social media campaign presentation example

Social Media Strategy Presentation

Your social media strategy has many moving parts: background research, campaign goals, task lists, deliverables, and more. That’s why your social media strategy presentation has to be comprehensive, organized, and easy to understand.

A customizable, intuitive social media strategy deck template can relieve some of the stress of building your own presentation, allowing you to focus on sharing important information with your social media team. 

Use a social media strategy presentation template to:

• Present research, goals, and strategies to executives
• Keep social media team members informed
• Check in on social media campaign progress and deliverables

Create a stunning Social Media Strategy Presentation

Every slide in your social media strategy presentation template fills an important role, so choose them carefully. While putting together your social media strategy deck slides, think about adding graphs, comparison charts, timelines, or a SWOT analysis to make your points visually. Some potential slides to include are:

Pro tips for your Social Media Strategy Deck Template

Consider these tips when creating your social media strategy deck.

A good rule of thumb for your social media presentation: provide an overview before diving into the details. This kind of structure may help your slides connect and flow naturally.

Charts, graphs, timelines, diagrams, and other graphics can transform your social media strategy presentation into a memorable, meaningful one.

Think about including pauses or breaks for Q&A into your social media strategy presentation.

Limit one idea or one topic to one slide. Overcrowding each slide makes it harder for your audience to absorb and remember the information, as well as execute on it.

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9 Steps to Create a Social Media Strategy in 2024 [Templates & Examples]

The companies that are successful on social media aren’t tackling everything at once. They’re picking a few strategic channels, honing in on their audiences, and— above all —creating truly great content that educates and entertains.

4.7 billion people around the world now use at least one social platform. Yes, your audience is on social media. Yes, you can use it to scale your business. And yes , you will struggle if you don’t have a great social media strategy .

So let’s build that strategy step by step.

How to create a social media strategy

Step 1. document your goals, step 2. clarify your target audience, step 3. conduct competitive analysis, step 4. choose your channels.

• Step 5. Choose your content formats and frequency

Step 6. Determine your internal success metrics

Step 7. plan out your budget, step 8. map out your collaboration processes.

• Step 9. Continually improve your approach
• Bonus: 7 social media strategy presentation templates

What is a social media strategy?

A social media strategy documents a business’s goals for social media marketing , target audience, top channels, and content categories to keep the team on track to achieve key business goals.

Social media managers can use Google Docs, Notion Docs, or PowerPoint presentations to write and visualize their strategies. Templates can save a ton of time with professional formatting. It’s also smart to use content collaboration software to present the content calendar portion of the strategy, and to organize work from multiple team members.

What should your social media strategy include?

A great social media strategy should at least include these essential sections:

• Target audience
• Competitor analysis
• Content formats and categories
• Success metrics
• Budget allocation
• Team collaboration plan
• Content frequency and key timelines

Below, we go into more detail on how to create, document, and share your own strategy.

How to create a social media marketing strategy

Follow these steps and expert tips to help you craft your own strategy.

Join 5,000 marketing professionals and teams who already save multiple hours every week on creating and distributing social media content. Create a free account and start publishing today . 🙌

When you know your goals for social media , you can keep the rest of your strategy on track. Some companies only care about audience growth and branding, while others expect to drive measurable sales directly from social content.

The right goals for your business really depend on what you sell.

If you sell a low-cost e-commerce product, you can easily gain direct sales from social platforms. But B2B companies might need to use social media to gain leads and keep in touch with their existing customers.

The longer and more complex your sales cycle, the less likely you’ll be able to tie social media directly to revenue. Instead, you should set goals that are related to brand awareness, lead generation, community building, and customer retention.

💡Helpful Tips :

• Come up with 2 - 5 goals yourself before meeting with stakeholders to get their input. This will provide a better starting point for the meeting.
• Make your goals as specific and measurable as possible . For example, instead of “We want to grow our audience,” write “We want to grow our audience by 60%.” Or instead of, “Our goal is to increase our customer acquisition from social channels,” write “Our goal is to increase our social media customer acquisition from 2% of our overall acquisition to 10%.”

It’s important to include descriptions of your target audience in your documented strategy so that you can craft the strategy through the lens of what your audience will really care about.

The next step is to write down exactly who your target audience is.

B2C companies typically use a variety of demographics and interests. For example, 30- to 50-year-old women who are interested in housekeeping, home decor, and minimalism.

But B2B companies are usually better off using the jobs-to-be-done (JTBD) framework , as their target customers can come from a wide variety of age, gender, and ethnic backgrounds.

JTBD teaches us to define our customers by the jobs they need to get done. For example, a chief cybersecurity officer needs to protect his organization against ransomware.

• Review your target audience description with all stakeholders to make sure everyone is on board. Iron out any disagreements until you’ve defined your audience accurately.
• If you have two or more target audiences, create a page or section in your strategy for each one. Later on in step 5, create a content plan for each audience and describe how you will address the needs of your different audiences.

What are your competitors doing on social media? Deep competitor analysis can make it easier to know exactly how to approach your own social media accounts.

With your goals and target audience clear, you’ll be able to select the right competitors to analyze.

You should analyze at least 3 competitors from each of these categories:

• Direct competitors - Companies that offer a similar solution to solve a similar problem.
• Indirect competitors - Companies that offer a different solution to solve a similar problem.
• Content competitors - Companies that compete with you for your target audience’s attention on social media, even if the problems you solve are different.

As with every part of your social strategy, the competitive analysis needs to be well documented. You can’t just spy on your competitors without writing anything down. At the very least, you should list their channels, account handles, followings, content formats, and content pillars.

• Create a Google Sheet and make a row for each competitor. Then, in your strategy presentation, create a section for your overall findings from competitor analysis. Link to the spreadsheet so stakeholders can dive into the details. SproutSocial offers a helpful competitive analysis template specifically for social media.

• What content gets the best engagement? How about the worst? For thorough content analysis, link to the top 10 highest-performing and top 10 lowest-performing posts for each of your competitors. Put these in your spreadsheet, so you’ll have inspiration 24/7.

Start by listing out the distribution channels you hope to tackle, making sure to include only channels your audience is actually present on.

Then, use the RICE method to choose which channels you should actually prioritize right now. With the RICE method, you give each item a score from 1 to 10 for these categories : Reach, Impact, Confidence, and Effort. (For effort, if it’s a low effort, you give a higher score.)

Then, you tally up the scores to discover which channels to choose. For example, let’s say you want to take on TikTok, but your confidence and effort scores are such that it doesn’t make it into your top 3.

• Depending on the size of your team and budget, choose the social channels for which you will have sufficient resources to create great content and manage audience engagement.
• If your budget and resources are low, choose only 1 or 2 channels to start with. Once you’ve met some of your goals on your core channels and you have the resources needed to create content for another channel, then you can take that on next.
• Consider content repurposing when choosing channels. For example, you might find that you can handle Instagram, Facebook, Twitter, and LinkedIn because you are repurposing your Instagram content for the other 3 platforms.

