Advertising and marketing marketing campaign templates allow you to add construction and readability to approaching campaigns. They will additionally assist guarantee every marketing campaign aligns with big-picture targets and comprises a full plan on the right way to execute, observe, and measure every little thing.
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 perfect free templates for numerous instruments and conditions, from complicated campaigns utilizing undertaking administration instruments to easier approaches utilizing a spreadsheet.
monday.com: Handle campaigns, initiatives, and duties in a single
Monday.com is a good undertaking administration instrument that allows you to plan campaigns and handle the entire work in the identical place. You may even use it to trace different kinds of initiatives, your finances, digital belongings, content material, and extra.
With built-in undertaking administration options, you’ll have the ability to simply create duties, assign possession to your crew, and keep on prime of every little thing.
Extra monday.com protection: monday.com Overview | Trello vs monday.com | Asana vs monday.com.
One of many extra distinctive features of this advertising marketing campaign template is that you could import campaigns you’ve began in a spreadsheet.
This makes it an ideal possibility if you happen to’ve beforehand managed every little thing 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 crew collaboration options — commenting, @ mentions, and prioritization capabilities to call a couple of.
One of many greatest advantages is that you should utilize it to handle a number of campaigns.
There are a couple of alternative ways you’ll be able to set it up and you’ll add further trackers in the identical instrument, providing you with final flexibility if you happen to’re keen to customise a bit by yourself.
ClickUp: A high-volume advertising marketing campaign template
ClickUp additionally checks all of the bins for marketing campaign planning and execution inside a undertaking administration resolution. It presents probably the most beneficiant free plans with as much as 5 areas, limitless customers, and limitless duties.
Past the free plan, it turns into an increasing number of just 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 overview | Asana vs ClickUp | ClickUp vs Notion.
Though ClickUp will work simply nice 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 however it does have quite a lot of performance inbuilt, permitting for straightforward administration of dozens of concurrent campaigns and initiatives throughout a complete advertising division.
The template comes with seven undertaking views, 11 customized fields, built-in finances monitoring, and automatic process dependency warnings.
When you copy the template into your account, you’ll have the ability to outline channel-specific aims, map out complete campaigns, assign them to groups or people, set deadlings, and prioritize work nonetheless you’d like.
However the perfect half is that you could observe progress towards one marketing campaign, a number of campaigns, or all of them directly.
Asana: A advertising marketing campaign template for smaller groups
Asana is one other all-in-one undertaking administration software program. It’s not as versatile or intimidating because the others we’ve lined to date, 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, initiatives, storage, and crew messages. It’s very beneficiant and greater than sufficient to get began.
Extra Asana protection: Asana overview | Airtable vs Asana | Asana alternate options.
The marketing campaign administration template from Asana has the most effective timeline views we’ve seen. It’s tremendous clear, but has the entire info you want for planning and monitoring progress alongside the way in which.
It’s the most effective 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 have the ability to see the entire work in Kanban Gantt, calendar, and listing view. Everybody can view their duties in no matter manner works finest for them. Managers and supervisors can even create milestones to interrupt targets into smaller aims.
One of many extra distinctive capabilities is popping a quick into motion gadgets. You may simply flip every little thing right into a process and assign it to the appropriate particular person.
Although this template’s nice for smaller groups, it’s simply pretty much 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 undertaking administration capabilities on prime 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 utilize it. However templates assist pace up and take away obstacles from that course of.
In the event you’re working by your self, Notion’s free plan could be very beneficiant — you’ll probably have the ability to use it for fairly a while and presumably perpetually. Groups can strive Notion totally free however might want to improve to a paid plan in some unspecified time in the future.
Extra Notion protection: Notion overview | 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 positively skilled this with my crew.
This Notion template comes with every little thing you’ll want to lay that basis early.
When you’ve created your individual copy, you’ll have the ability to establish key stakeholders, collect sources, outline aims and targets, get to know your audience, suppose by means of execution at a excessive degree, develop a method, 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 embody options to trace the work concerned with numerous campaigns, you’ll be able to add that functionality if you happen to want it. This flexibility is one in all Notion’s biggest strengths.
