Advertising marketing campaign templates show you how to add construction and readability to approaching campaigns. They will additionally assist guarantee every marketing campaign aligns with big-picture objectives and comprises a full plan on learn how to execute, monitor, and measure all the things.
Some campaigns are fast one-off emails whereas others final weeks or months and embody a number of advertising channels.
This put up covers one of the best free templates for varied instruments and conditions, from advanced campaigns utilizing venture administration instruments to easier approaches utilizing a spreadsheet.
monday.com: Handle campaigns, initiatives, and duties in a single
Monday.com is a good venture administration device that permits you to plan campaigns and handle all the work in the identical place. You may even use it to trace different sorts of initiatives, your funds, digital belongings, content material, and extra.
With built-in venture administration options, you’ll be capable to simply create duties, assign possession to your crew, and keep on high of all the things.
Extra monday.com protection: monday.com Assessment | Trello vs monday.com | Asana vs monday.com.Â
One of many extra distinctive features of this advertising marketing campaign template is that you may import campaigns you’ve began in a spreadsheet.
This makes it a fantastic possibility in the event you’ve beforehand managed all the things in Excel or Google Sheets and need an improve.
The template additionally features a timeline view for every marketing campaign, automations that transfer duties by way of the workflow, and crew collaboration options — commenting, @ mentions, and prioritization capabilities to call a number of.
One of many greatest advantages is that you should use it to handle a number of campaigns.
There are a number of other ways you’ll be able to set it up and you’ll add extra trackers in the identical device, providing you with final flexibility in the event you’re keen to customise a bit by yourself.
ClickUp: A high-volume advertising marketing campaign template
ClickUp additionally checks all of the containers for marketing campaign planning and execution inside a venture administration resolution. It affords probably the most beneficiant free plans with as much as 5 areas, limitless customers, and limitless duties.
Past the free plan, it turns into increasingly much like monday.com.
Each are simply as able to marketing campaign administration scale — many individuals use private desire to determine between the 2.
Extra ClickUp protection: ClickUp evaluate | Asana vs ClickUp | ClickUp vs Notion.Â
Though ClickUp will work simply positive for easy marketing campaign administration, this template is extra superior, and higher suited to planning and execution at scale.
It’s not tough to make use of nevertheless it does have plenty of performance in-built, permitting for simple administration of dozens of concurrent campaigns and initiatives throughout a complete advertising division.
The template comes with seven venture views, 11 customized fields, built-in funds monitoring, and automatic process dependency warnings.
When you copy the template into your account, you’ll be capable to outline channel-specific goals, map out whole campaigns, assign them to groups or people, set deadlings, and prioritize work nonetheless you’d like.
However one of the best half is that you may monitor progress in opposition to one marketing campaign, a number of campaigns, or all of them without delay.
Asana: A advertising marketing campaign template for smaller groups
Asana is one other all-in-one venture administration software program. It’s not as versatile or intimidating because the others we’ve lined to this point, making it a more sensible choice for smaller groups that want one thing a bit simpler to make use of.
Its free plan permits for as much as 10 customers and contains limitless duties, initiatives, storage, and crew messages. It’s very beneficiant and greater than sufficient to get began.
Extra Asana protection: Asana evaluate | Airtable vs Asana | Asana alternate options.Â
The marketing campaign administration template from Asana has among the finest timeline views we’ve seen. It’s tremendous clear, but has all the data you want for planning and monitoring progress alongside the way in which.
It’s among the finest methods to visualise the trail and dependencies of various campaigns, duties, and actions working in direction of the identical objective.
Past that, you’ll additionally be capable to see all the work in Kanban Gantt, calendar, and record view. Everybody can view their duties in no matter means works finest for them. Managers and supervisors also can create milestones to interrupt objectives into smaller goals.
One of many extra distinctive capabilities is popping a quick into motion gadgets. You may simply flip all the things right into a process and assign it to the suitable individual.
Though this template’s nice for smaller groups, it’s simply nearly as good for these which can be rising and people which can be bigger so that you don’t have to fret about needing one thing else within the close to future.
Notion: A template for advertising marketing campaign briefs
Notion is a productiveness platform that features venture administration capabilities on high of a ton of different performance. It’s a free-form place to take notes, handle to-do lists, create paperwork, assign work, and extra.
It requires a bit of labor up entrance earlier than you should use it. However templates assist velocity up and take away obstacles from that course of.
Should you’re working by your self, Notion’s free plan could be very beneficiant — you’ll seemingly be capable to use it for fairly a while and probably eternally. Groups can attempt Notion without spending a dime however might want to improve to a paid plan in some unspecified time in the future.
Extra Notion protection: Notion evaluate | Obsidian vs Notion | Notion vs monday.com.Â
The muse of each nice advertising marketing campaign is an in depth plan and technique. Regardless of that, many companies simply begin and find yourself feeling misplaced — I’ve undoubtedly skilled this with my crew.
This Notion template comes with all the things you might want to lay that basis early.
When you’ve created your personal copy, you’ll be capable to establish key stakeholders, collect assets, outline goals and objectives, get to know your audience, suppose by way of execution at a excessive degree, develop a method, and map out your timeline.
You’ll additionally get house to notice down related KPIs and the message you need to talk all through your marketing campaign.
Whereas it doesn’t embody options to trace the work concerned with varied campaigns, you’ll be able to add that functionality in the event you want it. This flexibility is one in all Notion’s best strengths.
This setup is a wonderful start line in the event you need assistance with planning upfront.
Confluence: A easy advertising marketing campaign template
Confluence is a data base builder that makes it straightforward to collaborate on SOPs, templates, paperwork, and recordsdata. Its mum or dad firm, Atlassian, additionally owns Trello for easy venture administration and Jira for improvement groups.