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Step 5. Choose your content formats, pillars, and frequency

Your content creation strategy should make up a sizeable portion of your overall documented social media strategy. What kind of content will you create? Which formats and media types will you use? Which content pillars will you satisfy?

Content formats

Social media algorithms love native content. This means content that was truly designed for that platform, rather than trying to get people off the platform. So, you might create a Facebook post with multiple images, a LinkedIn carousel, a TikTok video, etc.

Every social platform has its own content formats. Some platforms have tons of different formats. Instagram, for example, allows you to create Stories, Reels, Carousels, Feed Posts, Lives, and more. Instagram is known for copying other platforms like TikTok and Snapchat.

As you can see in this example, Quickbooks uses Posts, Guides, Reels, and Stories.

Now TikTok is getting in on the copycat action, having released a feature similar to BeReal’s quick post challenges .

Should you try to keep up with every content format under the sun? Absolutely not.

Try choosing just 2 to 3 content formats for each channel. This way, you can satisfy different learning styles and test the formats over time to see what works.

Social media content pillars

Tie your content pillars to customer concerns. What do customers ask you about? What do they want to know? The answers to these questions should guide your 3 to 6 content categories, your social media content pillars .

Posting frequency

A great social media strategy covers how frequently you’ll post each type of content on each channel.

• How will your social media content play into your overall content marketing funnel ? Make sure to include these details in this section of your strategy. For example, you might share your plan for promoting lead magnets to generate leads.
• Make sure to also include details on how you will source content in this section. Will you source user-generated content (UGC) ? Will you partner with other companies?
• Set a fixed slot for the best times to post on each social media channel.

Your strategy should include the specific metrics you’ll collect to measure success . You might also list any benchmarks you intend to hit.

Here are some examples of social media metrics:

• Post engagement rate
• Account mentions
• Impressions
• Leads generated per post or campaign
• Conversions generated per post or campaign
• Website traffic per channel
• Audience count
• Audience growth rate

The metrics you choose will depend on your strategy as well as your prowess with data collection and analytics .

FYI: With StoryChief, reporting and analytics are seamlessly integrated into one powerful tool, making it easier than ever to track and optimize your content performance. Create a free account and start optimizing content today . 🙌

• In your strategy document, clarify what you’ll track for each channel. For example, for TikTok, you might clarify that you’ll track views, likes, comments, and saves per post, as well as audience count, audience growth rate, and website traffic for the entire channel.
• If you’re not an expert at collecting social media metrics or attributing business results to organic channels, then include phases in your strategy. In phase 1, you might collect impression and engagement metrics, while in phase 2, you might start collecting conversion metrics. This way, you can focus on implementing the strategy first without worrying about doing the setup upfront.

Write down your company’s budget for social media and how you plan to spend it.

Your budget can include:

• Hard costs like social media software or agency retainers
• Variable costs such as freelancer hours
• The amount you are spending on internal hires related to social media

Some social media managers might also manage paid advertising and the costs required to boost the visibility of certain posts. If so, be sure to include that as well. If you have a separate team or department for paid advertising, then you don't need to include those costs in your budget.

• It’s best to plan quarterly because social media is a fast-changing industry. The more results you get from social channels, the more budget you’ll be able to advocate for.
• Make sure to reserve 70%+ of your budget for content creation. A great social media presence requires top-tier content. Your remaining budget can get spread between audience engagement work, software, and other related costs.

Your strategy should also include a plan for content collaboration with your team. List out who will work on social media, what tasks each person will do, and what tools you’ll use to coordinate that work.

Make sure to also clarify the process for collaboration . For example, you might create a diagram for the 5 phases of your ongoing social media work:

• Content planning
• Content creation
• Content review

Then, you can detail which people, tasks, and tools fit into which stages.

• Know that social media collaboration is an ongoing battle. Add a phase in your strategy to review your collaboration processes and make continuous improvements.
• Use content collaboration software designed to save time and streamline your efforts. You can use StoryChief to brief, assign, create, review, schedule, publish, and analyze all of your digital content, including social media, blog posts, email marketing, and more.

Cureight Content Solutions faced challenges with editing and processing feedback in Google Docs before they started using StoryChief. By collaborating through StoryChief, they can conveniently store content briefs, feedback, and deadlines in a single platform. Additionally, they can publish content after approval without the need to switch between platforms.

Step 9. Implement your strategy and continually improve your approach

Now it’s time to get to work.

Once your team has accepted your strategy, you’ll need to put the plan into motion. If you’re creating a social media strategy from scratch, you might need to implement new software, design templates, and create a tone of voice or brand guidelines .

• Add phases to your strategy document. For example, you might have Strategy Creation; Strategy Discussion & Review; Initial Implementation; and Results Analysis & Strategy Updates. This way, you show your team members that you’ve scheduled time in to actually check whether or not the strategy was successful.
• When analyzing the results of your strategy, make sure to review everything: the channels, content formats, content pillars, posting frequencies, etc. to find opportunities to improve.

7 social media marketing strategy presentation templates

We’ve rounded up the very best free and affordable templates to help you create, visualize, and share your social media strategy.

💡Tip : Some templates can be mixed and matched. For example, you can add a Lucidchart diagram to your Notion doc or PowerPoint presentation, and then use StoryChief to share the content calendar aspect of your social media strategy.

1. Gantt’s Social Media Strategy Template

Gantt is a project management software that’s excellent for—you guessed it—using Gantt charts to map out tasks and project phases.

Their Social Media Strategy Plan Template uses a similar approach to map out work throughout the year. You can use it to visualize your recurring processes for research, analysis, content creation, and review. While it’s great for organizing your tasks, it’s not suitable for actually documenting your strategy. So, you’ll likely want to use Google Docs, Google Sheets, or Notion for that.

2. Social Media Strategy Template by DesignsDuke

CreativeMarket is an excellent resource for super-affordable templates. This Social Media Strategy Presentation Template by DesignsDuke costs as much as a t-shirt and is compatible with Adobe InDesign and PowerPoint.

This template is great for pushing you to dig deeper in your research, helping you organize your thoughts, and of course, presenting your strategy either in person or virtually.

The sections include:

• Market analysis
• Audience demographic
• Analyzing the competition
• Top social networks
• Content sharing plan
• Content calendar
• Collaborators
• Guiding principles
• KPI overview

3. StoryChief’s Social Media Content Calendar Template

When you use StoryChief to strategize and plan your social media content, you get access to our Content Calendar . This means that once you create and plan your content, it will auto-publish posts according to your schedule. You don’t have to double up your work by copying content from Notion over to a social media scheduler.

You can plan, collaborate, schedule, and measure results all in one place. Learn more about managing content collaboration with StoryChief.

4. Natalie Furness’s Growth Marketing Strategy Template for Notion

Natalie Furness is a revenue operations consultant who specializes in growth marketing. Her Growth Marketing Strategy Template for Notion is one of the most detailed marketing strategy templates we’ve ever seen. While it’s not specific to social media, you can easily use it to document your strategy for social media specifically.

