Marketing Plan Template

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

This Social Media Marketing Strategy template helps teams align on key objectives like increasing engagement, growing followers, improving conversion rates, and strengthening brand awareness. It includes a detailed roadmap with features like influencer partnerships, interactive campaigns, and targeted ads, linked to measurable success metrics.

E-Commerce is the fastest growing industry right now with its roots in every part of the world. An eCommerce company which is engaged in selling of the products through online mode has to be aware of the transactions, the number of purchases, the number of items returned and all other things in order to eliminate any deviations. Google Analytics is used to determine these reports and tells the user about the activities going on in their e-commerce website. This helps the management understand what are the changes that are to be done, if any? But keeping a track of every google e-commerce report and every category can prove to be exhausting and time-consuming. A google e-commerce report template will help you get your work organised and keep everything on track in a single platform. Why do we need a Google Ecommerce Reports Template? With an e-commerce report, you can track your purchase activity on the website or app and see product-related information, e-commerce conversion rate, average order value, time to purchase, and every other data. With so much information to analyse, it must be hectic to go through every detail separately. In order to keep a track of every purchase transaction and to be able to pull up any information whenever needed; you need to have a google e-commerce report template. With the template, your work will be much less because you will have access to all the information regarding the website in a single platform and it is easy to use. It gathers all the analytical information directly to the template for you to view seamlessly. Whether you need the report for managerial decision making or to attract investors, an e-commerce report template will make sure that you get your report in an attractive and easy way. How can Stackby’s Google Ecommerce Reports Template help you? The google e-commerce reports template from Stackby is the perfect solution for any manager who needs to keep a track of every google analytics report. The template is designed in a way that it makes updating and reviewing very easy and the colourful theme encourages you to work more. Using the Google Ecommerce Reports template, you will be able to: Connect and import the GA details for each view ID. Record the month, start date, and end date for which the data is being gathered and recorded. Track the quantity refunded and the quantity checked out. Record the quantity removed from and added to the cart. Track the quantity of the item. All of this falls under Ecommerce Quantity. In a similar manner, you can track the e-commerce translation, e-commerce product, e-commerce refund/ purchase, and e-commerce local transaction. Just link your google analytics account with the Google Ecommerce Reports template and all your e-commerce website reports will be ready for review automatically. Check out more related Templates :Ahref Seo Audit Google Search Console Report Google Analytics Report  

The main purpose of an ad campaign planning template is to ensure that all the ads that you create are relevant and fulfill the campaign goals. Ad campaigns are important for a business as they have a focused edge when it comes to marketing. Stackby’s ad campaign planning template allows you to keep a track of all the ads that you generate for different platforms and makes it easier to monitor their results. 6 Steps to Planning an Advertising Campaign Step 1: Determine goals of the campaign You might want to convert leads or find new customers for your brand. There can be different goals for every ad campaign that you run for your website. Step 2: Identity your Target Audience Identify the demographic and psychographic characteristics of your target audience. For instance, which social media channels they use the most, when they are the most active on social media, what are their interests and preferences, etc. Step 3: Create your Message Now, it is time to create ad messages for your target audience that will help you achieve the goals of your campaign. Your message should appeal to your audience’s emotions, provide them benefits, and ensure credibility of your brand. Step 4: Develop Media Strategy Identify which platforms will be suitable to run the advertisements such as your website, social media, or PR. Step 5: Implement your Ad Campaign Start scheduling your advertisements. Make sure you have assigned the right team members to coordinate on every part of your campaign. Step 6: Analyze Results Start measuring results for each ad campaign from day one. This will help you analyze which channels are performing the best and which ones need improvement. Take note of the most important marketing KPIs for your ads. Overview of Ad Campaign Planning Template Track All Ads The first table in the template - All Ads allows setting up ad campaigns for different channels such as Facebook, WhatsApp, Email, etc. You can track the status of every campaign as planning, publishing, revision, work in progress, on hold, etc. You can add assignees for every ad campaign, add start and end dates of the campaigns and track how many days are left for the launch of the campaign. Manage All Adsets The Adsets table helps you manage the different ad sets that you create for different campaigns or channels. Upload all the creatives related to each adset in one place and manage everything smoothly. Assign Campaigns to your Team The Assignees table helps you manage the different team members who are responsible for different ad campaigns. You can track their position, email, phone and other details. Measure Results for every Campaign The Results table in our ad planning template allows you to track your campaign results using the most important metrics like Goals, Spends, Impressions, CPM, Click, Cost Per Click, Conversion, etc. How to Use Stackby’s Ad Campaign Planning Template? Copy the ad campaign plan outline template to your Stackby Workspace and streamline your ad campaign planning process. Add all your campaign data in the respective tables. Bring your team members on one platform and collaborate with them on ad campaign planning. Create a launch calendar to ensure everything is going as per schedule. Add ad sets for every campaign. Once a campaign is launched, enter the results accordingly. Other Marketing Templates to Try: Marketing Campaign Tracker Template Social Media Calendar Template Marketing Plan Template Facebook Ad Campaign  

