Marketing Campaign Template

Marketing Campaign Template

A marketing campaign always has a specific goal, and email marketing is a proven and the oldest form of digital marketing. Be it email or other channels, there’s a coordinated effort to create an impression on the audience.

The goal can vary a great deal. Some campaigns promote a single product or an upcoming event. Others promote brand awareness – for example, a marketing campaign can get a motto or tagline off the ground. You can create campaigns to gain more feedback or increase your revenue.

The Problem

Getting a marketing campaign off the ground takes time and dedication. More than anything else, it needs careful planning.

Without an outline to follow, you can easily get overwhelmed and make mistakes. If multiple people are involved in the campaign, it becomes even more important to get everything organized. When your target audience receives a message from you, they expect it to be visually impressive and free of any errors. Any slip ups on your end will leave a bad impression.

The Problem

The main thing you have to know is exactly what type of content you want to post on each marketing channel. It’s important to make sure everything is synchronized. Additionally, you should plan how everything will impact your budget.

There are many ways to plan a campaign and it’s easy to get lost in the spreadsheets. This is where marketing campaign templates come in.

Why Use a Template?

Relying on a template is the easiest way to keep your campaign on track. You can make sure you’re not forgetting anything important. Since it’s clearly formatted, you can consult your campaign outline whenever necessary. You can also easily share it with new team members or anyone else.

There’s another upside to using templates. They help you finish planning more quickly, and there’s less ambiguity to deal with. When you’ve filled out your template, you can be sure you’re ready to move on to the next step.

Note that there’s a difference between a marketing campaign outline and a marketing campaign brief.


Outlines or plans are mainly for internal use, and they’re detailed and specific. You should make them as clear and neat as possible, and following a template is a good way to do that.

Campaign Briefs

When pitching your campaign idea, you’ll need a short summary of the campaign. This is what you present to your clients or your superiors. It typically contains less detail than the full outline.

Marketing Campaign Templates – How to Create a Great Outline

Let’s look at the main elements of a successful campaign plan. You can alter the specifics of this marketing campaign template and fill out the sections in any order that makes sense.

Campaign Title

Successful marketing campaigns tend to be built around a single theme. If you’re stuck for a title, you can skip this step and come back later.


Briefly summarize the goal of your campaign, making sure to avoid ambiguity. For example, if you want to improve customer satisfaction, focus on a specific way to do that.

It’s important to start the planning process by determining your objective. When you do this, you may realize that the campaign you have planned isn’t worth the effort and investment. Aim for objectives that will bring measurable results.


Estimate the amount of time you need to complete the campaign. In addition to setting a starting date and an end date, you’d want to set up a timeline. In the case of email campaigns, set a schedule that your team will use.



Different audiences require different approaches. Your job is to determine the demographics of the people you want to reach. At this point, you can flesh out a buyer persona, which will make your goals and methods clearer.

Metrics of Success

To keep track of your campaign’s success, you should rely on objective measurements. But you have to know exactly what you want to measure. For example, you may care about the number of sales, better ratings, the number of website visits or email responses, etc.


Next to each metric, set a specific goal to aim for. If you’ve done marketing analysis before, this is where you apply your findings. You can also do some new analyses or gather new data.

Channels + Talking Points

Taking your campaign’s audience into consideration, outline which channels you’ll use for your marketing campaign. This includes digital and traditional marketing channels.

Some successful marketing campaigns only utilize one channel. For instance, email marketing campaigns are extremely cost-effective despite the low response rates, which is why you have to find a way to grab and keep the recipients’ attention.

Then, break down your message into talking points. Decide how much information you want to convey through each channel. Consult your timeline and goals and work out a detailed plan. Assign a specific task to each member of your team.

If your team is new to coordinated marketing campaigns, you should make sure they know about the wide range of tools at their disposal. They can use email marketing campaign templates to add images and call-to-action buttons to their messages. Automated posts to social media can be useful too.


Once your campaign plan is complete, estimate the cost. It usually helps to break this down by channels as well.

What About Campaign Briefs?

You can also find marketing campaign templates for campaign briefs. In this case, you’d want to introduce your business and analyze the reasons why your campaign will benefit the client. If you’re presenting to your superiors, cover the ways your campaign may impact other departments.

A Final Word

Having a good campaign plan help you and your team avoid mistakes and time sinks. But if you notice a new opportunity as you go along, don’t hesitate to make changes in the plan.

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