It includes:

• SWOT analysis
• Strategy documentation
• Key growth metrics
• Attribution analytics
• OKR tracking
• Customer journey maps
• Marketing partner database

By following this template and filling out every detail, you’ll create a social media strategy that will impress stakeholders and keep efforts on track toward reaching important business goals.

This video walks you through the marketing strategy template in more detail:

5. Easlo’s Social Media Planner for Notion

Notion has a template library where you can find their free templates as well as ones for sale by the Notion community (at affordable prices). Easlo’s Social Media Planner is an excellent template for any team already using Notion. You can track your social media strategy in terms of channels, content formats, and post frequency, as well as your content calendar and upcoming tasks.

And of course, you can create a separate Notion doc to outline your target audience, goals, and success metrics.

6. Social Media Strategy Template by Latasha James

Latasha James is a social media strategist and manager who teaches other marketing agency owners how to create effective social media strategies for their clients. In her Social Media Management Toolbox course, she offers a social media strategy template that covers business goals, content audits, recommended channels, posting schedules, content formats, content pillars, and examples of content ideas.

You can watch this walkthrough of her Social Media Strategy Template and recreate your own version using Google Slides or Canva.

7. Lucidchart’s Marketing Plan Template

Lucidchart is a popular tool for creating diagrams and flowcharts. Their Marketing Plan Template can be easily customized for your social media strategy. Add your channels, content formats, and content categories to the mind map to help you visualize your overall approach.

On its own, this graphic isn’t comprehensive enough. So, be sure to download the image and upload it to your overall strategy document, where you can describe why you’ve chosen certain channels, content formats, and content categories.

Top 4 tools for creating your social media strategy

When creating a social media strategy, you need the right tools. You can use all of these together for different purposes.

1. StoryChief

StoryChief is a platform designed to help you collaborate on organic content . Content managers, social media managers, and freelancers can all work together in one place. So, rather than plan your content on one platform and schedule it on another, you can save time and never have to double up on your work.

How to use it for your social media strategy :

StoryChief is best used for sharing your first content calendar during the strategy process. Then, you can continue to use it for implementation and analytics.

Check out this tutorial to learn how to set up your channels, integrations, and content calendar:

Canva is a popular design tool that is an easy cloud-based alternative to professional design products like Adobe InDesign.

How to use it for your social strategy :

This tool is great for presenting your strategy. Create slides for all of the key sections and share the link with stakeholders, or organize a meeting to present and take feedback.

With Miro , you can visualize or diagram anything. Consider it a visual whiteboard and design tool. You can use it to organize your thoughts and create attractive images.

Miro has a lot of use cases when you’re fleshing out your strategy. You could use their RICE method template when prioritizing channels and then include the visual in your strategy presentation:

Or, you can use it to illustrate how social media fits into your content funnel, how you’ll collaborate as a team, or just about any other process or method.

4. Google Sheets

It’s hard to imagine life without Google Sheets . While not as fully featured as Microsoft Excel, this tool is a favorite among many digital workers who want to collaborate in the cloud.

It’s great for organizing just about any data.

Google Sheets is best used when analyzing your competitors. You can include information on your competitors’ followings and top content. Then add your key takeaways to your presentation slides.

We have 20 more social media agency tools listed here: from creation to management, monitoring, and employee advocacy.

Social media strategy examples [by channel]

In this section, we’ll deep-dive into example social media strategies for Instagram, Twitter, LinkedIn, TikTok and Pinterest. Additionally, if you’re looking to get actionable insights into how social media algorithms work in 2024, take a look at this blog post.

Instagram social media strategy

Because Instagram provides so many different types of content formats, you can really let your creativity shine. However, the accounts that are getting the fastest growth are those that post Reels regularly .

Example company: Shopify

Shopify is one of the largest e-commerce platforms in the world. It’s used by billion-dollar brands and new startups alike.

Shopify’s Instagram account features only a few types of content formats:

• Standard feed posts
• Carousel posts

They don’t do Stories. They don’t do Lives.

Let this be a lesson in not biting more than you can chew!

They provide really high-quality vertical videos, as you can see in this funny example:

View this post on Instagram A post shared by Shopify (@shopify)

Shopify knows how to play the social media game. They don’t work too hard to educate their audience on what Shopify does. Instead, they focus on brand awareness and use viral content to drive as much traffic as possible to their Linkpop .

Too many B2B brands are failing on Instagram because they’re attempting to appeal to companies instead of people. Shopify only makes human-centric content.

Interestingly, Shopify also drinks its own Kool-Aid, because they sell products from its own e-commerce store that are designed for its audience, such as t-shirts that say “entrepreneur” on them.

Twitter social media strategy

Twitter is a great place to show off your funny side, and of course, share links to your great content.

Example company: Adobe

Adobe offers a variety of products for creatives, small businesses, and enterprise marketers. Although Adobe is a large enterprise company, they do a good job of keeping its social media content personable and informal.

Like many companies, Adobe uses their Twitter account to drive traffic to the free content featured on their website.

If your camera roll is 99.9% pictures of your pet, this one's for you. 🐾 Find your furry friend's purrfect angle: https://t.co/JQqaf5LqTy — Adobe (@Adobe) October 29, 2022

But they also wisely post native content that doesn’t include any links. Like this funny tweet that is relatable to designers, photographers, and other digital workers.

Just one more edit… – two hours ago 🤡 — Adobe (@Adobe) November 1, 2022

Adobe has a massive global audience. Their 800K+ Twitter followers could be made up of everyone from amateur photographers to Fortune 100 business executives. They do a good job of providing mass appeal with their Twitter content.

Adobe uses their Twitter account to send traffic to the homepage of their website as well as to their free content for designers and photographers.

To keep their account relatable, they focus most of the content on their small business audience. This makes sense because they can garner big business clientele through inside sales and leave social media to win over small businesses, students, and individuals.

LinkedIn social media strategy

LinkedIn is the best platform for reaching a professional audience. Use it to connect with small business owners and employees from organizations of all sizes.

Example company: Gong

Gong is a revenue intelligence platform. The company is known for its bold, no-nonsense branding.

Gong employees at all levels of the organization post regularly and garner lots of brand awareness for the company.

For example, this post from RVP Dana Feldman shares behind-the-scenes SDR tips:

Employee advocacy is the name of the game on LinkedIn. Personal accounts get far more visibility than company accounts. The team at Gong understands this and dominates LinkedIn. People from a variety of teams post regularly, including marketing, product, sales, and the c-suite.

TikTok social media strategy

The TikTok algorithm shows users new content on the For You page. Creators can focus on making great content, without having to spend time commenting on other people’s posts to drive traffic back to their own accounts.

Example company: Rachel Pedersen

Rachel Pedersen is a business coach and social media strategist who trains social media managers in growing their businesses and who also helps entrepreneurs and influencers grow their reach and income through social media.

Her TikTok content has racked up over 19 million likes on TikTok so far.

