Marketing Campaign Planner
Create client Persona
Do Keyword Research
Create Resource text and Images
Create Blog Post / Landing Page template for offer
Create Follow up Workﬂow
Create Social Media Sharing Schedule
Create related Blog Post articles and promote
Create Facebook Application
Create Facebook Advert
Who are they?
Persona role description : I am a
Other details :
Needs - What do they want?
Goals or needs
Key problems you can solve
What questions do they ask before they make a decision?
Describe the offer
Blog Landing Page
Supporting blog articles
Facebook - Promotion App
Instagram - hashtags
Pinterest - relevant board -
Add article links or publication samples
Other Materials Needed
Campaign Evernote Links
Copy and paste from table of contents
Keyword Research Template
• Create a list of
keywords relating to
your offer or promotion
Resource text and Images
Create a few different campaign titles that could attract attention
Create content text for blog posts and press press releases etc - Try and write 500 words
Images to be used
Insert images or links to images - best practice tip : Put into Cloud Storage like Dropbox for easy
Offer Terms and Conditions
Blog Post / Landing Page
Page title - 70 Character Limit :
Description 150 Characters :
Keywords (3) :
Image alt tags :
Article Copy 500 words min
What is begin offered?
How does the user get the offer?
What are the beneﬁts of the offer?
What does the viewer need to do now?
Call To Action
Thank you / action messages
Follow up Workﬂow template
Workﬂow created in LightBlue
Actions upon web form being completed
+0 Days - Task Name - Task Type
+1 Days - Task Name - Task Type
+2 Days - Task Name - Task Type
+3 Days - Task Name - Task Type
+4 Days - Task Name - Task Type
+5 Days - Task Name - Task Type
+6 Days - Task Name - Task Type
+7Days - Task Name - Task Type
+10 Days - Task Name - Task Type
+14 Days - Task Name - Task Type
+21 Days - Task Name - Task Type
+30 Days - Task Name - Task Type
+365 Days - Task Name - Task Type
Best Practice Guidelines : We recommend MailChimp for your campaign.
Campaign Name :
Subject Line :Should make the reader want to ﬁnd out more and open the email.
Excerpt Text :Gives your readers an idea what the email is about
List:Your email list name
Template / Email type : Do you have an existing template you use? Will this be a single or multi column email?
Body Copy : Keep it short. Add bullet points. Make sure your copy educates the recipients on the beneﬁts of your offer
CTA Text :Create a button.
Landing Page URL :
Include social sharing buttons and encourage users to share your content on social media.
The default title used by any Share widgets, and when you share your Campaign URL to Facebook,
Google+ and other services that support Open Graph. If left blank, we'll use your Campaign name.
Maximum of 255 characters allowed.
The default description used by any Share widgets, and when you share your Campaign URL to
Facebook, Google+ and other services that support Open Graph. Maximum of 1000 characters allowed.
The default image used by any Share widgets, and when you share your Campaign URL to Facebook,
Google+ and other services that support Open Graph. For best results, use an image that is at least
1200x630 pixels in size.
Create in ShortStack - http://www.shortstack.com/
Type of App
For body content and for
Body text :
If this happens do that
Cost - £ and time
Sales Created / Revenue generated
Social Media activity
Previous Campaign comparison