monday.com for Marketing: Strategic Planning Tutorial

monday.com for marketing

What’s the first step toward a successful marketing strategy? That would be effective and strategic planning. Industry leaders have reported that poor marketing data (due to the lack of planning) can cost businesses over USD 600 billion each year.

Let’s say your marketing team doesn’t have an impactful plan of action. In that case, your campaign is bound to fail.

Here’s an example of a marketing failure: Microsoft’s Bing wanted to position itself as a leading search engine.

Without a proper plan and execution, they heavily promoted the brand with the campaign “Bing and Decide.” Well, the rest is history. Today, this search engine has a market share of less than 8%.

The moment your team decides to create a campaign with proper planning, there’ll be an increased number of tasks and a need for coordination. Thankfully, modern project management platforms like monday.com for marketing can help with maximising resources and modernising planning processes.

In this blog post, we’ll delve deeper into the intricacies of the monday.com marketing platform.

Getting Started With monday for Marketing

monday Marketer Template

Did you know that monday.com has over 200 templates to choose from? That's why you can simply add the pre-made template called ‘monday.com marketer’ to start the planning process.

monday marketer template

With this, your marketing template bundle will be ready to use and customise.

Understanding the Marketing Plan Board on monday.com

Once you select the template, you’ll see a marketing plan board. On this, you can strategically manage and plan marketing initiatives.

monday marketing plan board

You can add every marketing project as an item to keep the details mapped out using a column. In this board, you’ll find:

• Groups: It represents the quarter of the year the marketing project takes place.
• Items: These show the workflow for various marketing initiatives and projects.
• Columns: This helps you map the owner, goal, timeline, and budget of the project.

5 monday.com Marketing Features You Can Benefit From

To aid with the planning process, you’ll use the following features in the monday marketing tool.

#1. Workdocs

Workdocs

You can create workdocs using the Files Column (named brainstorm) on the monday marketing board. This is a central place to:

• Collaborate
• Plan
• Execute

You can use workdocs to brainstorm marketing plans, goals, outlines, etc.

#2. Gantt View

Let’s say you’re managing multiple marketing projects simultaneously. In that case, you must oversee the timelines in a high-level view. That’s where monday.com’s Gantt View features come in.

Gantt View

With this, you can have an organised, robust, and fully interactive visualisation of your project plans on monday.com for marketing.

#3. Chart View

monday.com for marketing offers a unique Chart View feature that helps convert information from the board into custom-made graphs. It’s like a visual breakdown of the organised data.

Chart View

You can use the pre-set Quarterly Budget Chart to understand how it’s distributed amongst each project per quarter.

#4. Connect Boards

What if your marketing initiatives require campaigns? In that case, you can easily link and manage them on monday’s campaign tracking board.

Connect Boards Column

#5. Project Parameters and Data

You can use the advanced filter option to gather insight into project parameters. Filtering the board will give you a clean view.

Filters

This will help you simplify the workflow based on certain data areas. For example, you can select the High Priority Label to see marketing projects in Q1 and Q2.

Apart from this, you can get a clear and visual overview of all marketing data in a dashboard view with widgets.

Dashboard View

The types of widgets in the monday marketing tool include the following:

• Chart Widgets: Helps analyse the number of initiatives/goals and budget vs. spending for each campaign.
• Number Widgets: Gives an overview of the total yearly budget compared to the remaining budget for the team.
• Gantt Widget: You can check project timelines and their relationships to properly manage marketing projects.

What Campaigns Can monday Marketing Help With?

The boards, automations, and views can be the perfect starting point to plan your marketing workflow. But will your needs be met with the different templates?

On average, monday.com for marketing can help with the following campaigns:

• Content marketing: Use the content calendar, digital asset management, and blog planning templates.
• Social media marketing: Templates to use include video production management, creative team planner, and social media planner.
• Paid media: Benefit from the A/B testing, campaign planning, and Facebook Ads integration templates.
• Product launches: The marketing plan and product marketing launch templates can help.

Marketing Templates on monday.com

With these, you can plan, organise, and coordinate all your marketing projects on one single platform.

To End With

Marketing planning is about coordinating your efforts and understanding the processes to establish a strategic approach. This matters because:

• It Increases accountability
• It can minimise risks
• Helps measure progress
• Ensures everyone's involvement
• Helps make informed decisions

To set this in stone, you must realise the core marketing goal and base your research on that. For instance, you need to distribute team responsibilities, describe the buyer’s persona, and focus on specific initiatives.

Based on this, the planning process should include situation and external analysis with goal setting, strategy development, and an implementation plan.

Do you want a platform that helps you organise, plan, execute, and automate the entire marketing planning process? Then, the monday.com marketing tool would be your saviour.

To get a better understanding of this platform, you can seek help from monday experts like Fruition. We can help your team use the monday.com marketing tool to run efficient and seamless campaigns. Our monday specialists will assess your needs, design the marketing workflows, and train your team to set up the software.

FAQs

Is monday marketing good?

Stewart Gauld mentions that monday.com is a multi-product company with a robust marketing management system. This software has dynamic features based on each campaign to help manage any marketing project.

The monday.com marketing tool is ideal for the creative and leadership teams. With this tool, your company can connect the strategies, business operations, and marketing goals in one place.

How much does the monday.com marketing plan cost?

monday’s work management for marketing is a platform where you can set goals, execute work effectively, and measure outcomes.

To get all these benefits, you can choose a free monday.com marketing plan for up to two seats. Similarly, there are plans worth USD 9/seat/month, USD 12/seat/month, and USD 19/seat/month.

Is the monday marketing tool easy?

In the monday marketing tool, you’ll find features like templates, task management systems, calendars, charts, automations, etc.

To understand all these, you’ll need to collaborate with a monday.com implementation partner like Fruition Services. With their help, you can optimise and streamline the process of creating roadmaps, customising boards, using templates, creating calendars, etc.