Campaign Briefing


Pipefy’s Campaign Briefing Template is a step-by-step process, specially developed for companies that run a marketing area and have to manage multiple requests for the creation of ad campaigns.

This template will help you create and manage these requests a lot faster, sending your marketing team all the information they need in an organized and standardized way.

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Template structure

See how this template is structured. As this is just an example, you can customize it.


Here you’ll determine the campaign’s priority, who’ll be responsible for it and when it needs to be delivered.

  • 1. What's the priority?

    • Critical
    • Top Priority
    • Neutral
    • Low Priority
    • Unknown
  • 2. Who's responsible for this campaign?

  • 3. What's the due date?


Show time! Determine how will the campaign be done – outsourced or internally – and keep track on the completion percentage.

  • 1. How are we doing this campaign?

    • Internally
    • Outsourced
  • 2. What is the completion percentage?

  • 3. Attach the campaign file:

  • 4. Any lessons learned to share with the team?


Show the client your good work! Send the campaign and ask for feedback and approval!

  • 1. Send the campaign file to the client:

  • 2. Did the client approve the campaign:

  • 3. How much effort will it take to make the changes?

Campaign adjustments

Did the client ask for some adjustments? Change what needs to be changed and send the final version for approval!

  • 1. Attach the final version of the campaign:

  • 2. Send the modified version for the client's approval:


Congratulations! You’re an execution machine!


Old campaigns, gathering dust in the shelves…

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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Do you have a specific process to manage: