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AI Product Content & Merchandising Template

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AI Product Content & Merchandising Template
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What Is an AI Product Content & Merchandising Template?

The AI Product Content & Merchandising Template helps eCommerce teams, marketers, and product managers streamline the way they manage product listings, descriptions, visuals, and merchandising strategies. By combining structured tracking with AI-generated content, this template ensures your products are showcased with the right messaging and positioned for maximum sales impact. 

Who Can Use the AI Product Content & Merchandising Template?

  • Ecommerce Businesses – To manage product listings and optimize content.
  • Marketing Teams – To generate compelling product descriptions and campaigns.
  • Merchandising Managers – To track product placements, collections, and promotions.
  • Retail Brands – To align product storytelling with seasonal sales strategies.
  • Freelancers & Agencies – To deliver optimized product content for clients. 

Problems Solved Using the AI Product Content & Merchandising Template

  • Inconsistent Product Listings: Standardizes content across platforms.
  • Time-Consuming Copywriting: Uses AI to generate product titles, descriptions, and features.
  • Poor Product Visibility: Optimizes content with SEO-friendly keywords.
  • Unorganized Merchandising Plans: Tracks product placements, launches, and promotions.
  • Low Conversions: Enhances storytelling and positioning for better sales. 

Key Features

  • AI-Powered Product Description Generator – Create engaging, SEO-friendly product copy.
  • Product Database – Centralize product details, SKUs, and media assets.
  • Merchandising Tracker – Manage promotions, seasonal campaigns, and collections.
  • SEO Optimization Fields – Add keywords, tags, and metadata for each product.
  • Content Status Workflow – Track progress from Draft ? Review ? Published.
  • Media Attachments – Upload images, videos, and product documents.
  • Custom Views – Manage products by category, collection, or sales priority. 

Benefits of the AI Product Content & Merchandising Template

  1. Faster Content Creation – Save time with AI-generated product descriptions.
  2. Consistent Branding – Standardize product messaging across channels.
  3. Higher Conversions – Optimize product content to boost sales.
  4. Improved Merchandising – Track product launches, campaigns, and placements.
  5. Centralized Product Data – Keep all product content and assets in one place. 

Use Cases

  • An eCommerce brand uses AI to generate optimized descriptions for hundreds of SKUs.
  • A marketing team prepares seasonal product campaigns and promotions.
  • A merchandising manager organizes product placement across online and offline channels.
  • An agency delivers content and merchandising strategies for multiple clients. 

Workflow of the AI Product Content & Merchandising Template

  1. Set Up Product Database: Import product details, SKUs, and media files.
  2. Generate Content with AI: Create SEO-friendly titles and descriptions.
  3. Plan Merchandising: Organize campaigns, product placements, and collections.
  4. Publish & Track: Move finalized content live and monitor performance. 

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Email Marketing Calendar Template By Stackby Templates
Email Marketing Calendar
Are you finding it tough to keep track of your email campaigns? Do you often struggle to organize all the necessary details to ensure the success of your marketing strategy? If you answer yes to these questions, it is time to try out Email Marketing Calendar Template by Stackby. This template is the perfect solution to simplify your email campaign management, ensuring you never miss a beat. It is a user-friendly and versatile tool that will help you to stay organized and manage your email marketing strategy in the best possible manner. So, let's uncover further details about this outstanding Email Marketing Template in the forthcoming sections: What is an Email Marketing Calendar Template ? An Email Marketing Calendar Template is a tool that helps businesses plan and organise their email marketing campaigns over a specific period. It typically includes details such as the dates and times of scheduled email sends, the content and themes of each email, target audience segments, and any other relevant information pertaining to the email marketing strategy. What is an Email Campaign?  An email campaign refers to an effective marketing strategy that involves sending emails to prospective and existing customers to enhance brand loyalty and awareness. Why is Email Marketing Important? Many people think that email marketing has become outdated these days. But it is far from reality! It is still one of the most powerful techniques to use. Here are a few reasons for this popularity: It offers personalization, which lets you send tailored messages to your customers, boosting conversion chances. With its aid, you can build one-on-one customer relationships, enhancing customer retention and brand loyalty. It is straightforward to use. Using this strategy, you can easily reach out to your targeted audience.  How to Make an Email Marketing Template?  To create an email marketing template, consider your target audience, the design elements, the email's purpose, and the call to action. Stackby's Email Marketing Calendar Template comes with all these elements, and it is easily tailored to fit the unique requirements of your business. How to create an Email Marketing Calendar ? Define Your Goals and Objectives: Clearly outline your email marketing goals and objectives. Determine the purpose of each campaign, whether it's to promote a product, announce an event, or nurture leads. Identify Your Target Audience: Define the audience segments for each campaign. Knowing your target audience helps in tailoring your content to their preferences and needs. Choose Your Email Marketing Platforms: Decide which email marketing platforms you'll be using for your campaigns. Common choices include Mailchimp, Constant Contact, or any other platform that suits your business needs. Outline Your Content Strategy: Plan the content for each email campaign. Include details such as the subject line, email copy, images, and any call-to-action buttons or links. Determine Send Dates and Times: Set the dates and times for each email sent. Consider factors such as your audience's time zone and the optimal times for engagement. Create the Email Marketing Calendar: You can use tools like Microsoft Excel, Google Sheets, or specialised project management tools like Stackby to create your calendar. Input all the details for each campaign in the respective cells or fields. About Stackby's Email Marketing Calendar Template. Stackby's Email Marketing Calendar Template is a one-of-a-kind solution for all your marketing needs. It is designed intelligently to fulfill your objectives with the tap of a button . Who is This Email Marketing Calendar Template for? Our Email Marketing Template is ideal for anyone looking forward to planning, organizing, and tracking all their email marketing campaigns. So, whether you are a business owner, a marketer, or a cross-functional team member, you can try using this amazing product to make your email campaign management a breeze. Why Do You Need Stackby's Email Marketing Calendar Template? To keep a comprehensive record of every email campaign. To assign a lead and set a specific goal for accomplishing tasks. To store the content and graphics attached to each email campaign. To keep track of the total number of emails sent, clicked, opened, etc. To evaluate and store the open email rate, user conversion, along with deliverability. To segment the target group based on your strategy. To track the total subscribers in every segment. Keep a record of the start and end date of every campaign. To record the total number of paid users and sign-ups. To monitor and update each detail as needed. How to Use This Email Marketing Calendar Template? To use Stackby's Email Marketing Calendar Template, sign up for Stackby and create a new workspace. Once you get access to the template, customize it by adding or removing tables, modifying existing tables, and adjusting views to align with your specific objectives. Benefits of Email Marketing Calendar Template Organization and Planning: Easily plan and organise your email campaigns, ensuring that each one aligns with your overall marketing strategy. Consistency: Maintain a consistent schedule for sending emails, helping to build trust and engagement with your audience. Collaboration: Facilitate collaboration among team members by providing a centralised location for everyone to access campaign details. Analysis and Optimization: Track the performance of