How to Keep Marketing Campaigns Organized in 6 Steps

Did you know that being in a disorganized space can exacerbate feelings of stress and anxiety? It’s one of the many reasons for regularly tidying up your work area.

But when it comes to running a business, organization is even more important. Without it, your business could fall apart. That’s particularly true of marketing, where so much depends on reaching the right people with the right campaigns. If you’re in that field, you may find yourself wondering how to keep marketing campaigns organized at your company.

If so, don’t worry — we’ve got you covered. On this page, we’ll go over six different ways that you can organize different elements of your marketing campaigns:

1. Organize your strategy with S.M.A.R.T. goals
2. Organize your audiences with segmentation
3. Organize your schedule with a content calendar
4. Organize your tasks with a project management tool
5. Organize your results with data platforms
6. Organize other campaign elements with spreadsheets

Keep reading to find out more about marketing campaign organization, and then subscribe to Revenue Weekly — our email newsletter — to get even more helpful marketing tips!

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1. Organize your strategy with S.M.A.R.T. goals

One of the first elements of any marketing campaign is your strategy and goals. Without a clear marketing strategy, you won’t get very far. So, how do you organize that strategy? The answer is to use S.M.A.R.T. goals.

S.M.A.R.T. stands for Specific, Measurable, Achievable, Relevant, and Time-bound. Your goals should embody each of these traits.

Setting a vague goal like “increasing revenue” isn’t enough. How do you determine when you’ve reached that goal? 

Rather, you would want to set a goal like “earning X amount of dollars in Y amount of time via marketing campaign Z.” That’s much clearer and more actionable, making it easier to organize the process of tracking your progress.

2. Organize your audiences with segmentation

Another important element of any marketing campaign is your audience. Ultimately, it’s all about them — without them, there’s no point in sending out marketing materials in the first place. 

However, your audience often consists of a wide array of people, and you may even have different audiences for different products or services.

To keep your audience organized, it’s often helpful to segment them into different groups. Those groups might be based on location, demographics, or behavior. You can then build different campaigns that are optimized for different groups, which is far smoother than mashing everyone together and trying to create campaigns that work for all of them.

3. Organize your schedule with a content calendar

Organizing marketing campaigns requires following a particular schedule, especially when it comes to content. Whether it’s blog posts, videos, social media posts, or something else entirely, your content needs to go out at specific times, ideally on a regular schedule. 

That calls for organization — but if you’re struggling with that, what can you do?

The answer is that you can use a content calendar. In theory, you could use any calendar tool to schedule your content, but the best approach is to use a tool that’s specifically designed for scheduling content. For example, Buffer and Hootsuite are two social media tools that schedule your posts for you, and automatically push those posts live at the scheduled times.

Using these tools to help organize your content schedule can save you both stress and effort.

4. Organize your tasks with a project management tool

Running a marketing campaign includes a lot of different tasks. From mundane tasks, like sending out routine emails, to more involved ones, like writing fresh content, everyone on your team has a lot on their schedule at any given time. And the best way to organize all those tasks is to use a project management tool.

A project management tool allows you to create an entry for each task, and then assign that task to a specific person, put it on a specific to-do list, and schedule it for a certain date. The best tools, like Trello and Asana, let you easily move tasks or projects between different lists and people. It’s a lot easier than trying to keep it all straight in your head!

5. Organize your results with data platforms

Tracking results is one of the most vital parts of any marketing campaign. So, when we talk about how to keep marketing campaigns organized, we can’t neglect to talk about organizing your data.

The great news is, there are lots of different types of tools out there that are designed to help you organize marketing data. One such tool is a data management platform (DMP), which allows you to pull marketing data from lots of different sources and store it in one location.

For customer data, specifically, you should also have a customer relationship management (CRM) platform. This type of tool pulls data about your customers from different sources, helps you organize it (including segmenting it into different audiences), and even helps you analyze that data. Nutshell is a great example of a CRM you can use to help organize marketing campaigns.

6. Organize other campaign elements with spreadsheets

We’ve talked about a lot of different tools and methods for organizing marketing campaigns. But sometimes you’ll probably have campaign elements that don’t fit neatly into any of those solutions. So, what do you do with those elements?

That’s where the best course of action is to pull out one of the most classic organizational tools — the spreadsheet. Simply laying out that miscellaneous information in an Excel sheet is a great way to organize it and avoid having to track everything in your head.

Honestly, you could use Excel to organize some of the other elements on this list, too — it’s just usually better to go with the options listed above.

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Let WebFX help you enhance your marketing campaign organization

Now that you have a better idea of how to organize marketing campaigns, you can start getting your own campaigns in order. But just because your campaigns are organized doesn’t mean they’re successful. You still need to implement a lot of marketing expertise to drive the results you want.

Often, the best way to do that is to partner with a professional marketing agency like WebFX. Our digital marketing services are top-of-the-line, and with our more than 28 years of experience in the industry, we know what we’re about. Plus, letting us manage your marketing campaigns for you means you can let us handle the work of organizing them for you.

Interested in partnering with us? Just give us a call at 888-601-5359 or contact us online today to get started!