Joint Campaigns
Part of Joint campaign planning
Planning the handoff between partner teams
Define what moves between partner teams, who receives it, which decision is needed and how blocked work reaches the right owner.
Plan each handoff as the transfer of a specific item for a specific decision. Name the sending and receiving owners, version, due point and the recipient’s next action. Use this record when campaign work crosses organisations.
Map the transfers that matter
Walk through the campaign from brief to release and mark where work crosses organisations. Transfers may include an offer description for fact checking, copy for design, a complete asset for approval and a final file for publishing. List only those this campaign needs.
For each transfer, ask what changes hands, where it will be found, how the recipient will know it is ready and what response is needed. “Send the content to the partner” does not say whether that partner should edit it, verify claims or approve it for a channel.
Field / What to record
- Item
- The complete asset or input being transferred
- From and to
- Named owners and a backup route
- State
- Draft for comments, facts to verify or final approval requested
- Version
- The file or page identifier the response applies to
- Return
- Consolidated comments, approval or a stated blocker
- Due point
- When the response is needed for the next task
Send enough context with the work
Give the recipient the intended customer, offer, channel and precise question to answer. If a product owner is checking a sentence, include the complete customer-facing layout when a headline or qualification could change its meaning. The ACCC can require businesses to back up claims they make about their products or services.
Distinguish a factual check from permission to publish. A specialist might confirm that a description is accurate under stated conditions; the authorised approver still needs to see those conditions in the final asset. If comments conflict, assign one owner to assemble the next version and return it to affected reviewers.
Set a rule for blocked or changed work
Let a receiving owner mark an item as waiting for evidence, requiring changes or unsuitable for the proposed channel. Assign the next action and date. If a material condition changes after approval, identify affected assets and return those versions for review. Do not infer approval from a missed deadline unless the partners have expressly agreed a suitable rule.
Record the response where the next owner can find it. A decision buried in a meeting message may not reach the person scheduling an email. The publishing owner should confirm that the scheduled asset matches the version released for that channel.
Route customer questions without assuming data may be shared
Before launch, decide which team answers questions about each offer and who coordinates a question involving both. Give frontline staff a route to check an uncertain claim. Passing a person’s contact details to the other business requires a separate assessment of the proposed disclosure and applicable privacy requirements; campaign interest alone does not settle it.
For Australian marketing emails and messages, check the ACMA’s guidance on avoiding spam before launch. Check applicable consent requirements before sending future promotions.
After release, note where transfers stalled or needed repeated clarification. Improve the item description, owner or response route for the next campaign.