This setup is a superb place to begin if you happen to 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 dad or mum firm, Atlassian, additionally owns Trello for easy undertaking administration and Jira for growth groups.
Mixed, these instruments offer you every little thing you’ll want to handle and doc every little thing.
Whether or not you wish to use all of them collectively or one particular piece, all three instruments have a free plan so you’ll be able to strive them out.
Extra Confluence protection: Confluence overview | Confluence vs Jira | Notion vs Confluence.
Atlassian’s advertising marketing campaign administration template is straightforward however extremely versatile. You should use it for fast one-off campaigns, long-term advertising methods, and every little thing in between.
It combines quite a lot of the perfect elements of different templates on the listing into one collaborative doc you’ll be able to fill out together with your crew.
You’ll have the ability to doc your marketing campaign methods, budgets, roadmaps, and key deliverables throughout totally different areas, providing you with a stable place to begin 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 could solely use it in Confluence. It’s not accessible in every other format, though you’ll be able to see the total template and make your individual model in a distinct doc builder if you happen to’d like.
Advertising and marketing marketing campaign templates for Google Sheets and Excel
Easy or one-off advertising campaigns typically don’t require intense undertaking administration.
If that appears like what you’re doing otherwise you simply need one thing easy that doesn’t require you to enroll in yet one more instrument, the next templates are the way in which to go.
Monitor marketing campaign budgets with Smartsheet’s free Excel template
Smartsheet is a strong enterprise app builder and collaboration suite primarily based on the idea of a easy spreadsheet. It doesn’t have a free plan however their crew repeatedly 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 overview | Smartsheet vs ClickUp | Smartsheet vs Jira.
This specific 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 stay.
When you enter the entire knowledge, the spreadsheet robotically calculates how a lot you’re spending and alerts to overages.
It additionally reveals 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 solution to examine finances vs actuals as you go.
The draw back is that it’s not as versatile as different templates. It’s a must to handle built-in formulation and ensure none of them break if you happen to make adjustments.
Plan advertising campaigns with HubSpot’s free Google Sheets template
HubSpot is likely one of the hottest CRM instruments available on the market. The corporate additionally presents gross sales, customer support, and content material administration options.
Other than that, they run an enormous advertising weblog, full with free Google Docs, Google Sheets, and Excel templates for all kinds of promoting and gross sales actions. One in all their finest advertising marketing campaign templates is available in a bundle and presents a easy solution to plan upcoming campaigns.
Extra HubSpot protection: HubSpot overview | HubSpot vs Salesforce | HubSpot alternate options.
Typically, all you want is one thing easy that retains you on observe and pointed in the appropriate course. 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 concept 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 together with your crew so that they at all times have it prime of thoughts.
There’s area to notice what kinds of roles you want, who’s answerable 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 crew.
Though this template bundle is totally free, you do have to supply your electronic mail, title, telephone quantity, and web site to get entry.
How do you construction a advertising marketing campaign?
Advertising and marketing campaigns fluctuate quite a bit from one enterprise to a different. Nevertheless, most profitable campaigns begin with:
- Clearly outlined targets: What are you hoping to attain?
- Objective: Why are you attempting to attain this specific objective?
- Target market: What ideally suited buyer profile are you going after?
- Belongings and distribution channels: What are you creating or delivering, and the way are you getting it in entrance of the appropriate 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 if you happen to suppose the reply to one in all these questions is clear, I encourage you to put in writing it down and share it together with your crew.
You by no means understand how they’re occupied with issues and being on the identical web page is the perfect 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 could have the sources 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 electronic mail sequence over the subsequent three weeks.
SEE: The last word information to buyer retention.
You possibly can additionally run a model consciousness marketing campaign that entails social media, PPC advertisements, and occasion sponsorships over the subsequent six months to a yr. You may additionally wish to promote a vacation sale or new product launch.
There’s no downside working all of those similtaneously lengthy as you’re in a position to maintain them straight, observe KPIs for every of them, and handle the sources with out burning anybody out.
In different phrases, your finances and sources are the limiting elements. Not the truth that you’re already working one other marketing campaign. The caveat to that is if you happen to’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.
