OpenText Extended ECM - Records Management - Adobe Campaign Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Records Management and Adobe Campaign

1. Retention-Controlled Customer Communication Archive

Data flow: Adobe Campaign ? OpenText Extended ECM - Records Management

Archive outbound campaign emails, SMS content, audience segments, and approval records from Adobe Campaign into OpenText Extended ECM - Records Management as formal business records. This supports regulatory retention, auditability, and legal hold requirements for industries such as financial services and healthcare.

• Preserves exact message content and send history
• Stores proof of approval and campaign versioning
• Supports retention schedules by campaign type or jurisdiction

2. Consent and Preference Evidence Management

Data flow: Adobe Campaign ? OpenText Extended ECM - Records Management

Store consent capture evidence, opt-in forms, preference changes, and unsubscribe confirmations from Adobe Campaign in OpenText Extended ECM - Records Management. This creates a defensible record of customer communication permissions and helps demonstrate compliance with privacy regulations.

• Maintains timestamped consent evidence
• Supports audit requests and privacy investigations
• Reduces compliance risk from disputed communications

3. Campaign Approval and Compliance Sign-Off Archive

Data flow: Adobe Campaign ? OpenText Extended ECM - Records Management

When marketing, legal, or compliance teams approve a campaign in Adobe Campaign, the final approved creative, audience criteria, and sign-off artifacts can be declared as records in OpenText Extended ECM - Records Management. This provides a controlled record of who approved what and when.

• Captures final approved assets and metadata
• Links approvals to specific campaign executions
• Improves governance for regulated communications

4. Customer Communication Case File for Service and Disputes

Data flow: Bi-directional

Use Adobe Campaign to send customer communications and OpenText Extended ECM - Records Management to maintain the official case file for complaints, disputes, or service investigations. Campaign history, response records, and related correspondence can be linked into a single records-managed file for faster resolution.

• Provides a complete communication trail for case teams
• Helps customer service and compliance work from the same record set
• Speeds response to complaints and regulatory inquiries

5. Retention of Regulated Campaign Assets by Product or Region

Data flow: Adobe Campaign ? OpenText Extended ECM - Records Management

Automatically classify and retain campaign materials based on product line, country, or regulatory category. For example, communications related to investment products, medical services, or government notices can be assigned different retention rules in OpenText Extended ECM - Records Management.

• Applies policy-based retention by business context
• Reduces manual filing and classification effort
• Supports local legal and regulatory requirements

6. Legal Hold on Historical Campaign Communications

Data flow: OpenText Extended ECM - Records Management ? Adobe Campaign

When a legal hold is placed in OpenText Extended ECM - Records Management, the system can flag related campaign records in Adobe Campaign to prevent deletion or alteration of relevant communication evidence. This is useful during litigation, investigations, or regulatory reviews.

• Protects campaign evidence from premature disposal
• Ensures consistency between operational and records systems
• Supports defensible eDiscovery processes

7. Automated Archiving of Campaign Performance and Delivery Evidence

Data flow: Adobe Campaign ? OpenText Extended ECM - Records Management

Archive delivery logs, bounce reports, audience extracts, and performance summaries from Adobe Campaign into OpenText Extended ECM - Records Management as part of the official campaign record. This helps operations, audit, and compliance teams verify what was sent and to whom.

• Creates a complete operational record of each campaign
• Supports internal audit and external regulatory review
• Reduces reliance on ad hoc exports and spreadsheets

8. Controlled Retrieval of Archived Campaign Records for Reuse

Data flow: OpenText Extended ECM - Records Management ? Adobe Campaign

Marketing teams can retrieve approved historical campaign records, templates, and audience rules from OpenText Extended ECM - Records Management for reuse in Adobe Campaign. Access is controlled so teams can reuse compliant content without bypassing governance.

• Improves reuse of approved content and templates
• Reduces duplicate campaign creation effort
• Maintains governance over what can be reused and by whom