Innovative, creative and eye-catching marketing campaigns are the key drivers of success for any venture. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a campaign management template!
A campaign management template is a preformatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement.
Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A campaign management template is the answer to all your problems!
Marketing campaign template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results.
Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign template.
This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign management template has immense utility potential for all sectors that perform marketing related activities.
You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to:
You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. Use Stackby’s Campaign Management Template to plan, manage, and enrich your ad campaign management experience like never before!
You will also find these Templates useful: Ad Campaign Planning, Facebook Ad Campaign
Regardless of the size or nature of your business, customers will always form the most crucial and essential aspect of your work. The strategies you devise and plans you make revolve around the requirements and satisfaction of the customer! Therefore, customer relationship management is one of the most crucial requirements for an enterprise.
Let’s address the most basic question:
As the name already suggests, customer relationship management is the system used to build and manage customer relationships. It helps businesses manage both current and potential customers.
The ultimate goal of any CRM strategy is to boost revenues and profitability whilst reducing operating costs and enhancing customer satisfaction. The key to any good CRM plan is to analyze every transaction from the customer’s point of view. This will give you a better understanding of your business and allow you to improve and grow tremendously!
Every company devotes significant time, money, and resources to customer relationship management. Here’s why!
For small businesses, an effective small business CRM strategy is crucial as it will help the business grow and expand from an early stage.
CRM helps you manage contacts, monitor tasks, and keep track of all your deals. With a proper small business CRM template, you can collect and store all your data on a single interface. That’s why Stackby has created the Small Business CRM Template for you!
With the Small Business CRM Template, you can effectively retain existing clients and generate new leads with immense ease!
Using the Small Business CRM template, you can:
Stackby’s CRM Template gives you a detailed picture in a single place. Customize your CRM with this spreadsheet-style interface, and manage your customer relations effectively. If you've multiple products and would like to track that - check out the Multi Product CRM template.
Are you still using a spreadsheet instead of an applicant tracking template for managing the recruitment process? It is time to switch! Using spreadsheets for applicant tracking involves redundant data, manual data handling, more chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team.
Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form built in Stackby and automatically collect and organize data right into your tables.
Companies today consider multiple candidates for a position. So, they need a system to manage and track the data of these candidates. Moreover, if you are hiring for different positions, you will have to keep a track of every candidate who is applying for every open position.
The applicant tracking system helps you manage the applicant data in a streamlined manner, such as their resumes, interview details, rankings, personal details, and so on. This not only organizes the hiring process but also makes the process much easier, simpler, and faster.
To help HRs manage the applicant tracking, we have created an applicant tracking log template that stores and manages all the data about the applicants.
Manage your applicants using three different tables:
1. Applicants: This table stores all the details of the candidates who have applied for a job in your organization such as
2. Interviewer: The interviewer table includes the details of the interviewers for various job postings. You can check how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews.
3. Open Profiles: This table stores all the details about the open job profiles in your organization such as the name of the job profile, its description, experience required for that job profile, interviewer for that job profile, number of applicants who have applied for that job profile, and so on.
Our Applicant Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate will submit the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. Thereby, reducing the chances of human errors.
Read more: Stackby forms
Filter applicants by Status/ Scores
Our Applicant Tracking System Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HRs to visualize how many candidates are rejected/accepted, etc.
It also includes a Kanban View where you can filter out candidates based on the scores that their interviewees gave to them. This can help in deciding which candidates are to be selected and which are to be rejected.
Stay on top of your recruitment schedule with Interview Calendar
Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day.
Applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc.
In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back have some other way failed to achieve their desired results.
An effective recruitment process is said to be when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time.
1. Reduces time to hire: The job application tracker spreadsheet will increase the speed of your selection process as it reduces the time you would have to spend on administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time.
2. Improves hiring quality: The quality of hiring becomes better using the applicant tracker template. For instance, the automated matching of the specific skills and requirements would only allow the best candidates to compete.
