Campaign Briefing

Template

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.

Backlog

Here’ where all campaigns will be gather.

  • 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?

Doing

Determine how will the campaign be done!

  • 1. How are we doing this campaign?

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

  • 3. Attach the campaign file:

Approval

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

  • 1. Did the client approve the campaign:

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

Done

Congratulations! You’re an execution machine!

Archived

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: