Planner
Everything you need to know about campaign planning and execution
By Serhii and 2 others3 authors26 articles
- 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.
- Customer journeyDesign diagrams that map campaign activities, show the user path, and link each stage to content items through milestones.
- 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.
- Template-based campaignSave a campaign with content items as a local or global template.
- Planner AnalyticsBenefit from built-in eWizard Analytics directly within Planner.
Planner integrations
Discover platforms and CRM systems integrated with Planner
- Planner integrations overviewDiscover Planner capabilities on integration with platforms and CRM systems
- Planner integration with JiraGet the benefits of Planner and Jira integration
- Integration between Planner and Veeva Vault PromoMatsTake the first step to publish your Planner items to Veeva Vault PromoMats