How to Use SmartSuite for Planning and Production of Marketing Campaigns

This video shows how to use SmartSuite to plan and produce your marketing campaigns, including objectives, concept campaign plan view, automation, and a campaign assignment timeline. These features allow you to view and track marketing campaigns, goals, and team assignments. Additionally, the video shows how to use weekly report automation and calendar and timeline views to manage the dates and content surrounding the campaigns.

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This Video's Chapters: 

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0:00- Showcase Intro
0:57- Marketing Objectives View Overview
1:20- Linking a Concept Campaign to an Objective
2:02- Weekly Status of Objectives Report
2:47- Campaign Assignment Timeline / Staff Availability
4:00- Content Approval
4:37- Manage Campaign + Contact Dates
5:10- Why SmartSuite for Marketing Teams?

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Introduction and Template Download

• Introduction to the topic of using Smart Suite for planning and managing marketing campaigns
• Invitation to subscribe and download the template
• Mention of the previous episode on lead management for marketing campaigns

Marketing Objectives View Overview

• Introduction to the Marketing Objectives View and its features
• Overview of the grid view showing objectives and key results
• Explanation of the target campaign count and its significance

Linking a Concept Campaign to an Objective

• Introduction to the Concept Campaign Plan and its importance in planning campaigns
• Filtering the view to show concept campaigns
• Linking concept campaigns to objectives

Weekly Status of Objectives Report

• Importance of getting an overall report of objectives' status
• Description of the automation for a weekly report
• Explanation of the share view link in the email

Content Management

• Introduction to the calendar and timeline views for managing content
• Discussion of the content production and approval process
• Description of the "content needing approval" view

Campaign Assignment Timeline / Staff Availability

• Explanation of the campaign assignment timeline view
• Displaying campaign assignments and their statuses
• Utilizing the three spotlights for quick information
• Identifying staff availability for new campaigns

Content Approval

• Overview of content approval process within Smart Suite
• Description of the "content approval" section
• Demonstrating how to review and approve content
• Updating the status and notifying stakeholders

Manage Campaign + Contact Dates

• Significance of managing campaign dates
• Description of the campaign start date and its impact on content production
• Changing campaign dates and updating related content dates

Why SmartSuite for Marketing Teams?

• Summary of the benefits of using Smart Suite for campaign planning and production
• Highlights of features, such as tracking campaigns against objectives, managing team availability, and automations
• Emphasis on data consistency and communication among team members