The best examples of marketing campaign task list template examples for 2025
Real examples of marketing campaign task list template examples you can copy today
Let’s skip theory and go straight to real examples of marketing campaign task list template examples that teams actually use. Think of these as starting points you can adapt to your tools—whether you’re in Asana, Trello, ClickUp, Monday, or a very determined Google Sheet.
Each example of a task list template below focuses on:
- Clear phases (planning → production → launch → optimization)
- Concrete task names, not vague “do marketing” blobs
- Owners, dates, and status fields you can plug into your system
Example of a product launch campaign task list template
When you’re launching a new product or feature, chaos loves to sneak in: overlapping emails, missing assets, last‑minute approvals. A structured example of a marketing campaign task list template for product launches keeps everyone moving in the same direction.
Core sections you’d see in a product launch task list template:
1. Strategy & positioning
Instead of a single “Define strategy” task, break it down:
- Define target audience segments and personas
- Document value proposition and key differentiators
- Approve launch messaging pillars and tone of voice
- Align on launch goals (pipeline, MQLs, revenue, signups)
2. Channel planning & calendar
Here you map where and when you’ll show up:
- Select primary channels (email, paid social, search, PR, partners)
- Build launch calendar (teasers, launch day, follow‑ups)
- Identify campaign hashtags and tracking parameters (UTMs)
- Set measurement framework (KPIs, attribution model)
3. Content & creative production
Your template should list every asset as its own task:
- Draft long‑form sales page copy
- Design product page hero and visuals
- Create announcement email sequence (teaser, launch, reminder)
- Produce demo video or animated walkthrough
- Draft PR announcement and media pitch angles
4. Operations & enablement
Often forgotten, always painful when skipped:
- Update CRM fields and product data
- Prepare sales enablement kit (deck, battlecards, FAQ)
- Train support team on new product and messaging
- Configure pricing, discounts, and promo codes
5. Launch & optimization
This is where your template forces discipline:
- Final pre‑launch QA across web, email, tracking
- Launch campaign across prioritized channels
- Monitor performance daily for first 7–14 days
- Run A/B tests on top underperforming assets
- Document learnings and update launch playbook
Teams that treat this as a reusable template see faster launches and fewer “oh no, we forgot that” moments. In 2024–2025, that matters more as product cycles shorten and marketing is expected to support frequent releases.
Examples of marketing campaign task list template examples for email sequences
Email is still one of the highest‑ROI channels, even as privacy rules tighten and open rates get fuzzier. That means your examples of marketing campaign task list template examples for email need to be detail‑oriented and data‑driven.
A practical email campaign task list template usually includes:
Audience & data prep
- Define audience criteria (behavioral, demographic, lifecycle stage)
- Sync and clean lists from CRM/ESP
- Set up suppression lists and unsubscribe logic
- Configure tracking links and UTM parameters
Content & design
- Draft copy for each email in the sequence
- Create subject line and preheader variants
- Design email templates (mobile‑first, dark mode aware)
- Insert dynamic content or personalization tokens
Compliance & QA
With evolving privacy regulations, this section is non‑negotiable:
- Verify compliance with CAN‑SPAM and GDPR where applicable (see FTC guidance)
- Confirm physical address and unsubscribe links are present
- Test rendering across major clients (Gmail, Outlook, Apple Mail)
- Run spam tests and fix high‑risk elements
Launch & measurement
- Schedule send times based on time zone and behavior data
- Monitor deliverability, spam complaints, and bounce rates
- Track conversions, not just opens (given Apple Mail Privacy Protection)
- Document segment‑level performance and learnings
This is one of the best examples of marketing campaign task list template examples to standardize across your org, because you’ll reuse it for nearly every nurture, promo, or onboarding sequence.
Social media campaign task list template: best examples for multi‑channel work
If you’re running integrated social campaigns across TikTok, Instagram, LinkedIn, and YouTube Shorts, you need discipline. A good example of a social media marketing campaign task list template keeps creative experiments from turning into chaos.
