Advertising and marketing marketing campaign templates enable you add construction and readability to imminent campaigns. They will additionally assist guarantee every marketing campaign aligns with big-picture targets and accommodates a full plan on tips on how to execute, observe, 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 the most effective free templates for numerous instruments and conditions, from complicated campaigns utilizing venture administration instruments to easier approaches utilizing a spreadsheet.
monday.com: Handle campaigns, tasks, and duties in a single
Monday.com is a superb venture administration instrument that permits you to plan campaigns and handle the entire work in the identical place. You possibly can even use it to trace different varieties of tasks, your finances, digital property, content material, and extra.
With built-in venture administration options, you’ll have the ability to simply create duties, assign possession to your staff, and keep on high of all the things.
Extra monday.com protection: monday.com Evaluate | Trello vs monday.com | Asana vs monday.com.
One of many extra distinctive points of this advertising marketing campaign template is which you can import campaigns you’ve began in a spreadsheet.
This makes it an amazing choice in the event you’ve beforehand managed all the things in Excel or Google Sheets and wish an improve.
The template additionally features a timeline view for every marketing campaign, automations that transfer duties by means of the workflow, and staff collaboration options — commenting, @ mentions, and prioritization capabilities to call just a few.
One of many greatest advantages is that you need to use it to handle a number of campaigns.
There are just a few alternative ways you possibly can set it up and you may add extra trackers in the identical instrument, supplying you with final flexibility in the event you’re prepared 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 one of the vital 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 choice to resolve between the 2.
Extra ClickUp protection: ClickUp evaluate | Asana vs ClickUp | ClickUp vs Notion.
Though ClickUp will work simply high-quality for easy marketing campaign administration, this template is extra superior, and higher fitted to planning and execution at scale.
It’s not tough to make use of however it does have numerous performance inbuilt, permitting for straightforward administration of dozens of concurrent campaigns and tasks throughout a complete advertising division.
The template comes with seven venture views, 11 customized fields, built-in finances monitoring, and automatic activity dependency warnings.
When you copy the template into your account, you’ll have the ability to outline channel-specific goals, map out whole campaigns, assign them to groups or people, set deadlings, and prioritize work nevertheless you’d like.
However the most effective half is which you can observe progress towards 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 thus far, 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 consists of limitless duties, tasks, storage, and staff messages. It’s very beneficiant and greater than sufficient to get began.
Extra Asana protection: Asana evaluate | Airtable vs Asana | Asana options.
The marketing campaign administration template from Asana has top-of-the-line timeline views we’ve seen. It’s tremendous clear, but has the entire data you want for planning and monitoring progress alongside the best way.
It’s top-of-the-line methods to visualise the trail and dependencies of various campaigns, duties, and actions working in the direction of the identical objective.
Past that, you’ll additionally have the ability to see the entire work in Kanban Gantt, calendar, and listing view. Everybody can view their duties in no matter means works greatest for them. Managers and supervisors also can create milestones to interrupt targets into smaller goals.
One of many extra distinctive capabilities is popping a short into motion gadgets. You possibly can simply flip all the things right into a activity and assign it to the proper individual.
Although this template’s nice for smaller groups, it’s simply nearly as good for these which might be rising and people which might 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 need to use it. However templates assist velocity up and take away boundaries from that course of.
For those who’re working by your self, Notion’s free plan could be very beneficiant — you’ll seemingly have the ability to use it for fairly a while and presumably eternally. Groups can strive Notion free of charge however might want to improve to a paid plan sooner or later.
Extra Notion protection: Notion evaluate | Obsidian vs Notion | Notion vs monday.com.
The inspiration 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 staff.
This Notion template comes with all the things you’ll want to lay that basis early.
When you’ve created your personal copy, you’ll have the ability to determine key stakeholders, collect assets, outline goals and targets, get to know your audience, assume by means of execution at a excessive degree, develop a technique, and map out your timeline.
You’ll additionally get area to notice down related KPIs and the message you wish to talk all through your marketing campaign.
Whereas it doesn’t embrace options to trace the work concerned with numerous campaigns, you possibly can add that functionality in the event you want it. This flexibility is one among 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 simple to collaborate on SOPs, templates, paperwork, and information. Its mother or father firm, Atlassian, additionally owns Trello for easy venture administration and Jira for improvement groups.
Mixed, these instruments provide you with all the things you’ll want to handle and doc all the things.
