The Best Marketing Workflows to Get Your Team Organized

The Best Marketing Workflows to Get Your Team Organized Managing a marketing team poses unique challenges. You’ve got other departments breathing down your neck†¦ You’re trying to stay on top of multiple deadlines†¦ You’re in so many meetings it’s hard to find time to do your actual work†¦ Tracking projects from start to finish is nearly impossible Has the Designer been sent this blog post? Does the Social Strategist know it’s time schedule the social media posts? Have we run analytics on this and completed the reporting? If everything feels disorganized and like a total cluster, it might be time to implement some workflow processes. Don’t know where to start? We’re making it easy†¦ because we’ve been there. We know the frustration is *real*. In this post, we’re giving you 5, pre-made, marketing workflows for all your campaigns. Time to get organized, fellow marketers. Introducing Team Management Dashboard The number one complaint we hear from Marketing Managers is that it’s nearly impossible to maintain visibility into their marketing strategy while also keeping a pulse on who is doing what and when. This is exactly the problem our new Team Management Dashboard solves. With Team Management Dashboard you can†¦ See everyones workload in real-time. Drag and drop tasks to effectively delegate without a bunch of meetings. Set realistic timelines and better manage your resources. We’re finally giving you a bird’s eye view of each task your team is working on day-by-day, in one place. Say goodbye to that messy spreadsheet you are constantly trying to tame. (Can I get a HALLELUJAH?!) Start With A Free Marketing Project Management Plan Template not only makes planning your marketing workflow a cinch, it also makes staying on top of it a reality, finally. Weve also got some kick-@ss, free PM templates to help you get organized. Download em here. 👇 Email Marketing Workflow 1. Decide content The first thing someone will need to do is choose items to prioritize in your newsletter or email. Common examples are recent blog posts, relevant company news, an upcoming sale, new product launch, or contest. Someone on your team could choose the times on their own, or you could do a quick convo as a team to decide the content. 2. Layout email After  the items to promote have been chosen, someone will need to layout the email. Using a tool like MailChimp or CampaignMonitor makes this step quite simple. 3. Choose or design images Next up, either a Designer or Email Marketer will need to add the images. If your organization wants a more branded feel to your email campaigns, consider assigning this task to a Designer. 4. Write email copy Depending on your team size, it might be necessary to assign this task to a Content Writer. 5. Write test email subject line  with the Email Subject Line Tester âÅ" Ã¯ ¸  6. Send test email Even if your team has hawkeyes and is confident that everything looks perfect, you should still include this step in your workflow. 7. Review test email Set a special task to remind your Email Marketing Specialist to spend a few minutes reviewing their test email. Better yet, assign this task to someone else to review. Sometimes it can be difficult to spot mistakes on your own projects. They’ll want to confirm that the layout, grammar, header/footer, etc. look good on both desktop and mobile devices. 8. Revise This step is mostly only necessary if a separate person is responsible for reviewing the test email. 9. Schedule or hit send 😠¬ 10. Review, track analyze This could be  one task or multiple depending on how often your team needs to report on the email’s performance. You will likely assign this to an Email Marketing Specialist or someone on your analytics team. Who will you need? You’ll need at least one designated person to be responsible for your email marketing campaigns, but you could have up to four. Email Marketing Specialist Graphic Designer Content Writer Analytics Specialist Recommended Reading: The 9 Free Email Marketing Templates You Need to Execute Everything