each campaign and use the insights to optimise future emails for better results. Best Ways to Customize Our Email Marketing Calendar Template After copying our Email Marketing Template to your Stackby Workspace, you can tailor it as per you wish. Let's find out the ways in which you can do so: Add or Remove Fields: You can incorporate or delete any fields based on your preference. Create Custom Views: It allows you to custom views of your data, and thereby you can focus on specific information. Add or Remove Tables: This template allows you to add new tables or remove any existing ones as needed. Integrate with Other Tools: Stackby's Email Marketing Template is simple to integrate with other tools, like Mailchimp or Google Analytics. Automate Tasks: It also helps you automate repetitive tasks, such as sending reminder emails or updating data in your tables, thereby saving your efforts and time. Tables Included in Our Email Marketing Calendar Template Stacky's Email Marketing Calendar Template comes with three pre-built tables, which are as follows: Emails: You can use this table to track all your email campaigns in one place closely. It helps you to record the subject line, body - notes, send date, status, and other essential details for every email. Topics:It allows you to categorize your email campaigns by topic or theme. So, you can employ it to keep track of the distinct email types you send, such as newsletters, promotional emails, or event invitations. Segments: It assists you in segmenting your email list into different groups based on various criteria like engagement level, demographics, etc. Of course, these tables are just a starting point. However, you can further enhance the template by adding or importing additional tables based on your specific goals. For example, you can integrate API connectors to tools like MailChimp to automatically sync data between your email marketing platform and Stackby. This integration enables seamless data transfer and synchronization, streamlining your email campaign management. Furthermore, Stackby offers various other templates that you can link to the Email Marketing Calendar Template to create a comprehensive marketing workflow. For instance, you can connect the Content Calendar template to plan and coordinate your email content with other marketing activities. By leveraging the interconnected templates, you can have a holistic view of your marketing initiatives and ensure effective coordination across channels. How to use Email Marketing Calendar Template by using Stackby ? Create a Stack: In Stackby, create a new stack for your email marketing calendar. A stack is like a folder that can contain multiple tables. Add Tables: Within the stack, add tables for different aspects of your email marketing plan, such as "Campaign Details," "Content Calendar," and "Performance Metrics." Input Data: Populate each table with relevant data. Include details like campaign names, send dates, target audience, email content, and key performance indicators. Link Tables: Use Stackby's linking feature to connect related tables. For example, link the "Campaign Details" table with the "Content Calendar" table to associate specific content with each campaign. Collaborate in Real-Time: Invite team members to collaborate on the Stackby document. Everyone can work in real-time, making updates and providing input. Automate Workflows (if applicable): Depending on your needs, you can use Stackby's automation features to streamline repetitive tasks or trigger actions based on specific conditions. Remember, the key is to customise the template to fit your specific needs and workflow. Stackby provides a flexible platform to create and manage your Email Marketing Calendar efficiently. Ready to Take Control of Your Email Marketing Campaigns and Improve Your ROI? With Stackby's Email Marketing Calendar Template, you will get access to a variety of tools that will assist you in planning, executing, and tracking your email campaign with ease. Say goodbye to scattered data and hello to streamlined, organized email marketing success with this fantastic solution. So, what are you waiting for? Try it out today! Checkout other related Template Restaurant Social Marketing Calendar Competitor Analysis 
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YouTube Channel Metrics Template By Stackby Templates
YouTube Channel Analytics
In today’s era, YouTube is considered to be one of the most effective channels of marketing. Regardless of whether you run a multinational corporation or a small start-up venture, your marketing plan will benefit substantially with the addition of YouTube videos. Hence, incorporating our YouTube Channel Analytics Template will definitely help with your video content strategy.  YouTube videos are visually engaging and interactive. They provide a significant amount of information in a short duration and are preferred over written text.  In addition to the above, they also help drive organic traffic to your company’s website and contribute towards increasing conversion rates. A well-planned YouTube strategy with regular video updates will help boost customer engagement and increase your brand awareness.  To attract the maximum number of viewers, you must take care of minute details such as the video title, the description added with each video, and the use of keywords.    Why do you need a YouTube Channel analytics template? You can create engaging video content, check all the boxes, and promote your video on multiple platforms.  