Because her audience is small business owners, she uses a more personal approach. She posts about motherhood, entrepreneurship, freelancing, mental health, and other topics that matter to her and her audience.

In her free TikTok Business Bundle , Rachel shares that her TikTok strategy looks something like this:

She sells courses on growing social media accounts and on starting a business as a social media manager.

Pinterest social media strategy

A lot of bloggers and digital publishers use Pinterest to promote their content, making it an excellent platform for not only targeting middle-class millennial women ( the biggest user segment ), but also online creators.

Example company: ConvertKit

ConvertKit is an email marketing software that is popular amongst bloggers, freelancers, course creators, coaches, and other small business owners.

With their Pinterest account, ConvertKit does an excellent job of targeting their small business audience. They share productivity tips, marketing advice, and useful templates and tutorials.

ConvertKit utilizes Pinterest’s SEO features to get views and clicks not only from their own followers but from Pinterest searches too. The account has just 4.9K followers, but 2.5 million monthly views, meaning they are SEO-optimizing every pin to further its reach.

For all of their blog content and lead magnets, they create dozens of different pins linking back to those URLs.

Implement your social media strategy with StoryChief

StoryChief gives you all of the tools you need to plan, create, schedule, promote, and analyze your content.

Join 5,000 marketing professionals and teams who already save multiple hours every week on creating and distributing content. Create a free account and start publishing today . 🙌

SEO score is generated by our copywriting assistant and helps us rank higher on search engines.

Social media campaigns — winning examples to inspire your next strategy

A lot of work goes into a social media strategy, and as soon as you’ve finished one campaign, it’s time to post your next. The sheer volume of content needed and the speed of social media marketing make it hard to continue developing new ideas.

A social media campaign is a series of posts that supports your overall social media marketing (SMM) strategy . A campaign is often based on a certain product or marketing push like a new launch or holiday sale. Your campaign will generally stretch across multiple social platforms as you aim to meet your SMM goals.

To help you build an effective strategy, we’ll explain a few different best practices for creating social media campaigns. Then we’ll examine nine successful campaigns for some inspiration.

• Getty Museum’s #GettyMuseumChallenge
• Apple’s #ShotOniPhone
• Spotify Wrapped
• Dove’s Project #ShowUs
• Procter & Gamble’s #DistanceDance
• MSIG’s #RealSmallProblems
• Delta’s Faces of Travel
• Trello’s #WhereITrello
• Lush’s #LushLife

Social media campaign best practices

A healthy social media marketing strategy includes a mixture of tactics. Here are a few best practices to help you with your next SMM campaign.

• Find user-generated content. User-generated content (UGC) is any content created by your customers or audience. Examples of UGC can include images, videos, reviews, and blog posts. When you see a piece of content you like, ask the creator for permission to repost it on your brand’s profiles. Some brands create a unique hashtag to help collect user-generated content. UGC is a popular marketing tactic because it’s authentic. It serves as social proof, demonstrating real people using and enjoying your product or service.
• Share your brand values. Your brand values are the beliefs and ideals that serve as the company’s guiding principles. Even if you don’t explicitly state your values, they should be the foundation of everything you post. An athletic brand might value perseverance and determination and create content that inspires and motivates its customers. Communicating your values helps attract your target audience by displaying the brand’s personality and identity.
• Host entertaining challenges. New ideas are constantly popping up across social platforms, like the ALS Ice Bucket Challenge or the Mannequin Challenge. The best challenges are memorable and shareable — they’re funny, timely, and they drive change for an important cause. Creating your own social media challenge helps your brand increase awareness, drive engagement, and cement customer relationships.
• Develop a unique brand voice for your social media. If brand values determine what you say on social media, the brand’s voice and tone describe how you say it. Your brand voice should cooperate with your values, so if fun is one of your values your content tone should be playful and humorous. A consistent voice will differentiate your brand from your competitors’ and help your profiles stand out. Language that resonates with your target audience will make them more likely to gravitate toward your brand.
• Offer a unique perspective or fresh take. Your brand has a perspective that nobody else does, and openly sharing that perspective on social media is one of the best ways to help your company stand out. Think about what makes your brand unique and brainstorm how you can incorporate it into your copy.
• Use personalized data. Data can help you deliver personalized experiences on social media. Gather data on your audience’s demographics, behavior, and interests so your content and campaigns will be relevant. When you make people feel understood they’ll be more likely to make a purchase, engage with content, or share it with a friend.
• Incorporate emotional marketing. Emotional marketing is any marketing campaign that taps into emotions to convince people to buy. For example, a video could tell an inspiring story involving your brand that makes viewers feel motivated, happy, or amazed. Emotional marketing pushes people to act. It’s also a helpful way to create memorable, shareable campaigns — resulting in more engagement with your content.
• Be aware of platform trends. The type of content you see on LinkedIn is different from the campaigns circulating on TikTok. Keep tabs on what’s popular on different social media platforms so you can incorporate these trends as you’re creating campaigns. But don't wait too long, because trends change quickly. If you’re going to use them, do it fast.
• Create a branded hashtag. A branded hashtag is one of the best ways to gather user-generated content and your own original brand posts in one place. A good branded hashtag should be unique and as short as possible. To help keep it simple, focus on one message. Remember to include your brand name or a variation of it.

Nine examples of highly effective social media campaigns

Here are a few examples of how brands have implemented these strategies in their marketing campaigns.

1. Getty Museum’s #GettyMuseumChallenge

The Getty Museum launched the #GettyMuseumChallenge in March 2020 on Facebook, Instagram, and Twitter. The goal was for participants to recreate their favorite piece of artwork using three household items. The challenge was inspired by an existing Instagram account , but Getty put its own spin on the idea by challenging people to use digitized and downloaded artwork from the Getty collection.

The challenge took off, with thousands of users around the world recreating Renaissance pieces with lasagna noodles or volunteering pets to make their own version of Girl with A Pearl Earring. Getty even turned the finished products into a book .

This social media campaign was successful because it made the museum more accessible. Not everyone could visit the Getty Museum to see artwork in person, but everyone could recreate the “products,” or the artwork, at home. Getty also used some strategic timing, sharing the challenge in the early days of the COVID-19 pandemic when most people were at home with nothing to do. Consider how your social media campaign might be able to meet the moment and give people a creative outlet, whether it’s using the positive moment of a popular event or offering a distraction during a stressful time.

2. Apple’s #ShotOniPhone

Apple has run multiple #ShotOniPhone campaigns over the years. In 2022, the campaign was designed to promote the iPhone 13 Pro and iPhone 13 Pro Max. Apple wanted to showcase the new phones’ macro photography capabilities by asking users to share their favorite macro photos taken with the iPhone 13 Pro and iPhone 13 Pro Max.

Apple encouraged people to share the photos on Instagram and Twitter using the #ShotOniPhone and #iPhoneMacroChallenge hashtags. Judges then chose 10 winners to use for digital campaigns and other marketing. The two branded hashtags garnered more than 26 million posts on Instagram.

