Advertising marketing campaign templates aid you 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 the right way to execute, observe, and measure every part.
Some campaigns are fast one-off emails whereas others final weeks or months and embody a number of advertising and marketing channels.
This put up covers the perfect free templates for numerous instruments and conditions, from advanced campaigns utilizing undertaking administration instruments to easier approaches utilizing a spreadsheet.
Prime advertising and marketing marketing campaign templates in contrast
Each advertising and marketing marketing campaign template on this information is 100% free to make use of. Some work with commonplace instruments you may have already got, like Excel, Google Sheets, or Google Docs, whereas others require you to enroll in a devoted software. Prices apart, these are the notable variations.
| monday.com | |||||
| ClickUp | |||||
| Asana | |||||
| Notion | |||||
| Confluence | |||||
| Smartsheet | |||||
| HubSpot |
monday.com: Handle campaigns, tasks, and duties in a single
Monday.com is a good undertaking administration software that permits you to plan campaigns and handle all the work in the identical place. You’ll be able to even use it to trace different forms of tasks, your price range, digital property, content material, and extra.
With built-in undertaking administration options, you’ll have the ability to simply create duties, assign possession to your group, and keep on prime of every part.
Extra monday.com protection: monday.com Overview | Trello vs monday.com | Asana vs monday.com.
One of many extra distinctive points of this advertising and marketing marketing campaign template is that you may import campaigns you’ve began in a spreadsheet.
This makes it an awesome possibility when you’ve beforehand managed every part 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 group collaboration options — commenting, @ mentions, and prioritization capabilities to call just a few.
One of many largest advantages is that you should use it to handle a number of campaigns.
There are just a few other ways you’ll be able to set it up and you may add extra trackers in the identical software, supplying you with final flexibility when you’re prepared to customise a bit by yourself.
ClickUp: A high-volume advertising and marketing marketing campaign template
ClickUp additionally checks all of the packing containers for marketing campaign planning and execution inside a undertaking administration answer. It presents some of the beneficiant free plans with as much as 5 areas, limitless customers, and limitless duties.
Past the free plan, it turns into increasingly more 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.
Though ClickUp will work simply high-quality for easy marketing campaign administration, this template is extra superior, and higher suited to planning and execution at scale.
It’s not troublesome to make use of nevertheless it does have plenty of performance in-built, permitting for straightforward administration of dozens of concurrent campaigns and tasks throughout a complete advertising and marketing division.
The template comes with seven undertaking views, 11 customized fields, built-in price range monitoring, and automatic activity dependency warnings.
When you copy the template into your account, you’ll have the ability to outline channel-specific aims, map out total campaigns, assign them to groups or people, set deadlings, and prioritize work nonetheless you’d like.
However the perfect half is that you may observe progress towards one marketing campaign, a number of campaigns, or all of them without delay.
Asana: A advertising and marketing 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 up to now, making it a better option 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 group messages. It’s very beneficiant and greater than sufficient to get began.
Extra Asana protection: Asana evaluate | 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 all the data you want for planning and monitoring progress alongside the best way.
It’s the most effective 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 all the work in Kanban Gantt, calendar, and record view. Everybody can view their duties in no matter method works greatest for them. Managers and supervisors may create milestones to interrupt objectives into smaller aims.
One of many extra distinctive capabilities is popping a quick into motion objects. You’ll be able to simply flip every part right into a activity and assign it to the correct individual.
Despite the fact that 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 and marketing 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 the event you’re working by your self, Notion’s free plan may be very beneficiant — you’ll doubtless have the ability to use it for fairly a while and probably endlessly. Groups can attempt Notion totally free 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.
The inspiration of each nice advertising and marketing 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 group.
This Notion template comes with every part it’s essential to lay that basis early.
When you’ve created your personal copy, you’ll have the ability to determine key stakeholders, collect sources, outline aims and objectives, get to know your audience, assume by way 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’ll be able to add that functionality when you want it. This flexibility is considered one of Notion’s biggest strengths.
