Marketing Campaign Management Free Template

Streamline your Marketing Campaign Management process and plan, execute or test performance with a single tool. Centralize team communication, track results, and automate whatever you want along the way.

Collect, execute and measure

Get rid of data lost in multiple channels and centralize all the information you need to plan and execute marketing campaigns effectively. Share service portals or online forms to gather requests, and run a streamlined workflow to run your research and analysis.

Get full visibility of deadlines, ensure no detail is skipped or missed while performing tests, and keep the team on top of campaign’s goals. Use add-ons to customize the Marketing Campaign Management template to your needs.

Manage campaigns effectively

Be on the top of your operation

Choose how to collect requests and execute campaigns, ensuring the team has all the necessary information to run new launches.

Less manual work, more time

Get approvals faster and streamline communication with requesters or team members by running automation.

No more putting out fires

Get full visibility into campaigns, and easily identify deadlines, bottlenecks, and the people involved in each launch.

Centralize campaign information

Begin by centralizing the necessary information to run a top-notch campaign. Create service portals and online forms to receive standardized inputs, share information through a unique link, and choose what is mandatory, so no important detail is left behind.

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Manage references, due dates, contacts, and ideas and ensure the team has full visibility of the next steps. You can customize everything and easily adapt forms, fields, and phases for your goals and objectives.

Level up your campaigns performance

Get full visibility into your campaigns, and execute streamlined launches – from planning, reviewing and testing, to measuring the final results. This template comes with simple fields, but you can edit or add components, steps and connect it to any other tool.

Ensure team collaboration by automating communication flows: assign specific people to deal with plans, set up A/B tests, and get approvals hassle-free. Run marketing campaigns according to your rules and measure everything at the end to explore best practices.

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Translate numbers into best practices

Track your team’s productivity and identify bottlenecks that could delay or break your launches – before they happen at all. Create custom Dashboards and reports with data extracted from your process, and combine filters to visualize the numbers you need.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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