Unclear structure
A marketing promotion plan can help you break projects into phases, create a checklist, and assign tasks. Build a clear, timeline-based campaign so your team members know when certain deadlines need to be hit.
Lack of visibility
Wrike’s Gantt charts and dashboards give you a bird’s-eye view of every campaign. Track lead data, spot potential roadblocks, and monitor performance to see if customers are responding to your promotional messaging.
Poor collaboration
Work together with other team members and across departments with real-time updates. With the promotional plan template, you can instantly notify stakeholders of any changes and share campaign performance with clients.
How to use the promotional planning template
Wrike’s promotional plan template has a variety of marketing-focused features, making it easy to map out all of your promotional events.
Here’s how to make the most of your marketing promotional plan.
- Organize your marketing tasks with request forms
- Categorize client campaigns with folders and projects
- Oversee your marketing team’s progress with custom workflows
- Track campaign performance with dashboards
Wrike’s comprehensive promotion plan template makes strategizing the most important elements of your marketing campaigns easier than ever.
Follow these three simple steps to get started.
Step 1: Manage your backlog
Is your marketing team overwhelmed by a stream of incoming tasks? Customize our campaign intake form to streamline requests.
Add required fields such as client name, relevant campaign, target audience, and budget. Assign tasks to team members and set start and due dates.
Step 2: Organize your promotions
With Wrike’s easy-to-use tagging system, you can seamlessly organize your promotional assets and tasks into projects and folders.
Use the sample folders included in this template or add your own. Include subfolders for each client for maximum clarity.
Step 3: Monitor campaign performance
Wrike’s promotional planning template also includes custom workflows and a pre-built dashboard to help you monitor task status.
Track the performance of multiple campaigns at a glance and get a bird’s-eye view of individual tasks with interactive Gantt charts. Ensure your team meets every deadline.
This promotional planning template helps marketing teams to manage incoming requests, plan digital campaigns, and track performance.
Wrike’s marketing promotion plan template offers a range of customizable features, including a request form, workflow, dashboard, and calendar.
The marketing promotion plan template is suitable for marketing managers and content team members working on promotional events and activities.
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.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- 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).
- 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.