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 how one can execute, monitor, 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 publish covers the perfect free templates for numerous instruments and conditions, from complicated campaigns utilizing mission administration instruments to less complicated approaches utilizing a spreadsheet.

monday.com: Handle campaigns, tasks, and duties in a single

Monday.com is a superb mission administration instrument that allows you to plan campaigns and handle all the work in the identical place. You possibly can even use it to trace different kinds of tasks, your finances, digital belongings, 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 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 features 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 possibility when 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 workforce 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 alternative ways you’ll be able to set it up and you may add extra trackers in the identical instrument, supplying you with final flexibility when you’re keen 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 mission administration resolution. It affords one of the crucial beneficiant free plans with as much as 5 areas, limitless customers, and limitless duties.

Past the free plan, it turns into increasingly more 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 evaluation | Asana vs ClickUp | ClickUp vs Notion. 

Though ClickUp will work simply advantageous 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 a number of performance inbuilt, permitting for simple administration of dozens of concurrent campaigns and tasks throughout a whole advertising division.

The template comes with seven mission views, 11 customized fields, built-in finances monitoring, and automatic job dependency warnings.

When you copy the template into your account, you’ll have the ability to outline channel-specific goals, 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 would be able to monitor progress in opposition to 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 mission administration software program. It’s not as versatile or intimidating because the others we’ve coated thus far, 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 evaluation | Airtable vs Asana | Asana alternate options. 

The marketing campaign administration template from Asana has top-of-the-line timeline views we’ve seen. It’s tremendous clear, but has all the info you want for planning and monitoring progress alongside the way in which.

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 all the work in Kanban Gantt, calendar, and checklist view. Everybody can view their duties in no matter manner 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 job and assign it to the suitable particular person.

Despite the fact that 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 mission 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 should use it. However templates assist pace up and take away limitations from that course of.

If you happen to’re working by your self, Notion’s free plan could be very beneficiant — you’ll possible have the ability to use it for fairly a while and probably perpetually. Groups can attempt Notion without spending a dime however might want to improve to a paid plan in some unspecified time in the future.

Extra Notion protection: Notion evaluation | 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 workforce.

This Notion template comes with all the things you could lay that basis early.

When you’ve created your personal copy, you’ll have the ability to establish key stakeholders, collect sources, outline goals and targets, get to know your audience, suppose by means of execution at a excessive stage, develop a technique, 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 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 one in every of Notion’s biggest strengths.

This setup is a superb place to begin when 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 recordsdata. Its dad or mum firm, Atlassian, additionally owns Trello for easy mission administration and Jira for improvement groups.

Mixed, these instruments provide you with all the things you could handle and doc all the things.

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 evaluation | 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 all the things in between.

It combines a number of the perfect components of different templates on the checklist 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 completely different areas, supplying 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 would be able to solely use it in Confluence. It’s not accessible in every other format, though you’ll be able to see the complete template and make your personal model in a distinct doc builder when you’d like.

Advertising and marketing marketing campaign templates for Google Sheets and Excel

Easy or one-off advertising campaigns usually don’t require intense mission 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 way in which 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 workforce frequently places collectively free Excel and Google Sheets templates you’ll be able to obtain without charge.

Their greatest advertising marketing campaign template is for budgeting and calculating ROI.

Extra Smartsheet protection: Smartsheet evaluation | 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 dwell.

When you enter all the information, the spreadsheet robotically calculates how a lot you’re spending and alerts to overages.

It additionally reveals 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, 12 months, and expense class plus plan a number of campaigns inside the identical template. It’s a brilliant easy and straightforward strategy to examine 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 when you make adjustments.

Plan advertising campaigns with HubSpot’s free Google Sheets template

HubSpot is among the hottest CRM instruments available on the market. The corporate additionally affords 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 types of selling and gross sales actions. One in all their greatest advertising marketing campaign templates is available in a bundle and affords a easy strategy to plan upcoming campaigns.

Extra HubSpot protection: HubSpot evaluation | HubSpot vs Salesforce | HubSpot alternate options. 

Generally, all you want is one thing easy that retains you on monitor and pointed in the suitable 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 executed, you’ll be able to deal with it as your north star and share it together with your workforce in order that they at all times have it high 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 workforce.

Though this template bundle is completely free, you do have to supply your e-mail, title, telephone quantity, and web site to get entry.

How do you construction a advertising marketing campaign?

Advertising and marketing campaigns differ so much 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 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 suitable 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?
• Finances: How a lot are you able to spend with out sacrificing ROI?

Even when you suppose the reply to one in every of these questions is clear, I encourage you to put in writing it down and share it together with your workforce.

You by no means understand how they’re enthusiastic about issues and being on the identical web page is the perfect place to start out.

Are you able to run a number of advertising campaigns on the identical time?

Completely. Operating a number of advertising campaigns concurrently results in faster outcomes so long as you have got the sources 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 might do that through a drip e-mail sequence over the following three weeks.

SEE: The last word information to buyer retention. 

You might 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 also need to promote a vacation sale or new product launch.

There’s no drawback operating all of those concurrently lengthy as you’re capable of maintain them straight, monitor KPIs for every of them, and handle the sources with out burning anybody out.

In different phrases, your finances and sources are the limiting components. Not the truth that you’re already operating one other marketing campaign. The caveat to that is when 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.