Marketing Workflow Management

Plan and manage campaigns & bring campaign metrics, video metrics, website insights and more

Build your marketing stacks, your way

Unique column types

Design your own marketing workflow, the way you want by choosing over 25+ column types and visualize in unique ways to filter and sort or slice and dice.

Building blocks to get things done


Customize your layouts between Kanban and Calendar


Stay on top of your projects and set in-app and slack reminders


Various numerical, logical and date and time formulas to compute on your column data

API Packs

Pull data and metrics from various services automatically

Bring and track your campaign metrics, automatically

Connect to best services and automate work

See all integrations

Quick start from pre-built marketing stacks templates

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Campaign Management

Innovative, creative and eye-catching marketing campaigns have become one of the key drivers of success for any venture today. From social media marketing, interactive surveys, live videos to online advertisements - an effective and well-planned marketing campaign can change the workings of your business overnight!

What are the key essentials for making any campaign strategy?

  1. Set a goal for your marketing campaign. (What are your Key Performance Indicators?)
  2. Decide on your target audience. (Who is the campaign for?)
  3. Set a budget. (How much capital do you want to spend on this?)
  4. Decide on a platform(s)/channel(s). (Is it Facebook or Twitter? Google Ads or Blogs?)
  5. Organize your team and divide the work. (Who is in-charge of what?)
  6. Determine the content. (What exactly do you want to market?). Track your marketing campaigns diligently. This will help you analyse whether a particular strategy is campaign planning is working for you.
  7. Respond and Improve. Customer testimonials are first-hand inputs that will determine how your marketing campaign is being received by the target audience. Keep updating the same as and when necessary.

Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty - any marketing campaign needs to be meticulously planned and executed. There are chances you might miss on a few details while planning your campaigns – especially if they are on a large scale. A campaign management template is an answer to all your problems!

Campaign Management template is a one-stop solution that keeps track of all your campaigns and helps you hit all the benchmarks to ensure that your marketing gets results.

Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested campaign plan template. You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to:

  • Track the status of each of your marketing campaigns separately.
  • Check the amount spent on each campaign till date to make sure you do not overshoot your budget.
  • Keep track of the number of clicks.
  • Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company.
  • Calculate your average CPA.
  • Set a start and end date for your marketing campaign.

It does not matter if you are a start-up venture or a well-established company. Our campaign management template is custom-made for your specific needs. Use our template and make your campaign management effective like never before!

Blog Content Calendar

From small business owners, new start-up ventures to established multinational companies, everyone dedicates a significant portion of their time and resources towards blogging.

With new forms of online marketing, taking the digital world by storm, blogging continues to be one of the most trusted and widely used methods. In simple terms, a blog is an online journal or an informal article that gives detailed information on a particular topic or product.

Why do companies spend time and money blogging about their products or services?

Companies resort to a multitude of strategies to increase their presence and visibility on the world wide web.  Blogging is one of them. So, how does blogging help a business grow?

  • Increases the credibility of a company by acting as a source of relevant and authentic information.
  • Plays a crucial role in Search Engine Optimization (SEO). The keywords used in your blog articles lead to high rankings in search engines like Google.
  • Increases the demand for your product/ service by attracting potential customers.
  • Contributes to enhancing brand loyalty and customer retention.
  • Directs and increases traffic to your website.
  • Benefits the company in the long term too as it is a permanent source of information.
  • Keeping your blog content updated helps the customers follow the work of your company and, in turn, leads to better customer relationships.

With social media marketing capturing most of the attention, it’s easy to forget about the impact of blogging. But blogs are the base that provides a strong foundation for the entire marketing strategy.

Are you a freelancer with interest in writing blogs or an established company providing content writing services? Regardless of the category, you fall in, creating content that meets your client’s expectations is your primary responsibility. So, what do you do if you have too many clients asking you to write multiple blogs for them? Having a hard time keeping track of everything?

Well, don’t worry! With Stackby’s Blog Content Calendar Template, you can plan everything on a single interface!

