Marketing campaign management template

No matter what kind of campaign you’re managing, your marketing team needs a clear plan and effective execution to make it a success. But with so many moving pieces to manage—deadlines, creative assets, stakeholder feedback—how do you make sure nothing falls through the cracks?

With our marketing campaign management template, you can manage and execute your campaign in one place, from kickoff to launch.

Why use a marketing campaign management template?

A marketing campaign management template is a pre-built framework to help your team manage and execute marketing campaigns. It includes all the steps and cross-functional work you need to drive campaigns from initial brainstorming to launch. With everything in one place, you can streamline work, simplify hand-offs between stakeholders, and make sure your team completes every step in the campaign planning process. 

With this template, you can: 

• See a bird’s-eye view of all your marketing efforts in one place.

• Identify dependencies—tasks that can’t be started until other work is finished. 

• Adjust and update your strategy over the course of your campaign. 

• Easily share campaign updates with stakeholders. 

• Toggle between project views to visualize your campaign plan in different ways. See it as a checklist, Kanban board, Gantt-style timeline, or calendar. 

• Monitor campaign performance with automated dashboards. 

• Assign tasks with clear due dates, so everyone knows who’s responsible for what, by when.  

How to use our marketing campaign management template

Everyone’s team is different. That’s why we’ve made this template customizable—so you can tailor it to fit your team’s unique processes and needs. As you set up your campaign plan template, here are some best practices to keep in mind: 

• Standardize your planning process. List the essential tasks needed to kick off campaigns—like creating a campaign brief, setting KPIs and success metrics, and identifying your target audience. Add those tasks to your template, so your team has a clear roadmap to follow for every new campaign. 

• Break down briefs into tasks. Move from campaign planning to execution by creating a task for every piece of work in your marketing brief. Assign those tasks an owner and a deadline, so everyone knows who’s doing what by when.

• Visualize your campaign schedule. Once you’ve set due dates for every task in your marketing campaign plan, you can view your plan as a calendar or timeline to track how you’re progressing towards launch day. Spot dependencies, adjust your plan as dates shift, and make sure you hit your deadlines.

Integrated features

• Timeline View. Timeline View is a Gantt-style project view that displays all of your tasks in a horizontal bar chart. Not only can you see each task’s start and end date, but you can also see dependencies between tasks. With Timeline View, you can easily track how the pieces of your plan fit together. Plus, when you can see all of your work in one place, it’s easy to identify and address dependency conflicts before they start, so you can hit all of your campaign goals on schedule.

• Milestones. Milestones represent important project checkpoints. By setting milestones throughout your project, you can let your team members and project stakeholders know how you’re pacing towards your goal. Use milestones as a chance to celebrate the little wins on the path towards the big project goal. 

• Project status updates. Say goodbye to sorting between multiple tools to find project status information or sitting through another meeting that could have been an email. Project status updates in Asana aren’t just easier to use—they’re also directly connected to the work your team does. This makes it easy for team members to access additional project information, like your project plan, communication plan, project goals, milestones, deliverables, and more. Ultimately, project status reports reduce your manual work, centralize information, and keep everyone up to date.

• Dependencies. Mark a task as waiting on another task with task dependencies. Know when your work is blocking someone else’s work, so you can prioritize accordingly. Teams with collaborative workflows can easily see what tasks they’re waiting on from others, and know when to get started on their portion of work. When the first task is completed, the assignee will be notified that they can get started on their dependent task. Or, if the task your work is dependent on is rescheduled, Asana will notify you—letting you know if you need to adjust your dependent due date as well.

Recommended apps

• Figma. Teams use Figma to create user flows, wireframes, UI mocks, prototypes, and more. Now, you can embed these designs in Asana, so your team can reference the latest design work in context with related project documents. And, unlike screenshots, live embeds update in real time to reflect changes made in a design file, eliminating the overhead that comes with finding the right files and updating images.

• Adobe Creative Cloud. Creative teams do their best work when they can focus on designing. With the Asana for Adobe Creative Cloud integration, creative and design teams can easily access the information they need to kick off work, get feedback from reviewers and approvers, and deliver final assets without leaving Photoshop, Illustrator, or InDesign. See new tasks, share designs, embed XD share links, and incorporate feedback delivered in Asana—all in Adobe Creative Cloud.

• Dropbox. Attach files directly to tasks in Asana with the Dropbox file chooser, which is built into the Asana task pane.

• Google Workplace. Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

See how ClassPass manages marketing campaigns

Want to learn from a marketing expert? ClassPass, the app for all things fitness, spa and beauty, uses Asana to plan and execute their marketing campaigns faster. Use their custom-built template to manage complex campaigns in one place—so plans, responsibilities, deadlines, and progress are clear to all. 

We’re now able to produce our campaigns 30-40% faster than before because we have a clear process mapped in Asana. Every piece of work is being managed in one place, responsibilities and deadlines are visible to all.”

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