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How To Create Marketing Plans
How To Create Marketing Plans

What is a Marketing Plan?

Tyler Cofield avatar
Written by Tyler Cofield
Updated over a week ago

Marketing Plans are used to schedule a collection of campaigns to make it easier to manage your various marketing initiatives. Whether it be by quarter or by topic, using a marketing plan makes the scheduling of multiple campaigns much more manageable. This article will also cover how to add a Landing Page to a Marketing Plan as well as

  • Begin by clicking on the "Design Studio" icon.
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  • Click on "Marketing Plans"

  • And here you have 3 options, you can either click on a Marketing Plan that you see and would like to use.

OR

  • You can "Search" for a particular Marketing Plan you have in mind

OR

  • You can click "Browse" and search through the entire Marketing Plans library for a specific one

  • Once you've selected a Marketing Plan you'd like to use, click the three dots in the upper right hand corner.

  • You'll then want to select "Create Marketing Plan".

  • You can then edit the name

  • Edit the Category, then click the button below to learn how to add a customized category

  • Edit the description or the color.

  • Here you'll want to add the sender information. Be sure to choose an email where the domain has already been authenticated. You can learn how to authenticate a domain below:

  • Next, you'll choose which lists you'd like this Marketing Plan and all of it's attached campaigns to be sent to.

  • Click "Next".

  • Now you'll get to choose which date you'd like to start you Marketing Plan on.

  • You should now see the campaigns scheduled on your calendar. They will be transparent until you schedule each one.

  • Click on one of the emails to schedule it and edit the email as necessary.

  • In this example, you can see that this template has a place to insert a landing page. You can either use the one provided by GlassHive, or link one of your own.

How to Insert Tracking Links for a Landing Page

  • In order to insert a tracking link for a landing page, you'll want to find the piece of collateral in the Design Studio. Most Templates will give you keywords to make your search easier. But in general, you'll want to search for a title similar to the template you're using and filter appropriately for the correct content.

  • You'll then be able to publish the page like normal and hyperlink the URL to any button or text that calls for it in the Marketing Plan.

How to Enter Marketing Collateral into a Marketing Plan

*NOTE* Before beginning this step please ensure you have content rendered from our library by completing the following:

  • You'll want to start by editing the content of the email as shown earlier in this article.

  • In this example, we need to provide a tracking link for the relevant White Paper. The first step is to click on the button where you need to enter the tracking link.

  • Now you'll want to click here to choose the marketing collateral from your library.

  • Since there are hundreds of collateral included with your GlassHive subscription, best practice is to filter for the type you're looking for or simply search for the name of the collateral.

  • Here, we're filtering for type. In this case, since it's a Whitepaper that we're looking for, we're going to filter for PDFs.

  • After a bit of scrolling, we have found the matching piece of collateral for this template. Go ahead and select it and add it to the template.

  • Once you've finished editing the email, you will want to return to the Marketing Plan calendar and repeat the above for any other emails part of that plan.

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