Do you want to avoid juggling numerous marketing campaigns, deadlines, and team collaborations? Do you sometimes feel overwhelmed with spreadsheets, emails, and sticky notes while trying to keep track of your marketing work? You're in the right place if you said "yes" to any of these. Stackby's Marketing Calendar Template is designed to simplify and streamline your marketing efforts. Say goodbye to the chaos of scattered plans and hello to organized, efficient marketing campaigns. What is a marketing calendar? A marketing calendar is a comprehensive tool that helps you plan, organize, and execute your marketing activities over a specific timeframe. So, whether you're promoting a new product, running a social media campaign, or sending out email newsletters, a digital marketing calendar keeps everything in order. It's your trusted guide that ensures you don't forget important dates, events, or deadlines. Why is a marketing calendar important? A well-structured marketing calendar is crucial for marketing teams and businesses of all sizes. It helps you: Stay organized: A marketing calendar helps you keep all your marketing tasks in one place. No more hunting for that campaign plan or trying to remember when that email newsletter is supposed to go out. Avoid Chaos: Have you ever had two marketing campaigns collide and create confusion? A marketing calendar prevents that from happening. It keeps your campaigns spaced out and well-coordinated. Never Miss a Deadline: Important dates and deadlines won't sneak up on you anymore. With a marketing calendar, you'll always be ahead of the game. Collaborate effectively: If you work with a team, a marketing calendar is your best friend. It keeps everyone on the same page, so no task falls through the cracks. Overview of Stackby's Marketing Calendar Template Our marketing calendar template is designed to simplify your marketing planning and execution process. Plan Campaigns Efficiently: Organize your marketing campaigns by date, channel, and content type, ensuring a well-coordinated approach. Content Management: Easily add and track content creation, publication dates, and responsible team members. Visualize Progress: Use the calendar view to see your marketing schedule at a glance, helping you avoid clashes and gaps. Track Budgets: Monitor your marketing budgets, expenses, and ROI right within the template. Collaboration: Share the template with your marketing team for real-time collaboration and updates. Customize for Your Needs: Tailor the template to fit your unique marketing requirements. Who is this marketing calendar template for? This template caters to marketing professionals, teams, and businesses looking to enhance their marketing strategy and stay organized. Whether you're a small business owner or part of a large marketing team, you can customize this template to suit your unique needs. Ways to Customize Our Marketing Calendar Template Adapt the template to your requirements by adding custom fields, such as campaign details, target audience, or campaign objectives. Connect tables to establish relationships between campaigns, content, and channels for seamless coordination. Create filters and views to organize campaigns by channel, status, or priority. Utilize Stackby's Power-Ups to enhance functionality, such as integrating with popular marketing tools for automatic data updates. Implement filters and sort options to quickly access specific campaigns or prioritize them based on different criteria. Add formula fields to automate calculations and track key performance indicators (KPIs). So, are you ready to take control of your marketing strategy and make your life easier? Stackby's Marketing Calendar Template is here to help. Sign up today and experience the magic of an organized and efficient marketing calendar. It's time to make your marketing dreams a reality! Check out other related Templates: Ad Campaign Planning Template Marketing Asset Management Email Marketing Calender Restaurant Social Marketing Calendar Competitor Analysis 

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 

This Marketing Strategy template aligns key marketing objectives like brand awareness, lead generation, and customer retention with actionable roadmap features. It includes initiatives like digital advertising, influencer partnerships, SEO optimization, and loyalty programs to drive growth and engagement across channels.