However, adding videos to your YouTube channel is not enough. You also have to track their performance to understand if your current channel strategy works in your favour.  However, the question is how to view youtube analytics? How to simplify the process of tracking channel performance using youtube video analytics? Stackby is here for you; with the help of our YouTube Channel Analytics Template, you will be able to monitor the performance of your channel in real-time. The template can track multiple channel performances at the same time.     Who is this template for? The YouTube Channel Analytics Template template is handy for any organization with a channel or is planning to build a significant YouTube presence. It will allow you to analyse your performance and make the necessary changes when required.    How will Stackby's YouTube Channel Analytics template help you? Using the YouTube Channel Analytics Template, you will be able to: Track the performance of each of your YouTube channels on the same platform easily.  Connect your template to the channel API and import all the relevant data directly to the template.  Track the YouTube channel analytics for the required period. You can set the start date and the end date according to your requirements.  Keep track of the general channel analytics, such as the number of views, likes, dislikes, comments, and the average view percentage.  You can also record the view analytics for the channels and track metrics such as the number of minutes watched, the average view duration, the number of videos added and removed from playlists, etc.  Get a detailed record of your channel subscriber insights. You will be able to get data on the number of subscribers gained, the number of subscribers lost, etc., in a specific period.  Monitor the data and get real-time updates for the same.   Copy the stack and track your YouTube video analytics effortlessly!    You will also find these templates helpful: Youtube Channel Metrics Ahref Seo Audit  
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Campaign Performance Dashboard – Track, measure, and optimize marketing campaigns effectively. Templates
Campaign Performance Dashboard
Optimize Your Marketing Campaigns with Real-Time Performance Tracking Marketing campaigns require constant monitoring and optimization to deliver the best results. Whether you're running digital ads, social media promotions, or email marketing campaigns, understanding how each performs is crucial for maximizing ROI. With the Campaign Performance Dashboard by Stackby, you can seamlessly track, analyze, and optimize your campaigns across multiple platforms in one place. This template helps you measure key marketing metrics, compare campaign performance, and make data-driven decisions to improve results. Why Do You Need a Campaign Performance Dashboard? Manually tracking marketing campaigns across different platforms can be time-consuming and error-prone. Without a centralized tracking system, businesses often face:Difficulty in tracking campaign performance metrics across multiple channels.Lack of insights into ROI, conversions, and engagement.Delayed decision-making due to scattered data.Ineffective budget allocation leading to wasted ad spend. This Campaign Performance Dashboard solves these problems by providing a single source of truth for your marketing efforts. Key Features of the Campaign Performance Dashboard Multi-Channel Performance Tracking Monitor campaign metrics from Google Ads, Facebook Ads, LinkedIn Ads, email marketing, and more. Compare performance across different marketing platforms in one place. Real-Time Data Visualization Interactive dashboards with graphs and charts for easy trend analysis. Quickly identify high-performing campaigns and areas needing improvement. ROI & Budget Analysis Track ad spend, revenue, cost per lead (CPL), cost per acquisition (CPA), and ROI. Optimize budget allocation for maximum efficiency. Engagement & Conversion Tracking Measure key performance indicators (KPIs) like click-through rates (CTR), impressions, conversions, and bounce rates. Identify audience behavior trends and improve targeting strategies. Customizable & Automated Reporting Generate automated reports for stakeholders and team members. Export data for further analysis and decision-making. Who Can Use This Dashboard? This template is ideal for:Marketing Teams & Agencies – Optimize campaigns for clients and improve performance reporting.Business Owners & Startups – Track marketing investments and ensure better ROI.Growth Marketers & Analysts – Gain insights into user engagement and conversion rates.E-commerce & SaaS Companies – Optimize paid ad campaigns, email marketing, and organic promotions. How to Use the Campaign Performance Dashboard Add Your Campaigns – Input details such as campaign name, start date, budget, and target audience.Connect Data Sources – Integrate with Google Ads, Facebook Ads, LinkedIn, Email Marketing Tools, and more.Monitor Performance Metrics – Track key KPIs like CTR, CPC, ROI, and conversions in real time.Analyze & Optimize – Use insights to adjust your strategy and maximize campaign effectiveness. Boost Your Marketing ROI with Stackby The Campaign Performance Dashboard simplifies marketing campaign tracking, eliminates guesswork, and helps you make data-driven decisions. Gain full visibility into your marketing efforts and optimize your strategies for success. Try it now on Stackby – Free to use!  
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Social Media Analytics Template - Stackby Templates
Social Media Analytics
