Data is a valuable asset; but it all needs to come together to make sense, right?

So, what Swanly does is collect all your Jira data from across projects and teams, and split it nicely into compartments so you’re not bombarded with information. Then it gives you ready-made live reports with awesome visuals that you can share, so you don’t spend your time dealing with tasks you could avoid!  

Now, who could benefit from such a tool you might think; and how?

Use case #1 - digital marketing campaign

Well, for one, Swanly is used by teams to plan and track marketing campaigns; which brings us to our first case study :)

Visibility across digital campaigns

The roadmap view in Swanly offers visibility across all digital campaigns and the ability to track their progress in a single panel that slides from the side.

Track campaign progress anytime!
Track progress in side panel


Use releases to define campaigns
Here, you can see that we’re using releases to represent campaigns, and the colors show you the type of campaign it is. For example, blue is for growth hacking, pink for seasonal; and purple for new feature launches, and so on.

Campaign predefined stages bring efficiency to process
Types of campaigns

Each campaign type has its own predefined stages it will have to go through; for example in this case, we broke down the easter campaign into six stages: Preparation, Approval, Launch, Live, Closure and Evaluation. Once stages are drawn on the timeline, you can easily track their progress.

Campaign templates and their stages
List of all campaign templates in Swanly

Here, you can see the list of all campaign templates and their stages; you can create new templates here, or use the existing ones. Also, creating them is super simple; you can do it in Configuration.

Set up default duration for every phase

You can also define the default duration for each phase, which means pre-populating stage dates when scheduling a release - in this case, the release represents the campaign on the timeline. It’s really useful because it makes scheduling campaigns much faster.

Default duration for campaign phases
Default duration for release phases


Choose what you see on the timeline

Swanly allows you to change the grouping on the timeline. For example, instead of projects, you can group by campaign type, so the swimlanes now represent different campaign types like SEO, new feature launch, and so on. And the colors of the campaigns reflect the projects.

Track marketing campaigns phases in Jira using Swanly app

When managing campaigns, it’s nice to have an overview of when they’re scheduled to go live and what the preparation phase is before starting. Here for example, you can see when the campaign is planned to go live through the highlighted area.

Understand your campaign progress

The report panel is accessible by clicking on the campaign in the timeline.

High level progress information
Issue progress in report panel in Swanly

The report is where you go in order to see how much time was spent on a campaign or task, the progress, stages and so on. You get high-level information with respect to the status categories of the campaign’s scope (and can see the actual statuses), as well as how many tickets are done and how many are in progress.

The meeting point for tasks & projects

In this case, the campaign is being worked on by three teams - Marketing, Design and Development, with each team working with a separate project in Jira to manage their day to day work.

All tasks that need to be completed in order to deliver the campaign are linked in the Scope section. Key information about the tasks are visible, things like task summary, assignee, priority and status. Sometimes, we need to drill down into the actual task to be able to see more information, and we can do so by simply clicking on the task itself.

Share report with others easily

The report view is really useful for you to get granular information about the campaign’s progress; also, you can share the report with colleagues before your weekly update meeting.

Share link with stakeholders in Swanly
Share link to Swanly report


Make lists and filter through them

The list view shows you all campaigns in one place, so you filter through them for the view that works for you. For example, you can get a list of all growth hacking campaigns the teams are working on; or a list of all campaigns that were finished. Once you’ve got your list, you can quickly access the report and share it.

Filter through releases for better view
Filtering through list view

Efficiency when working with marketing campaigns

When it comes to efficiency, the loading time is almost immediate which is great, and there’s no need to switch between screens and dashboards or JQL. All the info you need about your campaigns is in one place in Swanly, which makes planning, tracking and acting upon campaigns and marketing tasks that much simpler.


For more use cases, check out how Swanly can be used to manage your product development, or how to manage multiple projects at once.