What is a Marketing Workflow?

What Is a Marketing Workflow?

Within any team, a workflow is an important element that allows you to complete work in an efficient manner. Marketing teams are no different. A marketing workflow is a tool marketing managers use to create a consistent set of simple steps for building a marketing campaign or project. 

Instead of embarking on every project or campaign by trying to determine what steps might be needed to accomplish the end result, a marketing workflow outlines the steps typically taken when beginning any similar campaign or project. A marketing workflow should reduce the amount of work a team needs to do to begin a campaign and cut down on administrative steps. 

A comprehensive marketing workflow not only helps teams to save time but also aids in the production of high-quality work, as they build consistency over time and steps are missed less often. Marketing workflows also keep the team on the same page, because marketing workflow tools ensure all information about a project or campaign is stored in the same place. When engaged in the marketing workflow process, teams should experience a reduction in status check-in emails or queries about deadlines. Each team member or manager can check the campaign’s status themselves and easily visualize its progress. 

Marketing workflow management is an important component of a marketing department’s workflow process. Marketing workflows need to be designed to optimize the team’s performance. Marketing managers typically design marketing workflows in an order of operations or steps that involve specific rules, dependencies, and requirements. 

A marketing campaign workflow, for example, might involve a simple checklist of the steps involved in setting up a marketing campaign, from determining keywords for ads to creating a report for its results. In addition to or in lieu of a checklist of steps, marketing workflows often include charts or diagrams that make it easy for the team and managers to visualize the campaign’s progress. 

Marketing workflows require software that makes designing processes easy. Wrike offers simple workflow templates, easy task assignment and accountability, and one-click Gantt charts for quick visualization of campaign progress.