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Building Asana Marketing Campaigns with Step-by-Step Guide

Marketing helps you boost your brand awareness, and shoot up your sales and consequently your revenue. it helps you build a brand reputation and makes consumers prefer a particular brand over its competitors. With numerous digital marketing tools available today, brands can turn to marketing to establish a wider reach. However, marketing is not an easy task. if you are a marketer and looking for assistance in building, running, and managing marketing campaigns flawlessly, then you need to turn to Asana.

Asana offers a better way to work with the teams. It helps teams gain clarity and achieve efficient results to meet the objectives of their digital marketing efforts. If you are keen on delivering impactful marketing strategies, then you cannot go wrong with Asana. It helps you seamlessly collaborate on cross-team work and helps teams refocus quickly depending on the changing business needs.

No matter what kind of campaign you are managing, your team needs to have a clear plan and execute a strategy. One has to build marketing campaigns, segment the target audience, run campaigns and monitor their performance, and much more to run a successful marketing campaign. With the Asana marketing campaign management template, you can manage and execute your campaign from one place.

Why use a marketing campaign management template?

A marketing campaign management template refers to a pre-built framework that assists your team in flawlessly managing and executing marketing campaigns. It covers all the steps and cross-functional work you need to do to drive campaigns which includes everything from brainstorming ideas to launch. With everything in one location, you can streamline operations, make stakeholder handoffs easier, and ensure that your team completes each phase of the campaign planning process.

Templates can assist you in a plethora of ways when you rely on Asana for marketing.

Why use a marketing campaign management template?

  • See a bird’s eye view of all your marketing efforts in one place
  • Identify dependencies such as tasks that you cannot start until other tasks are completed
  • Modify and update your strategy over time
  • Share campaign updates easily with stakeholders
  • Toggle seamlessly between views to visualize your project from different perspectives
  • View your campaign as a Kanban board, calendar, Gantt charts or checklist
  • Keep a tab on the performance of your campaign with dashboards
  • Assign tasks to the members with clear due dates so that everyone knows who is responsible for what and by when.

How to use the Asana marketing plan template?

Not all teams are the same. This is the reason why Asana has made their template customizable. With this, you can tailor the template to fit the unique processes and needs of your marketing team. while using the Asana campaign template, there are certain things that you must keep in mind.

The first thing you need to do is to standardize your planning process. make sure to list all the essential tasks you need to complete to kick off the campaign. This could be creating a campaign brief, defining success metrics, setting KPIs, and identifying your target audience. Include those tasks in your template to have a clear roadmap for your campaign.

Divide briefs into smaller tasks. By creating a task for each piece of work, you can seamlessly move from developing a marketing strategy to implementation. Assign a person responsible for each task and set a due date so that everybody is aware of who is managing what.

Visualize the schedule for your campaign. You can use your marketing campaign plan to track your progress toward launch day by viewing it as a calendar or timeline once you’ve assigned due dates to each action in the plan. Determine dependencies, modify your schedule when dates change, and watch for deadlines.

Step-By-Step Procedure for Building Asana Marketing Campaign

You can create and manage a variety of marketing campaigns with Asana, including email marketing campaigns, integrated marketing campaigns, advertising campaigns, and digital marketing campaigns.

Step-By-Step Procedure for Building Asana Marketing Campaign

A successful Asana marketing campaign requires a well-thought-out strategy and superb execution. To make sure everything runs smoothly, you must manage deadlines, stakeholder feedback, and creative assets. You require an Asana Marketing Campaign Management template for this reason. You can control and manage all of your campaigns from one location with Asana marketing templates.

To set up your Asana marketing campaign, here are the simple steps you need to follow.

Step 1: Choose a project template from the gallery

While building your marketing campaign, the first step you need to take is to choose a template. For this, you need to access the Asana templates page. This will show you all the available project templates in the gallery.

Step 2: Select a marketing template

Select the Marketing option. You will be directed to a page with all the available templates available for marketing teams on your screen. Choose a template of your choice.

Step 3: Use the template button

Once you click on the template button, you will be directed to a page of the template that you have selected. You will be given tips on how to use the template and a detailed explanation of everything it does. Click on the “Use Template” button. This opens a new tab that clearly specifies how your template would look and all the features you receive with it.

