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The Making of a Marketing Plan

Listen, although 2020 felt like it lasted 25 years, it’s still hard to believe that we are wrapping up this roller coaster of 12 months. 

As companies prepare for 2021, crossing their fingers and wishing for a better Q1… it is important to start thinking about marketing strategies and plans for the next year. Without ideas and a solid goal for your company, it is very unlikely that things will change.

 

Reasons that making a marketing plan is important: 

1. It organizes your goals and provides clear plans of actions to achieve them 

2. It keeps everyone on track and on the same page 

3. Promotes motivation and accountability
 

I know making a marketing plan can sound time consuming, and a little complex, but it doesn’t have to be! I am going to walk you through the steps of making clear cut goals and plans for 2021 (with some actual examples!).

 

1. Brainstorming

Our team is great at making notes of things that need attention, whether it's good or bad. We keep open lines of communication on things that are going well, or may need some extra work. It is important for everything to bring their ideas together, no matter how big or small.  I suggest keeping a notepad with things / ideas you have for your team moving forward, and organize them in a way to present to your marketing team.

 

2. Team meeting

Now it is time for a group session to compare ideas, talk about what should be the priorities and get approval on anything needed. These meetings are super beneficial, because it is always refreshing to see if your team’s ideas mimic yours, or perhaps they even have some additional great ideas. 

 

3. Start building your plan

There are ample amounts of templates and checklists that you can find online to ensure that you’re including important information on your strategy plan. Some of the things I recommend including are:
Of course your main table of contents - easy to view for your team

 

 

Company mission - WHO ARE YOU?

 


 

Product Overview - what are you offering your clients?

 

 

Goals / Challenges - we all have them, don’t be shy

 



Target market - Who are you working for?

 

 

 

Expansion Plan - how will you make it to the next level?

 

Upcoming Actions - Making a clear timeline for the next year. It is important to make the timeline obtainable... in other words, don’t make goals that are impossible to meet.

 

Other important topics include additional small actions, goal timeline, campaign calendars, advertising outlets, social media platforms (and the importance, utilization for each one).

 



So making a powerpoint or pdf presentation for your team will allow all of the ideas and goals  to come together and be available in one place. I am a big checklist type of person, so in addition to my marketing plan, I always create a document. 

 

4. Create a spreadsheet

A spreadsheet doesn't have to be fancy, but it holds the team accountable, and we are able to make notes so that we can track the status of certain actions. This also helps me stay on track, and know what actions need to be executed next. 

 

Something like this for internal works just fine:

 


 

5. Budget & Execution 

It is extremely important that your team supports the marketing efforts. It is also important to know what your marketing budget will allow. Will you have additional funds for new goals? Will you need to reduce funds on other outlets to allow for new ideas? These are things that will need to be discussed with your financial department.

 

This is a good reason to create a marketing metrics / budget spreadsheet to track these items. I will share my examples on this in a future blog. 

 

So, once your team is on the same page, and they have clear goals…. IT’S GO TIME. Start working on your plan of actions and preparing to let them fly. For us, some of our goals will take some prep work, so we are gearing up in Q4. 
 

Hopefully, you have helpful ideas that you implement on your marketing plan… maybe it’s something I haven’t thought of (i’d love to hear yours! Email me - [email protected]). Either way, I wish everyone good luck on their strategies, and may all of your goals come true in 2021. If you’d like more insight on any of the ideas I have included, feel free to reach out, I’d be happy to chat! 

 

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The Inflector (Or why CakePHP speaks better English than me)

This article is part of the CakeDC Advent Calendar 2025 (December 18th 2025) I have been working with CakePHP for more than 15 years now. I love the conventions. I also love that I don't have to configure every single XML file, like in the old Java days. But let's be honest: as a Spanish native speaker, naming things in English can sometimes be a nightmare. In Spanish, life is simple. You have a Casa (house), you add an "s", you have Casas (houses). You have a Camión (truck), you add "es", you have Camiones (trucks). Logic! But in English? You have a mouse, and suddenly you have mice. You have a person, and it becomes people. You have a woman and it becomes women. This is why the Inflector class is not just a utility for me. It is my personal English teacher living inside the /vendor folder.