Typical sections in a social campaign template:
Campaign planning
- Define campaign objective (awareness, engagement, traffic, leads)
- Choose priority platforms and posting cadence
- Research trending formats, sounds, and hashtags
- Identify influencer or partner collaboration opportunities
Content pipeline
Break each asset into discrete tasks:
- Draft content concepts and scripts
- Create shot list and production plan for video
- Design graphics and thumbnails
- Write captions and platform‑specific hooks
- Localize content for priority regions if needed
Scheduling & publishing
- Load posts into a scheduling tool
- Add tracking links for each platform
- Set up approvals (brand, legal, compliance)
- Publish test posts and monitor early performance
Engagement & optimization
- Respond to comments and DMs within SLA
- Identify high‑performing posts to boost with paid spend
- Repurpose top content into other formats (email, blog, ads)
- Update best practices based on new platform features
Given how quickly social algorithms and features change, treating this as a living template—updated quarterly with new platform trends—is one of the best examples of marketing campaign task list template examples evolving with reality instead of sitting in a dusty folder.
Paid ads campaign task list template: search, social, and display
Paid media is where a sloppy task list burns real money. An organized example of a marketing campaign task list template for paid ads ensures you set up campaigns correctly, test systematically, and avoid compliance issues.
Key sections usually include:
Research & planning
- Perform keyword research or audience research
- Analyze competitor ads and landing pages
- Define budget, bids, and pacing strategy
- Select attribution and conversion tracking approach
Setup & configuration
- Create campaign and ad group structure
- Build audiences (remarketing, lookalikes, custom segments)
- Connect ad platforms to analytics tools (e.g., Google Analytics, CRM)
- Configure conversion events and verify firing properly
Creative & landing pages
- Draft ad copy variants for headlines and descriptions
- Design image and video creatives for each platform
- Build and QA landing pages for speed and mobile usability
- Implement A/B test variants for key page elements
Compliance & review
- Check platform‑specific ad policies (especially for sensitive categories; see FTC advertising guidance)
- Verify privacy notices and cookie consent banners
- Ensure data sharing and remarketing tags align with policy
Optimization & reporting
- Monitor performance by audience, creative, and keyword
- Pause underperforming elements and scale winners
- Adjust bids, budgets, and frequency caps
- Produce weekly and monthly performance reports
This template becomes incredibly valuable as you add more channels (Google, Meta, LinkedIn, programmatic) and need a consistent way to run experiments.
Content marketing campaign task list template examples for long‑term plays
Content campaigns run on a different clock than short promo blasts. You’re playing a 6–12 month game with blogs, guides, webinars, and SEO assets. That’s why examples of marketing campaign task list template examples for content need to emphasize research, production quality, and long‑term measurement.
A typical content campaign task list template includes:
Research & strategy
- Conduct audience and topic research
- Map topics to buyer journey stages
- Perform SEO research (keywords, SERP analysis, intent)
- Define pillar content and supporting cluster pieces
Production workflow
- Create content briefs with angle, outline, and sources
- Assign writers, designers, and subject‑matter experts
- Draft content and run internal reviews
- Edit for clarity, accuracy, and brand voice
- Add visuals, charts, or data visualizations
Publishing & promotion
- Optimize on‑page SEO (titles, headings, metadata, internal links)
- Publish to CMS and QA formatting
- Promote via email, social, communities, and partners
- Pitch to relevant publications or influencers for backlinks
Measurement & iteration
- Track organic traffic, engagement, and conversion metrics
- Identify content to refresh based on performance
- Update older content with new data and links
- Maintain an editorial backlog prioritized by impact
If your org is serious about content, this is another of the best examples of marketing campaign task list template examples to standardize and enforce across teams.
Webinar and virtual event campaign task list template
Webinars, live demos, and virtual events are still workhorses for B2B lead gen. They also have a nasty habit of generating last‑minute panic. A structured example of a marketing campaign task list template for webinars keeps logistics, promotion, and follow‑up tightly coordinated.