The campaign continues to be effective because it demonstrates how well the iPhone camera works. This is a prime example of a brand showing instead of telling.

You don’t have to offer a prize or reward for your social media challenge, but if you do decide to select winners, consider giving away products or reposting your favorite entries. Excite your audience with the chance to be part of your brand’s campaign.

3. Spotify Wrapped

Spotify Wrapped is another example of a brand campaign used year after year. Every December, Spotify users receive personalized statistics and insights based on their listening data regarding the genres, tracks, and artists they listened to the most. Spotify presents this information in fully designed graphics that users can share to social channels.

Spotify’s campaign is a winner because it’s highly personalized and unique. Spotify’s biggest competitor, Apple Music, only recently launched Replay, its own similar feature in an attempt to keep up. But Apple Music Replay doesn't provide the same unique experience as Spotify Wrapped.

Customer data is one of the most powerful tools for creating effective social media campaigns. Data-driven experiences increase engagement because they can be tailored to each user. Personalized marketing can also drive brand awareness and conversions. In the first week of December 2020, when most users were sharing their Wrapped cards on social media, Spotify app downloads increased by 21%.

Try to create personalized experiences for consumers everywhere you can. Cultivate the relationship between your brand and your audience by making sure you’re gathering customer data that you can use to create unique content.

4. Dove’s Project #ShowUs

For the Project #ShowUs campaign , Dove partnered with the Girl gaze community and Getty Images to create a collection of more than 10,000 images that, “offer a more inclusive vision of beauty for all media and advertisers to use.” The campaign was completely powered by women and focused on diversity and avoided digital photo editing.

Over 640,000 posts have been shared on Instagram with the #ShowUs hashtag. Dove also shared photo submissions across its other social media channels, including Facebook and Twitter.

This campaign is a great example of knowing your audience. Dove asked its audience and found that 70% of women don't feel represented in advertising. Dove used its reach to understand its audience’s needs and to try to solve this problem by creating Project #ShowUs.

If you’re about to launch a social media campaign, project, or challenge, consider first doing some market research to ensure your campaign is wanted and needed. Conduct a survey to find out what causes and issues are important to your audience. You may be surprised to discover you need to take your campaign in a different direction than planned.

5. Procter & Gamble’s #DistanceDance

Procter& Gamble’s (P&G) TikTok-specific challenge was created in partnership with influencer Charli D’Amelio. P&G asked people to do the #DistanceDance routine, encouraging users to practice social distancing. P&G also promised to donate to charity for the first three million videos posted.

Within the campaign’s first week, D’Amelio’s video had over eight billion views , and 1.7 million people had posted their own versions.

P&G combined two strategic insights to make this a winner. First, the campaign asked TikTok users to dance, which is what TikTok is known for. It’s a perfect example of using the right kind of content for a specific channel.

Second, P&G enlisted an influencer. Influencer marketing has a high ROI , according to Influence Marketing Hub, with businesses earning around $5.20 for every dollar spent.

https://www.youtube.com/watch?v=9-pUdROFgw4

6. MSIG’s #RealSmallProblems

Wild Advertising helped insurance company MSIG launch their Instagram presence with the #RealSmallProblems campaign . While bigger companies focused on large-scale messaging, like the need for life insurance, this campaign was designed to get people thinking about small disruptions that can become major issues.

Wild Advertising is known for creative and effective social media content , so the agency created short videos and colorful illustrations featuring everyday occurrences turning into major problems — like playing a sport with friends and needing medical attention after getting hit with a stray ball. Using common, minor accidents fit with MSIG’s brand as a more relatable insurance company. They also used the campaign to highlight causes important to the company’s values, like sustainability and mindful social media use.

MSIG gained more than 1,000 new followers from the campaign and saw a 15% increase in monthly engagement. Focusing on your brand’s strengths can help create stronger relationships with your audience. If you're a smaller company, use that to your advantage to create meaningful dialogue on a more personal level. Design your social media campaign to take advantage of your place in the market.

7. Delta’s Faces of Travel

When Delta Air Lines decided to focus on diversity, equity, and inclusion, it partnered with Kinto create the “ Faces of Travel ” initiative.

The idea behind this campaign was to find or create travel-related stock images that reflect diversity in travelers — people from all backgrounds, abilities, and economic statuses. The collection includes over 100 photos and video clips that were distributed through outlets like Vice Media, Refinery29, and Adobe Stock.

Delta’s campaign was created because the company noticed a disparity in available stock images. As you consider ideas for your next social media campaign, think about your industry and your audience. Consider what they need and what they’re missing — and how you can fill those gaps with a creative campaign.

8. Trello’s #WhereITrello

Productivity software Trello created the popular #WhereITrello campaign. The idea was simple and highly effective. Users shared photos on Twitter and Instagram documenting where they used Trello, and winning entries were republished on the company’s blog.

This social media series was a way for Trello to gather some user-generated content. It also highlighted one of Trello’s key selling points — you can use this software to stay better organized no matter where you are.

Create a social media campaign that focuses on a specific feature of your product or service. It's even better if you can get customer testimonials. Trello also asked users to share how they used the software with the #HowTheyTrello and #FavoriteThingsInTrello hashtags. Come up with a similarly effective way to show what’s great about your product.

9. Lush’s #LushLife

#LushLife is an ongoing social media campaign created by cosmetics company Lush. Using the branded hashtag, customers can show off their most recent purchases or share advice about products they love — like their favorite bath bomb scent or how they use a certain face mask.

Lush’s products are bright, colorful, and feature seasonal designs, which makes them great to share on social media. The hashtag is most popular on Instagram and TikTok, with over one million views across both platforms. By promoting this tag, Lush allows their customers to talk directly to each other, creating a feeling of community. And posts from consumers serve as additional brand awareness.

Develop and deliver your fresh set of social media campaign ideas

Refresh your creative energy by learning about the different types of social campaigns and studying examples from well-known brands. It’s the first step to developing and delivering your own effective, personalized campaigns.

Adobe Campaign lets you quickly and easily create and manage social media campaigns. View the entire customer journey on a single screen and use rich customer data to create, coordinate, and deliver dynamic social media campaigns that customers actually want.

Watch the overview video learn more about how Adobe can help your next campaign.

How to Create a Social Media Strategy Presentation

After creating a social media strategy, you need to make the case to stakeholders and your team. Learn how to create a social media strategy presentation today!

Learn about our

Updated March 6, 2024.

In the early days as the first social media marketing hire at a design agency in 2021, I found myself thrust into unfamiliar territory, including creating a social media strategy presentation. I felt uncertain and clueless about what to do with the blank Google sheet the co-founder had shared with me. 

I realized I was one of the many grappling with how to create social media presentations. This led me to learn that social strategy goes beyond having a content calendar, posting three times a day, or finding the best time to post. 

In this article, I'll unravel all the steps you need to create a social media strategy presentation in 2024.

How to create a social media strategy presentation

Creating a great social media strategy presentation includes the following steps:

1. Set SMART goals

Goals help you track and measure your brand's social media progress and understand shortcomings in your strategy.

