· 13 min read

Top Marketing Workflow Templates That Will Save Your Time

Using marketing workflow templates lets you have a bigger picture of your marketing campaigns and manage your upcoming projects.

These templates help you optimize your projects & create scenarios that can be helpful in digital marketing campaigns. Besides preventing a chaotic workflow, marketing  automation workflow examples and templates can help you stay organized.

Here, we gathered some digital marketing workflow templates that you can use on your business and increase productivity.

What is a Marketing Workflow Template?

Marketing workflow is a tool that helps marketers with different steps of their projects. It can help organize upcoming projects and tasks. Also, you can create new campaigns and automate them thanks to marketing workflow automation.

Marketing workflow templates are predesigned outlines of workflows that you can use as a starting point to build your specific marketing process. They come in various shapes and sizes to suit different marketing needs.

Whether it's brainstorming a new product campaign, strategizing email marketing, or even streamlining content creation, there's a template for various marketing tasks.

9 Marketing Workflow Templates You Can Use 

Here are marketing workflow templates you can use for your marketing campaigns.

Using these marketing automation workflow examples, you can stay organized and start achieving your goals efficiently.

You can apply these templates according to your own campaign and marketing activity and adapt them to your own business.

1. Content Creation Workflow 

  • Brainstorming: Gather content ideas.
  • Idea Approval: Present these ideas to decision-makers for approval.
  • Create Outline: Craft your content's outline.
  • Content Creation: Write the draft content once the idea is approved.
  • Review and Edit: Send the draft for revisions and incorporate feedback.
  • Publish: Promote the finalized content on desired platforms.

2. SEO-friendly Blog Post Workflow 

  • Topic & Keyword Research: Identify a topic for your audience and the relevant keywords they're searching for. Use SEO tools to help you find high-volume, low-competition keywords.
  • Do Research: Before starting to write your content, do research on your topic and keyword, and check competitors' posts.
  • Create Content: Write a blog post that provides value to your audience. Incorporate the chosen keywords naturally into the content.
  • URL and Headings: Ensure the URL contains the primary keyword and is SEO-friendly. Use header tags (H1, H2, etc.) to structure your post, and include keywords in them.
  • Add Alt Tags to Images: If your blog post contains images, ensure that they have 'alt tags' that include relevant keywords.
  • Internal & External Linking: Include internal links to other posts on your website and external links to reputable sites when relevant.
  • Proofread & Publish: Proofread your blog post for errors and readability, then publish.
  • Track & Analyze: Use tools like Google Analytics and Search Console to monitor the blog post's performance. Look for metrics like organic traffic, time spent on the post, and conversions.

3. Social Media Marketing Workflow 

  • Set Goals & Objectives: Define what you want to achieve from each social media platform.
  • Content Planning: Plan content that aligns with these objectives, creating a content calendar.
  • Content Creation and Approval: Create and get approval for the content.
  • Scheduling: Schedule posts for optimal engagement times.
  • Engagement Monitoring: Actively monitor comments, messages, and handles to foster interaction.
  • Performance Tracking: Evaluate performance and adjust strategies as needed.

4. Email Marketing Automation Workflow

  • Segment Audience: Categorize your audience into different segments based on factors like behavior, demographics, or past purchases.
  • Define Triggers & Goals: Identify actions that will initiate an automated email response. These triggers can be checkout abandonment of an e-commerce store, signing up, or completing a purchase.  
  • Craft Email Templates: Create personalized email templates for each trigger action. Set your time delays, and prepare the subject line and content overall.
  • Testing: Before sending emails, send tests to ensure everything works as intended.
  • Start Sending: Initiate the automated email marketing workflow. 
  • Monitor and Optimize: Monitor response rates and tweak the workflow for optimum results.
🎯 Tip: If you own a Shopify store, you can use Popupsmart's converting email automation for Shopify to send automated emails. 

5. Product Launch Workflow 

  • Idea Evaluation: Evaluate the product idea for profitability and match it with brand principles.
  • Define Key Messages: Establish key selling points and customer benefits of the product.
  • Marketing Planning: Develop a comprehensive marketing plan, including PR, advertising, direct mail, online marketing, etc.
  • Content Creation: Generate engaging content relating to the product for different channels.
  • Launch: Implement the marketing strategy.
  • Post-Launch Review: Evaluate the launch's success and gather feedback to tweak future strategy.

6. Influencer Marketing Workflow 

  • Identify Audience & Ideal Influencer: Based on your brand and audience, identify the influencers who would be the perfect fit.
  • Outreach and Negotiation: Reach out to the identified influencers and negotiate terms.
  • Content Creation: Create engaging content for the influencer to share.
  • Review & Approve: Approve the final influencer post before it goes live.
  • Monitor & Analyze Engagement: Track the post's engagement and reach. Measure the impact of the influencer post on brand awareness, engagement, conversions, etc.

7. Video Production Workflow

  • Pre-Production Planning: Identify the purpose of the video, target audience, and key messages. Develop a storyboard and prepare your video script.
  • Bring Your Equipment Together: Gather the budget, equipment, personnel, and locations required for filming.
  • Shoot Prep: Prepare all necessary equipment and props before shooting.
  • Filming/Production: Record all needed clips for the video, following your storyboard or script.
  • Review Clips: Review all footage and select the best takes.
  • Post-Production: Edit the video. 
  • Review & Gather Feedback: Review the edited video, have your team provide feedback, and make necessary adjustments.
  • Finalize: Finalize all edits, add any branding elements, and export the video in the desired format.
  • Publish & Promote: Release the video on your chosen platforms and market it accordingly.
  • Performance Analysis: Monitor engagement with the video and note areas of success or need for improvement for future projects.

8. Workflow for Collaborating with an Agency

  • Identify Needs: Identify what services you require from the agency. 
  • Agency Selection: Research and choose an agency best suited to your needs.
  • Initial Meeting: Discuss your marketing objectives, expectations, budget, and timelines.
  • Define Roles: Establish clear roles for each party involved and ensure all tasks, responsibilities, and expectations are discussed.
  • Contract Signing: Finalize your agreement with the agency and sign the contract that outlines terms, responsibilities, and payment details.
  • Initiate Work: The agency will start the work based on the agreed plan and timelines.
  • Regular Check-Ins: Schedule weekly or monthly meetings to discuss updates or review progress.
  • Approvals: Review the agency's work and provide feedback or approval.
  • Pay for Services: Make payments for the services based on the agreed payment schedule.
  • Review and Feedback: Review the agency's work and provide feedback.
  • Evaluate Relationship: Consider whether the agency delivered its promises and whether the collaboration benefited your company.

9. Go-To-Market (GTM) Strategy Workflow 

  • Market Research: Get a deep understanding of the market landscape, competitors, customer pain points, and opportunities.
  • Product Positioning: Determine how your product or service fits the market.
  • Customer Segmentation: Identify your target customers and segment them based on demographics, psychographics, behavior, etc.
  • Pricing Strategy: Set your pricing in accordance with market norms, your costs, and your perception of your product's value.
  • Sales & Distribution Model: Decide how your product will reach your customers. This can include direct sales, retail, e-commerce, wholesale, or others.
  • Marketing & Promotion Strategy: Develop a comprehensive marketing plan with campaign ideas, budget, channels, and metrics to track success.
  • Launch Plan: Outline a plan for your market entry, including timelines and responsible members.
  • Sales Enablement: Prepare your sales team for the launch. Provide them with the necessary training, tools, and collaterals.
  • Implementation: Implement the go-to-market strategy as per your plan.
  • Monitor & Evolution: Monitor progress and revise tactics based on response and feedback. Be prepared to optimize the strategy if necessary.

Top 6 Marketing Automation Workflow Examples of Marketing Tools

Marketing workflow templates are useful for helping you determine what steps need to be taken to achieve your business objectives. The key is understanding what tools and resources are needed at each process step to be available when needed.

If you're ready to start planning your marketing workflow, these project management & marketing tools and their marketing automation workflow examples can help get you started.

1. Monday Marketer's Campaign Management Templates

screenshot of Monday Marketer's landing page

Monday.com is a project management tool that helps teams stay on track of their projects and tasks. It offers many different features that can be helpful while organizing a project, collaborating with other team members, and achieving goals.

Monday.com has a feature called Monday Marketer, which offers marketing workflow tools. It makes marketing and creative activities easier and more efficient.

It has many marketing workflow templates, including content calendar, email marketing, social media marketing, event management, brand management, etc.

For example, their campaign management feature helps you to schedule a campaign. After scheduling your campaign, you can track its progress and decide your next move.

screenshot of monday.com marketer's features and a marketing workflow template

Team members can see the workflow template you created and contribute to it by adding new tasks and comments. It also makes it easier to share feedback and comments about a specific campaign.

monday marketer's features and a marketing workflow template

The campaign management feature helps you create templates that help you automate your campaigns. It allows you to notify your team members and automate your workflow, which can prevent chaos in different campaigns with upcoming deadlines.