Step 4: Enter the Asana Marketing Project Details

Once you have selected the template, you need to furnish all the information about your Asana Marketing Project. Enter the name of your marketing project and choose its access level. As of now, Asana for marketing teams allows two modes: Private and Public. Once you have decided on the access level, you can click on the “Create Project” button.

Step 5: Share a campaign brief

Once you have created your marketing project, you need to create a project brief. This will allow you to share the key highlights of your marketing project with your team. make sure to specify the goals of your campaign, timelines, and other metrics so that all the members of the marketing team are on the same page before the campaign starts.

Step 5: Share a campaign brief

Open the Overview tab to create a Campaign Brief. Click on the Create Project Brief button that is located at the bottom of the page. Type your campaign brief on the new window and click on the Done button. You can find this button at the top-right corner of the window.

Step 6: Create a new task

Once you have completed the planning for your campaign, you can proceed to the execution by creating tasks for all pieces of work present in the Asana Marketing Calendar brief.  You can assign each task to its owner and specify the deadline. This will help the marketing teams to know who is responsible for what. Click on the ‘+’ icon present in the top-right corner of your project window to choose the Task. Enter the task details and click on the ‘Create task’ button.

Step 7: Access Timeline, Calendar, and Dashboard Views

You can watch the progress leading up to the launch date by viewing the plan in a Timeline or Calendar after assigning due dates to each item in the Asana Marketing Campaign. Additionally, you can view dependencies, modify the plan when dates change, and make sure you fulfill deadlines.

To see how Asana may be used to visualize all of them, select the “Dashboard” tab. This will make it easier for you and your team to understand how much work has been accomplished and how much still needs to be done.


You now know that Asana for marketing agencies can prove to be an invaluable asset. You can easily design and build Asana marketing campaigns to ensure flawless execution of each marketing project that your team is working on. Asana provides a range of designs that you can choose from its Template Library. Creating a stunning campaign is a breeze with Asana when you have visually appealing Asana Marketing Campaign Templates and Kanban-based boards at your disposal. You can effortlessly assign roles to your marketing team members, set clear deadlines, and keep everyone updated with the progress of Asana’s marketing tool.


1.  What is Asana in marketing?

Asana is a popular project management tool that can be used to streamline and organize tasks, workflows, and projects. It gives a boost to your marketing team’s efficiency and makes it easier to collaborate on projects. Marketing professionals trust Asana for creating lists, setting deadlines, sharing responsibilities, and tracking the progress of their work. The platform renders transparency by offering a clear overview of project timelines and statuses. It also promotes seamless communication between the teams thereby facilitating easy exchange of updates and ideas.

2.  What are the competitive advantages of Asana?

Asana promises numerous competitive advantages that set it apart from its competitors when it comes to project management. It features a user-friendly interface that makes task management a lot simpler. It can be used by teams of all sizes regardless of their level of technical expertise. Furthermore, the tool also permits a higher level of customization. The users can tailor the workflows based on their needs. its integration capabilities boost productivity further.

3.  Does Asana integrate with Active Campaign?

Yes. You can easily integrate Asana with Active Campaign, which is a popular marketing automation and email marketing platform. This integration promises numerous benefits to marketing professionals. It allows data synchronization between the two platforms thereby facilitating a streamlined workflow. Teams can automate tasks, track interactions and manage leads efficiently by connecting these two platforms.

4.  How do I create a marketing campaign in Asana?

You need to follow a methodical approach to successfully create a marketing campaign on Asana. You need to begin with setting clear objectives. Whether you want to generate leads, boost brand awareness, or want to drive sales, Asana can help you seamlessly manage all your marketing tasks. You can create a dedicated project in Asana and break down the tasks into simple categories like research, content creation, and social media. You can assign a member to each task so they are responsible for the execution within the due dates. You can also leverage the communication tools provided by Asana for sharing the data between the team members seamlessly. This helps you plan and execute effective marketing campaigns.

5.  How to use Asana to run successful marketing campaigns?

To run a successful marketing campaign, you need to begin with defining clear goals and objectives. You can break down tasks, assign responsibilities, and set clear deadlines. You can leverage the power of Asana’s communication tools to collaborate with the team members and integrate it with other marketing tools to streamline your workflow.

Asana lets you track the progress of your work continuously using the dashboard. Once a project has been launched you can study the performance of your marketing efforts with the reporting features. Documenting will help you study the loopholes and the effectiveness of your marketing strategies. You can archive the project for future reference. This structured approach enhances the likeliness of your project’s success.


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