Our Blog Content Calendar Template will enable you to:

  • Plan and manage your content writing work for multiple clients in one place.
  • Keep track of your daily, weekly, and monthly schedule and deadlines with the template’s in-built calendar.
  • Monitor the blogs you and your team are currently working on and the level of difficulty.
  • Record the average CPC of each article.
  • Attach the graphics associated with each blog post and store the name of the designer.
  • Attach the target persona of each article to ensure that the blog content meets the expectation of the client.

With Stackby’s Blog Content Calendar Template, you can plan and optimize your content writing strategy with minimum effort and reap the maximum benefit! Combine it with automated keyword research template & content marketing distribution template, to take your content marketing workflows to the next level. 

Video Production Planning and Tracking

If you are given a choice between reading a long, written description of a product or watching a YouTube video on the same, there is a high probability that you will choose the latter. 

Videos allow an individual to express their ideas and a company to showcase their products in a visual, interactive, and engaging format.

Videos are easy to understand and drive traffic to your company’s website. They are easily searchable and allow companies to showcase their products uniquely. You can reach a wider audience with your YouTube channel’s help and analyse the performance of your video via YouTube metrics.

However, planning and producing a video is not a simple endeavour. From the type of video, the video content to the budget allocated for the same, video production planning requires careful consideration of several factors.

After the video has been produced and uploaded, you also need to analyse its performance to understand if video production’s current strategy is working. YouTube metrics such as the number of views, likes, dislikes, comments, etc. give you an idea about your video’s performance.

However, planning the production of a video and tracking video metrics is not easy. With multiple videos and a wide range of metrics data, tracking everything can be quite a hassle. Well, don’t worry! Stackby is here with a solution for you!

We have created a video production template for you! Whether you run your own YouTube channel or a video production agency, everyone can use this template.

Here’s how you can use the template to streamline your production process and monitor YouTube video metrics in a single place. The template allows you to:

  • Record the details of all the videos on a single platform.
  • Store the details of the brand concerning each video.
  • You can record the type of each video in the list. It can be a trailer, snippet, etc.
  • Collaborate with your video production team to manage your process end to end. 
  • Add the title of the video to the template itself. 
  • Record the duration of the video in the video production planning template.
  • Maintain and update the details as and when required.

You can also view the template in Kanban style which will help you to get clearer and quicker access to multiple information about a certain video.

You can also use the video production template to track the video metrics and manage your video reporting in the same place. 

All you have to do is integrate a column with YouTube API. This will allow you to pull in metrics data directly to your corresponding row. You can choose which information you want to look at, and can also refers it anytime to get the latest data.

You can track and monitor the number of likes, dislikes, views, comments, etc. and even bring title, description, video tags and more. You can schedule this API and sit back while you'll see your how your video is performing on YouTube in real-time. 

If you're a video production team or running a YouTube channel, this is a must for you. 

Event Marketing Plan

Are you planning a product launch event for your company? Are you worried about the partner’s conference next week? Do you want to organize a social outreach event for your community? 

Whether you’re a start-up venture or a well-established organization, every company organizes multiple events throughout the year for one reason or another. It can be a conference for the senior managers, a green initiative to encourage people to plant trees, a college workshop, or a product launch.

Regardless of its nature, the key to a successful event is proper planning and marketing. Every minute detail of the event has to be properly planned. From the vendors who will supply the refreshments to the sponsors who will provide the funding, an event planner is responsible for organizing and managing everything.

Companies resort to event marketing as a strategy to promote their product or brand via real-time engagement. The face-to-face contact between the company and customers during such events provides the latter with a more interactive and engaging experience. This increases the likelihood of your product being sold!

However, organizing and managing such events can be quite a hassle. With too many variables on the board, the chances of something going wrong increases. What can you do to make your event team’s job easier?

Well, you’ve come to the right place! With Stackby’s Event Marketing Plan Template, you can keep track of every detail on a single interface. 

