Campaign & Promotion Management

  • Advanced features for complex needs
  • Ready-to-use, fully customizable Folder
  • Get started in seconds
Template Level
slide 1
slide 2
slide 3
slide 4
slide 5
slide 6
This template makes campaign management a breeze with everything you need for planning, tracking, and executing campaigns and promotions. Your one-stop shop, this template supports an end-to-end workflow that goes from request intake, to planning with campaign brief docs, to execution of the project using subtasks, to running the campaign.

Running campaigns and promotions is a key part of any marketing strategy. But managing all the moving parts across teams, customers, and channels can be time-consuming and overwhelming.

ClickUp's Campaign & Promotion Management Template makes it easier to plan, execute, and monitor your campaigns in one place. Our template helps you:

  • Organize promotional projects with task lists, timelines, assignees, and more
  • Track progress with automated workflows for efficient team collaboration
  • Analyze performance with customizable reporting tools for making data-driven decisions

Whether you're launching a new product or running a special promotion—ClickUp has the perfect template to help you get it done right!

Benefits of a Campaign & Promotion Management Template

A campaign & promotion management template can be a powerful tool for any organization looking to maximize its return on marketing investments. Benefits include:

  • Improved accuracy of budgeting and forecasting
  • Enhanced visibility into performance and ROI
  • Greater efficiency and productivity when managing multiple campaigns and promotions
  • Better organization and tracking of the marketing calendar

Main Elements of a Campaign & Promotion Management Template

ClickUp's Campaign & Promotion Management Template is designed to help your team coordinate campaigns and promotions. This Folder template includes:

  • Custom Statuses: Mark tasks with 21 different custom statuses such as In Review, In Development, Open, and Closed in order to keep track of the progress of each campaign and promotion
  • Custom Fields: Utilize 11 different custom attributes such as Audience Funnel, Channel, Draft Date, Launch Date, and Marketing Task Type, to save vital information about your campaigns and promotions
  • Custom Views: Open 8 different views in different ClickUp configurations, such as Board, Calendar, Gantt, Welcome, Timeline, so that all the information is easy to access and organized
  • Project Management: Improve campaign and promotion tracking with time tracking capabilities, tags, dependency warning, emails, and more

How to Use a Campaign & Promotion Management Template

Creating and managing campaigns and promotions can be a daunting task, but with the right approach, you can make it a success. Follow these steps to get started:

1. Set a goal

Determine the desired outcome of the campaign, such as increased sales or more website visitors. This will give you a benchmark to measure the success of your campaign.

Create a Goal in ClickUp to track your progress towards the desired outcome.

2. Choose a promotion type

Choose the type of promotion that best fits your goal. Examples of common types of promotions include discounts, freebies, contests, sweepstakes, and more.

Create custom fields in ClickUp to track the type of promotion and any associated details.

3. Select your target audience

Choose who you want to reach out to with your promotion. Is it existing customers or potential new customers? Knowing who you’re targeting will help you decide on the best way to reach them.

Use the Board view in ClickUp to create a visual representation of your target audience.

4. Plan out the details

Start planning out the details of your promotion. This includes deciding on the offer, dates, budget, and other details.

Create tasks in ClickUp to keep track of all the details of your promotion.

5. Create and launch your campaign

Create the campaign materials and launch your campaign. This could involve designing a landing page, creating ads, and sending out emails.

Use Automations in ClickUp to create email campaigns and launch ads quickly and efficiently.

6. Monitor and measure results

Keep an eye on the results of your campaign. This will help you determine whether or not it was successful and if any changes need to be made.

Use the Dashboard in ClickUp to monitor and measure the results of your campaign in real time.

Get Started with ClickUp's Campaign & Promotion Management Template

Marketing teams can use this Campaign & Promotion Management Template to help everyone stay on the same page when it comes to managing marketing campaigns and tracking results.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to manage campaigns and promotions:

  • Use the Board View to organize tasks into categories and prioritize them
  • The Calendar View will help you keep track of deadlines, events, and meetings
  • The Gantt View will help you visualize the progress of tasks and monitor their timeline
  • The Welcome View will give you a space to welcome new team members and introduce them to the project
  • The Timeline View will help you keep track of the different stages of the campaign or promotion and visualize their progress
  • Organize tasks into twenty-one different statuses: In Review, In Development, Open, Closed, In Development, etc., to keep track of progress
  • Update statuses as you progress through tasks to keep stakeholders informed of progress
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Campaign & Promotion Management Template Today

Related Templates

Template details