This video shows how to use SmartSuite to plan and produce your marketing campaigns, including objectives, concept campaign plan view, automation, and a campaign assignment timeline. These features allow you to view and track marketing campaigns, goals, and team assignments. Additionally, the video shows how to use weekly report automation and calendar and timeline views to manage the dates and content surrounding the campaigns.
This Video's Chapters:
0:00- Showcase Intro
0:57- Marketing Objectives View Overview
1:20- Linking a Concept Campaign to an Objective
2:02- Weekly Status of Objectives Report
2:47- Campaign Assignment Timeline / Staff Availability
4:00- Content Approval
4:37- Manage Campaign + Contact Dates
5:10- Why SmartSuite for Marketing Teams?
Introduction and Template Download
SmartSuite provides a robust solution for planning and managing marketing campaigns. Our platform offers a comprehensive set of tools designed to streamline your marketing efforts. We invite you to subscribe and download our template to get started. This builds on our previous episode focused on lead management for marketing campaigns.
Marketing Objectives View Overview
The Marketing Objectives View in SmartSuite is designed to provide a clear overview of your marketing goals and key results. The Grid View displays objectives alongside the target campaign count, illustrating your progress towards these goals. This view helps prioritize and review campaigns, showing how they are linked to your objectives.
Linking a Concept Campaign to an Objective
The Concept Campaign Plan is crucial for strategic planning. It allows you to filter views to focus on concept campaigns and link them directly to objectives. This integration ensures that each campaign aligns with broader marketing goals, enhancing strategic coherence.
Weekly Status of Objectives Report
Receiving a comprehensive report on the status of your objectives is vital for tracking progress. SmartSuite's Automation Engine facilitates this by generating weekly reports. These reports include a share view link in the email, providing easy access to detailed updates on your objectives.
Content Management
SmartSuite offers Calendar and Timeline views for effective content management. These views support the content production and approval process, including a "content needing approval" view that highlights pending tasks. This feature ensures that all content is reviewed and approved efficiently.
Campaign Assignment Timeline / Staff Availability
The Campaign Assignment Timeline view provides insights into campaign assignments and their statuses, utilizing three spotlights for quick information access. This view helps identify staff availability for new campaigns, ensuring optimal resource allocation.
Content Approval
The content approval process within SmartSuite is streamlined through the "content approval" section. This feature allows you to review and approve content, update its status, and notify stakeholders, ensuring that all team members are informed of changes.
Manage Campaign + Contact Dates
Managing campaign dates is crucial for coordinating content production. SmartSuite allows you to adjust campaign start dates and update related content dates accordingly. This feature ensures that all timelines are aligned with project requirements.
Why SmartSuite for Marketing Teams?
SmartSuite offers numerous benefits for marketing teams, including tracking campaigns against objectives, managing team availability, and leveraging automations for efficiency. Our platform emphasizes data consistency and effective communication among team members, making it an ideal choice for enhancing your marketing strategies.
