Advertising and marketing 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 incorporates a full plan on tips on how to execute, monitor, and measure every thing.
Some campaigns are fast one-off emails whereas others final weeks or months and embody a number of advertising channels.
This submit covers one of the best free templates for numerous instruments and conditions, from complicated campaigns utilizing undertaking administration instruments to less complicated approaches utilizing a spreadsheet.
High advertising marketing campaign templates in contrast
Each advertising marketing campaign template on this information is 100% free to make use of. Some work with customary instruments you would possibly have already got, like Excel, Google Sheets, or Google Docs, whereas others require you to enroll in a devoted device. Prices apart, these are the notable variations.
| monday.com | |||||
| ClickUp | |||||
| Wrike | |||||
| Asana | |||||
| Notion | |||||
| Confluence | |||||
| Smartsheet | |||||
| HubSpot |
monday.com: Handle campaigns, initiatives, and duties in a single
Monday.com is a superb undertaking administration device that permits you to plan campaigns and handle the entire work in the identical place. You may even use it to trace different forms of initiatives, your funds, digital property, content material, and extra.
With built-in undertaking administration options, you’ll be capable of simply create duties, assign possession to your workforce, and keep on prime of every thing.
Extra monday.com protection: monday.com Assessment | Trello vs monday.com | Asana vs monday.com.
One of many extra distinctive elements of this advertising marketing campaign template is that you would be able to import campaigns you’ve began in a spreadsheet.
This makes it a fantastic choice if you happen to’ve beforehand managed every 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 the workflow, and workforce collaboration options — commenting, @ mentions, and prioritization capabilities to call a couple of.
One of many largest advantages is that you should use it to handle a number of campaigns.
There are a couple of other ways you may set it up and you may add extra trackers in the identical device, supplying 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 answer. It gives 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 just 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 assessment | 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 but it surely does have quite a lot 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 undertaking 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 of outline channel-specific targets, map out complete 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 would be able to monitor progress towards one marketing campaign, a number of campaigns, or all of them without delay.
Wrike: A advertising marketing campaign template for companies
Wrike is a well-liked undertaking administration device that’s the proper mix of simplicity and energy. It’s simple to scale, which makes it a wonderful selection for companies on the lookout for a greater technique to handle shopper campaigns from a single workspace.
Wrike’s free without end plan is an efficient place to start out and really feel out the platform. However for companies that need to onboard purchasers, leverage automations, and arrange an approval stream, you’ll must improve to a paid plan.
Extra on Wrike: Wrike Assessment | Wrike vs Smartsheet | Wrike vs Asana.
Staying organized when planning, launching, and monitoring advertising campaigns for a number of purchasers can shortly change into overwhelming. Members of your workforce are possible engaged on duties for a number of purchasers on the identical time, and the strains between every undertaking can begin to blur if you happen to’re not cautious.
Wrike’s advertising marketing campaign template simplifies all of this.
It’s constructed particularly for companies, so you may create separate workspaces for your whole purchasers. From there, Wrike makes it simple to handle every marketing campaign individually whereas nonetheless with the ability to roll every thing up right into a single view.
My favourite a part of this template is that you would be able to create a customized request kind. Shoppers can simply submit it and a brand new process will probably be immediately added to the system. In case you’d like, these inbound requests may even be assigned to a selected particular person with time-based due dates routinely.
Wrike additionally permits you to create customized dashboards and stories so you may view real-time metrics for advertising campaigns. These stories are simple to share, so you may cross alongside progress to your purchasers to maintain them looped in.
The principle disadvantage of this template is it’s complexity. Because you’ll be managing completely different areas for every shopper, it might probably take time to arrange. It might additionally take time to your workforce to get used to however the studying curve is properly value it.
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 coated 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 contains limitless duties, initiatives, storage, and workforce messages. It’s very beneficiant and greater than sufficient to get began.
Extra Asana protection: Asana assessment | Airtable vs Asana | Asana options.
The marketing campaign administration template from Asana has among the best 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 among the best methods to visualise the trail and dependencies of various campaigns, duties, and actions working in the direction of the identical aim.
Past that, you’ll additionally be capable of 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 also can create milestones to interrupt objectives into smaller targets.
One of many extra distinctive capabilities is popping a quick into motion gadgets. You may simply flip every thing right into a process and assign it to the appropriate particular person.
Though this template’s nice for smaller groups, it’s simply pretty much 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 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 use it. However templates assist pace up and take away boundaries from that course of.