Be it the venue, sponsors, to the VIP guests attending your event; our Event Marketing Template takes care of everything. Using this event marketing plan template, you will be able to:

  • Track all the events being organized by your company in one place.
  • Record the type of event being organized (Keynote Address/ Workshop/ Exhibition/ Conference/ Panel Discussion/ Charity/ Environmental Event/ etc.).
  • Find a venue for the event and record details of the same.
  • Store a detailed description of the avenue along with the address.
  • Add photos of the venue to the marketing timeline template.
  • Record the number of events being held at a particular venue. 
  • Track the start date and the end date for the event.
  • Assign a team leader to each event from your company.
  • Monitor the deadline set for planning the event.
  • Store the list of tasks pending for each event and the corresponding current status of the task. You can also track the deadline you’ve set for each task to ensure that the work gets done on time.
  • Record contact details of vendors and the tasks assigned to each concerning an event.
  • Store details of the assets engaged in each event (Laptop/ Projector/ Banners/ Notebooks/ etc.).
  • Record details of sponsors and the amount contributed by each. 
  • Track details of the VIP guests for each event, their current location, and contact details.

With Stackby’s Event Marketing Plan Template, you can track and update each detail in a single place. This user-friendly template is a must-have for your event planning team. Conduct all your events without breaking a sweat with this event marketing plan template. 

On-page SEO Reporting

SEO, or Search Engine Optimization, is the strategy used to optimize the content of your website to increase its visibility and ranking in organic search engine results. SEO increases the quality and quantity of traffic through your website.

When a person looks for something on a search engine, the latter crawls through websites looking for content that matches the keywords entered by the user. Your job is to make sure that the search engine picks and displays your website first if it matches the user’s query.

Why is SEO important?

Companies across the globe are devoting increasing time and resources to SEO in recent times. The question arises: why?

  • SEO focuses on organic results which are considered by users to be more credible and generate far more traffic than paid advertisements.
  • It increases visibility and enhances the user experience to a large extent.
  • It increases traffic to your website, which can lead to greater conversions.
  • Effective SEO can give you that extra edge over your competitor.
  • Allows you to understand what users search for and optimize your website content accordingly.
  • It is a cost-effective strategy to increase brand awareness and loyalty.

What is On-Page SEO?

When you optimize the contents of your website itself to increase website traffic, it is called on-page SEO. On the other hand, when you optimize content by taking actions outside your website, it is called off-page SEO. External backlinks form a part of off-page SEO. What is covered under on-page SEO?

  • Use of keywords in your website content and URL.
  • Tracking the speed of your web pages.
  • Adding a meta description to your article content.
  • Adding paragraph subheadings (H1, H2) to enhance user experience.
  • Perfect your website using all such methods and move on to off-page and technical SEO.

Mastering the art of SEO and keeping track of every aspect can be a daunting task. That’s why we’re here. Stackby’s Website SEO Performance Tracking Template is tailor-made to assist you in your SEO strategy!

With Google PageSpeed API integration, this Website SEO reporting template will track your SEO reports and help you optimize your website in real-time by allowing you to:

  • Keep track of every page or website that is a part of your SEO process.
  • Record the document title and meta description used on the website.
  • Record and update the SEO audit score.
  • Monitor the crawlable and canonical aspects of the website.
  • Monitor and update all SEO related data as and when required.

Now keep track of every detail of your website's technical SEO process with this template. Use it with Website Performance Tracking template to cover both performance and SEO metrics with Google PageSpeed API integration. 

Growth Hacking Experiments

Are you looking for new and innovative methods to increase the sale of your product and see your company grow? Let us introduce you to growth hacking experiments.

What are growth hacking experiments?

Growth hacking is a relatively new concept. As the word suggests, growth hacking is solely concerned with the company’s growth. It involves a process where several experiments are conducted across a variety of channels to grow a business and expand its customer base.

The concept of growth hacking has been around for a few years and is a significant reason behind the success of some very well-known start-up companies. It is less concerned with the process and more focused on the ultimate goal.

