Advertising marketing campaign templates make it easier to add construction and readability to approaching campaigns. They will additionally assist guarantee every marketing campaign aligns with big-picture targets and accommodates a full plan on the right way to execute, monitor, 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 complicated campaigns utilizing mission administration instruments to less complicated 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 join a devoted instrument. Prices apart, these are the notable variations.
| monday.com | |||||
| ClickUp | |||||
| Wrike | |||||
| Asana | |||||
| Notion | |||||
| Confluence | |||||
| Smartsheet | |||||
| HubSpot |
monday.com: Handle campaigns, tasks, and duties in a single
Monday.com is a good mission administration instrument that allows you to plan campaigns and handle all the work in the identical place. You may even use it to trace different kinds of tasks, your price range, digital property, content material, and extra.
With built-in mission administration options, you’ll have the ability to simply create duties, assign possession to your workforce, and keep on prime of every part.
Extra monday.com protection: monday.com Evaluation | Trello vs monday.com | Asana vs monday.com.
One of many extra distinctive features of this advertising and marketing marketing campaign template is that you could import campaigns you’ve began in a spreadsheet.
This makes it an awesome choice if you happen to’ve beforehand managed every part in Excel or Google Sheets and wish an improve.
The template additionally features a timeline view for every marketing campaign, automations that transfer duties via the workflow, and workforce collaboration options — commenting, @ mentions, and prioritization capabilities to call a couple of.
One of many greatest advantages is that you need to use it to handle a number of campaigns.
There are a couple of alternative ways you’ll be able to set it up and you may 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 and marketing marketing campaign template
ClickUp additionally checks all of the packing containers for marketing campaign planning and execution inside a mission administration answer. It gives 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 determine between the 2.
Extra ClickUp protection: ClickUp assessment | 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 troublesome to make use of nevertheless it does have quite a lot of performance inbuilt, permitting for simple administration of dozens of concurrent campaigns and tasks throughout a complete advertising and marketing division.
The template comes with seven mission views, 11 customized fields, built-in price range monitoring, and automatic job 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 monitor progress in opposition to one marketing campaign, a number of campaigns, or all of them directly.
Wrike: A advertising and marketing marketing campaign template for businesses
Wrike is a well-liked mission administration instrument that’s the proper mix of simplicity and energy. It’s simple to scale, which makes it a superb selection for businesses on the lookout for a greater method to handle consumer campaigns from a single workspace.
Wrike’s free perpetually plan is an efficient place to begin and really feel out the platform. However for businesses that need to onboard shoppers, leverage automations, and arrange an approval movement, you’ll have to improve to a paid plan.
Extra on Wrike: Wrike Evaluation | Wrike vs Smartsheet | Wrike vs Asana.
Staying organized when planning, launching, and monitoring advertising and marketing campaigns for a number of shoppers can rapidly turn into overwhelming. Members of your workforce are doubtless engaged on duties for a number of shoppers on the identical time, and the traces between every mission can begin to blur if you happen to’re not cautious.
Wrike’s advertising and marketing marketing campaign template simplifies all of this.
It’s constructed particularly for businesses, so you’ll be able to create separate workspaces for your whole shoppers. From there, Wrike makes it simple to handle every marketing campaign individually whereas nonetheless having the ability to roll every part up right into a single view.
My favourite a part of this template is that you could create a customized request type. Purchasers can simply submit it and a brand new job will probably be immediately added to the system. In case you’d like, these inbound requests may even be assigned to a selected individual with time-based due dates robotically.
Wrike additionally allows you to create customized dashboards and studies so you’ll be able to view real-time metrics for advertising and marketing campaigns. These studies are simple to share, so you’ll be able to cross alongside progress to your shoppers to maintain them looped in.
The principle downside of this template is it’s complexity. Because you’ll be managing totally different areas for every consumer, it will probably take time to arrange. It may well additionally take time in your workforce to get used to however the studying curve is nicely value it.
Asana: A advertising and marketing marketing campaign template for smaller groups
Asana is one other all-in-one mission administration software program. It’s not as versatile or intimidating because the others we’ve coated to this point, 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 contains limitless duties, tasks, 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 probably the greatest 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 probably the greatest 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 have the ability to see all the work in Kanban Gantt, calendar, and record view. Everybody can view their duties in no matter approach works greatest for them. Managers and supervisors may also create milestones to interrupt targets into smaller aims.