SMART Goals are popular for a reason: they work.

According to the Sprout Social index, 60% of marketers in 2024 plan to connect the value of social to business goals by quantifying the value of social engagement in terms of potential revenue impact.

Take note of the term “Business goals."

But let me take you on a ride to the world of psychology first. If you want to give your brain a decent chance of meeting a goal, productivity folk wisdom insists that it better be SMART: Specific, Measurable, Achievable, Relevant, and Time-Based .

Here's how you set and document SMART goals when creating a social media strategy presentation:

Let's say your not-yet-SMART social media goal is to take your brand or client's online presence to a greater height in 2024. Let's make it SMART!

• Specific : "To a greater height in 2024" is a vague goal. Be more specific instead, like "Improve audience engagements by X% on all platforms, by the end of 2024, by creating content consistently."
• Measurable : Can you track your goals? Are there key performance indicators to ensure your social media content strategy gets you closer to your goal? If you want to take a brand's social media presence to greater heights, set benchmarks on things like engagement metrics or follower rates. So instead you could say: "10x social media presence by earning at least 200-500 monthly followers on Instagram, Facebook, and Twitter."
• Achievable : Goals are achievable when within the range of possibilities. Using the same example of boosting followers, if you know it's impossible to earn that number of followers within a month, come up with an achievable figure. The social media game involves consistency, persistence, and incremental improvements, so set goals accordingly.
• Relevant : The relevance of social media goals is a measure of the positive impact they leave on your brand. It can be a financial result, more visibility, or something tied to the fulfillment of your unique value proposition. So, before you document, ask yourself if each is goal relevant to your business's purpose. Is your social media marketing plan actually helping the business reach more potential customers and moving the needle on overall business goals?
• Time-based : "The end of 2024" is not specific. When exactly do you want to achieve your goal? For instance, maybe you want to reach out to 50 potential clients per month. That's a time-based goal, but still vague. A better version "I will send at least 12 cold DMS per week" gives you the kind of actionable insight into your strategy that business owners want to see.

2. Choose relevant metrics

 (Source) 

Goal setting doesn't determine the result. The results of your social media marketing efforts are the sum of your decisions and consistent execution.

And while taking these actions, bit by bit, you need to track them to ensure continuous improvement in your results.

“What metrics should I be looking at? What should I be tracking? How often should I look at Analytics?” are three key questions every good social media manager or social team asks themselves when penning down the metrics for a social media strategy.

When choosing metrics, Andy Crestodina recommends two factors:

• The visibility of the metric – Is the metric easy to find? Is it available to the public? Do you need tools? Or do you need to research to uncover it?
• The importance of the metric – Does the metric correlate with business success? Is it likely to affect financial outcomes?

Here are some relevant metrics to look out for in your social media marketing outcomes in 2024:

• Follower count/growth rate
• Awareness metrics (i.e. impressions and views)
• Referral traffic
• Conversion rates
• Click-through rates
• Cost per click

Remember that metrics vary from one business and one strategy to another. To get the best outcomes, focus on what counts: your brand's visibility and revenue.

3. Describe your audience

The next step in your social media strategy presentation planning is to describe your audience.

A target audience is a more specific term describing a particular group of people you're trying to reach with your social content plan.

Take audience research seriously. Bad audience targeting is the cause of many brand failures. Without a target audience in mind, you’re going to get little to no engagement on any social media campaign you launch.

To increase your social media marketing conversions, figure out who exactly is your primary target audience, what they want, what matters to them, and what are the sources of friction for them.

And if you say your social media target audience is “everybody” or “anyone interested in your services,” you don’t have much of a chance to boost conversions.

I like how, Rakefet Yacoby, CMO at Mayple puts it in an article on audience targeting :

“Your audience can be wide (e.g. if you sell napkins, everyone uses them, so your target audience will be quite broad) or it can be a narrow market segment (e.g. you might be selling makeup-removing wipes for people with a specific skin condition/type of skin).”

Describe your audience with these five simple questions:

• Who are they? Who are the people you're trying to reach with your content? Simple and Obvious question, but you'd be surprised how many businesses fail to answer it by either aiming for too broad or too specific of an audience.
• Where do they look to find information online? There's no point in publishing content on a social channel if your ideal audience isn't there.
• What are their biggest challenges or desires? Understanding your audience's fears and dreams makes it easier to present your solution.
• Pro tip 💡 Why.  Conduct interviews to get an even better understanding of your intended audience. Choose three to five current customers and ask questions like "How did you hear about us?" and "What made you buy from us?"

4. Conduct a competitive analysis

Competitor analysis is all about understanding your position in the marketplace about your competition.

As you conduct this analysis for your social media marketing, pinpoint who your competitors are. It's often helpful to compare notes with other team members, particularly in the sales or business development departments, who have often have insider industry knowledge. You can add parallel companies, who may not be direct competitors, to the list as well if their strategy has caught your eye.

Take an in-depth look at their posts on all of the platforms they use, noting content performance, what kind of content has the maximum engagement, their use of user-generated content, how much visual content they post, and so on. 

Try to spot the strengths and weaknesses in their strategy. Seeing what works for your competitors can help you identify gaps in your strategy; the gaps in their strategy, meanwhile, are opportunities for you to shine. Now you're ready to make data-backed decisions with some serious inspo.

Here's how to conduct competitive analysis when planning your social media strategy:

• List your strong competitors
• Identify their social media strategy by observing their campaigns, how they engage with their audience, and the format and frequency of their posts
• Take note of their top-performing content. Is there a pattern in their highest-performing pieces of content? For example, are they in one specific medium (video, infographic, written content)?
• Find the Points of Difference (PODs): PODs are the features that are important to your prospects and not available from your competitors

5. Run a social media audit

A social media audit involves reviewing your business's social presence point-by-point. This includes performance metrics and future opportunities to grow and optimize your accounts.

With social media audits, you can sieve out irrelevant tactics and get concrete answers to your troubling questions.

Here’s how to run a social media audit in five simple steps:

• Document and take an inventory of all your brand’s social media profiles. This includes every platform where you have a business presence of any kind – yes, even that Facebook page that's been neglected recently. Ensure the consistency of your marketing messages and note the follower count for each profile.
• Look at the analytics dashboard of each profile to find the percentage of impressions, likes, new follower count, and clicks. You can also use a social media analytics tool like Sprout Social. With these analytics reports, you can dig into your demographic data, geographic data, and company data.
• Note your social media brand style and assets. One of the most important steps in a social media audit process is to check the styling of your posts, color, consistency of brand style, and your bio. Your brand assets on social media including your link in bio must correlate to your unique value proposition.
• Analyze your top-performing posts and marketing campaigns, and try to find out why they performed so well. Document the reactions of your audience to those posts and find out how you can work on future posts to get the same results.

6. Include social media listening notes

Listen first. Talk later.

What are your customers saying about you? Social listening is the practice of monitoring social media channels for mentions of your brand, competitor brands, and related keywords.