3. Speed up the recruitment cycle: Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, excel spreadsheet templates for tracking make the recruitment process faster.
4. Provides better screening: It can become a tiring task for the recruiter if he or she does everything manually. It can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms.
Once you copy this template to your Stackby Workspace, you can:
Hiring candidates and growing your company/ business can be an exciting job. Do not make it cumbersome by depending on spreadsheets. Use our applicant tracking system template and find the best employee who suits your organization’s ethics and work culture.
Check this step-by-step video on how to build an applicant tracking system for your company.
The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years.
With new strategies and avenues taking over the online marketing arena, is email marketing still relevant?
The answer is yes! And so is our B2B Lead Generation Template.
It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic.
What is the most critical aspect of planning and executing an effective B2B lead generation and email marketing campaign?
The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy.
Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses.
How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today.
Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template.
The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore.
Using our B2B Lead generation template, you can:
Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process.
From small business owners, new start-up ventures to established multinational companies, everyone dedicates a significant portion of their time and resources towards blogging.
With new forms of online marketing, taking the digital world by storm, blogging continues to be one of the most trusted and widely used methods. In simple terms, a blog is an online journal or an informal article that gives detailed information on a particular topic or product.
Companies resort to a multitude of strategies to increase their presence and visibility on the world wide web. Blogging is one of them. So, how does blogging help a business grow?
With social media marketing capturing most of the attention, it’s easy to forget about the impact of blogging. But blogs are the base that provides a strong foundation for the entire marketing strategy.
Are you a freelancer with interest in writing blogs or an established company providing content writing services? Regardless of the category, you fall in, creating content that meets your client’s expectations is your primary responsibility. So, what do you do if you have too many clients asking you to write multiple blogs for them? Having a hard time keeping track of everything?
Well, don’t worry! With Stackby’s Blog Content Calendar Template, you can plan everything on a single interface!
Our Blog Content Calendar Template will enable you to:
With Stackby’s Blog Content Calendar Template, you can plan and optimize your content writing strategy with minimum effort and reap the maximum benefit! Combine it with automated keyword research template & content marketing distribution template, to take your content marketing workflows to the next level.
Do you know what is the key to a great social media marketing strategy? It is how you plan and organize it. No matter how well you know your audience, gauge your competition, or create compelling content, if you have not planned your tasks, all your efforts are in vain.
Here is a Social Media Calendar Template that will help you align your social media tasks and track how your social media posts are performing.
A social media calendar is an overview of your upcoming social media posts. Some common elements of a social media calendar are:
A social media calendar is a time-saving option. It helps you visualize the big picture and manage all your social media channels in one place. You can plan ahead and avoid multitasking. You can keep track of all the upcoming relevant moments and plan your posts accordingly. Last, but not least, you can create high-quality content every time and find out what’s working for you and what’s not. Our social media calendar template is designed to help you leverage all these benefits. If you are just beginning with creating a social media presence, you can also try our Social Media Planning and Design Template.
Before you switch to using our pre-built social media calendar template, we want to share a few tips on how you can create a social media calendar.
1. Measure your current social media efforts
Start with setting up clear goals for your social media channels. Make sure you understand your audience, their demographics, and personas. Track your most successful posts and social media tactics.
2. Select your social media channels
Which social media channels do you want to monitor? Review the best marketing strategies associated with each channel.
3. Decide what data you need to track
Here are a few examples: post title, graphics, type of post, concept, channels, publish date, number likes, impressions, engagements, spendings, etc.
4. Create a workflow
You must decide a few things like how often you want to post on each channel, the best time to post on each channel, team members responsible for posts, the process of brainstorming new content, and so on.
5. Collaborate with your team
Once you have planned what you need to do and how it is time to bring all your team members to one platform. Stackby’s social media calendar template makes connecting and collaboration much easier.
Stackby also provides security and permissions features that will help you keep your data safe and secure and ensure that only authorized people can access it.
