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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! Don't worry about having to brainstorm how to make monday.com work for you - we've already done that! 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! Check out the Templates Center, where you’ll find boards inspired by our users. 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

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.

 

  • The workflow

In this editorial calendar, each item is a campaign, and all of our campaigns are divided into groups representing time frames. This template is made up of multiple Status Columns to track progress, a People Column to assign the owner of a task, and a Date Column connected to a Status Column to create a deadline to help us see what's overdue or coming up. 

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Check out this this guide to learn how to build this board from scratch. 

 

  • How we use it

The video below with show you step by step how to use and customize this board, including automations and board views!

 

  • Get the template 

You can 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

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. 

 

  • The workflow

This workflow includes three boards; a clients contact board, a high-level project status board, and a low-level project managing board. 

The client board organizes all of the clients' information by client type, phone number, email address, website, work agreement status, and holds any relevant files.  

 

 

The high-level status board tracks all running projects in one place so that team leads, managers, and team members can all stay on the same page. Requests for new videos are received via monday.com Forms, and are automatically added to the "Incoming Video Requests" group on our board.

 

 

The low-level video production process board breaks down the entire lifeline of just one project into manageable, daily tasks. Each video or project is divided into its different components and allows the team to work their way through each stage until its successful completion. This is the place of execution and details.

 

 

  • How we use it

Each of the boards serves a different purpose in our workflow. The client board compiles all of our important contacts in one place so that we know who to reach out to for everything we need. We have automations set up, and can even communicate with our contacts directly from our board. The other two boards are interconnected, with our high-level board showing the general status of all running projects and our low-level boards showing the details of just one of our projects. We have one low-level board for every project in progress, and they are all linked to our master high-level board. Use this guide to learn how to master these boards! 

 

  • Get the template 

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": 

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

 

Manage Client Projects

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!

 

  • The workflow

Each group on this board represents a different client, and holds all of the projects related to the respective client. Each item is assigned to a task "owner" using the People Column and the contact's email address for easy communication. They are then tracked by the project's priority, status, due date, and timeline. We've also used the Numbers Column to record the time estimated to complete the project, and how much time it actually took. We then tag the items and track overall progress for each project!

 

 

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

 

  • How we use it

The video below with show you step by step how to use and customize this board, including automations, charts, board views, and forms!

 

 

  • Get the template 

You can download this template right here

 

E-mail Marketing

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.

 

  • The workflow

This workflow is comprised of two boards that allow you to manage new requests as well as help your team plan, run, and track your entire campaign's workflow in one workspace.

The campaign ideas and requests board uses forms to gather all incoming requests and to track approved email campaigns to be sent to clients. After a request is received, you can review each item and either approve it, moving it automatically into your projects list, or decline it, moving it automatically to your "Declined" group. The board records request details such as who it was requested by, when, by which account, and what the goal and target audience of the campaign is! 

 

 

The campaign status board is used manage the ins and outs of the campaign, as well as keep track of the overall status of all campaigns. As we saw earlier on, every time a request has been approved on the campaign requests board, an item will be automatically created in the campaign status board. From here, we can fill out each campaign with the relevant details to start moving the campaign forward. This board tracks some of the details from the previous board as well as metrics such as total number of emails sent, opened, and calculates the open rate, total clicks, and clickability!

 

 

  • How we use it

The first board helps us to concentrate all campaign requests in one place, where we can see incoming requests, approved requests, and declined requests. We can use this board to compare how many requests we are able to accept and in what time frame. To actually manage the accepted campaigns, we use our campaign status board. We've outlined exactly how we track everything, down to the board views, and automations for the workflow in this guide!

 

  • Get the template 

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": 

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Now, you can select "Email Marketing" from the template store under "Marketing"!

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Manage Creative Requests

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 workflow

The Creative requests board will help you to manage all incoming requests for creative assets. Incoming requests will be sorted into the "New requests" group on the board with the help of forms, and after they are reviewed, they are either moved automatically to the "Approved" or "Declined" group on your board! The form collects the proposal's information, such as account name, deadline, channel, platform, a description, and more! 

 

 

Once you've implemented the creative requests board to take incoming requests, you'll need a board to manage the assets that your team creates. The Digital asset management (DAM) board is the core of this workflow. With the DAM board accessible to your entire team, you'll never wonder about the status of an asset again. 

 

 

A third board facilitates the management of any major creative project by breaking it down into tasks. From prep to kickoff to launch, this board will keep your team on track to deliver the final product. 

 

 

 

  • How we use it

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! Use this board to upload everything relevant to the campaign, from logo design, to files, videos, and images. Link the campaign directly to the board so that you can view the fruits of your labor in one swift click! 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.

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

 

  • Get the template 

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": 

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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. 

 

  • The workflow

Often, it can be difficult to track new projects within the company when you're so busy with running projects. To ensure that you get the ball rolling in a timely matter, we've created a board to concentrate all incoming campaign requests and ideas! All new requests are submitted using a form, and the information is filled out using the board's columns! Next, you can review each item, and either approve it, moving it automatically into your projects list, or decline it. 

 

 

The "Campaign Status" board also gives us a brief overview of every running campaign and its status. The board is divided by groups, indicating the status of each campaign, from "Live" and currently running campaigns, to "Scheduled" and upcoming campaigns, and a listing of all "Stuck" and previously "Completed" campaigns. The workflow is horizontal, moving across the item to the right as the campaign progresses. We use a Connect boards column and a Mirror Column to connect our campaign requests and campaign status boards together so we stay on the same page no matter where we're looking. 

 

 

 

  • How we use it

We receive all incoming campaign requests with the help of our form, and collect them all automatically in our "Campaign ideas and requests" board. We review these new proposals, and if we approve the requests, a new item is automatically created in our board "Campaign Status" as a result of the automation. We can then begin to track and update the details of our campaign right in this board! 

 

  • Get the template 

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": 

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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.

 

  • The workflow

As a central hub for all campaigns, this board is divided into groups according to Live, Planned, or Completed Campaigns. The items in our board represent the names of each of our campaigns, and we can then fill in our columns with all of the details of our campaigns. Details include the owner and general status of the campaign, budget, platform, and timeline of our campaign, as well as the name of the client, link to the campaign, and a rating of the overall campaign performance. 

 

 

  • How we use it

Marketing teams or agencies use this to keep track of their ongoing campaigns at any given time. This gives them clarity, organization and allows them to measure the results for better planning in the future. 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. monday.com provides the perfect solution to keep track of both the high level information, and the detailed ins and outs of each campaign. Take a look at this video to learn how to master this template:

 

 

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

 

  • Get the template 

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": 

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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! :)