Monitoring conversations and discussions around the industry gives you important insights about what’s working, and what’s not, for your target audience.

One tactic is to join communities where your target audience hangs out and listen to what they're saying about your competitors and the different solutions offered in your industry. You can also swipe through comments on your posts or mentions of your brand and pick through the good and bad reviews.

Use audience research tools like SparkToro to find topics your audience is discussing, discover relevant influencers in your niche, and see which websites your target customers hang out on.

7. Talk about the chosen channels

There are many social channels you can choose from: Facebook, LinkedIn, TikTok, YouTube, Twitter, Reddit, and more. Prioritize identifying the right channels for your business when deploying organic social or paid social marketing.

There's been a lot of debate surrounding the maximum number of channels that should be chosen by a brand. The rule of thumb is to stick to what you can manage, optimize, and analyze.

Social media platforms with a high population base don't cut it if your audience doesn't reside there. For example, Facebook is the most used social media platform in the world in terms of monthly active users (MAUs). Over 3 billion people log into the platform each month. But if they're logging on to stay in touch with family abroad, they're likely less receptive to brand messaging that would work on, say Linkedin.

So if you're targeting C-suite leaders and professionals in different industries, Facebook impressive stats won't be relevant to your digital marketing strategy. Don't forget to make this important point in your social media PowerPoint presentation.

8. Explain paid media involvement

During economic downturns, companies that focus on social media growth plan investments tend to outperform their rivals when markets recover.

 Social media ads let you invest money into different social media channels to increase your brand awareness and revenue. Your paid media efforts can fall into three content pillars or buckets per RefineLabs on the philosophy of Paid media :

• Product ads : These ads specifically tout the product/solution in some way and drive directly to a declared-intent page on your website.
• Content : These ads are primarily focused on fostering education and awareness at a higher level and may drive to a thought leadership blog post, third-party article, or other lower-intent content piece.
• Social proof : These ads specifically aim to affirm prospective buyers by highlighting case studies, ROI data, and/or industry recognition.

Explain each of these buckets, with a budget breakdown to explain the cost of each paid media practice (more on that next!).

Need to make sure your social content is on point? Hire a Mayple-vetted social media content freelancer . Just get in touch with us and we'll match you with the perfect one.

9. Do a budget breakdown

Did you know that the average US organization spends anything between $72,000 and $126,000 on social media services?

Even in the low range, that's a lot to leave to chance – if you don’t want to waste money, that is. This is precisely why building a sensible social media budget is crucial to your success.

A social media budget can help you set the right goals, expectations, and KPIs for your organization. With a budget in place, you know exactly what your organization can afford to do and how much it will cost. Include:

• Costs associated with advertising, including pay-per-click campaigns and sponsored posts
• Fees for the use of paid social media management tools
• Costs associated with content creation, such as contracting freelance writers and graphic designers
• Fees for influencer campaigns
• Costs associated with analytics and reporting tools
• Any other expenses related to the social media activities of your organization

10. Show inspiration

Be sure to include in your social media marketing strategy presentation examples of successful strategies that you're looking to mirror. Successes can be broken down into factors such as general strategies that make big brands win, or the consistency of their approach.

No brand is an island. Every strategy that exists today has always been around in one form or another. So use other brands as inspiration. And as for you, the leader of social media marketing operations, you can strive to be an inspiration to your colleagues.

Here are three ways to show inspiration:

Success stories

The social media marketing success of a brand is never an accident. It's a sum of goals, executions, plans, and consistency. And maybe a bit of luck here and there, just kidding.

One of the best ways to convince the C-suite leadership at your brand that social media marketing works is to show them success stories. With these stories, they can believe that these strategies and frameworks have worked.

But you must bring clarity at this point of your presentation:

• Note the success stories of brands ahead of you and make it clear that patience is key to getting these results.
• Don't overframe the early results of a brand. Yours might not be the same. So, make sure every story is achievable and believable, yet convincing.

You can get success stories from:

• Meta, on Advertising success from various brands
• Drum, on social media success stories and case studies
• MarketingSherpa, 1789 marketing case studies and counting

For example, Sprout Social did an in-depth analysis of how Duolingo rose to fame using TikTok. Looking for similar examples will help you make your case in front of the leadership, get their buy-in, and get approval for your budgets. 

Awarded accounts

Check award-winning accounts in your niche to serve as inspiration and motivation for your brand to build systems that result in successful outcomes.

Favorite brands

Highlight your favorite brands in terms of where you want to be or that get outstanding results. These brands can serve as references and motivation.

Identify areas where they dominate your presentation document. Ideally, it'd be great to make a list of these brands based on their dominance on each of your preferred channels.

11. Explain the division of responsibility (Explain the “Crawl, walk, run plan”)

Division of responsibility is one of the keys to success in an organization, especially when you are not a one-man marketing team. Just as every child progresses from crawling to walking and then running, lead your social media marketing team to each of these phases via coaching, teaching, and mentoring.

The crawling approach would be explaining to your team the why of your social media strategy. Review every step of the process and their roles throughout.

So, for example, you can explain to your founder or C-suite team their social media roles, and why it's important to take LinkedIn posting seriously. You can provide the steps to take to ensure they authentically support the company brand using their personal brand.

Then use the walk approach to supervise the first set of executions. You can help with post scheduling and supervise content creation for all profile pages, especially if an in-house team member or freelancer handles it.

In the run phase, your team is fully functioning with the social media marketing practice. They operate with greater confidence and at full speed, under your regular supervision.

This is an example of a crawl-walk-run framework for an eCommerce business:

12. Create a content calendar sketch

A content calendar helps you with efficient workflow and a consistent posting schedule.

I spoke to Susan Anderson , an editorial director with decades of experience handling content publishing, and she listed a couple of steps to create a content calendar sketch.

Firstly, she believes that it's key to understand your audience and your content creation capabilities.

She also highlights the benefits of knowing your asset library and keeping things simple and clear. Start by either creating a Google spreadsheet, or using project management tools like Trello, Airtable, and Notion

Then add columns that include:

• Topic/pillar: the topic for each social media post and content
• Content formats: for example video, image, carousel or podcast
• Frequency/Time of posting: Keep this realistic and relevant. You might want to leave Saturday and Sunday out from the calendar, for example
• Keywords (if you're aiming for SEO) and hashtags: note down keywords and hashtags relevant to your industry. Input these keywords in your post so your content can get more traction
• Channels: Write down social media platforms where you'd be posting your content
• Working/finalized title: A headline for every post
• CTA: Plan the action you want your audience to take after they consume your post
• Date to Publish: Write down the expected date of publishing each post
• Status: Make a status section for each post, from ideation to publishing
• Notes: If you have brief notes of insights for your team, add them!

Pro tip : If you want all of this taken care of for you, consider our list of top  social media managers for hire .

