This marketing campaign strategy template will help you kick-start your projects in no time. Use it as a reference campaign to learn how Wrike works, or to launch your first campaign today. Wrike has plenty of features to help you get started:
Wrike’s marketing campaign template can help you take your campaigns from start to finish. Follow these simple steps to get your projects up and running.
Step 1: Manage your intake
Organize incoming tasks with Wrike’s dynamic Campaign Request Form, designed for marketing teams. Use custom fields to ensure you get all the information you need. Examples include target audience, budget, campaign objectives, client name, and due date.
Next, you can assign these tasks to team members. To assign a task, select it, click “Add assignee”, and pick a colleague. Then, click on the date selector to set the start and due date.
Step 2: Organize your tasks
Categorize your tasks and campaign assets by creating unique folders and projects. This template includes two sample folders to get you started: Backlog and Client Portfolio. Your request form tasks will automatically appear here and you can add subfolders for each client.
Use the Board view to gain full visibility on your project status or switch to a Gantt chart view for an interactive timeline.
Step 3: Customize your workspace
Wrike’s marketing campaign template also includes two customizable workflows: Campaign Management and Social Ad Workflow. These workflows will help you track a project’s status as it moves from Requested, to Planning, to Completed.
You can also monitor campaign progress in the Campaign Planning dashboard. To customize this dashboard, click “New Widget” at the top of the screen. These widgets are configured to display a variety of data, so you can get all the critical information you need at a glance.
Take a tour of Wrike
Want to explore more than our marketing campaign template? Wrike’s project management features include:
Explore our platform to discover versatile marketing tools that can help your creative teams plan and execute the best campaigns.