Monday.com Pricing: It has a free plan that can be used by up to 5 seats. The basic plan starts from $8 per month and per seat. The standard plan starts from $10 per month per seat and allows team members to collaborate.

2. Lucidchart's Marketing Workflow Diagrams

screenshot of Lucidchart's landing page

Lucidchart is a diagramming application that helps users create diagrams and charts. Teams can use it to collaborate on different projects easily. Apart from collaborating on a project, you can create workflows using this tool.

Lucidchart has marketing workflow templates that marketing teams can use. For example, their content marketing workflow template can be extremely useful while planning your content creation activities.

screenshot of Lucidchart's content marketing workflow template and features page

This content marketing workflow template of Lucidchart can help content creators to streamline their content workflow. You can include team and individual goals in this template so as to achieve more growth.

Also, seeing the progress of each step in your content management becomes practical.

It helps content marketers not to get lost in their upcoming projects and organize their content strategies. Furthermore, since it is a highly customizable template, marketers can customize their workflow template according to different goals and needs.

Lucidchart Pricing: It offers a free plan with three editable documents and 100 professional templates. The individual plan starts from $7.95 per month with unlimited editable documents and more than 1000 professional templates.

3. Brevo’s Automation Templates

screenshot of landing page of Brevo, which is a marketing automation software

Brevo is an all-in-one software that offers many different marketing and sales solutions. In addition, it has a marketing automation software that helps its users automate their workflow.

With their marketing automation solution, marketers can create welcome journeys and send re-engagement campaigns. Also, it allows users to customize their content according to their audience’s interests.

Apart from these, it aims to increase conversions by building workflows that will guide visitors through sales.

For example, the product purchase workflow template helps users to keep their audience engaged since it allows them to follow up with their customers.

Brevo’s marketing workflow template example

Source: Brevo

For example, a workflow template like this can help you build different scenarios and trigger actions.

By adding various details considering your needs, you can follow and organize your marketing campaigns, such as offering a discount to those who visit your page, like in this template.

Brevo Pricing: It has a free-to-use plan that offers up to 300 emails per day and unlimited contacts. The starter plan starts from $25 per month and offers unlimited daily sending and email support. The business plan starts from $65 and offers advanced statistics, A/B testing, and more.

4. Drip's Marketing Automation Templates

screenshot of Drip's automation solution landing page

Drip is an all-in-one marketing platform that offers various solutions such as forms, popups, email marketing, SMS marketing, automation, segmentation, and insights. Drip’s automation feature can be useful if you want to automate your marketing workflows.

Its automation solution helps you to build your email and SMS workflow automation. Abandoned cart and post-purchase workflows can be helpful to increase your sales conversions.

Also, win-back, birthday, and welcome campaigns are great examples of customer loyalty programs.

Drip has many pre-made marketing workflow automation templates that you can use. Their marketing workflow templates include welcome, abandoned cart, post-first purchase, post-repeat purchase, and win-back series.

These automation templates can be integrated with BigCommerce, Magento, Shopify, Shopper Activity API, and WooCommerce.

screenshot of Drip's Shopify marketing workflow template

Source: Drip

For example, their Abandoned Cart Shopify marketing workflow template is made to reduce the cart abandonment rate. The template includes different scenarios and triggers that can shape Shopify marketing campaigns.

drip's woocommerce marketing workflow template

Source: Drip

Also, their Post First Purchase Woocommerce workflow template can be useful if you have a Woocommerce store.

Using this template, you can thank your customers & make them loyal ones. It helps you promote your products by upselling and getting customer feedback as well.

Drip Pricing: It offers a 14-day free trial. It starts from $39 per month.

5. Smartsheet's Workflow Automations

screenshot of Smartsheet's landing page

Smartsheet is a work management platform that offers its users various solutions. Smartsheet’s features include automation, bridge, custom email domains, resource management, content collaboration, and add-ons.

The automation feature helps you to create workflows and set repetitive processes. It can be about your email marketing campaigns that shape according to different scenarios.

Since the automation feature has many pre-built templates and template sets, you don’t have to start from scratch to build your marketing workflow.

Smartsheet’s platform called Bridge offers workflow automation that can be used by marketing teams as well.

screenshot of Smartsheet's Bridge workflow template

Source: Smartsheet

Bridge’s marketing workflow automation can look like this. You can customize your own workflow easily and add different scenarios.

