How to use marketing templates?

Feb. 1, 2019, 11:50 a.m.

1 Answer

Feb. 23, 2019, 4:25 p.m.

A marketing campaign plan template is a solution for all marketers, regardless of the size and scope of the company. All tasks typical for a marketing campaign are already included in it. Carefully plan your product launch, develop a creative concept, think up requirements, prepare a marketing message, determine a budget and sales goals and plan any other activity. Carefully planned marketing campaign dates will indicate the right direction in the development of the project. The template is designed for all marketers who need a professional and effective assistant.

Templates are ready-made cycles that are designed for different marketing situations. You will find them in the space of marketing. Templates are built from selected elements to give you a starting point. Conditions, actions, and filters are set up and combined to help you manage your contacts and the entire customer journey within specific scenarios. After selecting the template, you must configure the elements that are in it.


Templates are grouped into 8 categories:

  • Greeting
  • Lead Qualifications
  • Engagement and retention
  • After the purchase
  • Abandoned basket
  • Online Courses
  • Webinars and events
  • Sales and promotions


Select a category, and then select the template you want to use. You can use a template to automate specific processes, such as promotions or sales. You can also create a series of processes. For example, at the end of one of the processes, configure adding a tag that will launch another process for contacts with this tag.

After setting goals and strategies, it's time to work on a budget. No matter how long the campaign lasts - for months or years - it is important to think about financial issues. Identify resources, set costs, task dates, and control all stages of the campaign. Thanks to the intuitive interface you will not get lost among the many tasks. If something goes wrong, or it takes more time and effort, make changes in a timely manner and prevent additional costs.