While traditional marketing techniques aim to increase the traffic through your website, growth hacking, or growth marketing focuses on the entire customer journey. Growth hackers use data to track customers through their journey and conduct various experiments at each level to increase the overall growth of the company.

Put; growth hacking is a data-driven, full-funnel marketing strategy! You may be wondering what the funnel is? Let’s breakdown the various parts of a growth hacking funnel:

  • Awareness: Knowledge about your product. Are people aware of your product?
  • Acquisition: The step of first engagement. What do customers see when they sign up?
  • Activation: Did they sign-up for your product? What can you do to increase the chances that they will try out your product?
  • Retention: Do they come back and buy again? What can you do to increase customer retention?
  • Referral: Did they refer the product to their friends? How can you turn your current customers into channels of marketing?
  • Revenue: How can you increase the revenue stream of your company?

Due to its continuously evolving and experimental nature, keeping track of the entire process of growth, hacking experimentation can be chaotic. Here’s Stackby to your rescue!

With our customizable Growth Hacking Experiments Template, you can create, strategize, and implement your growth hacks with immense ease! Using the growth hacking template, you can:

  • Record all the growth hacking experiments planned and conducted.
  • Add notes to each one for a better understanding of the process.
  • Assign a category to each experiment (User Acquisition/ Automation/ Management/ Marketing/ Promotional Offer).
  • Keep track of the channels on which the growth hacks are applied (Facebook/ Twitter/ Instagram/ Email/ Paid Ads/ Product Interactions/ LinkedIn).
  • Track the funnel impact of each growth hack (High/ Medium/ Low).
  • Assign a team to each experiment.
  • Store the graphics related to each growth hacking experiment.
  • Track the start and end date of each and monitor the status of the same (Yet to Start/ Planning/ Ongoing/ Completed).

Brainstorm ideas and experiments and implement them with minimum effort with Stackby’s Growth Hacking Experiments Template!

Website Performance Management

In this era of digital and technological revolution, your entire world can be reduced to the screen of your tablet! From shopping for everyday groceries to buying a car, we resort to the online world for everything!

So, the companies selling their products and services have to ensure that the user experience is flawless if they want customers to be loyal to their brand for a long time.

A company’s primary online presence is its website. The website is used to launch and sell products and provide customer service. Now, consider a situation where you want to buy a company’s product. The first thing you’ll do is visit their website. However, if it takes too long for the website to load, there is a high chance that you will change your mind and switch to another brand.

Hence, every company monitors and manages each aspect of their website to ensure that it is according to its needs. This is website performance management.

Website performance management is analyzing and monitoring the website to make sure that it interacts seamlessly with users. Why is it important?

  • Ensures that the site’s content does not take too long to load.
  • Enhances customer experience.
  • Reduces bounce rates and, in turn, increases customer retention and contributes to brand loyalty.
  • Increases the number of visits and conversions to your website.
  • Creates a good impression and improves brand perception.

How does Google’s PageSpeed Insights help?

PageSpeed Insights is a tool that analyses your website and highlights the issues causing the low speed and performance of your website. It performs this function for both the mobile and desktop versions of your website. With PageSpeed Insights, you can conduct an on-page performance audit of your website to gauge its speed and improve its SEO rank.

Once you’ve perfected your performance management plan, executing and keeping track of everything is key to success. We can help with that!

With Stackby’s Website Performance Management Template, you can integrate your website performance data from PageSpeed Insights and keep track and update each detail from a single interface!

Using Stackby’s Website Performance Management Template, you will be able to:

  • Track the performance of your website without any hassle!
  • Store a list of the websites whose performance you’re tracking and analyzing.
  • Import performance analysis data from PageSpeed Insights.
  • Record the total byte weight and input latency.
  • Monitor the request count and transfer sizes.
  • Keep track of the bootup time.
  • Record and monitor the speed index.
  • Update the records to get a real-time analysis of your website’s performance.

Stackby’s state-of-the-art performance review template will make website performance management a walk in the park for your SEO & marketing team!

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