One of many extra distinctive capabilities is popping a quick into motion objects. You may simply flip every part right into a job and assign it to the appropriate 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 and marketing marketing campaign briefs
Notion is a productiveness platform that features mission 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 need to use it. However templates assist velocity up and take away obstacles from that course of.
In case 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 presumably perpetually. Groups can attempt Notion free of charge however might want to improve to a paid plan in some unspecified time in the future.
Extra Notion protection: Notion assessment | 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 positively skilled this with my workforce.
This Notion template comes with every part you could lay that basis early.
When you’ve created your individual copy, you’ll have the ability to establish key stakeholders, collect assets, outline aims and targets, get to know your target market, assume via execution at a excessive stage, develop a method, and map out your timeline.
You’ll additionally get area 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’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 and marketing marketing campaign template
Confluence is a information base builder that makes it simple to collaborate on SOPs, templates, paperwork, and information. Its guardian firm, Atlassian, additionally owns Trello for easy mission administration and Jira for growth groups.
Mixed, these instruments provide you with every part you could handle and doc every part.
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 assessment | Confluence vs Jira | Notion vs Confluence.
Atlassian’s advertising and marketing marketing campaign administration template is easy however extremely versatile. You should utilize it for fast one-off campaigns, long-term advertising and marketing methods, and every part in between.
It combines quite a lot of the perfect components of different templates on the record into one collaborative doc you’ll be able to fill out together with your workforce.
You’ll have the ability to doc your marketing campaign methods, budgets, roadmaps, and key deliverables throughout totally different areas, providing you with a strong 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 another format, though you’ll be able to see the total template and make your individual model in a unique doc builder if you happen to’d like.
Advertising marketing campaign templates for Google Sheets and Excel
Easy or one-off advertising and marketing campaigns typically don’t require intense mission administration.
If that feels like what you’re doing otherwise you simply need one thing easy that doesn’t require you to join one more instrument, the next templates are the way in which 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 usually places collectively free Excel and Google Sheets templates you’ll be able to obtain for gratis.
Their greatest advertising and marketing marketing campaign template is for budgeting and calculating ROI.
Extra Smartsheet protection: Smartsheet assessment | 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 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 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 have the ability to monitor 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 method to evaluate price range 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 if you happen to make modifications.
Plan advertising and marketing campaigns with HubSpot’s free Google Sheets template
HubSpot is among the hottest CRM instruments available on the market. The corporate additionally gives gross sales, customer support, and content material administration options.
Other than that, they run an enormous advertising and marketing weblog, full with free Google Docs, Google Sheets, and Excel templates for all types of promoting and gross sales actions. One in all their greatest advertising and marketing marketing campaign templates is available in a bundle and gives a easy method to plan upcoming campaigns.
Extra HubSpot protection: HubSpot assessment | HubSpot vs Salesforce | HubSpot options.
Typically, 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 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 carried out, you’ll be able to deal with it as your north star and share it together with your workforce so that they all the time have it prime of thoughts.
There’s area to notice what kinds 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 workforce.
Though this template bundle is solely free, you do have to supply your e mail, title, telephone quantity, and web site to get entry.
How do you construction a advertising and marketing marketing campaign?
Advertising campaigns fluctuate loads from one enterprise to a different. Nevertheless, most profitable campaigns begin with:
- Clearly outlined targets: What are you hoping to attain?
- Function: Why are you attempting to attain this explicit aim?
- Target market: What best 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?
- Funds: How a lot are you able to spend with out sacrificing ROI?
Even if you happen to assume the reply to one in all these questions is apparent, I encourage you to put in writing it down and share it together with your workforce.
You by no means know the way 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 and marketing campaigns on the identical time?
Completely. Working a number of advertising and marketing campaigns concurrently results in faster outcomes so long as you’ve gotten 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 can do that through a drip e 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 entails social media, PPC advertisements, and occasion sponsorships over the following six months to a yr. You may also need to promote a vacation sale or new product launch.
There’s no drawback operating all of those concurrently lengthy as you’re in a position to maintain them straight, monitor KPIs for every of them, and handle the assets with out burning anybody out.
In different phrases, your price range and assets are the limiting components. Not the truth that you’re already operating 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’re, this might get overwhelming for these on the receiving finish.