In case you’re working by your self, Notion’s free plan may be very beneficiant — you’ll possible be capable of use it for fairly a while and probably without end. Groups can strive Notion without cost however might want to improve to a paid plan sooner or later.
Extra Notion protection: Notion assessment | Obsidian vs Notion | Notion vs monday.com.
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 positively skilled this with my workforce.
This Notion template comes with every thing you have to lay that basis early.
When you’ve created your individual copy, you’ll be capable of establish key stakeholders, collect assets, outline targets and objectives, get to know your audience, suppose by 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 numerous campaigns, you may add that functionality if you happen to want it. This flexibility is considered one of Notion’s best strengths.
This setup is a wonderful start line 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 simple to collaborate on SOPs, templates, paperwork, and information. Its dad or mum firm, Atlassian, additionally owns Trello for easy undertaking administration and Jira for improvement groups.
Mixed, these instruments provide you with every thing you have to handle and doc every thing.
Whether or not you need to use all of them collectively or one particular piece, all three instruments have a free plan so you may strive them out.
Extra Confluence protection: Confluence assessment | Confluence vs Jira | Notion vs Confluence.
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 every thing in between.
It combines quite a lot of one of the best elements of different templates on the listing into one collaborative doc you may fill out along with your workforce.
You’ll be capable of doc your marketing campaign methods, budgets, roadmaps, and key deliverables throughout completely different areas, supplying 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 would be able to solely use it in Confluence. It’s not accessible in some other format, though you may see the complete template and make your individual model in a unique 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 usually don’t require intense undertaking administration.
If that seems like what you’re doing otherwise you simply need one thing easy that doesn’t require you to enroll in yet one more device, the next templates are the best way to go.
Observe 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 workforce commonly places collectively free Excel and Google Sheets templates you may obtain without charge.
Their finest advertising marketing campaign template is for budgeting and calculating ROI.
Extra Smartsheet protection: Smartsheet assessment | Smartsheet vs ClickUp | Smartsheet vs Jira.
This specific template is particularly designed for planning your marketing campaign funds whereas monitoring how a lot you truly spend as soon as the marketing campaign goes stay.
When you enter the entire knowledge, the spreadsheet routinely calculates how a lot you’re spending and alerts to overages.
It additionally exhibits your return on funding and a variety of different key efficiency indicators, like projected income, projected revenue, and variance, that will help you keep on monitor.
You’ll be capable of monitor marketing campaign spending over month, 12 months, and expense class plus plan a number of campaigns inside the identical template. It’s an excellent easy and simple technique to evaluate funds vs actuals as you go.
The draw back is that it’s not as versatile as different templates. You need 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 among the hottest CRM instruments in the marketplace. The corporate additionally gives gross sales, customer support, and content material administration options.
Other than 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 among their finest advertising marketing campaign templates is available in a bundle and gives a easy technique to plan upcoming campaigns.
Extra HubSpot protection: HubSpot assessment | HubSpot vs Salesforce | HubSpot options.
Generally, all you want is one thing easy that retains you on monitor and pointed in the appropriate course. That’s precisely what this template does.
It’s easy and might take just some minutes to fill out if you have already got an concept floating round in your head. As soon as it’s finished, you may deal with it as your north star and share it along with your workforce so that they all the time have it prime of thoughts.
There’s house to notice what forms of roles you want, who’s answerable 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 workforce.
Though this template bundle is solely free, you do have to offer your electronic 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. Nonetheless, most profitable campaigns begin with:
- Clearly outlined objectives: What are you hoping to realize?
- Objective: Why are you making an attempt to realize this specific aim?
- Target market: What splendid 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 folks?
- 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 considered one of these questions is clear, I encourage you to put in writing it down and share it along with your workforce.
You by no means know the way they’re fascinated with issues and being on the identical web page is one of the best place to start out.
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 might have the assets to make it occur.
Say you need to run a retention marketing campaign that targets prospects who haven’t bought within the final six months. You can do that by way of a drip electronic mail sequence over the following three weeks.
SEE: The last word information to buyer retention.
You can additionally run a model consciousness marketing campaign that includes social media, PPC advertisements, 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 concurrently lengthy as you’re in a position to preserve 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 if you happen to’re focusing on the identical section of your viewers with a couple of marketing campaign.
Relying on how aggressive you might be, this might get overwhelming for these on the receiving finish.
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