How To Make a Digital Marketing Campaign Plan [+ Free Checklist]

Step by Step Guide to a Successful Marketing Campaign Launch

There’s a lot of moving parts when you’re working on a marketing campaign and it can feel overwhelming if you haven’t mastered this art yet.

A marketing campaign launch requires a lot of planning, time and patience. In fact, planning is halfway of your path to success.

Did I say planning?

Let me say that again: A marketing campaign requires a lot of planning to ensure that it’s a successful one.

I’ll get to the details of how you should plan it out – step by step.

But first…

Let’s get this out first –

What is a marketing campaign?

A strategic effort to promote a specific company goal where a combination of content elements and promotion tactics are used.

Essentially, you’re creating a package of content assets that support the promotion of a certain goal that’s important to your business.. You’ll be distributing and amplifying your campaign content strategically, through using different channels and tactics to achieve one ultimate goal.

The success of a marketing campaign depends on many factors, but no doubt – one of them is how well you plan it.

 It’s important to have a roadmap when you’re planning your campaign launch and ideally, make sure you don’t overlook any steps.

That said… let’s move on to the step-by-step plan you can follow along and successfully launch your marketing campaign..

BONUS: Grab your FREE Marketing Campaign Checklist

Step by Step Guide to a Successful Marketing Campaign Launch

Jump Ahead

1. Identify campaign goal + metrics you want to measure

2. Identify target audience

3. Determine CTA (call to action) and offer

4. Check available content

5. Research topic and determine keywords

6. Identify creative concept / theme of campaign

7. Decide on content assets, timeline and team

8. Determine distribution strategy

9. Create editorial calendar

10. Create assets

11. Go live 🚀

1. Identify campaign goal + metrics you want to measure

Ask yourself: WHY are you running this campaign? What’s your MAIN focus? HOW are you going to measure the success of this campaign?

Silver Imac Displaying Line Graph Placed on Desk

  • Don’t try to hit all birds with just one stone 
  • Choose ONE main focus  
  • Start with the end result you want to achieve 
  • Are you aiming for sales, launching a new product, awareness about a new feature release, lead generation, newsletter subscription? Basically, WHY are you creating this campaign? 
  • Choose your main measure of success – below are examples: 
    • Number of subscribers on your YT account, number of FB followers, number of people who have filled out a form.  

Here is a list of potential business goals:

  • Branding – To increase awareness of your company, product and/or services in your market, to communicate the value you provide and what you stand for.
  • Generate new leads – To grow the pipeline and drive new leads into your sales funnel.
  • Qualify leads – To better qualify and rank leads so you can segment them and then follow up based on their timeframe and likelihood of buying.
  • Nurture existing leads – To communicate with leads that are in the pipeline but may not be ready to buy or to take the next step; a nurturing campaign reminds them of your value and provides information that can help move them along.
  • Direct sales – To close deals within a short time period – a campaign to encourage people to “buy now.”
  • Cross-sell to existing customers – To encourage current customers to buy related products or services.
  • Up-sell existing customers – To encourage current customers to upgrade their existing product, to increase the quantity or frequency of their purchases.
  • Nurture existing customers – To communicate with existing customers and reinforce the value you provide.
  • Generate referrals – To encourage customers or prospects to provide referrals.
  • Training – To train current customers, new customers, or even prospects to use your product; to train distributors, channel partners, and even your own employees.

2. Identify target audience

Ask yourself: Who is your target audience? Where’s your audience located? Where does your audience consume their information? Where do they spend their time? What do they spend their money on? What stage of the buyer’s journey are you trying to reach? 

Multi- Cultural People
  • Try to understand your audience REALLY WELL by getting inside their shoes 
    • Master the empathy skill – don’t make assumptions about your audience
    • Spend time conducting in depth research on them so you know how they think, where they are, how they consume their information, what they spend their money on, etc. 
  • In addition to understanding your target audience, decide on what stage of the buyer’s journey you are trying to reach:

3. Determine CTA (call to action) and offer

Ask yourself: What do I want my audience to do after engaging with my content?

