Marketing Campaign Management Template

Plan, execute, and measure your marketing campaigns in one central workspace.

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Overview

This free template helps you streamline marketing campaign management from strategy to execution, so your team can stay aligned and hit your goals faster.

It includes a sample database that shows exactly how to organize your campaigns, tasks, content, and performance metrics. You can fully customize the template and connect it to any Softr-supported data source, including Google Sheets, Notion, monday.com, HubSpot, and more.

Why use this marketing campaign management template

Unify your campaign workflows: Eliminate silos between teams by centralizing timelines, assets, and performance data in one place.
Stay on track and on budget: Keep stakeholders aligned, assign tasks, manage assets, and track campaign spend in real-time.
Adaptable to your workflow: Customize views, permissions, and data structures to match your internal processes and campaign types.

Template features:

Role-based access & logins
Give different team members access to only what they need, from campaign managers to designers and content creators.
Campaign planning tools
Structure and visualize all of your campaigns across timelines, channels, and audiences.
Performance tracking & analytics
Monitor KPIs, campaign goals, and ROI with built-in tracking dashboards.
Budget and invoice management
Stay within budget by logging costs and tracking vendor invoices inside your campaign view.
Centralized asset storage
Organize campaign assets like graphics, copy, and videos in one place for easy access.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this marketing campaign template for?

This template is designed for any team running multi-channel campaigns that need an easier way to plan, coordinate, and report on results. Ideal for:

Agencies running campaigns for multiple clients
In-house marketing teams managing digital, brand, and event campaigns
Startups with lean teams and fast-moving campaigns
Content creators managing launches and promotions
Entrepreneurs tracking marketing experiments and outreach
Product Hunt launches or other short-term promotional pushes

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your marketing campaign management portal template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your marketing campaign management portal is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

Do I need a Softr account to use this template?
Yes, you'll need a free Softr account to get started. You can also use a free Airtable account if you'd like to use the sample base included.
Can I track campaign performance in this template?
Absolutely. The template includes sample fields and layouts for campaign KPIs, goals, and results. You can customize these to match your own metrics.
Can I collaborate with my team inside the app?
Yes, you can assign tasks, share assets, leave comments, and tag collaborators all from within the template.
Can I rebrand the app for my team or clients?
Absolutely! Add your logo, brand colors, and even connect a custom domain to make it feel like your own internal tool.