Marketing Campaign Management Template for Smarter Planning & Performance Tracking

Why Marketers Use This Template

Campaigns aren’t just a checklist — they’re a machine with dozens of moving parts. From targeting to creative to performance tracking, marketers juggle tools, timelines, and teams. This template canconsolidates everything into one view, allowing you to align strategy, execution, and results.

Use it to plan omnichannel campaigns, assign tasks, track performance by channel, and make data-backed optimizations — all without leaving Slingshot.

Built for the Way Marketing Teams Work

Marketing campaigns move fast —, and they demand precision. This template is built for digital marketing teams managing paid campaigns, content launches, and GTM efforts across channels.

You’ll find everything you need to get started, including:

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  Campaign timeline with task types and owners

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  Experiment tracker for A/B tests and optimizations

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  Custom fields to manage budgets, channels, and objectives

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  Dashboards connected to Google Ads, Meta, and CRM data

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  Discussions and pins to keep creative, copy, and strategy aligned

What’s Included in the Template

Built with input from campaign managers, paid media leads, and content marketers, this template is more than just a task board. — it’s a complete system for planning, launching, and optimizing integrated campaigns across every channel.

Task Sections by Campaign Phase

Organize all campaign activity in one place, with built-in workflows for:

• Planning & Briefs – define goals, audiences, messaging, and budget
• Execution – track creative, copy, channel setup, and launch dates
• Optimization – log experiment ideas, performance notes, and adjustments
• Reporting – assign ownership for wrap-ups, insights, and stakeholder updates

Real-Time Dashboards That Show Campaign Impact

Pre-built dashboards pull in performance data from:

• Google Ads, Meta, LinkedIn, and email platforms
• GA4, HubSpot, or your CRM to show downstream impact
• Campaign ROAS, CPL, CTR, and lead quality across all channels
• MQLs and opportunities generated by the campaign

No more siloed reports or disconnected metrics, — everything is visualized and tracked in one place.

Custom Fields for Campaign Metadata

Capture and filter tasks by key attributes:

• Campaign type, objective, channel, owner, and budget
• Status and phase (planning, live, optimizing, complete)
• Priority and estimated impact

Pinned Campaign Docs & Creative

Pin your most important files, decks, brand assets, or performance dashboards at the top of each campaign so everyone is aligned and nothing gets buried.

Built to Solve Campaign Managers’ Biggest Pain Points

Disconnected Performance Reporting

You’re stuck pulling screenshots from ad platforms and pasting numbers into PowerPoint. With Slingshot, dashboards update in real-time, across all your channels and CRM.

Slow Optimization Due to Data Delays

Without live data, it’s hard to know what’s not working until it’s too late. This template gives you immediate visibility into performance by platform, audience, and creative.

Misaligned Teams & Missed Deadlines

Feedback loops across paid, content, and sales get lost in Slack and email. Slingshot keeps all discussions, files, and updates in context —, right inside the task.

Manual Reporting Steals Strategic Time

Instead of spending hours building wrap-up decks, you get live dashboards and automated reports. That means more time to focus on what to scale and what to cut.