Advertising and marketing marketing campaign templates assist you to add construction and readability to imminent campaigns. They’ll additionally assist guarantee every marketing campaign aligns with big-picture targets and incorporates a full plan on how you can execute, monitor, and measure all the pieces.

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 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.

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 customary instruments you would possibly have already got, like Excel, Google Sheets, or Google Docs, whereas others require you to join a devoted software. Prices apart, these are the notable variations.

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

Monday.com is a good undertaking administration software that allows you to plan campaigns and handle the entire work in the identical place. You may even use it to trace different sorts of initiatives, your funds, digital property, content material, and extra.

With built-in undertaking administration options, you’ll be capable to simply create duties, assign possession to your staff, and keep on high of all the pieces.

Extra monday.com protection: monday.com Evaluation | Trello vs monday.com | Asana vs monday.com. 

One of many extra distinctive elements of this advertising and marketing marketing campaign template is you can import campaigns you’ve began in a spreadsheet.

This makes it an awesome possibility when you’ve beforehand managed all the pieces 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 staff collaboration options — commenting, @ mentions, and prioritization capabilities to call a number of.

One of many greatest advantages is that you should use it to handle a number of campaigns.

There are a number of other ways you may set it up and you’ll add extra trackers in the identical software, providing you with final flexibility when you’re keen to customise a bit by yourself.

ClickUp: A high-volume advertising and marketing marketing campaign template

ClickUp additionally checks all of the containers for marketing campaign planning and execution inside a undertaking administration resolution. It gives 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 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 assessment | Asana vs ClickUp | ClickUp vs Notion. 

Though ClickUp will work simply tremendous 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 however it does have a whole lot of performance in-built, permitting for straightforward administration of dozens of concurrent campaigns and initiatives throughout a whole advertising and marketing division.

The template comes with seven undertaking views, 11 customized fields, built-in funds monitoring, and automatic activity dependency warnings.

When you copy the template into your account, you’ll be capable to outline channel-specific targets, map out complete campaigns, assign them to groups or people, set deadlings, and prioritize work nevertheless you’d like.

However one of the best half is you can 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 undertaking administration software that’s the proper mix of simplicity and energy. It’s simple to scale, which makes it a superb alternative for businesses searching for a greater solution to handle consumer campaigns from a single workspace.

Wrike’s free without end plan is an effective place to begin and really feel out the platform. However for businesses that need to onboard purchasers, leverage automations, and arrange an approval stream, you’ll must 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 purchasers can rapidly develop into overwhelming. Members of your staff are possible engaged on duties for a number of purchasers on the identical time, and the traces between every undertaking can begin to blur when you’re not cautious.

Wrike’s advertising and marketing marketing campaign template simplifies all of this.

It’s constructed particularly for businesses, so you may create separate workspaces for all your purchasers. From there, Wrike makes it simple to handle every marketing campaign individually whereas nonetheless having the ability to roll all the pieces up right into a single view.

My favourite a part of this template is you can create a customized request type. Shoppers can simply submit it and a brand new activity shall be immediately added to the system. If you happen to’d like, these inbound requests may even be assigned to a selected individual with time-based due dates routinely.

Wrike additionally allows you to create customized dashboards and reviews so you may view real-time metrics for advertising and marketing campaigns. These reviews are simple to share, so you may go 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 totally different areas for every consumer, it may take time to arrange. It might probably additionally take time in your staff to get used to however the studying curve is effectively value it.

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 coated to date, 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, initiatives, storage, and staff messages. It’s very beneficiant and greater than sufficient to get began.

Extra Asana protection: Asana assessment | 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 the entire info you want for planning and monitoring progress alongside the best way.

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 be capable to see the entire work in Kanban Gantt, calendar, and checklist view. Everybody can view their duties in no matter means works finest for them. Managers and supervisors may create milestones to interrupt targets into smaller targets.

One of many extra distinctive capabilities is popping a short into motion objects. You may simply flip all the pieces right into a activity and assign it to the best 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 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 may be very beneficiant — you’ll possible be capable to use it for fairly a while and presumably without end. Groups can attempt Notion totally free 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 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 staff.

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

When you’ve created your personal copy, you’ll be capable to establish key stakeholders, collect sources, outline targets and targets, get to know your audience, suppose by way 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 need to talk all through your marketing campaign.

Whereas it doesn’t embrace options to trace the work concerned with numerous campaigns, you may add that functionality when you want it. This flexibility is one in every of Notion’s best strengths.

This setup is a wonderful place to begin when you 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 recordsdata. Its mum or dad firm, Atlassian, additionally owns Trello for easy undertaking administration and Jira for growth groups.

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

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 attempt them out.

Extra Confluence protection: Confluence assessment | Confluence vs Jira | Notion vs Confluence. 

Atlassian’s advertising and marketing marketing campaign administration template is straightforward however extremely versatile. You need to use it for fast one-off campaigns, long-term advertising and marketing methods, and all the pieces in between.

It combines a whole lot of one of the best components of different templates on the checklist into one collaborative doc you may fill out together with your staff.

You’ll be capable 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 you can solely use it in Confluence. It’s not accessible in every other format, though you may 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 and marketing campaigns usually don’t require intense undertaking administration.

If that feels like what you’re doing otherwise you simply need one thing easy that doesn’t require you to join yet one more software, the next templates are the best way to go.

Monitor 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 staff often places collectively free Excel and Google Sheets templates you may obtain for gratis.

Their finest advertising and marketing 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 really 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 can assist you keep on monitor.

You’ll be capable to monitor marketing campaign spending over month, yr, and expense class plus plan a number of campaigns throughout the identical template. It’s an excellent simple and straightforward solution to evaluate funds 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 modifications.

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 gives gross sales, customer support, and content material administration options.

Apart from that, they run a large advertising and marketing weblog, full with free Google Docs, Google Sheets, and Excel templates for all types of selling and gross sales actions. Certainly one of their finest advertising and marketing marketing campaign templates is available in a bundle and gives a easy solution to plan upcoming campaigns.

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

Generally, all you want is one thing easy that retains you on monitor and pointed in the best path. That’s precisely what this template does.

It’s simple 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 performed, you may deal with it as your north star and share it together with your staff so that they at all times have it high of thoughts.

There’s area to notice what sorts of roles you want, who’s accountable for what, who your viewers is, how you propose 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 staff.

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

How do you construction a advertising and marketing marketing campaign?

Advertising and marketing campaigns range rather a lot from one enterprise to a different. Nonetheless, most profitable campaigns begin with:

• Clearly outlined targets: What are you hoping to realize?
• Function: Why are you making an attempt to realize this specific objective?
• Audience: What supreme 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 best 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?
• Funds: 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 apparent, I encourage you to put in writing it down and share it together with your staff.

You by no means know the way they’re fascinated about issues and being on the identical web page is one of the best 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’ve got the sources 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 may do that by way of a drip e-mail sequence over the subsequent three weeks.

SEE: The final word information to buyer retention. 

You may additionally run a model consciousness marketing campaign that includes social media, PPC adverts, and occasion sponsorships over the subsequent six months to a yr. You may also need to promote a vacation sale or new product launch.

There’s no drawback working all of those concurrently lengthy as you’re in a position to hold them straight, monitor KPIs for every of them, and handle the sources with out burning anybody out.

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