Nowadays the importance of social media cannot be overstated. It’s no longer just a tool for having online presence, it's a platform to engage with a larger group of audience. However without a powerful approach to social media analytics many businesses may find them in the dark. Tracking all metrics like engagements, followers growth, marketing campaign and the overall performance of the platform is immensely necessary. Without a clear insight derived from the information the agencies may risk making decisions that are to be predicted. There will be a lack of clarity and it may hinder the growth as well resulting in inefficiencies and missed opportunities. Stackby's Social Media Analytics Template Stackby’s Social Media Analytics Template is designed to be the reliable solution for organizations looking to improve their social media techniques. Whether you're a startup aiming to build your online presence or a large organization looking to refine your digital marketing efforts, our template gives you all the resources you need to succeed. How to Use Stackby's Social Media Analytics Template Here’s a detailed guide on how you can use Stackby’s Social Media Analytics Template: 1. Access and Customize: Begin by accessing the Social Media Analytics Template via Stackby's platform. Our template is specifically designed to fulfill all your social needs for social media. Customize your dashboard to recognize metrics that rely most for your enterprise. It can be engagement, targeted market, demographics, or campaign effectiveness. 2. Tailor Your Dashboard: We know that one size does not fit all organizations. Therefore Stackby’s social media analytics tracking lets you tailor your dashboard to suit your unique necessities. This customization ensures that your analytics efforts are aligned with your strategic targets. 3. Data Integration: Integration is seamless with Stackby. Connect your social media network analysis to streamline your work. You need to make sure that you are working with the updated records, eliminating the need for errors. 4. Analytical Insights: Generate social media analytics report to derive significant insights out of your data. Track improvements through the years, know top engagement intervals, and understand what content material. This deep dive into analytics empowers you to make knowledgeable selections that can improvise your social media presence.. 5. Generate Reports: Reporting made simplified with Stackby. Generate complete reports easily without any extra efforts. Whether you need to showcase ROI to stakeholders or your campaigns based on overall performance metrics, Stackby’s social media analytics dashboard fulfills all your requirements. Benefits of Using Stackby's Social Media Analytics Template Let’s explore the benefits of using Stackby’s Social Media Analytics Template into your workflow: 1. Time Efficiency: You can automate time consuming tasks and free up your valuable time for strategic assessment and decision making. 2. Comprehensive Analysis: Gain a comprehensive view of your social media’s overall performance in one centralized place. Compare performance metrics throughout channels to find out strengths and weaknesses to your strategy. 3. Customization Options: You can customize the template to satisfy your specific business needs and reporting necessities. From adjusting dashboard layouts to choosing the most efficient metrics, customization ensures that you’re taking pictures of the insights that count the most in your company. 4. User-Friendly Interface: Stackby’s intuitive interface makes smooth social media network analysis to navigate and use powerful analytics gear. Whether you are new to social media metrics or an experienced personnel, our platform guides you through the system with ease. 5. Data-Driven Decision Making: Stackby’s social media analytics report template empowers you to become aware of all the traits, understand the target audience, and optimize your social media approach for optimum impact. 6. Streamlined Tracking: Stay informed with streamlined tracking of key metrics over the years. Track adjustments in engagement, social media campaign performance, and adapt your strategy in real-time. All the insights can be easily derived from the template. 7. Professional Reporting: Impress stakeholders with a professional report that exhibits your social media success. Whether you are showcasing it to a client, executives, or a team, this template makes sure you speak about your achievements successfully. Conclusion Stackby’s Social Media Analytics Template is more than only a template; it’s a strategic asset for any companies who are bound with social media efficiently. By integrating our template into your workspace, you empower your team to make informed decisions, optimize campaigns, and work significantly. Say good-bye to hectic social media management. Embrace self belief that includes the use of Stackby’s Social Media Analytics Template. Unlock the full potential of your social media with Stackby.
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AI Executive Summaries Template – Create Concise, Actionable Summaries with AI Templates
AI Executive Summaries