It covers my back

When I started with CakePHP 15 years ago, I was always scared to name a database table categories. I was 100% sure that I would break the framework because I would name the model Categorys or something wrong. But! CakePHP knows better. It knows irregular verbs and weird nouns better than I do. use Cake\\Utility\\Inflector; // The stuff I usually get right echo Inflector::pluralize('User'); // Users // The stuff I would definitely get wrong without coffee echo Inflector::pluralize('Person'); // People echo Inflector::pluralize('Child'); // Children

Variable Naming (CamelCase vs underscore)

The other battle I have fought for 15 years is the variable naming convention. Is it camelCase? Is it PascalCase? Is it underscore_case? My brain thinks in Spanish, translates to English, and then tries to apply PSR-12 standards. It is a lot of processing power. Fortunately, when I am building dynamic tools, I just let the Inflector handle the formatting: // Converting my database column to a nice label echo Inflector::humanize('published_date'); // Output: Published Date // Converting a string to a valid variable name echo Inflector::variable('My Client ID'); // Output: myClientId

When Spanglish happens

Of course, after so many years, sometimes a Spanish word slips into the database schema. It happens to the best of us. If I create a table called alumnos (students), CakePHP tries its best, but it assumes it is English.
Inflector::singularize('alumnos') -> Alumno (It actually works! Lucky.)
But sometimes it fails funny. If I have a Jamon (Ham), Cake thinks the plural is Jamons. So, for those rare moments where my English fails, I can teach the Inflector a bit of Spanish in bootstrap.php: Inflector::rules('plural', \[ '/on$/i' \=\> 'ones' // Fixing words ending in 'on' like Cajon, Jamon... \]);

Conclusion

We talk a lot about the ORM, Dependency Injection, and Plugins. Today however, I wanted to say "Gracias" to the humble Inflector. It has saved me from typos and grammar mistakes since 2008. Challenge for today: Go check your code. Are you manually formatting strings? Stop working so hard and let the Inflector do it for you. This article is part of the CakeDC Advent Calendar 2025 (December 18th 2025)

Uploading Files with CakePHP and Uppy directly to Amazon S3

Uploading Files with CakePHP and Uppy: Direct to S3

Modern web applications increasingly require fast, resilient, and user‑friendly file uploads. Whether it’s profile photos, documents, or large media files, users expect progress indicators, drag‑and‑drop, and reliable uploads even on unstable connections. In this article, we’ll look at how to combine CakePHP on the backend with Uppy on the frontend, and how to upload files directly to Amazon S3 using signed requests.

Why Uppy for Direct S3 Uploads??

Uppy is a modular JavaScript file uploader built by the team behind Transloadit. It provides a polished upload experience out of the box and integrates well with modern backends.

Key advantages

  • Direct-to-Cloud Uploads: File data flows directly from the user's browser to the S3 bucket, without passing through your CakePHP server.
    • Lower Server Load and Cost: Your server only generates a short-lived, secure pre-signed URL. The actual file transfer avoids the “double handling,” drastically reducing your application's bandwidth consumption and infrastructure footprint.
    • Better Performance: By eliminating your application server as a middleman, uploads complete faster. Uppy can also utilize S3's multipart upload capabilities for improved throughput and reliability for large files.
  • Excellent UX: Drag-and-drop support, progress bars, previews, and retry support.
  • Modular Architecture: Only load the necessary plugins.
  • Framework‑agnostic: Works seamlessly with CakePHP.

Architecture Overview

  • This scalable and production-friendly approach uses the following flow:
  • The browser initializes Uppy.
  • CakePHP provides temporary S3 credentials or signed URLs (Authorization).
  • Uppy uploads files directly to S3 (Data Transfer).
  • CakePHP stores metadata (filename, path, size, etc.) if needed (Database Record).

Architecture Overview

This scalable and production-friendly approach uses the following flow:
  1. The browser initializes Uppy
  2. CakePHP provides temporary S3 credentials or signed URLs (Authorization)
  3. Uppy uploads files directly to S3 (Data Transfer).
  4. CakePHP stores metadata (filename, path, size, etc.) if needed (Database Record).