It has a no-code user interface that is easy to use. You can build configurations between different systems and create automated workflows that fit your business needs.

Apart from these, it integrates with many platforms that you can use for your marketing campaigns.

Smartsheet Pricing: The pro plan starts from $7 per month and can be used by up to 25 users. The business plan starts from $25 per month and can be used by unlimited collaborators. For the enterprise plan’s pricing details, you can contact the sales team.

6. Trello's Project Management Templates

screenshot of Trello's landing page

Trello is a project management platform that helps remote and hybrid teams to stay organized. For example, if you are planning to launch a new product and marketing campaign, you can use this tool to automate your marketing workflow.

Its solutions built for marketing teams include boards, lists, and cards that can be used while collaborating with other team members.

Apart from this, it has an editorial calendar feature that helps you to organize and coordinate your content creation process.

Trello offers many marketing workflow templates that you can use to track your campaigns. It has different template options focusing on content marketing, social media marketing, email marketing, and inbound marketing campaign management.

screenshot of Trello's marketing workflow templates' landing page

Thanks to its pre-made marketing workflow templates, you can organize your projects and tasks easily and collaborate with your team members.

Trello Pricing: It has a free-to-use plan that can be used by teams or individuals. The free plan includes up to 10 boards per workspace. The standard plan starts from $5 per month and offers unlimited boards and unlimited storage.

The Benefits of Using Marketing Workflow Templates

Let's explore some of the benefits marketing workflow templates offer:

  • Improved efficiency: By having a clear roadmap and predefined set of tasks, your team can save valuable time that would otherwise be spent on manual planning and coordination. 
  • Consistency: Consistency is key to any successful marketing strategy. Marketing workflow templates ensure that all tasks and processes are executed consistently across different campaigns and initiatives. 
  • Reducing errors and mistakes: Marketing workflow templates help minimize the risk of human error by providing clear instructions and guidelines for each task. With predefined workflows in place, there's less room for miscommunication.
  • Increased collaboration: Effective collaboration and accountability are essential for driving successful marketing campaigns. Marketing workflow templates enhance collaboration by clearly defining roles, responsibilities, and dependencies within the team. 

Tips for Using Marketing Workflow Templates Effectively

  • Use technology: Tools like Trello, Asana, or Monday.com can help you visualize and track your workflow progress. Use these kinds of tools to make your workflow handling a breeze.
  • Keep it flexible: While a template provides you with a base structure, do not hesitate to modify it according to your unique project or campaign requirements. 
  • Regularly review and optimize: As your team grows, your processes change, or with new campaigns, your templates may need to be optimized. 
  • Break down complex tasks: In your workflow template, divide complex tasks into multiple simple tasks. Breaking it down makes it manageable and less overwhelming.
  • Clearly define tasks and details: Clearly defining who is responsible for each task provides accountability and ensures the task gets done. Assigning an owner to each task can help prevent confusion and delays.
  • Automate wherever possible: From sending follow-up emails to scheduling social media posts, numerous tasks can be automated. Identify these and use automation tools to handle them.

In Conclusion…

In this blog post, we have listed marketing workflow templates and marketing automation workflow examples that you can use for your business.

We hope you liked reading about them & will create your own workflow automation to increase your productivity, sales conversions, and user engagement! 🤩

You can also apply the tips we listed to get the most out of your marketing workflow templates.

Also, marketing workflow template examples of the tools we gathered can help you get an insight into how to create your own properly!

Frequently Asked Questions

a gif of Lisa Simpsons from The Simpsons saying "Any questions?"

How Do You Create a Marketing Workflow?

You can use workflow automation tools to create a marketing workflow for your business. Most of the automation and project management tools include pre-made marketing workflow templates that save your precious time.

Apart from this, these templates allow you to customize your own according to your workflow needs and interests.

Why Do You Need Marketing Workflow Templates?

You need marketing workflow templates because they will make your job so much easier! Instead of sending your emails manually, you can automate them using a workflow template and save time.

Also, while organizing your content marketing strategies, workflow templates come in handy and make everything easier. No matter which marketing activity you are planning to do, automating it and creating a workflow can benefit you a lot.

Can Marketing Workflow Templates Be Customized?

Absolutely! Marketing workflow templates can be customized to fit your unique business requirements and objectives. Whether you need to customize the steps, add or remove tasks, or adjust the timeline, templates can be tailored to accommodate your specific needs and preferences.

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