One thing that we do that I would recommend is to have a quick weekly checkin with a small team that is responsible for the project. As the leader it forces you to stay on top of the data of a specific campaign, and helps the rest of the team stay informed even if they are not looking at the data daily.
Right now, it’s a mishmash of Excel, One Drive, Teams, Mail Chimp, and I’m sure I’m missing others.
We use BI tools to organize our campaigns & putting all our marketing collaterals.
when organizing and tracking a campaign - the metrics for each step must be created prior to launch and measurables to track at intervals so if one of the kpi’s are off then actions of the campaign can be adjusted.
Hi Jorie,
I make sure I have campaign plan in place and all collaterals are kept within that folder and the plan is updated whenever it needs to. On HubSpot is really necessary to create custom properties that fits your campaign/business to keep it even more organised.
Tips would be to create SMART goals that are easy to benchmark for your first campaign. Start off with some fundamentals and work your way up to more advanced campaign structures
Toolbox meeting
Naming conventions
By keeping the landing page, blogs, email, and all the content under the specific campaign folder.
We use excel and have used note, but we are looking for more efficient ways to organize the campaigns. We are hoping that hubspot will give us the all in one option for that.
Weekly meeting
My advice is to work as a team. Outline your tactics, set goals and review frequently.
I recommend having a unifying document that tracks all the various aspects of your campaign and ensures all team members are on the same page. Also, spend time outlining how all the different aspects of the campaign interconnect.
Keep your campaign goal and KPIs central and refer to them often.
Excel spreadsheets and printed calendars!
We actually organize most of our assets with Google Sheets where we focus on understanding the metrics associated with our goal
Hey we use mostly hubspot software to keep track of everything. For marketers creating their first campaign I would say keep it simple! less sometimes is more. Make sure everything is “readable” and “digestable” for everyone.
We use a calendar
I recommend using tools like asana and conduct meetings and weekly check-ins.
Most marketing campaigns start with content development and strategy. Therefore, we typically begin this process by writing out the process and content related to the marketing campaign and expand on it until a final conculsion is made. Whereas we then look to implement through a project management system.