Agency campaign planning app
Streamline success with the ultimate agency campaign planning template
Running campaigns across multiple channels can quickly get messy — missed deadlines, unclear approvals, and scattered communication. This campaign planning template is built to eliminate those bottlenecks. It gives your team a single place to define goals, assign tasks, manage approvals, and track results, ensuring no detail falls through the cracks.
Who Is This Template For?
This template is designed for teams that need both clarity and accountability in campaign planning:
- Marketing Managers: Manage multi-channel campaigns, keep budgets in check, and ensure consistent messaging.
- Project Managers: Coordinate timelines, assign responsibilities, and use automated reminders to keep campaigns on track.
- Campaign Coordinators: Organize deliverables, approvals, and client feedback in one streamlined system.
Whether you’re running internal marketing projects or delivering client-facing campaigns, this template adapts to both use cases.
Why Use This Campaign Planning Template?
- Centralized Campaign Hub: Keep all campaign details in one place — from objectives and target audience to milestones and budgets.
- Approval Workflows: Use built-in approval stages (Team Lead, Manager, Director, Client) to prevent delays and ensure accountability.
- Kanban Visualization: Track campaign status at a glance, from idea → in progress → review → completed.
- Admin-Only Controls: Hidden fields for review status, risk assessment, billing, or visibility let managers run internal workflows without exposing unnecessary data to clients.
- Weekly Planning: Set recurring days for tasks and reviews so recurring activities are never forgotten.
Key Use Cases
- Multi-Channel Campaigns: Plan social, email, and ad campaigns in one workflow with clear timelines and responsibilities.
- Client Approvals: Streamline how clients review and approve proposals, creatives, or campaign plans.
- Budget & Timeline Tracking: Ensure campaigns stay on budget and deliverables meet deadlines.
- Internal Team Projects: Use admin-only fields to manage internal reviews, quality checks, and escalations.
- Agency-Client Collaboration: Provide clients with updates and visibility while keeping sensitive internal processes hidden.
How to Customize with Formaloo
- Add Custom Fields: Capture unique details like competitor analysis, client feedback, or creative briefs.
- Adjust Layouts: Organize workflows visually with Kanban boards or dashboards.
- Automate Workflows: Set up reminders, approval notifications, or escalation alerts so nothing stalls.
Pro Tips for Success
- Prioritize Smartly: Use the Kanban board to sort tasks by urgency, not just order.
- Leverage Automation: Automate routine approvals and reminders to cut down on manual follow-ups.
- Reuse Templates: Duplicate the campaign plan for new projects to keep your workflows consistent and efficient.