Add a deliverable to a campaign

A deliverable is used to divide a campaign into manageable and actionable tasks. It represents a specific, tangible outcome, such as creating a new social media campaign or designing a landing page, with a defined role in the marketing funnel.

You can add a deliverable to a campaign manually or you can use AI to generate it.

Add a deliverable manually

To add a deliverable to a campaign manually:

  1. In the Stream navigation menu, click Campaigns, then click the name of the campaign that you want to add a deliverable to.

  2. On the Overview page, open the Deliverables tab, then the List tab.

  3. Click Add deliverable.

    Click Add deliverable to add a deliverable to your campaign.

  4. In the Deliverable details pane, in the Deliverable name field, enter a descriptive name for the deliverable, up to 255 characters.

    Enter the name of the deliverable and other details.

  5. In the Due date field, select the due date from the calendar. The system calculates and displays the remaining days to complete the deliverable in the Days remaining field.

  6. In the Funnel stage drop-down list, select the deliverable's role in the marketing funnel:

    • Top (or awareness stage) - introduce your brand to a broad audience.

    • Middle (or consideration stage) - nurture customer interest and guide them toward a decision.

    • Bottom (or conversion stage) - drive prospects to take action, such as purchases or sign-ups.

  7. In the Funnel tactics field, click Add funnel tactic. Select a predefined tactic, such as Email and Billboards, or enter a custom funnel tactic. Make sure this tactic aligns with the selected funnel stage.

  8. Optionally, in the Label field, enter or select up to five tags to categorize the deliverable.

  9. When you're happy with the changes, click Save.

You've now successfully added a deliverable to the campaign. Repeat this process to add more deliverables as needed or add tasks to split the deliverable into actionable items.

Add a deliverable using AI

You can add a deliverable using AI in two ways:

  • On the List tab, based on the entered campaign's name and description.

  • On the Funnel tab, based on gaps in the marketing funnel.

Add a deliverable from the List tab

To add a deliverable from the List tab:

  1. In the Stream navigation menu, click Campaigns, then click the name of the campaign that you want to add a deliverable to.

  2. On the Overview page, open the Deliverables tab, then the List tab.

  3. Click Suggest deliverables with AI.

    On the List tab, click Suggest deliverables with AI to generate deliverable suggestions.

    Sitecore Stream knows your campaign name and description and uses them as context when generating suggestions.

  4. Optionally, you can enter a prompt to guide the AI—for example, specify the type of deliverables you need, the preferred format, or a category like social media, web, or print.

    Enter an optional prompt to describe to the AI what deliverable you need.
    Note

    Prompts should focus on describing the deliverables you want AI to generate.

  5. Click Suggest deliverables. The AI generates suggestions based on your campaign name, description, and any prompt you provide.

  6. To add a suggested deliverable to your campaign, click Save next to the one you want to keep. The deliverable is added to the campaign.

    Click Save next to the AI-generated deliverable you want to add to your campaign.

  7. Optionally, you can use the following options to refine or refresh the suggestions:

    • Refine Further with AI - add a new prompt with more specific instructions. This builds on the current suggestions using your new input.

    • Regenerate - get a completely new set of deliverables based on your campaign name, description, and prompts.

  8. To view or edit the details generated by AI, on the List tab, click the settings icon > Edit deliverable details, and make your changes.

  9. When you're happy with the changes, click Save.

Add a deliverable on the Funnel tab

Note

You must have at least one deliverable in your campaign before Stream can generate deliverable suggestions.

To add a deliverable on the Funnel tab:

  1. In the Stream navigation menu, click Campaigns, then click the name of the campaign that you want to add a deliverable to.

  2. On the Overview page, open the Deliverables tab, then the Funnel tab.

  3. Click Suggest deliverable.

    Go to the Funnel tab and click Suggest deliverable to generate a suggestion.

    Sitecore Stream will generate a suggested deliverable appropriate for the funnel stage.

  4. To accept a suggestion, click Keep next to the deliverable you want to save. The deliverable is added to the corresponding funnel stage column.

  5. To view or edit the details generated by AI, on the List tab, click the settings icon > Edit deliverable details, and make your changes.

  6. When you're happy with the changes, click Save.

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