Prerequisites

  • CakePHP 5.x (or 4.x with minor adjustments)
  • AWS account with an S3 bucket
  • AWS SDK for PHP
  • A modern browser to use Uppy's MJS modules

Installing Dependencies

Backend (CakePHP)

Install the required AWS SDK for PHP via Composer: composer require aws/aws-sdk-php Configure your AWS credentials (environment variables recommended): AWS_ACCESS_KEY_ID=your-key AWS_SECRET_ACCESS_KEY=your-secret AWS_REGION=eu-west-1 AWS_BUCKET=your-bucket-name

Frontend (Uppy)

Instead of a build step, we will use Uppy's modular JS files directly from a Content Delivery Network (CDN), which is simpler for many CakePHP applications. We will load the required modules—Uppy, Dashboard, and AwsS3—directly within the <script type="module"> tag in your view.

Creating the CakePHP Endpoint

We need a CakePHP endpoint to securely generate and return the necessary S3 upload parameters (the pre-signed URL) to the browser.

Controller

// src/Controller/UploadsController.php namespace App\Controller; use Aws\S3\S3Client; use Cake\Http\Exception\UnauthorizedException; class UploadsController extends AppController { public function sign() { $this->getRequest()->allowMethod(['post']); // 1. Initialize S3 Client using credentials from environment $s3Client = new S3Client([ 'version' => 'latest', 'region' => env('AWS_REGION'), 'credentials' => [ 'key' => env('AWS_ACCESS_KEY_ID'), 'secret' => env('AWS_SECRET_ACCESS_KEY'), ], ]); // Define a unique path with a placeholder for the actual filename $path = 'uploads/' . uniqid() . '/${filename}'; // 2. Create the command for a PutObject request $command = $s3->getCommand('PutObject', [ 'Bucket' => env('AWS_BUCKET');, 'Key' => $path, 'ACL' => 'private', 'ContentType' => '${contentType}', ]); // 3. Generate the pre-signed URL (valid for 15 minutes) $presignedRequest = $s3->createPresignedRequest($command, '+15 minutes'); $this->set([ 'method' => 'PUT', 'url' => (string)$presignedRequest->getUri(), '_serialize' => ['method', 'url'], ]); } } Add a route: // config/routes.php $routes->post('/uploads/s3-sign', ['controller' => 'Uploads', 'action' => 'sign']);

Frontend: Initializing Uppy and the S3 Plugin

Place the following code in your CakePHP view along with the HTML container for the uploader: <div id="uploader"></div> <script type="module"> // Load Uppy modules directly from CDN (v5.2.1 example) import { Uppy, Dashboard, AwsS3 } from 'https://releases.transloadit.com/uppy/v5.2.1/uppy.min.mjs' const uppy = new Uppy({ autoProceed: false, restrictions: { maxNumberOfFiles: 5, allowedFileTypes: ['image/*', 'application/pdf'], }, }) uppy.use(Dashboard, { inline: true, target: '#uploader', }) // Configure the AwsS3 plugin to fetch parameters from the CakePHP endpoint uppy.use(AwsS3, { async getUploadParameters(file) { const response = await fetch('/uploads/s3-sign', { method: 'POST', headers: { 'Content-Type': 'application/json', }, }) const data = await response.json() // 2. Return the parameters Uppy needs for the direct upload return { method: data.method, url: data.url, headers: { 'Content-Type': file.type, }, } }, }) uppy.on('complete', (result) => { console.log('Upload complete:', result.successful) }) </script>

Storing File Metadata (Optional but Recommended)

Once the direct S3 upload is successful, you must notify your CakePHP application to save the file's metadata (e.g., the S3 key) in your database. uppy.on('upload-success', (file, response) => { fetch('/files/save', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ name: file.name, size: file.size, type: file.type, s3_key: response.uploadURL, }), }) })

Security Considerations

Remember to implement robust security checks in your sign controller action:
  • Authenticate users: Ensure the user is logged in and authorized before issuing S3 parameters.
  • Restrict Input: Restrict allowed MIME types and maximum file size.
  • Access Control: Use private S3 buckets and serve files via signed URLs to maintain security.
  • Time Limit: Set short expiration times for the pre-signed requests (e.g., the +15 minutes in the example).

Conclusion

Combining CakePHP and Uppy gives you the best of both worlds: a robust PHP backend and a modern, user‑friendly upload experience. By uploading directly to Amazon S3, you reduce server load, successfully reduce server load, improve scalability, and ensure reliable, fast large file uploads. This setup allows your backend to focus on validation, authorization, and business logic rather than raw data transfer.

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