A Guide To Marketing Workflow Management (With Infographic)

Marketing teams face numerous challenges. These can include things like constant interruptions, missed or overly-ambitious deadlines, endless meetings, and even unrealistic client demands. Marketing workflow management can address some of these challenges and optimize outdated or inefficient processes.  

What is workflow management?

Workflow management is the series of steps that an organization follows to manage a project or formulate a marketing campaign. In this case, workflow describes the sequence of stages that help you carry out these bigger tasks.

Workflow management centers on the structure of processes within an organization and how employees collaborate to get the tasks done.

Workflows are quite straightforward and act as a checklist of tasks. They can also have a visual representation, including diagrams and charts.

Why do you need a marketing workflow?

Maintaining project calendars and keeping track of a centralized system can be difficult. To make matters worse, teams often implement scattered marketing workflows or store project-related details on local devices or within emails.

A solid marketing workflow management process can help you alleviate these concerns with automated tasks. Here are some of the reasons marketing workflows can add value to your business processes:

Team alignment 

Marketing workflows help your teams remain on the same page. This means they know what their core tasks are, as well as who and what their work is dependent on. 

Both marketing managers and employees can easily see the current status and progress of relevant projects and tasks, clarifying each team member's responsibilities. 

As a marketing director, you can be in the loop with social media managers, graphic designers, content teams, and more. Marketing workflows ensure smooth collaboration and visibility across teams in an organization.

Improves your project management capabilities

With a marketing workflow management system in place, you can supervise your team's activities from a strategic outlook instead of needing to track every task in detail. This helps you enhance your project management abilities.

Produce high-quality results

Workflows bring consistency to business operations. Every project is given the necessary consideration, and your team can efficiently build out each campaign component.

Meet your deadlines effectively 

Marketing workflows minimize the barrage of team emails about assignments, deadlines, payment, and publication dates. Instead, you have a centralized location for all the documents and deliverables — which avoids duplication among the team members.

You can also cut down on the disruptions and streamline review and approval processes. This saves time and effort and lets you concentrate on the quality of the work being produced rather than fretting about.

Increase your campaign success and profitability

Because marketing workflows allow you to complete more tasks in less time, your team can free up more of their workday to pursue other projects and clients. 

Furthermore, you can ensure the team members follow the right order of marketing and sales processes. 

Essential marketing workflows

Marketing management involves many different types of processes. Here are just a few essential marketing workflows: 

  1. Content marketing workflow
    Effective and quality content is paramount for your inbound marketing tactics. You can please your prospective audiences by producing and delivering relevant, value-packed, and engaging content. 

    Naturally, the greater value you provide to the audience, the easier it will be for you to transact with them. Content marketing workflows help teams produce content that resonates with their audience.

    These content workflows ensure that you can effortlessly plan, write, approve, publish, monitor content's performance, and find meaningful insights to alter your strategies for better results.
  2. Email marketing workflow
    Email marketing workflows can help you simplify your email list processes and strengthen your sales funnel process. With email automation and the right strategy, you can achieve better outcomes and get the most out of your marketing email campaigns without much investment.
  3. Social media workflow
    Executing social media campaigns takes effort and time. However, with an appropriate workflow, the process can be less of a hassle for you. 

    Create a social media workflow that can enable you to increase your traffic, engagement, and sales. In addition to that, you can select and formulate content ideas, create your content, and even automate its posting schedule.
  4. Online PR workflows
    With an online PR workflow, you can find, target, and collect information about potential media and influencer personalities to build relationships with. Then reach out to them while enhancing your outreach campaigns.
  5. Search engine marketing
    Plan and execute long-term SEO projects with a workflow management system that enables you to manage and optimize your efforts.

A Guide To Marketing Workflow Management (With Infographic) 2

Why should Wrike be your marketing workflow software?

Leveraging the power of marketing workflows to encourage productivity is essential for high-achieving teams.  

However, deploying a marketing workflow software demands upfront efforts from you and your team. That’s why it's vital to go for software that is flexible and easy-to-use.

Wrike lets you manage marketing projects effortlessly by enabling you to break projects down into manageable tasks that are easier to follow and track. 

Set expectations, optimize processes, run marketing campaigns, hit your targets, and reduce the barrage of back-and-forth emails from members with Wrike's marketing workflow software. Get started today with a free two-week trial.

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