Consider the following statistics. Currently, Facebook is the world’s top social networking site with more than 2.7 billion monthly users (That’s 35 % of the population!). Almost 60 percent of the users visit the site every day, and around 80 million businesses use Facebook Business Pages. Apart from social networking, people today use Facebook for finding out about their favourite products, new launches, and even customer service in some cases.  How Stackby’s Facebook Posts Template help ?  Hence, having a wide presence on Facebook has now become a precondition for the success of any company. If your Facebook strategy is not well planned and executed, you are bound to miss out on a large number of potential customers. That’s where our Facebook Posts Template can be of help. Companies can use both Facebook Groups and or Facebook Pages/Business Pages to launch or promote their products and services. Before we go any further, let’s understand why Facebook posts are so important: As the statistical data already shows, you can reach billions of potential customers with the click of a single button! This increases brand awareness to a large extent. It is extremely cost-effective. You can start your own Facebook Business Page for free! Continuously uploading engaging and attractive posts on your Facebook page can help enhance brand loyalty. Facebook posts drive traffic to your website.  Help you monitor and analyze your competitors, capitalize on their weaknesses, and learn from their strengths. Allow you to engage with other businesses too. Give you a better understanding of your customer base, which allows you to customize your marketing strategy. A key aspect of successful Facebook marketing is engagement. Your Facebook post should be so creative and engaging that the customer will feel compelled to react and respond to it. They will further share the post with their friends and co-workers if they connect with it. However, keeping track of Facebook metrics can be a challenging task! Since it is so crucial to your success, Stackby has developed an analytics report template to make your job easier. Use Stackby’s Facebook Posts Template to track and analyze the performance of your Facebook posts. With a large number of Facebook page templates available, why should you choose us? Here’s why. Using our Facebook Posts template, you can: Keep track of all your Facebook posts. Monitor the status of each post (Not Started/ In Draft/ Published). Record the date on which each post was uploaded. Assign a Post ID for easier tracking. Store the graphical assets associated with each post. Track the number of impressions and engaged users. Monitor the number of clicks, likes, and love responses. Keep track of the posts on the template’s in-built publishing calendar. Monitor and update the details as and when necessary. Analyzing and monitoring post metrics will help you understand which content and strategy are working in your favour. Use Stackby’s Facebook posts template today and notice the difference! If you're also running paid ads on Facebook, check out our Facebook Ad Campaigns template.   

Content is at the core of digital marketing, branding, and communication strategies. Whether you’re managing blog posts, ad copy, email campaigns, or social media content, keeping track of drafts, revisions, approvals, and publication schedules can be overwhelming. The Copy Management Template in Stackby simplifies this process by providing a structured framework for organizing, tracking, and managing all content in one place. Why Use a Copy Management Template? Without a structured workflow, content teams often struggle with: Tracking multiple versions of the same content. Managing deadlines and approval processes. Maintaining consistency in brand messaging. Collaborating efficiently across teams. The Copy Management Template eliminates these challenges by offering a centralized system to oversee all aspects of content creation, from ideation to publication. How This Template Works in Stackby Stackby combines spreadsheet flexibility with database power, allowing content teams to manage, collaborate, and track content workflows efficiently. The template includes key tables that help streamline copy management. Key Tables in the Copy Management Template Content Overview Table – Store and manage all content pieces, including titles, categories, and status. Drafts & Revisions Table – Track different versions of content and ensure seamless editing. Approval & Publishing Table – Monitor approvals and schedule content for publication. Content Performance Table – Track key metrics to analyze content effectiveness. Each table is fully customizable to align with your team’s workflow and content strategy. Key Features & Benefits Centralized Content Management Organize all types of content, including blog posts, social media copy, and ad creatives. Categorize content based on type, priority, and deadlines. Track Drafts, Revisions, and Approvals Maintain a structured version history to track changes. Assign roles for content writers, editors, and approvers. Streamline Collaboration Use Stackby’s commenting and tagging features for team discussions. Assign tasks and deadlines to specific team members. Monitor Content Performance Track engagement metrics, including views, shares, and conversions. Optimize content strategies based on real-time performance data. Real-World Use Cases The Copy Management Template is ideal for: Content Marketing Teams – Organize blog posts, web copy, and thought leadership articles. Advertising Agencies – Manage ad copy across various platforms with approval workflows. Social Media Managers – Plan and track content for multiple social media channels. Corporate Communications Teams – Ensure consistency in brand messaging across departments. Getting Started with the Template Import the Copy Management Template – Add the template to your Stackby workspace. Customize Content Fields – Adjust tables to match your content categories and workflow. Assign Roles & Deadlines – Distribute tasks across writers, editors, and approvers. Track & Optimize Performance – Monitor real-time content engagement and make data-driven improvements. Automate Notifications – Set up reminders for content deadlines and approvals.

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!