Your webinar task list might cover:
Planning & setup
- Define topic, speakers, and target audience
- Choose date, time zones, and duration
- Select platform and configure registration settings
- Create registration page and confirmation emails
Promotion
- Draft and schedule promotional emails
- Create social promo assets and posts
- Coordinate speaker and partner promotion kits
- Set up paid promotion if budget allows
Dry runs & production
- Run technical rehearsal with speakers
- Test audio, video, slides, and screen sharing
- Prepare backup plans for connectivity or platform issues
- Finalize run‑of‑show with timings and transitions
Live event & follow‑up
- Monitor chat and Q&A during the event
- Record session and process replay file
- Send follow‑up emails (attendees vs. no‑shows)
- Share replay, slides, and related resources
- Tag leads in CRM based on engagement
Given the ongoing shift toward hybrid and remote engagement, this is one of the most practical real examples of marketing campaign task list template examples for teams doing thought leadership and demand generation.
Cross‑channel integrated campaign task list template
Big brand or demand‑gen pushes usually span email, social, paid, PR, and content. Instead of separate lists in different tools, use an integrated example of a marketing campaign task list template that:
- Aligns messaging and offers across channels
- Shares a single calendar and milestone view
- Tracks dependencies (e.g., landing page must be ready before ads)
An integrated template typically includes:
Master campaign overview
- Campaign name, objective, and key dates
- Target segments and priority regions
- Budget allocation by channel
- High‑level KPIs and reporting cadence
Channel‑specific sections
Each with its own tasks, but tied to the same master milestones:
- Email: sequences, segments, send dates
- Paid: platforms, audiences, creatives, bids
- Social: content calendar, influencers, boosts
- Content: blogs, guides, videos, landing pages
- PR/Comms: press releases, media outreach, thought leadership
Governance & approvals
- Brand and legal review steps
- Data and privacy checks
- Executive sign‑off milestones
This is where examples of marketing campaign task list template examples move from single‑channel checklists to true project management.
How to adapt these examples of marketing campaign task list template examples to your tools
You don’t need fancy software to start, but your template should be structured enough to scale. Regardless of platform, the best examples of marketing campaign task list template examples usually include these fields:
- Task name – specific, action‑oriented ("Draft launch email #1” beats “Email stuff")
- Owner – one accountable person, not a committee
- Status – backlog, in progress, in review, approved, blocked, done
- Due date – realistic and aligned with dependencies
- Channel / type – email, social, paid, content, ops
- Dependencies – what must be finished before this starts
- Impact / priority – so your team can triage when timelines get squeezed
For distributed teams, aligning on these basics matters more than picking the “perfect” software. Research from organizations like Harvard Business School on remote and hybrid work highlights that clarity of roles and processes is strongly associated with better performance—your campaign task lists are one of the most direct ways to create that clarity.
FAQ: examples of marketing campaign task list template examples
Q: What are some simple examples of marketing campaign task list template examples for small teams?
For a small team, start with a single template that covers planning, content, launch, and reporting. Keep it lean: 10–20 core tasks like define goal, choose channels, draft copy, design assets, set up tracking, schedule posts/emails, launch, and review results. You can then add detail as your campaigns get more complex.
Q: Can you give an example of a bare‑bones launch campaign task list for a startup?
A scrappy example might include: define offer and audience, build or update landing page, set up simple email capture, create one launch email, create 3–5 social posts, run a small paid test on one channel, and schedule a post‑launch review with metrics and next steps.
Q: How often should I update my marketing campaign task list templates?
At minimum, review them quarterly. Platform changes, privacy rules, and internal process shifts add up fast. For instance, changes in email tracking and cookie policies over the last few years have forced teams to add new tasks for measurement and consent management. If your team keeps running into the same problems, that’s a signal your template needs an update.
Q: Are there industry‑specific examples of marketing campaign task list template examples?
Yes. Regulated industries like healthcare and finance usually add extra compliance and legal review steps. For healthcare marketing, for example, you’ll see tasks around verifying claims, aligning with clinical evidence, and complying with regulations; resources from organizations like NIH and Mayo Clinic are often referenced internally when crafting accurate, responsible content.
Q: How detailed should a marketing campaign task list template be?
Detailed enough that a new team member could follow it without constant hand‑holding, but not so granular that it becomes unmanageable. If you’re consistently skipping or collapsing certain tasks, your template is probably too detailed. If you keep missing steps or repeating mistakes, it’s probably not detailed enough.
If you treat these examples of marketing campaign task list template examples as living playbooks—updated with every campaign’s lessons—you’ll spend far less time reinventing the wheel and far more time actually moving the needle on results.
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