This setup is a wonderful start line when you need assistance with planning prematurely.
Confluence: A easy advertising and marketing marketing campaign template
Confluence is a data base builder that makes it straightforward to collaborate on SOPs, templates, paperwork, and information. Its mother or father firm, Atlassian, additionally owns Trello for easy undertaking administration and Jira for improvement groups.
Mixed, these instruments offer you every part it’s essential to handle and doc every part.
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 attempt them out.
Extra Confluence protection: Confluence evaluate | Confluence vs Jira | Notion vs Confluence.
Atlassian’s advertising and marketing marketing campaign administration template is easy however extremely versatile. You need to use it for fast one-off campaigns, long-term advertising and marketing methods, and every part in between.
It combines plenty of the perfect components of different templates on the record into one collaborative doc you’ll be able to fill out along with your group.
You’ll have the ability to doc your marketing campaign methods, budgets, roadmaps, and key deliverables throughout totally 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 may solely use it in Confluence. It’s not obtainable in every other format, though you’ll be able to see the total template and make your personal model in a distinct doc builder when you’d like.
Advertising marketing campaign templates for Google Sheets and Excel
Easy or one-off advertising and marketing campaigns typically 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 one more software, the next templates are the best way to go.
Observe 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 group recurrently places collectively free Excel and Google Sheets templates you’ll be able to obtain for free of charge.
Their greatest advertising and marketing 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 price range whereas monitoring how a lot you truly spend as soon as the marketing campaign goes reside.
When you enter all the information, the spreadsheet robotically 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 can assist 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 inside the identical template. It’s an excellent easy and simple solution to evaluate price range 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 when you make adjustments.
Plan advertising and marketing 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.
Except for that, they run a large advertising and marketing weblog, full with free Google Docs, Google Sheets, and Excel templates for all kinds of promoting and gross sales actions. One in every of their greatest advertising and marketing marketing campaign templates is available in a bundle and presents a easy solution to plan upcoming campaigns.
Extra HubSpot protection: HubSpot evaluate | HubSpot vs Salesforce | HubSpot alternate options.
Generally, all you want is one thing easy that retains you on observe and pointed in the correct 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 concept floating round in your head. As soon as it’s performed, you’ll be able to deal with it as your north star and share it along with your group so that they all the time have it prime of thoughts.
There’s area to notice what forms of roles you want, who’s answerable for what, who your viewers is, how you propose to trace success, and your total objectives.
Different templates on this bundle allow you to get extra detailed, together with unique selling propositions, brand positioning, aggressive evaluation, and extra granular roles that cowl precise people in your group.
Though this template bundle is solely free, you do have to supply your electronic mail, identify, telephone quantity, and web site to get entry.
How do you construction a advertising and marketing marketing campaign?
Advertising campaigns range rather a lot from one enterprise to a different. Nonetheless, most profitable campaigns begin with:
- Clearly outlined objectives: What are you hoping to realize?
- Goal: Why are you attempting to realize this explicit objective?
- Audience: What ideal customer 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 correct 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?
- Funds: How a lot are you able to spend with out sacrificing ROI?
Even when you assume the reply to considered one of these questions is apparent, I encourage you to put in writing it down and share it along with your group.
You by no means know the way they’re fascinated with issues and being on the identical web page is the perfect place to begin.
Are you able to run a number of advertising and marketing campaigns on the identical time?
Completely. Operating a number of advertising and marketing campaigns concurrently results in faster outcomes so long as you have got 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 could possibly do that by way of a drip electronic mail sequence over the following three weeks.
SEE: The last word guide to customer retention.
You could possibly additionally run a model consciousness marketing campaign that entails 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 working all of those concurrently lengthy as you’re in a position to hold them straight, observe KPIs for every of them, and handle the sources with out burning anybody out.
In different phrases, your price range and sources are the limiting elements. Not the truth that you’re already working one other marketing campaign. The caveat to that is when you’re concentrating 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.