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monday.com for Marketing Teams

From editorial calendars to client management and all the way to live and running campaigns, managing marketing teams involve intricate processes. With monday.com, you can plan, track and organize your marketing workflow in one place! Let's take a look at some of the templates and guides we offer to suit your many needs! 

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Templates

If you don't want to build your boards from scratch, you can use some of pre-made templates! They are geared towards marketing teams and were made especially with you in mind! Get inspiration to build your own board or choose a template and start customizing it to fit your needs. From an editorial calendar, creative requests,  marketing project plans and so much more—this is the best way to get started! Click here for more information. 

 

Editorial Calendars

  • The workflow

Editorial Calendars enable marketing teams to plan, organize, and track all content pieces being launched across different promotional channels. Editorial calendars allow marketers to visually track their channels, content types, assign copywriting teams, designers and publishers, as well as schedule publishing dates.

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  • Get the template

Check out this this guide to learn how to build this workflow from scratch. You can also download this template right here! Make sure to check out the user story from monday.com/stories, explaining how they use this template to ease their workflow!

 

Media and Production

  • The workflow

Creating media content such as videos, radio, or television, requires a strong, streamlined organizational tool that will allow you to see where all projects stand at a glance. This guide focuses on video production in particular, and will walk you through setting up a simple yet functional workflow to help you get started managing your media and productions on monday.com. 

 

 

  • Get the template 

Check out this guide to learn more about how to use monday.com for media and production. 

In addition, you can also download that workflow directly to your own monday account. From the workspace where you manage your marketing boards, click on "Add" to add a new board. From the resulting menu, select "Choose from templates" and then click "See More Templates": 

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Now, you can select the template you want to use from the template store under "Marketing"!

 

 

Manage Client Projects

  • The workflow

Working at a marketing agency means juggling many client projects at the same time. Each project will go through many different hands and stages until it reaches its endpoint, and even then, new projects will probably arise along the way. Marketing teams need to be able to delegate tasks to designers, communicate constantly with clients, meet deadlines, manage their resources and oversee entire projects from start to finish. That's why making sure that there's one central board tracking all of these projects and keeping everyone on the same page is the key to success and productivity!

 

 

  • Get the template 

Take a look at this guide to learn more about how to create this board!

You can also download this template right here

 

E-mail Marketing

  • The workflow

Maintaining constant communication with your clients is an integral part of building and fostering your relationship with them and keeping them in the know about everything important. This email marketing workflow will walk you through how monday.com can help you to best manage and track all your email marketing in one place.

 

 

  • Get the template 

Check out this this guide to learn how to build this workflow from scratch

In addition, you can also download that workflow to your monday account. From the workspace where you manage your marketing boards, click the plus sign to add a new board. From the drop-down menu, select "New from template" and then click "See More Templates". Now, you can select "Email Marketing" from the template store under "Marketing"!

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Manage Creative Requests

  • The workflow

This creative requests workflow will help you utilize monday.com to manage all of your incoming requests and outgoing assets. It incorporates two different boards that work together to help you run a smooth and successful operation.

The creative requests board concentrates all incoming requests and shows the division of accepted and declined requests. When a project is accepted, we prepare a DAM board to track all of the details related to the project! Our third board tracks the entire lifetime of a project so that we stay on track and know what's happening every step of the way.

 

 

  • Get the template 

Learn more about how to create and master these templates with this guide!

In addition, you can also download that workflow to your monday account. From the workspace where you manage your marketing boards, click the plus sign to add a new board. From the drop-down menu, select "New from template" and then click "See More Templates". Now, you can select "Creative Requests" from the template store under "Marketing"!

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Social Media Marketing

From new requests all the way to live and running campaigns, managing marketing campaigns is a long and detailed process. With monday.com, you can plan, track and organize all your social media campaigns in one place! This guide will walk you through two interconnected boards that you can use to get started. The first board, called "Campaign Ideas and Requests", is a form-powered board that collects and tracks all incoming social media campaign requests. The second, called "Campaign Status", is a low-level board, breaking down your project's progress along its lifetime and reports the status of each campaign. 

 

 

 

  • Get the template 

Learn more about how to create and master these boards with this guide!

In addition, you can also download that workflow to your monday account. From the workspace where you manage your marketing boards, click the plus sign to add a new board. From the drop-down menu, select "New from template" and then click "See More Templates". Now, you can select "Powerful Campaign Panning" from the template store under "Marketing"!

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Campaign Tracking

As a marketing department, agency, or consultant, campaigns sit at the core of everything you do. That's why tracking them efficiently is crucial to your workflow! Campaign tracking allows marketers to keep track of each campaign that they’re running, on which platform, its status, its costs us and even its impact. Because campaign statuses are constantly changing and we have many campaigns going on at any given time, having one central hub to manage this all is crucial to our workflow and team collaboration.

 

 

 

  • Get the template 

Make sure to take a look at this guide to master the use of this template including automations and board views!

In addition, you can also download that workflow to your monday account. From the workspace where you manage your marketing boards, click the plus sign to add a new board. From the drop-down menu, select "New from template" and then click "See More Templates". Now, you can select "Creative Requests" from the template store under "Marketing"!

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If you have any questions, please feel free to contact our Customer Success Team! We are available 24/7 and happy to help! :)