Skip to main content
All Collections
Planner
Planner

Everything you need to know about campaign planning and execution

Introduction to PlannerGet a quick overview of the Planner service
Planner interfaceNavigate the Planner home page and all the controls available
Adding new campaigns and itemsFill your plans with brand content
Brand strategyCreate global and local brand plans to coordinate your marketing campaigns
Campaign planningDesign marketing campaigns and add campaigns with content items in them
Operations & deliveryManage the production process within your marketing campaigns
Item management in PlannerView item statuses and collaborate on journey items with your teammates
Comments in PlannerLeave entry comments and manage them in Planner
Widget filtersUse different filters to sort and find the specific entries
Entry attachmentsUpload files to your entries and manage them on the ATTACHMENTS tab
Entry URL linksAdd links to the external materials to your entries
Item cost calculationCalculate the item development cost in Planner
Item versioning historyTrack the item version changes and restart its development on the HISTORY tab
Item adding from eWizard LibrarySelect items in My library and add them to Planner
Asset components adding in PlannerAttach Veeva Vault modules and required assets to your items in Planner
Styleguide and best practicesFollow the guidelines linked to your entry for its development.
Item checklistForm your checklists for items with tasks; set deadlines and assign users to fulfil tasks
Assignment layoutsAdd files of any format and size, including ZIP archives with InDesign packages to assignments
Content items controlLimit the list of responsible users you can assign to the content item or checklist task.
Approve Veeva Vault documents from PlannerLaunch the approval process of content items in Veeva Vault PromoMats and their sync with Veeva CRM from eWizard Planner.