eWizard Planner is a professional service for marketing teams that helps to align and coordinate working processes around campaigns and content resource planning and preparation.
Planner allows you to handle items and manage campaigns with the Brand strategy, Journey planning, and Operations & delivery widgets.
Key benefits
Adding entries
Create brand plans, journeys, and items.
Actions with entries
Customize items according to your requirements in eWizard Editor, view and edit details, change item statuses and service types, add files of any format and size to the entry.
Collaboration
Assign the responsible person to your item to set the workflow.
Metadata handling
Assign the required metadata to your entries to ensure their filtering, searching, and sending to the target system.
Filtering and sorting
Streamline your search through the Journey planning, Operations & delivery widgets by time range, item type, metadata, owner, and responsible person. Share the search results with a link for collaboration.
Workflow
Adjust item statuses according to your requirements and company business rules.
Commenting
Comment on journeys and items.
Email notifications
Receive an email notification when you are assigned to the entry, item statuses are changed, comments are added to the entry.
Integration
On your demand, Planner can be integrated with any third-party service.
Reporting and analytics
To get insight into user activity within Planner for further analysis, reports can be added to eWizard Analytics.
Brand strategy
With the widget, you can create:
Global brand plans to coordinate international campaign strategies and objectives.
Local brand plans containing country-specific strategies, objectives, and details to reach regional audiences.
Use your brand plans to present campaign strategies, objectives, financial, analytical, and other data.
Journey planning
The widget is designed for campaign planning. Within it, you can:
Create a campaign roadmap—a journey, and fill it with items.
Estimate expenditure.
Track time spent and objectives progress.
Operations & delivery
The all-in-one widget is designed for your campaign planning, arranging, and managing the production process of items. Within it, you can:
Assign items to the
IN-HOUSEservice type—for customization by the responsible person in eWizard Editor orAGENCY-ASSISTEDservice type—for development by an external agency.View and change item statuses.
Change the item service type.
Service integrations
Planner integration with different platforms and CRM systems allows you to streamline interaction with customers and colleagues, manage item development, sync metadata, and cut the likelihood of a human mistake.
The Planner—Jira integration automates task setting for the Viseven digital content factory on items development.
The Planner—Veeva Vault integration allows you to create journeys and items with established dependencies between the entry metadata defined in Planner and the values set in Veeva Vault. Then you can publish or export your item to the target system.
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