  • What specific action do you want your audience to take after engaging with your content or campaign element?
    • Do you want them to sign up for a newsletter?
      • Get a quote?
      • Follow you on Linkedin?
      • Subscribe to your YT channel?
  • Your content needs to have a purpose and you need to design your content to serve that desired action and trigger your audience to move forward.
    • Example: In this post, the CTA appears twice (once near the beginning of the post and once towards the end) to encourage people to download the ready-to-use marketing campaign checklist. Upon clicking on the download button, people end up on the landing page where they can fill out an opt-in newsletter form, download their checklist and be on their way to launching their next campaign.  
    • Other examples of CTA include: “Leave a comment below”, “Tag someone who needs to hear this”, and “Double tap if you agree”. 

4. Check available content

Ask yourself: What content do I already have?

Crop faceless ethnic woman working on computer

  • Time is gold – If you have content treasures in your library, REPURPOSE IT
  • Do a content audit and review all content available for your brand to see if anything can be used/repurposed for the campaign. 

5. Research topic and determine keywords

Ask yourself: What questions are your audience asking Google? What path does your audience take to get answers to their question? How does your audience pose their problems?

Macbook Air on Grey Wooden Table

  • Identify what your audience is looking 
    • Conduct keyword research 
    • Use Google’s related search section to identify additional keywords (located at the end of your google search page) 
  • The goal is to identify HOW your audience SEARCHES for their topic – don’t just to figure out a keyword you would like to rank for 
    • For example: 
      • Do they conduct research on Google, or in person, by asking a friend?
      • Do they use FB groups or Reddit to ask their questions?

6. Identify creative concept / theme of campaign

Ask yourself: What is the creative concept that you’ll be using across your campaign to capture your audience’s attention, deliver your message, and drive them to take action?

Person Using a Smartphone
  • This might not apply to all your campaigns, but it’s something to think about 
  • Identify whether there will be an overarching theme
    • There might not be – but worth considering
  • Will you reach out to someone for an interview?
    • Determine if you will do an outreach and how you want to plan the collaboration.
  • Brainstorm headlines
    • Headlines are what get people interested in continuing to read the rest of the content and they guide the content.

7. Decide on content assets, timeline and team

Ask yourself: What is your timeline? Who will be working on what piece of the campaign? What project management tools will you be using?

Man in Gray Long Sleeve Shirt Holding White Paper

  • Determine the timeline and create a project plan, allocating resources and team.
    • Timeline helps to keep you accountable and on track.
    •  Leave some buffer because things might easily go wrong, resulting in your production being slower than your expectations.
  • Determine who will work on different pieces of the campaign
    • Make sure to let them know and carve out time.
  • Create a timeline on selected project planning tools
    • It can be a spreadsheet, trello, notion, asana, monday – whatever you use.

Here is a list of potential content assets:

  • Website – A blog post, microsite, landing page, ebook, checklist, guide, etc.
  • Video – Hosted on your site or on YouTube or Vimeo or Facebook or Twitter
  • Social Media – Any or all of the communities where your audience participates
  • Email – What part of your audience will you do email marketing to? Will you have an email flow?
  • PR – Will you pitch your story to journalists, bloggers, third party sources?
  • Events – Virtual events, webinars, masterclass
  • Podcast
  • Online Advertising – Facebook, Twitter, LinkedIn or other ad networks

8. Determine distribution strategy

Ask yourself: What channels are you going to use to promote and distribute your assets? What third party sources are you using to draw traffic? 

Person Holding Black Iphone 7

  • Potential distribution channels:
    • Owned media – company’s website, social media profiles and blog.
    • 3rd party sources
      • Will you collaborate with a brand/influencer you are interviewing with and will they publish on their channels?
      • Will you use paid ads?
      • Will you do PR activities and get features on different platforms and publications?

9. Create an editorial calendar

Person Wearing Silver Ring and White Long Sleeve Shirt
  • An editorial calendar helps you map out what goes live when after you have your content elements ready 
  • If you want to execute your campaign successfully YOU NEED to have an editorial calendar 

Want to save time creating your own editorial calendar? 

Grab it here for FREE!

10. Create assets

11. Go live 🚀

  • NOW YOU’RE READY TO BE A ROCK STAR!

If you haven’t yet, get my FREE Marketing Campaign Checklist so you can launch your next marketing campaign stress-free.

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