In this article, we will help you to understand the marketing templates and menus related to it.
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Overview
The marketing category displays a variety of project templates to help you focus on a plan that will help achieve the marketing goals. You can always modify your project template at the personal level and can convert it to a custom template for other managers to use.
To learn more about other domain templates and related menus, read more.
Marketing Templates
A/B Testing
The A/B Testing allows you to plan, execute, and track the status of A/B Testing for multiple marketing campaigns.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using A/B Testing Template
- Easily manage multiple tests and ensure that all aspects of each test are planned and executed properly.
- Monitor the progress of ongoing tests and easily compare the results of different tests.
- Automate and streamline the process of creating, executing, and analyzing A/B tests, saving time and reducing the risk of human error.
- Use the insights gained from A/B testing to continually optimize marketing campaigns and improve their effectiveness.
Card Type List
- A/B Test: Record the information of an A/B test for various marketing campaigns.
- Action Item: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.
Marketing Strategy
The Marketing Strategy allows you to Dashboard all your marketing deliverables and strategies. Define target audiences, set goals, and track your deadlines.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using a Marketing Strategy Template
- Easily map out the steps required to achieve marketing goals and prioritize tasks based on their importance.
- Monitor the progress of ongoing marketing projects and ensure that all aspects of each project
are on track. - Enhance communication and collaboration among team members by providing a centralized location for all marketing-related information and updates.
- Make data-driven decisions by tracking and analyzing the results of marketing initiatives using this information to optimize future efforts.
Card Type List
- Marketing Deliverable: Record all information about marketing strategy including goal, timeline, and target audience.
- Risk: The team can record all the risks that they foresee and take necessary actions to mitigate them.
- Action Items: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.
Event Management
Event Management is used to plan, organize, and execute successful marketing events. It ensures that all the aspects of the event are well thought out and effectively managed, from initial planning to final execution.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using an Event Management Template
- It involves moving parts including budgets, timelines, guest lists, vendors, etc. With this template, you can keep everything in one place such that you can easily access and manage all aspects of your event.
- It also helps you to keep track of all the tasks that you need to complete and maintain the deadline for each task. It ensures that everything is on time and the event runs smoothly.
- Event planning often involves multiple people working together, such as event planners, vendors, and clients. The Event Management template allows all parties to have access to the same information, making it easier to collaborate and ensure everyone is on the same page.
- Events can be expensive, and it’s important to keep track of your budget to ensure you don’t overspend. Event Management Template allows you to track your expenses, compare them to your budget, and make adjustments as needed.
Card Type List
- Marketing Event: To record all the event planning activities and store information like budget, product details, timelines, etc.
- Action Items: Create action items related to Event Management and track their progress in a separate lane to ensure nothing goes missing.
- Issue: Any issue that the team faces throughout the process and assigned to a particular team member.
- Risk: The team can record all the risks that they foresee and take necessary actions to mitigate them.
Marketing Product Launch
Marketing Product Launch is the process of introducing a new product or service to the market. The objective is to create a buzz and generate interest among potential customers, ultimately leading to sales and revenue growth.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Why use this Template?
- This template ensures that you have a comprehensive plan that covers all aspects of the launch, from target audience identification to post-launch monitoring.
- Conduct research to identify your target audience, understand their needs, preferences, and pain points, and assess the competitive landscape. This will help you create a messaging strategy that resonates with your audience and differentiates your product from competitors.
- Develop the product as per the research and after testing the product train the sales team and give all the sales material that will help them to demonstrate the product this will excite your launch by creating teaser campaigns, sharing sneak peeks, and engaging with your audience on social media.
- Plan a launch event that aligns with your brand and engages your audience. Track the success of your product and make necessary changes based on customer feedback and market trends to keep your product competitive and relevant.
Card Type List
- Marketing Initiative: This card can be used to record the entire marketing product launch activities and store information like allocated budget, utilized budget, target audience, marketing strategy, etc.
- Risk: The team can record all the risks that they foresee and take necessary actions to mitigate them.
- Issue: Any issue that the team faces throughout the process can be logged using this card type and assigned to a particular team member.
- Action Item: The team can create action items related to Event Management and track their progress in a separate lane to ensure nothing goes missing.
Video Reference
To dive deeper into the topic, we recommend watching the reference video available here.