Mixed, these instruments offer you all the things you might want to handle and doc all the things.
Whether or not you need to use all of them collectively or one particular piece, all three instruments have a free plan so you’ll be able to attempt them out.
Extra Confluence protection: Confluence evaluate | Confluence vs Jira | Notion vs Confluence.Â
Atlassian’s advertising marketing campaign administration template is easy however extremely versatile. You should utilize it for fast one-off campaigns, long-term advertising methods, and all the things in between.
It combines plenty of one of the best components of different templates on the record into one collaborative doc you’ll be able to fill out along with your crew.
You’ll be capable to doc your marketing campaign methods, budgets, roadmaps, and key deliverables throughout totally different areas, providing you with a stable start line whether or not you’re launching one marketing campaign or a number of that work collectively.
Confluence’s doc editor is a light-weight and extra streamlined model of Google Docs, so that you don’t have to fret about formatting points or something like that.
The one draw back is that you may solely use it in Confluence. It’s not obtainable in some other format, though you’ll be able to see the complete template and make your personal model in a unique doc builder in the event you’d like.
Advertising marketing campaign templates for Google Sheets and Excel
Easy or one-off advertising campaigns typically don’t require intense venture administration.
If that feels like what you’re doing otherwise you simply need one thing easy that doesn’t require you to join yet one more device, the next templates are the way in which to go.
Monitor marketing campaign budgets with Smartsheet’s free Excel template
Smartsheet is a robust enterprise app builder and collaboration suite based mostly on the idea of a easy spreadsheet. It doesn’t have a free plan however their crew commonly places collectively free Excel and Google Sheets templates you’ll be able to obtain without charge.
Their finest advertising marketing campaign template is for budgeting and calculating ROI.
Extra Smartsheet protection: Smartsheet evaluate | Smartsheet vs ClickUp | Smartsheet vs Jira.Â
This explicit template is particularly designed for planning your marketing campaign funds whereas monitoring how a lot you really spend as soon as the marketing campaign goes reside.
When you enter all the knowledge, the spreadsheet robotically calculates how a lot you’re spending and alerts to overages.
It additionally reveals your return on funding and a variety of different key efficiency indicators, like projected income, projected revenue, and variance, that can assist you keep on monitor.
You’ll be capable to monitor marketing campaign spending over month, 12 months, and expense class plus plan a number of campaigns throughout the identical template. It’s a brilliant easy and simple strategy to evaluate funds vs actuals as you go.
The draw back is that it’s not as versatile as different templates. It’s important to handle built-in formulation and ensure none of them break in the event you make adjustments.
Plan advertising campaigns with HubSpot’s free Google Sheets template
HubSpot is among the hottest CRM instruments available on the market. The corporate additionally affords gross sales, customer support, and content material administration options.
Except for that, they run a large advertising weblog, full with free Google Docs, Google Sheets, and Excel templates for all types of promoting and gross sales actions. One in all their finest advertising marketing campaign templates is available in a bundle and affords a easy strategy to plan upcoming campaigns.
Extra HubSpot protection: HubSpot evaluate | HubSpot vs Salesforce | HubSpot alternate options.Â
Typically, all you want is one thing easy that retains you on monitor and pointed in the suitable path. That’s precisely what this template does.
It’s easy and may take just some minutes to fill out if you have already got an thought floating round in your head. As soon as it’s executed, you’ll be able to deal with it as your north star and share it along with your crew so that they all the time have it high of thoughts.
There’s house to notice what sorts of roles you want, who’s accountable for what, who your viewers is, how you intend to trace success, and your general objectives.
Different templates on this bundle allow you to get extra detailed, together with distinctive promoting propositions, model positioning, aggressive evaluation, and extra granular roles that cowl precise people in your crew.
Though this template bundle is solely free, you do have to supply your e mail, identify, cellphone quantity, and web site to get entry.
How do you construction a advertising marketing campaign?
Advertising campaigns fluctuate quite a bit from one enterprise to a different. Nonetheless, most profitable campaigns begin with:
- Clearly outlined objectives: What are you hoping to attain?
- Function: Why are you making an attempt to attain this explicit objective?
- Target market: What superb buyer profile are you going after?
- Property and distribution channels: What are you creating or delivering, and the way are you getting it in entrance of the suitable individuals?
- KPIs (key efficiency indicators): How are you going to measure success?
- A plan: Who’s going to do the work and the way lengthy is it going to take?
- Funds: How a lot are you able to spend with out sacrificing ROI?
Even in the event you suppose the reply to one in all these questions is clear, I encourage you to write down it down and share it along with your crew.
You by no means know the way they’re excited about issues and being on the identical web page is one of the best place to begin.
Are you able to run a number of advertising campaigns on the identical time?
Completely. Working a number of advertising campaigns concurrently results in faster outcomes so long as you may have the assets to make it occur.
Say you need to run a retention marketing campaign that targets clients who haven’t bought within the final six months. You would do that by way of a drip e mail sequence over the following three weeks.
SEE: The final word information to buyer retention.Â
You would additionally run a model consciousness marketing campaign that entails social media, PPC adverts, and occasion sponsorships over the following six months to a 12 months. You may additionally need to promote a vacation sale or new product launch.
There’s no downside working all of those similtaneously lengthy as you’re capable of maintain them straight, monitor KPIs for every of them, and handle the assets with out burning anybody out.
In different phrases, your funds and assets are the limiting components. Not the truth that you’re already working one other marketing campaign. The caveat to that is in the event you’re focusing on the identical section of your viewers with multiple marketing campaign.
Relying on how aggressive you might be, this might get overwhelming for these on the receiving finish.
