Confluence whiteboards for Marketers: Take collaboration to a new level

What are Confluence whiteboards?

Confluence whiteboards are digital canvases that make it easy for teams to create, capture, and organize ideas and quickly turn them into actionable projects and tasks. 

They’re perfect for fostering discussions, improving collaboration, and stimulating creativity within and across teams. Since whiteboards are built into Confluence, connecting existing initiatives and processes from Confluence and Jira into your visual workspace is also a breeze.

Use whiteboards to define marketing roles and responsibilities

Defining roles and responsibilities is especially important for marketing teams when projects include stakeholders from other teams who must sign off on tasks and initiatives before they are realized. 

Mapping out roles and responsibilities also helps prevent misunderstandings, reduces duplication of effort, and ensures that every team member knows their specific contributions to the project's success.

One of the most popular tools for delineating roles and responsibilities is a RACI chart—something you can easily create in Confluence whiteboards using shapes and text. “RACI” stands for:

• Responsible: Who completes the task or deliverable.
• Accountable: Who is ultimately answerable for the task's completion and has the authority to approve or reject the work.
• Consulted: Who needs to provide input or feedback on the task.
• Informed: Who needs to be kept updated on the task's progress, even though they might not be directly involved in its completion. 

The RACI chart is a straightforward table that can help give everyone in your marketing team, as well as members of other teams, a clear view of their roles and who they report to or need to consult.

You can easily create one in whiteboards using shapes. For example, you can use a series of rectangles to build a simple RACI chart. Hover over the shapes tool on the floating menu, select the shape you want, and drag it into your whiteboard.

Brainstorm fresh ideas asynchronously

Creativity is vital in marketing to differentiate yourself from competitors and engage customers in unique and exciting ways. Brainstorming is one of the best techniques for getting a group's creative juices flowing.

A great brainstorming session is one where everyone feels comfortable sharing their ideas. It should also be highly collaborative and easy to edit. When your ideas take you to new and exciting territories, you want to have malleable tools, like Confluence whiteboards, that allow you to follow them easily. 

If you need some structure to get started with your marketing team’s brainstorming sessions, we have plenty of templates available for Confluence whiteboards. One of the most popular is Brainwriting, a popular brainstorming technique where participants jot down their ideas independently before sharing them with their team. 

Brainwriting facilitates engagement from team members who might not be comfortable sharing their ideas out loud in a group setting. It’s also a great way to diversify ideas, unlike traditional brainstorming sessions in which one person’s idea could influence the ideas of others after being shared with the group.

Map out your customer journey to identify marketing opportunities

Plotting customer journeys helps marketing teams understand their customers better. It also allows them to optimize each touchpoint, ensuring a seamless and engaging experience that drives customer satisfaction and loyalty.

A flow chart is one of the best ways to visualize customer journeys and creating flow charts is easy and intuitive in whiteboards. There are many different ways to map out customer journeys. One of the most common approaches is dividing the journey into typical stages like awareness, consideration, decision, purchase, and post-purchase. 

Within each stage, you could list the key touchpoints and actions the customer takes. For example, awareness lists channels where customers can learn about you—social media ads, blog posts, organic search traffic, etc.

Plan and execute cross-team campaigns

Whiteboards are a tool that every single team can use individually and in collaboration with others. 

For example, you can create a whiteboard for a marketing campaign that needs input from other teams. Import all relevant Jira issues from related product, engineering, and sales initiatives to create a global overview of the campaign and its various cross-team components. 

Use lines to create paths between shapes/sticky notes and their corresponding Jira issues, organize the flow, and map out dependencies throughout your campaign. 

Smart sections are another key whiteboard feature that automates Jira issue status updates so that you can can bulk update Jira issues without leaving your whiteboard. Create a smart section on your whiteboard and drag Jira issues into it. Whenever you update a field (status, assignee, etc.) on your whiteboard, these changes will be immediately reflected in Jira.

Smart connectors can be used to create lines between Jira issues on your whiteboard to show the relationships and dependencies between them. These connectors transform lines between whiteboard elements into Jira issue links, automatically updating Jira's “Linked issues” field when changes are made.

Turn every marketing process into a fully collaborative one with whiteboards

Confluence whiteboards give your marketing team and anyone you collaborate with an intuitive visual canvas they can use to brainstorm, conduct research, and easily map out and manage even the most intricate campaigns.

Their collaborative and transparent nature also helps minimize confusion and delays by centralizing research, assets, and plans on a shared board. 

With a unified source of truth, your team can easily collaborate, innovate, and deliver brilliant marketing campaigns. Try Confluence whiteboards for free today.