Prepare campaigns for import

  • Updated

You can import your existing campaigns into the platform for a holistic view of your past, present, and future marketing plans. If you import historical articles, having previous campaigns in the system is a great way to structure and organize the articles in a familiar and intuitive way 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 supporting initiatives. For example:

Campaigns-for-import-1.png

To properly import your campaigns, you must 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 are accompanied by metadata in the columns shown below. 

Your spreadsheet will initially look something like this:

Campaigns-for-import-2.png

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 display in the Content Marketing Platform (CMP) Event | SiriusDecisions Summit (Austin)
Campaign Colour Hex Code (selected from a drop-down list) Hex code of the color you want to assign to a campaign #ec2e3b
Description Abc123
symbols accepted		 The short description of your campaign that displays 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, such as '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. Regarding Fields, the values are dynamic to those you would have selected to assemble the taxonomy.

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

In the calendar, you can assign a color to each campaign to classify campaign themes or types (such as Sponsored Event, Product Launch). To do so, select a color (hex code or the displayed color) from the drop-down list in the spreadsheet. 

Campaigns-for-import-colors.png