A social media calendar is generally used by social media managers and teams. However, Stackby’s social media calendar template can be used by:
Our social media calendar template is designed to simplify the whole process of social media management. It helps you streamline your workflow in the following ways:
You can also use our YouTube Channel Analytics, Facebook Posts Tracker, Twitter Posts Tracker and LinkedIn Page Follower Tracker templates to manage your social media channels individually.
Google analytics report is an essential tool for digital marketers these days as it clearly indicates what is working for your business/your clients and what needs some tweaking. But, analyzing hundreds of Google Analytics metrics is impossible for a marketing team.
So, you can use a Google Analytics template to track only the most important KPIs for your business. Stackby’s automated Google Sheets Analytics report template takes away all the hassle of reporting and helps you track the KPIs on its own, without the need of entering numbers manually.
With our Google Analytics reporting template, you can combine all your Google Analytics data (Universal Analytics and GA4) from all other marketing channels so that you can identify how your marketing strategies are performing.
Stackby’s Google Analytics Report template allows you to track the User data, Sessions data, and Traffic data from all your marketing channels based on the View ID. It includes three API Columns that let you connect with your Google Analytics Account using an API key.
You can use the API columns to bring data in real-time to your Stackby table. You can also schedule automation that will bring in data on the specified day and time. Here’s a short video that can help you create time-triggered automation –
https://youtu.be/7DLpBhMmF6c
Google analytics report template also includes a JSON data explorer that allows you to choose which data you want to showcase in the report.
https://youtu.be/LJInFCGb1gA
Manage your Users, Traffic, and Sessions Data separately in different Views with our Google Analytics Report template.
Stackby not only provides you with a centralized platform where you can collect all KPIs from different marketing channels but it also provides you with a collaborative platform where you can collaborate with your team or your clients and share real-time reports with them using the individual view share links on your toolbar.
Why is it essential to use Google Analytics?
Unlike several digital analytics services, Google Analytics is available free of cost! Let’s see why it’s so important to sign up for this service.
Combined with easy access and a user-friendly interface, Google Analytics has become the go-to tool for users worldwide!
Other SEO Templates from Stackby:
On-page SEO Reporting Template
SEO Backlink Analysis Template
Stackby’s Google Adwords Reporting template automates creating Adwords reports for your clients or team. You can add all important metrics from your Google Adwords Account like CTR, CPM, CTC, Conversions, etc. and create a customized report of your campaigns’ performance.
Google AdWords is also known as Google Ads. It is an advertising system run and managed by Google and used by companies across the globe.
It allows advertisers to display their ads on the results page of Google’s search engine. It follows the pay-per-click methodology where the companies are asked to pay for Google’s advertising service only if and when a visitor clicks on the ad displayed by them.
It is one of the largest advertising platforms in the world today. Due to its wide reach and global presence, it is highly sought-after by companies looking to market their product to a large audience or customer base.
It helps you track important marketing metrics such as:
Monitor Google Adwords Impressions metric and measure how many times your content gets displayed to your audience. Tracking Google Adwords impressions will help you enhance your advertisement campaigns in a better way.
KPIs like Click, CPC, CTC, Conversions, and Cost help you measure your Google Ad campaign. With Google Adwords Template, you can keep track of these KPIs in real-time and monitor the changes.
Stackby’s Google Adwords Reporting Template includes an integrated Google Adwords API that helps you fetch the required data for every Google Adwords campaign based on View ID. With this template, you can:
Track important advertising KPIs like
If you are utilizing digital marketing, Google Ads must be a critical part of your marketing campaigns. This is why you need a clear, easy to understand, simple, real-time report for Google Adwords data. It is true that you can easily access Google Adwords data from your Adwords account but sharing that data with your clients or your team members is not easy.
Stackby’s Google Adwords Reporting template presents all the important data related to your marketing campaigns without overwhelming the reader. This is beneficial especially if you are sending data to your client, who has no idea about the ins and outs of digital marketing or Google Adwords.