What Is an AI Executive Summaries Template? The AI Executive Summaries Template helps teams, managers, and analysts create clear, concise, and actionable summaries from reports, meetings, or datasets. By leveraging AI, it extracts key insights, trends, and recommendations, enabling faster decision-making and improved communication across organizations.  Who Can Use the AI Executive Summaries Template? Business Analysts & Data Teams – To summarize reports and analytics quickly. Managers & Executives – To receive actionable insights from complex data. Project Teams – To document project progress, results, and next steps. Consultants & Agencies – To provide clients with concise insights and reports. Operations & Strategy Teams – To streamline reporting and decision-making workflows.  Problems Solved Using the AI Executive Summaries Template Information Overload: Condenses long reports into key takeaways. Manual Summary Creation: Automates executive-level summarization. Missed Insights: Highlights critical trends and action points. Time-Consuming Reports: Saves hours spent on reading and interpreting data. Inconsistent Reporting: Standardizes executive summaries across teams.  Key Features AI-Powered Summary Generation – Automatically extracts key points and insights. Customizable Templates – Tailor summaries based on report type or audience. Collaboration Tools – Share summaries with stakeholders for feedback. Attachment Support – Add supporting reports, datasets, or documents. Status Tracking – Monitor summaries from Draft ? Review ? Finalized. Highlight Trends & Recommendations – Identify important patterns and next steps. Custom Views – Organize summaries by project, department, or date.  Benefits of the AI Executive Summaries Template Time Efficiency – Generate executive-level summaries in minutes. Improved Decision-Making – Provides concise, actionable insights. Consistency Across Teams – Standardizes reporting format and style. Enhanced Communication – Ensures stakeholders receive key insights clearly. Data-Driven Insights – Highlights trends, patterns, and recommendations accurately.  Use Cases A business analyst summarizes quarterly reports for leadership meetings. A project manager creates concise updates for stakeholders. A consulting agency provides executive summaries to clients from research reports. A strategy team tracks and summarizes business KPIs efficiently.  Workflow of the AI Executive Summaries Template Upload Data or Reports: Add documents, datasets, or meeting notes. AI Analysis & Summarization: Extract key points, trends, and recommendations. Review & Customize: Adjust summaries for audience or context. Share & Track: Distribute summaries to stakeholders and monitor approvals.  Other Related Templates 
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Brand Asset Management Template by Stackby Templates
Brand Asset Management
Are you struggling to keep your brand assets organized and easily accessible? Are your logos, banners, and style guides scattered across different folders and platforms, making it challenging to maintain brand consistency?  What if there was a simple yet powerful solution that could transform your brand asset management experience? Introducing Stackby's Brand Asset Management Template, the ultimate tool to centralize and streamline the management of all your brand assets. What is Brand Asset Management? Brand asset management is like keeping all the important things that represent your brand, such as logos and style guides, organized in one place. It helps you make sure your brand looks and feels the same everywhere, making it easier for people to recognize and trust your brand. What Does Stackby’s Brand Asset Management Template Offer? The Stackby Brand Asset Management Template is designed to simplify and enhance the way you manage your brand assets. Here's a closer look at what it brings to the table: Centralized Storage: Say goodbye to scattered files and folders. With this template, you can store all your brand assets in one secure and easily accessible location. Effortless Organization: Categorize your assets based on type, department, campaign, or any other criteria that suit your workflow. No more sifting through endless folders to find what you need. Version Control: Keep track of different versions of your assets, ensuring that everyone on your team uses the most up-to-date materials. Access Control: Control who can view, edit, or download your brand assets. Maintain brand consistency and security with ease. Asset Details: Store vital information about each asset right alongside the files. This could include usage guidelines, copyright information, and other relevant data. Efficient Search: Our template comes with powerful search and filtering options, making it a breeze to locate the exact asset you need, precisely when you need it. Integrations: Seamlessly integrate this template with other Stackby tools and templates to enhance your brand management workflow further. Whether you use it alongside project management or marketing planning, Stackby has you covered. Who Can Benefit from this Template? The Stackby Brand Asset Management Template is a versatile tool that caters to various professionals and businesses. Marketing Teams: Ensure brand consistency across all marketing materials, from social media posts to ad campaigns. Design Agencies: Simplify collaboration between designers, clients, and other stakeholders while keeping all project assets in one place. Small businesses: Improve your professionalism by maintaining a well-organized brand image without the need for a large marketing team. Large Enterprises: Streamline asset management across multiple departments and locations to maintain a cohesive brand identity. How to use Stackby's Brand Asset Management Template? Add tables to track your brand assets. Customize tables and views to meet your needs. Import your brand assets from CSV files, tables, Microsoft Excel, Microsoft Access, Apple Numbers, Trello, Asana, Google Sheets, Dropbox, OneDrive, Gmail, Facebook, Instagram, GitHub, or Google Photos. Categorize and organize your brand assets. Collaborate with your team. Use your brand assets in your marketing materials. Here are some additional tips: Filter, sort, group, and tag your brand assets to find them easily. Use comments and history to track changes to your brand assets. Don't let the chaos of scattered brand assets hold you back. Sign up for Stackby today and take control of your brand's visual identity with our Brand Asset Management Template.Checkout other related Template :Sales Pipeline Sales Asset Management 
