Marketing Campaign Template

The marketing campaign management template allows users to plan campaigns, launch them successfully, and track performance using high-level calendars and dashboards.

Use the pre-configured dashboard in this marketing campaign plan template to get an overview of all the tasks within the project. To digest tasks better, simply organize your project into phases, build out your to-do list, and add assignees.

Get started by entering your business email and organizing your campaign with your pre-configured dashboard.

Yes, this template is free to use as part of Wrike’s two-week trial. Simply enter your business email to begin organizing your marketing campaigns at no cost.

Whether you are marketing a product or service, this template can be used for a variety of marketing strategies. Email, social media, paid search, and content marketing are all integral components of this strategy. The key to success is to make sure the right marketing channels are used for your buyer personas.

Marketing planning processes should include the following steps: 

1. Outline specific goals for your marketing plan. Specific goals yield better performance and direction than even general goals
2. Audit marketing activities to determine the success or failure of previous initiatives
3. Conduct market research to determine the current market as well as your positioning around your target market
4. Research, analyze, and subsequently determine the target audience for your marketing plan
5. Decide on a budget and timeline for the marketing plan 
6. Choose the marketing activities needed to achieve your goals. What channels should you invest in? What will your marketing team need to do in order to succeed?
7. Create a marketing plan calendar for implementation. Assign key tasks to team members in order to create an element of accountability in this process
8. Determine the process and timeline for re-evaluation, analysis, and adjustments to the marketing plan

You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.

1. Click the “+” button in the upper-right corner of your workspace.
2. Select “Space.”
3. On the page that opens, hover over the use case you want and click “Preview.” Look for the “Campaign Management” template in the list (use the search bar if needed).
4. Now, you can see more information about the use case. Click “Select” to create a space.

Yes, there are.

• To use this template, you need to have at least the Business plan or up. Check our plans here.
• You must have the required permission to create a public space in your account.
• If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
• This template is only available when the workspace language is set to English.

Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Campaign Management“ template, feel free to reach out to the Wrike support team.