Marketing Requests
Standardize your requests and make data-driven process improvements.
Pipefy’s Marketing workflow templates help you build an efficient, cross-functional operation that goes from handling requests to analyzing performance. Work with your team in one place, and in an easy-to-deploy Kanban board. No-code needed.
Marketing Requests: build automated flows and leave chaos behind.
Run standardized request and approval flows, optimizing your team's deliveries.
Campaign Briefing: optimize your strategies and deliver faster.
Collect structured briefings, track statuses and deliver impeccable campaigns.
Campaign Briefing
Manage marketing campaign requests and provide full visibility to the team.
Content Marketing
Create, receive requests and prioritize content for the Marketing team.
Growth Hacking Experiments
Grow your business quickly with this process template inspired by Brian Balfour's models.
Marketing Campaign Management
Launch marketing campaigns flawlessly with standardized execution.
SEM Management
Manage successful campaigns based on SEM Management best practices.
Event Planning
Manage any event, from leadership meetings to international conferences.
Collaborative Idea Management
Encourage an innovative and creative culture by enabling your team to share their ideas easily.
Task Management
Manage your team's tasks easily and efficiently while maintaining complete visibility.
Marketing teams love Pipefy
When I first got into marketing I had a hard time managing all my regular tasks and campaigns. Directions would get lost or over complicated when I passed my work over to design or front. I kept trying different products like Evernote and Trello to keep track of all the things on my plate but after a few weeks they would always fall short of what I needed. With Pipefy, I can keep the whole team on the same page, and retire my messy to-do lists and ugly Trello board.
Arianna Ramos Inbound / Content Marketing Analyst at EBANXMarketing templates we love
Task Management for Ad Agencies
All of your team can keep track of their activities with this template.
Sprint
You can analyze and solve the most challenging issues you could think about!
Marketing Strategy
Create, organize and execute an impeccable Marketing Strategy for your company.
Sponsored Links
Perfect for advertising and marketing companies.
Website launch
Help your marketing agency develop some amazing websites for your customers.
Social Media Support
Organize your social media support.
Marketing Budgeting
Help you make a simple and efficient marketing budget for your clients to approve.
RFI Management
Manage the information of companies who are partners.
Marketing Product Launch Campaign
Design and document your product launch, from audience definition to tracking results.
Media planning
Control your campaigns and keep up with all the information you need in order.
Marketing Top Down Analysis
From macro to micro perspectives, you will gather everything you need!
Video Creation
Never was so easy to manage the production of a video.
Report Requests
There are backlog steps, prioritization, several approvals and a specific step for execution.
Video Post-production
You'll go through every step to add final touches to your production projects.
Market research
This template is perfect for your organization's market research.
Video planning
Designed to assist video producers and YouTubers to better organize their tasks.
Market Analysis
Conducting a marketing analysis is the first step in determining if there is enough space …
Lead prioritization strategy
For marketing teams to organize the process and manage the company leads.
Marketing Campaign Pricing
A simple way to price future campaigns and manage leads.
SEO Analysis
Learn step by step on how to analyze your website SEO.
Sales Pipeline for Marketing
Control your team’s workflow, and create and send proposals.
Public Relations
After identifying your company’s issue, it'll help you look for ways to solve that.
Process Mapping (Transformation Office)
The process mapping was designed for areas that request changes to the officer.
Process Benchmarking
Organize your cases, analyze the data, and put your improvement plan into action.
Preparing presentations
Create effective and awesome presentations for your stakeholders.
Podcast Publishing
It´s important to get organized before starting to produce your podcast content.
Onboarding SEO External Marketing Agency
For companies that want to brief external marketing agencies.
Google Ads Management
Analyze results and conversions. Do not miss any deadlines.
Internal marketing management
Marketing strategies that focus on a company’s internal environment.
Facebook Ads
For marketing and advertising agencies that want to manage Facebook ads creation.
Internal Communication Management
This template helps your company’s in-house marketing team.
Event Request Management for Clubs
Designed to help you in Event Request Management for Clubs.
Digital copywriting
Manage your Digital Copywriting flow with Kanban view!
Customer targeting
The perfect steps for finding what group of people are this company’s customers.
Landing Page Creation & Optimization
Try out our template and start building the most powerful landing page!
Copy Management
It’s clear when a text can’t move its audience.
Contest Management
Manage and keep track of contest subscription and contender evaluation.
Co-marketing management
The marketing area can use this template to manage the process.
Business events internal requests
Receive internal requests, understand the main goal of the event, and analyze them.
Agency Project Development
From the incoming ideas to the delivery to the client, manage all your projects.
Social Media Strategy Plan
It'll guide you through the steps of developing your social media strategy.
Social Media Management
A practical method for boosting social media presence.
Branding
Created to simplify the process of launching or rebranding a business.
Strategic Planning
Designed to structure a detailed strategic plan for companies.
Marketing Strategies for Customers
Try it and discover a new way to manage your customers’ services.
Press Release Management
Use this template to control your press release requests and get them done quickly.
Google Ads Optimization
Standardize an optimization routine for your search ads campaigns.
Advertising
Designed for you to control your client’s advertising campaigns.
Conversion Rate Optimization Process
Discover the best layout for website pages by running your new experiments.
Marketing Product Launch Calendar
Structure your launching process to make it easier and more consistent.
Creative Brief
The first steps of your creative process on the road to success.
Buyer Personas
Find your ideal customer based on market research.
Customer Case Studies
This process will guide you through each phase of developing a good case study.
Design Thinking
Create and develop standardized strategies for solving your team's design process problems.
Advertising Campaign
Create and evaluate amazing advertisement campaigns.
Competitive Analysis
For you to better know your competitors. Find out their strengths and weaknesses.
Marketing Agency Client Onboarding
Perform flawless onboardings and have satisfied long-term clients.
Business Process Mapping
Specially designed to help you map, evaluate, and manage all your company’s processes.
A/B Testing
Control and track your A/B test analysis to make more accurate decisions.
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