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PR Agency CRM Template By Stackby Templates
PR Agency CRM
Are you a PR agency looking for ways to manage your projects and track your progress? If yes, then you must try Stackby's PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to: Start building/maintaining their contact lists Understand what is important for their contacts Keep in touch with their clients and contacts Monitor their pitches Stay up to date on every project/client Measure the results Link all the above-mentioned things together CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion. Top 3 Benefits of Using Our Pre-Built CRM for Public Relations 1. Manage contacts in a breeze Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more! Unlike traditional Excel alternatives, this template provides a more robust solution for managing your PR relationships. 2. Follow-up consistently No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team. This integrated approach works seamlessly with our client database functionality to ensure no follow-up falls through the cracks. 3. Track your progress If you want to track which of your PR pitches got approved, how many pitches got published, what's the community size of every publication where your brand got exposure and so on, you can use this CRM template. Similar to our marketing campaign tracker, this template provides comprehensive analytics for your PR efforts. Who Can Use Stackby's PR Agency CRM Template? Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients. Whether you're managing multiple campaigns or focusing on specific industry verticals, this template adapts to your workflow needs. How Will Stackby's PR Agency CRM Template Help You? The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following: Article Management Monitor all the PR articles that you are creating Attach briefs related to every article Store the links for every article so that you can access them at any time Track which articles are published under which publication Store the date and time of publication of the articles Maintain any notes related to PR articles Publication Tracking Track all the publications and their status (Trade publications, online articles, blog, etc) Track the contacts related to every publication Monitor publication reach and engagement metrics Press Contact Management Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc) Organize contacts by industry, publication type, and relationship strength Track communication history and preferences Content Planning Integration For PR agencies managing multiple content streams, our PR Agency CRM template integrates seamlessly with content planning workflows. You can coordinate your press releases, media pitches, and content calendar all from one centralized platform. This approach is particularly effective when combined with social media calendar management, allowing you to synchronize your PR efforts with broader marketing initiatives. Advanced Database Features Unlike traditional spreadsheets vs database solutions, our PR Agency CRM template leverages advanced database capabilities. You can easily import existing contact data using our CSV to database or Excel to database conversion tools. Security and Collaboration Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much more robust way and share the project with your team members and/or clients, all at the same time. The template supports seamless collaboration features that work well with remote work environments, ensuring your team stays connected and aligned on all PR initiatives. Getting Started Ready to transform your PR operations? Start with our free CRM templates to see how database-driven contact management can streamline your workflows. The PR Agency CRM template is part of our comprehensive suite of database templates for marketing agencies, designed to help you scale your operations efficiently. Whether you're tracking campaign performance, managing client relationships, or coordinating with media contacts, this template provides the structure and flexibility you need to succeed in today's competitive PR landscape. Are you a PR agency looking for ways to manage your projects, handle your clients and track your team's progress? If yes, then you must try Stackby’s PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to: Start building/ maintaining their contact lists  Understand what is important for their contacts Keep in touch with their clients and contacts  Monitor their pitches & team's activities  Collaborate with the team to get things done  Stay up to date on every project/client  Measure the results  CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion. Top 3 benefits of using our pre-built CRM for public relations: Manage contacts in a breeze: Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more!  Follow-up consistently: No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team.  