Marketing Role

The Marketing role is designed for team members responsible for planning, launching, and optimizing campaigns inside Captura Workflow, the heart of the Captura connected ecosystem.

This role goes beyond simply viewing campaigns. It empowers marketers to:

• Attach campaigns to the right jobs

• Configure timing and triggers that automate outreach

• Align promotions with the online shopping experience

• Measure performance through order data

Why this matters

Great marketing isn’t just creative—it’s operational. When campaigns, jobs, and storefronts are aligned, studios see higher participation and stronger revenue without extra effort.

Marketing users need execution access, not system-wide control.

They should be able to:

• Launch and approve campaigns

• Control when messages send

• Align discounts and messaging with live jobs

They should not manage payouts, refunds, or core production settings.

These permissions unlock the Marketing tools themselves.

Allows users to:

• Access the Marketing tab

• View existing campaigns, email templates, and SMS messages

Why this matters

Without Marketing visibility, no campaign planning or execution can happen.

Allows users to:

• Receive notifications when a campaign requires approval

• Approve campaigns before they go live

Why this matters

Approval workflows protect brand voice and prevent accidental sends.

To actually run a campaign, marketers must interact with job-level settings.

Allows users to:

• Search and select jobs

• Use the Marketing Attachment Wizard and Quick Edit tools

Why this matters

Campaigns don’t exist in isolation—they’re always tied to specific jobs.

Allows users to modify job configuration related to marketing.

This access is required to:

1. Attach Campaigns to jobs

2. Set Triggers using Custom Date 1 & 2 (e.g., yearbook deadlines)

3. Customize Messaging via Custom Marketing Fields (school-specific notes)

Why this matters

Timing and relevance drive results. Without Job Settings access, marketing becomes guesswork.

Marketing works best when messaging and storefront experience match.

Allows users to:

• Create and manage promo codes

• Build global, job-specific, or product-specific discounts

Why this matters

Promo codes advertised in emails must exist—and work—when customers click.

Allows users to:

• Update promotional banners

• Edit welcome messages in the online shop

Why this matters

Consistent messaging from email to checkout increases conversion.

Displays:

• Order revenue

• Order counts

• Average order value

Directly on the dashboard.

Why this matters

Marketing decisions should be guided by results, not assumptions.

The Marketing role should be:

• Results-focused

• Closely aligned with operations

• Empowered to execute—but within clear guardrails

Studios that give marketers the right access:

• Launch campaigns faster

• Increase participation and AOV

• Avoid misfires and mixed messaging

That’s how marketing becomes a growth engine—not a guessing game—inside the Captura ecosystem.