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Sharing, exporting, and syncing plans
Sharing, exporting, and syncing plans

How to share modular status updates with teammates, or export plans

Derek Osgood avatar
Written by Derek Osgood
Updated over 6 months ago

Sharing plans in Ignition

Ignition is designed to easily share info OUT to teammates, so that you don't need to worry about getting other stakeholders to adopt Ignition in order to get value.

Sharing behaves slightly differently depending on the type of info you're trying to share outwards, but generally Ignition can both share information via integrations and via direct communications in email, Slack, and Teams.

"Views" & Public Pages

It's very easy to create shared views, to allow teammates to see a specific filtered set of data. In many cases, these views can even be shared via public pages which publish a simplified, hosted page which you can share with anyone, without them needing to join your Ignition instance.

To create a view (Ideas, Roadmaps) – simply use the Display > View controls to save your current view.

To publish a public page (Battlecards, Ideas, Roadmaps, Campaign Plans) – Use the "Share" control in the top-right and select "publish to public page".

Integrations – Exporting & Syncing

Ignition supports *many* integrations for all sorts of exporting and syncing data. In some cases, we'll export data into the integration's format, in whereas in other cases we'll bidirectionaly sync so status is reflected in both tools.

To export Battlecards to CRM (Competitive Intel) – Use the "Export" control in the top right, and configure your CRM integration of choice. Your battlecards will appear in the deal object as a dropdown that Sales can easily reference when in deals.

To export campaign plans to a doc (Campaign Plans) – Use the "share update" experience in the top-right and select "export to an integration", to export your campaign plans to Google Docs, Confluence, or Slides. If you re-export a second time (e.g. after something changed in the plan), we'll automatically update the doc so you don't end up with dozens of versions of the same plan created

To sync status (Roadmaps, Tasks) – Use the "Integrations" option in the top right to bidirectionally sync task or roadmap status. Changes made to tasks in either tool will reflect in the other, but to preserve your roadmapping tools, changes in Ignition to roadmaps will not reflect in your roadmapping tools.

Email & Slack – Modular, automated status updates

By default, Ignition automates tons of internal comms to stakeholders, via email and slack. We'll send a weekly and monthly rollup of your launch activity to everyone in your workspace. We'll notify sales reps when features ship if deals have been added to Ideas or Roadmap Items. We'll also notify launch team members for specific campaigns when the launch changes status or the launch date moves. But the real magic comes with how Ignition allows for more modular internal comms communication automation.

Launch plan Internal Comms

There's one very important reason we've modularized launch plans in Ignition. The reality is that most stakeholders in the launch planning process don't need (and thus never read) the full launch plan – they each have individual bits and pieces of information that are important to them. So, we made it really easy to modularly create stakeholder updates and push them directly into people's inbox. You can even set these updates up to send on a recurring basis with the latest info.

If you'd like to share to Slack, connect your Slack instance under "Integrations" in Settings, and you'll have the ability to send Slack DM's or publish updates to Slack channels.

To share an update with a set of stakeholders:

  1. Click "Share Update" in the top-right corner of the plan.

  2. Add recipients and customize your delivery settings

    1. 👨‍🚀 If you choose to "send as myself", Ignition will send the update from your account. This is a great way to make sure your recipients engage with the message!

    2. Schedule your update and/or set it to recur (if you send a recurring update, as data in the plan changes, the latest will be sent).

  3. Select the modules you want to include in the update – we'll format them into a structure that's easily digestible via email or Slack for you, and generate an update communication, which you can edit.

  4. Selected stakeholders will receive a custom update via email or Slack, whichever they've indicated is their preferred communication method.

  5. If you choose to send to a Slack channel, Ignition will publish it there.

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