Track your progress: If you want to track which of your PR pitches got approved, how many pitches got published, what’s the community size of every publication where your brand got exposure and so on, you can use this CRM template.  Who can use Stackby’s PR Agency CRM Template?  Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s PR Agency CRM Template help you?  The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following: Monitor all the PR articles that you are creating  Attach briefs related to every article  Store the links for every article so that you can access them at any time  Track which articles are published under which publication  Store the date and time of publication of the articles  Maintain any notes related to PR articles  Track all the publications and their status (Trade publications, online articles, blog, etc) Track the contacts related to every publication  Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc) Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much robust way and share the project with your team members and/or clients, all at the same time.Related Template: Product Competitor Analysis
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Free AI Social Media Post Generator Template by Stackby Templates
AI Social Media Post Generator
Creating consistent, engaging, and high-performing content across multiple social media platforms can be time-consuming — but it doesn’t have to be. The AI Social Media Post Generator Template by Stackby is built to simplify how marketers, creators, and teams plan, write, and manage social content. With built-in AI capabilities, this template helps you instantly generate creative post ideas, captions, and hashtags tailored to your brand voice and audience. Why You Need an AI-Powered Social Media Post Generator In today’s fast-paced digital landscape, brands need to maintain a strong and consistent online presence. However, the biggest challenge for most social media managers is keeping up with content demands — coming up with new ideas, writing engaging captions, and staying organized across multiple channels. That’s where AI-powered automation comes in. The AI Social Media Post Generator Template by Stackby helps you save hours every week by automating the content ideation and writing process. Whether you’re managing one brand or multiple clients, this template lets you create, plan, and optimize your entire social media calendar in one place. Key Features of the AI Social Media Post Generator Template 1. AI-Powered Caption and Hashtag Generator No more writer’s block. Use built-in AI fields to automatically generate catchy post captions and relevant hashtags based on your topic, product, or campaign. You can even set your tone of voice — friendly, professional, witty, or bold — to keep your brand voice consistent. 2. Multi-Platform Content Planning Manage your content strategy for Instagram, Facebook, LinkedIn, X (Twitter), TikTok, and YouTube all from one customizable database. Filter and view posts by platform, campaign, or publishing date using Stackby’s flexible views. 3. Organized Content Calendar Visualize your posting schedule with calendar or kanban views. Easily drag and drop posts to rearrange dates, track progress, and ensure your publishing pipeline stays on track. 4. Collaborative Workflow Add team members, assign responsibilities, and track content approvals — all in real time. Stackby’s collaboration tools make it easy for marketing teams and agencies to stay aligned and productive. 5. Custom Fields for Every Detail From platform-specific dimensions to CTA types, target audience, and asset links, you can customize your template with 30+ unique column types. Store everything in one centralized workspace — no more switching between spreadsheets, docs, and chat threads. How the Template Works Set Up Your Template:Start with the ready-to-use AI Social Media Post Generator Template from Stackby’s template gallery. Input Key Details:Enter your campaign name, topic, product, or offer. The AI will analyze your input and generate post ideas and captions automatically. Customize & Review:Edit or refine AI-generated content to suit your brand tone and audience preferences. Add visuals, scheduling dates, and status updates. Plan Your Calendar:Switch to the calendar or kanban view to organize posts by week or campaign. Drag and drop posts as needed to balance your posting frequency. Collaborate & Publish:Share your workspace with your team, manage approvals, and once ready — publish directly using your social tools or Stackby integrations. Benefits of Using the AI Social Media Post Generator Template Save Time: Generate and plan a week’s worth of content in minutes. Stay Consistent: Maintain brand voice and posting frequency effortlessly. Boost Engagement: AI suggests content that resonates with your audience. Increase Productivity: Manage all campaigns in one collaborative workspace. Data-Driven Decisions: Track performance metrics and optimize future posts. Who Should Use This Template Social Media Managers who need to plan and schedule posts efficiently. Marketing Agencies managing multiple client accounts. Small Business Owners building their brand presence online. Content Creators and Influencers looking to grow their following with consistent, high-quality posts. No matter your role, the AI Social Media Post Generator Template helps streamline your workflow and scale your content production. Try for free today. 
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