Whether or not you wish to use all of them collectively or one particular piece, all three instruments have a free plan so you possibly can strive them out.
Extra Confluence protection: Confluence evaluate | Confluence vs Jira | Notion vs Confluence.
Atlassian’s advertising marketing campaign administration template is straightforward however extremely versatile. You should utilize it for fast one-off campaigns, long-term advertising methods, and all the things in between.
It combines numerous the most effective components of different templates on the listing into one collaborative doc you possibly can fill out along with your staff.
You’ll have the ability to doc your marketing campaign methods, budgets, roadmaps, and key deliverables throughout completely different areas, supplying you with a strong 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 which you can solely use it in Confluence. It’s not obtainable in every other format, though you possibly can see the total template and make your personal model in a unique doc builder in the event you’d like.
Advertising and marketing marketing campaign templates for Google Sheets and Excel
Easy or one-off advertising campaigns typically don’t require intense venture administration.
If that appears like what you’re doing otherwise you simply need one thing easy that doesn’t require you to enroll in one more instrument, the next templates are the best way to go.
Monitor marketing campaign budgets with Smartsheet’s free Excel template
Smartsheet is a strong enterprise app builder and collaboration suite based mostly on the idea of a easy spreadsheet. It doesn’t have a free plan however their staff often places collectively free Excel and Google Sheets templates you possibly can obtain for gratis.
Their greatest advertising marketing campaign template is for budgeting and calculating ROI.
Extra Smartsheet protection: Smartsheet evaluate | Smartsheet vs ClickUp | Smartsheet vs Jira.
This explicit template is particularly designed for planning your marketing campaign finances whereas monitoring how a lot you really spend as soon as the marketing campaign goes reside.
When you enter the entire information, the spreadsheet routinely calculates how a lot you’re spending and alerts to overages.
It additionally exhibits your return on funding and a spread of different key efficiency indicators, like projected income, projected revenue, and variance, that will help you keep on observe.
You’ll have the ability to observe marketing campaign spending over month, yr, and expense class plus plan a number of campaigns throughout the similar template. It’s an excellent easy and straightforward option to evaluate finances vs actuals as you go.
The draw back is that it’s not as versatile as different templates. You must 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 without doubt one of 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 kinds of selling and gross sales actions. One in every of their greatest advertising marketing campaign templates is available in a bundle and affords a easy option to plan upcoming campaigns.
Extra HubSpot protection: HubSpot evaluate | HubSpot vs Salesforce | HubSpot options.
Generally, all you want is one thing easy that retains you on observe and pointed in the proper path. That’s precisely what this template does.
It’s easy and may take only a few minutes to fill out if you have already got an thought floating round in your head. As soon as it’s accomplished, you possibly can deal with it as your north star and share it along with your staff so that they at all times have it high of thoughts.
There’s area to notice what varieties of roles you want, who’s liable for what, who your viewers is, how you intend to trace success, and your total targets.
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 staff.
Though this template bundle is fully free, you do have to offer your e-mail, identify, cellphone quantity, and web site to get entry.
How do you construction a advertising marketing campaign?
Advertising and marketing campaigns fluctuate lots from one enterprise to a different. Nevertheless, most profitable campaigns begin with:
- Clearly outlined targets: What are you hoping to realize?
- Objective: Why are you attempting to realize this explicit objective?
- Target market: What very best 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 proper 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?
- Price range: How a lot are you able to spend with out sacrificing ROI?
Even in the event you assume the reply to one among these questions is apparent, I encourage you to jot down it down and share it along with your staff.
You by no means understand how they’re excited about issues and being on the identical web page is the most effective place to begin.
Are you able to run a number of advertising campaigns on the similar time?
Completely. Operating a number of advertising campaigns concurrently results in faster outcomes so long as you will have the assets to make it occur.
Say you wish to run a retention marketing campaign that targets prospects who haven’t bought within the final six months. You possibly can do that by way of a drip e-mail sequence over the following three weeks.
SEE: The last word information to buyer retention.
You possibly can additionally run a model consciousness marketing campaign that includes social media, PPC adverts, and occasion sponsorships over the following six months to a yr. You may also wish to promote a vacation sale or new product launch.
There’s no downside operating all of those similtaneously lengthy as you’re in a position to maintain them straight, observe KPIs for every of them, and handle the assets with out burning anybody out.
In different phrases, your finances and assets are the limiting components. Not the truth that you’re already operating 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’re, this might get overwhelming for these on the receiving finish.
