Planning Campaigns

How to work with the Campaign Agent to plan your campaign calendar

Campaigns help you organize your marketing efforts around a central theme or goal. A campaign in Quotient is a coordinated collection of tasks and deliverables that work together toward a common objective. Think of campaigns as the strategic umbrella that organizes your marketing work across different channels and timeframes.

Grouping deliverables into campaigns is not a requirement in Quotient; you can still publish one-off blog posts or email broadcasts. But grouping things into campaigns helps ensure that your marketing has a consistent message, making it more effective.

Here are some examples of campaigns:

1. New Feature Announcement: When announcing an important new feature or launching a new product, it's common to write blogs, send email broadcasts, or host webinars promoting the new feature.

2. Events: Campaigns are often built around marketing events. For example, if you are hosting a webinar, or if your company is attending an industry conference, you might want to do a lot of marketing around that event, e.g. sending emails to customers before and after the event.

3. Thought Leadership: A specific topic, such as a new regulation or technological breakthrough, might be trending in your industry. To capitalize on interest, you might want to publish a series of blogs explaining your company's perspective on it.

Core Concepts

Tasks

Campaigns are organized as a series of tasks. Each task represents a specific piece of work that needs to be completed as part of the campaign. Tasks move through a workflow with four statuses:

• To-do - Task has been created but work hasn't started yet
• In progress - Task is actively being worked on
• In review - Task is complete and awaiting review or approval
• Done - Task is complete and approved

Tasks can represent many different types of work:

Deliverable-Linked Tasks - Work that's connected to creating specific marketing assets in Quotient:

• Writing a blog post
• Designing an email broadcast
• Setting up a marketing event
• Building an automated flow
• Creating a social media post

Standalone Tasks - Work that doesn't happen directly in Quotient:

• Shooting a video
• Taking screenshots of a new feature
• Getting legal approval
• Running paid ads
• Coordinating with external vendors

Deliverables

When a task involves creating a marketing asset that will be distributed to your audience, it can be linked to a deliverable. Deliverables are the actual marketing assets created in Quotient:

• Blog Posts - Articles published on your website
• Email Broadcasts - Emails sent to your audience
• Marketing Events - Webinars, conferences, or in-person events
• Flows - Automated email sequences
• Social Posts - Content for X, LinkedIn, or Instagram

When you link a task to a deliverable (like "Write Q4 product announcement blog"), the task provides project management structure while the deliverable contains the actual content and publishing details.

Briefs

Briefs are strategic memos that explain the purpose, message, and audience for a campaign. This information is critical for aligning both humans and agents on the strategy of a campaign. Agents read the brief for a campaign when creating content to ensure that the content is consistent with the theme and message of the campaign.

Task Owners

Each task can have an owner - the human who's responsible for completing it. When you're the owner of a task, you'll get notifications about its progress as agents work on it, and you can track it on your personal task list.

Assigned Agents

Tasks can also be assigned to specific AI agents to work on them. When you assign an agent to a task, that agent will be responsible for executing the work. For example:

• A task to write a blog post can be assigned to the Blog Agent
• A task to create an email broadcast can be assigned to the Email Agent
• A task to set up a marketing event can be assigned to the Event Agent

The Campaign Agent will typically assign the appropriate agent when creating tasks as part of a campaign. The assigned agent will have access to the task details and can update its status as work progresses. You can also manually assign or reassign agents to tasks as needed.

The Campaign Agent

The Campaign Agent can help you develop campaigns from inception to execution. This agent is in charge of creating the campaign - which includes writing the initial brief, breaking down the work into tasks, and picking the right timeframe.

Once you and the Campaign Agent have agreed on the concept for the campaign, the Campaign Agent will delegate work to the other agents. For tasks that involve creating deliverables (like blogs or emails), the Campaign Agent will typically create a new thread with the appropriate agent (Blog Agent, Email Agent, etc.) to work on that specific deliverable.

Here are some tips for getting the most out of the Campaign Agent:

• You can ask the Campaign Agent to help you come up with ideas for campaigns, or if you already have a clear idea for a campaign you can use the Campaign Agent to help break it down into actionable tasks.

• The Campaign Agent can search the web and perform research, which is helpful for campaigns that have to do with current events or trending topics.

• Every company runs campaigns differently. Some prefer many small campaigns with just a few tasks and deliverables, while others prefer large campaigns with dozens of tasks and deliverables over several months. Tell the Campaign Agent about your preferred workflow and ask it to "remember" it in the future.

• If you're not happy with a campaign, tell the Campaign Agent what you want to change. The agent will update briefs and add or remove tasks until it looks right. Building campaigns is an iterative process and requires some back and forth.