How to Use Google Adwords Reporting Template?
Stackby allows you to create time-triggered automation to fetch real-time data into the respective columns of your Adwords report. To create your automation:
Watch: Time-triggered automation in API column
Other automation-enables templates to try:
Running Facebook ad campaigns has been proven to be very effective with high conversion rates of leads into customers. However, running Facebook campaigns can be highly stressful as well. This is why a Facebook Ad Campaign Template is integral for any business.
An easy way to manage multiple campaigns and their unending details is to use Facebook ad templates.
Facebook campaigns can be equal parts stressful and equal parts rewarding. Managing all the little details along with tracking different KPIs and campaign metrics can prove to be a little too much to handle.
An easy way to do this is to have all of your information at one place and categorize it in a way that you can access it whenever you want. Facebook ad templates are a perfect fit for your requirements!
You can easily plan and manage your Facebook ad campaigns; along with tracking your campaign metrics in real-time with a Facebook campaign management template.
The template helps you keep a track of Facebook Ads, Accounts, Campaigns, and Adsets. It includes Facebook Ads API that helps you bring –
Ads Table: This table stores all the important KPIs related to Facebook Ads such as:
Accounts: This table stores all the important KPIs related to your Facebook Ad Accounts such as CPC, spending, CTR, Clicks, and impressions, and also enables you to bring the Ad Ids.
Campaigns: This table stores all the data and important metrics related to your Facebook Ad Campaigns such as Ads, Adsets, CPM, CPC, Date of Starting, Date of Stopping, Clicks, Impressions, etc.
Adsets: This table stores all the data related to Facebook Adsets such as budget, total ads in an adset, location, target audience, age of target audience, start date, CPM, impressions, CPC, spending, and clicks.
Track Facebook Ads based on their Status
Stackby’s Facebook Ads planning template includes a Kanban view that helps you visualize all your Facebook Ads based on their status, that is, active, preparing, inactive, closed, etc.
Track different Ad Campaigns based on their Start Date
The Facebook Ads Campaign template also includes a Calendar view that helps you visualize the different starting points of your ad campaigns.
Read more: Customizing your Stack using different Layouts (Views)
If you want to track the important KPIs of different Facebook Ads run by your team, our Facebook Ads Campaign Template makes it possible for you. It includes an Ads Reporting view that enables you to track all the important KPIs related to Facebook Ads such as:
Read more: Facebook Ads Reporting: How to Plan, Manage, and Track Campaigns
Schedule API with Automatic Time-Triggers
No need to manually update your Facebook Ads tracker. Just click on the clock icon beside the name of your API column and set the day and time of automation that will fetch the data from your Facebook Ads account and add it automatically to the respective columns.
Watch: How to set up time-triggered automation for the API column type
1. Identify your target personas: You must create a persona for your ideal customer that will help you understand their pain points, interests, and preferences and provide ads that would appeal to them.
2. Brainstorm: Once you know your audience, you can now search on Google and other online resources to find out what kind of ads you can create.
3. Choose your bait: This is when you create compelling content that would trigger your audience to buy your product/service. You can use power words, action words, storytelling, etc. to create your Facebook ad campaign.
4. Design creatives: Powerful words, combined with incredible designs make a perfect Facebook ad campaign. So the last step is to work on ad creatives.
Watch: How to use JSON Data Explorer in Stackby
A well-designed facebook campaign might get hectic to manage, but with this Facebook Campaign template - you can efficiently manage and track your Facebook ad campaigns in a single place. Collaborate & share with your team or clients, and get the most bang for the buck. Automate your Facebook ad metrics tracking, and focus on building awesome ads with the Facebook Ad Campaigns Template.
Check out this awesome tutorial video to learn how to manage your Facebook ads.
Other automation enabled Stackby templates:
Google Analytics Report Template
On-page SEO Reporting Template