. Ensure values do not contain commas (which are separators). | Sponsored Event |
YourField1 is a placeholder value. Your Implementation Consultant fills this in with your taxonomy. When it comes to Fields, the values are dynamic to the values you would have selected in putting the taxonomy together.
After you complete your spreadsheet, notify your CMP onboarding team so that they can begin the process. Allow up to four weeks for this to be completed, depending on the volume of campaigns you want to import.
Assign campaign colors
You can assign a color to each campaign to classify campaign themes or types (such as Sponsored Event, Product Launch) in the calendar. To do so, select a color (hex code or the displayed color) from the drop-down in the spreadsheet.
<%= heading %>