Best practices for a compelling social media strategy presentation

Now that you have the plan nailed down, here are some best practices for a good social media strategy deck:

Build a natural flow

Structure is everything in presentations. If you don't organize your goals, frameworks, and strategies hierarchically, you'll be unable to convince your executives. The first step is building a natural flow, ensuring that every part of your social media marketing strategy makes sense to the preceding point.

Use a mix of text, images, illustrations, and tables. If you are not speaking out loudly while presenting, make sure you make your presentation easy to read and understand.

Leave room for Q&As

Give room for questions, corrections, and suggestions. Executive leaders may have concerns, reservations, and skepticism about certain strategy elements.

With these Q&As, clarification on aspects of the social media strategy that may not be clear would be more clear. After your presentation, ask questions like: how can we improve our strategy? What do you think is missing in this strategy?

Use enticing graphics

Your social media strategy doesn't have to be a long block of text on a big table. You can use illustrations and graphics to explain terms like audience journey mapping, buyer persona, and content creation.

Looking for a social media strategy template? 

We got you. Check out our free social media worksheet . It includes everything you need to turn your 2024 social media marketing strategy into a winning one. 

Leave room for experimentation

We thrive in an ever-evolving landscape and trends come and go. Emphasizing experimentation signals that you are committed to learning and innovation. You can discover new and unexpected opportunities for engagement, follower growth, and conversion rates.

Keep it simple

Prioritize the most important things. Don't complicate your presentation, keep the structure simple and clear. Otherwise, no matter how great your social media marketing plan is, it might fall on deaf ears.

The best social media marketing presentation starts with the strategy

Your social media marketing presentation needs to be more than just a pretty slide deck. It needs to be grounded in a solid strategy that aligns with your business goals.

Social media marketing goals, social media metrics, the types of content you choose to publish, and every social media post itself should all be rooted in one question: how do you reach your ideal customer, get their attention, and make them love your online presence so much they buy from you? 

If you need help drawing up an efficient social media marketing strategy, reach out today. We can match you with a vetted social media marketer with experience in your industry, audience demographics, and the specific type of social media efforts you want to employ. 

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Social Media Marketing Campaign Powerpoint Presentation Slides

Employ this Social Media Marketing Campaign PowerPoint Presentation Slides to outline the online advertising campaign. You can mention the various spheres such as customer acquisition campaign, marketing reach by channels, social media key statistics, roadmap, management process, and steps, etc. Discuss with your colleagues the activities involved like research & writing, publish content, social broadcast, engage and refer, etc by taking the assistance of this online sales campaign PPT theme. You can explain how your firm can choose from the various mediums undertaken like print ads, online advertising, trade fairs, telemarketing, social media, referrals, and direct mail as per the requirements. Elucidate the different online and offline marketing campaigns to attract more consumers to opt for your enterprise by incorporating this brand awareness campaign PowerPoint template. By utilizing this social media advertising PPT theme, you can compare the best and worst channels for marketing reach and focus more on the top-performing channels. Therefore, download our social media marketing ppt templates and accelerate your business.

Employ this Social Media Marketing Campaign PowerPoint Presentation Slides to outline the online advertising campaign. You ..

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Content of this Powerpoint Presentation

Do you have a campaign idea for social media in the works?

Whether this is your first campaign or you want to rehash your social media strategy, this blog might just help you overcome challenges such as:

Where to start?

How do you organize the tasks?

Where should your focus be?

Regardless of the type of social media campaign, you must commit to  flawless planning and execution. You see, these action points  provide an opportunity to showcase your brand in a new light, connect with your target audience, and achieve your strategic, and overall objectives.

At SlideTeam, we have curated a free Social Media Campaign Template to make campaign planning easier and, more importantly, to ensure that you are covering all bases!

The 100% editable and customizable nature of our PowerPoint Templates provides you with the structure and the desired flexibility to edit your presentations.

Let’s explore!

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This PPT Slide helps brainstorm campaign ideas to ensure you pick the perfect one for your brand! It discusses seven types of social media campaigns: print ads, online advertising, trade fairs, telemarketing, social media, referrals, and direct mail. To take a call,  you can record explanatory statements under each marketing campaign type.

Template 2: Marketing Reach by Channels

The above PPT defines marketing channels into three broad categories: Last year’s acquisition sources, top-performing channels, and non-scalable channels. This division helps you assess which marketing channels you must prioritize.  With a pie chart describing last year’s acquisition sources (with marketing reach for each channel), you have data-backed intel for anticipating this year’s reach.

Template 3: Social Media Campaign Details

Relying on one person to do all the work is foolish, as is using just one social media channel.  The above PPT Slide helps describe your marketing campaigns across platforms, including Google, Facebook (now Meta), LinkedIn, Instagram, Pinterest, YouTube, and Twitter (now X). It also records likes and dislikes for each campaign, ensuring you are on top of things that need immediate attention.

Template 4: Social Media Management Process

Social Media is not for everyone! There’s science and logic behind every successful campaign (not luck)! With this PPT Preset, you get a targeted six-step social media management process on a clear layout! The steps include researching the target audience, creating social media channels, creating compelling content, distributing content, engaging in social media discussions, and evaluating and analyzing results.

Template 5: Social Media Management Steps

This slide complements the previous one. Consolidated into just five steps, this PPT Template covers the whole social media management process. The steps include research and writing, publishing content, social broadcasting, engaging and referring, and reporting and refining.

Template 6: Choosing the Right Social Media Platform

Why choose the right social media platform? Because you won’t invite non-alcoholics to a wine tasting! This PPT Slide compares seven social media platforms, including  Google, Facebook (now Meta), LinkedIn, Instagram, Pinterest, YouTube, and Twitter (now X), on the Demographics, Purpose, Best For, and the Downside.

Template 7: Social Media Advertising Cost

This predesigned PPT Set lists up to six marketing campaigns recording key statistics. It covers their delivery status, results, reach, cost, and total amount spent. This information helps in analyzing which campaign was the most cost-effective and craft similar ones. Similarly, the low-performing campaigns can be rehashed to deliver better results.

Over To You

The blueprint for a successful social media campaign is clear: detailed planning, a structured approach, and sharp focus. SlideTeam's Social Media Marketing Campaign Template is designed for professionals who aim for precision and adaptability. Tailor it to fit your brand's narrative and market positioning, ensuring each post aligns with your strategic goals.

Social Media Marketing Campaign Powerpoint Presentation Slides with all 35 slides:

Use our Social Media Marketing Campaign Powerpoint Presentation Slides to effectively help you save your valuable time. They are readymade to fit into any presentation structure.

Ratings and Reviews

by Deon Warren

December 30, 2021

by Del Holmes

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Blog Business

12 Marketing Presentation Examples for You

By Danesh Ramuthi , Nov 29, 2023

Crafting an effective marketing presentation is essential in today’s competitive business landscape. A marketing presentation, fundamentally, is a dynamic communication tool utilized by businesses to present their marketing ideas, strategies, goals and achievements to a specific target audience.

Typically, this involves presenting a marketing plan, showcasing marketing campaign initiatives, or highlighting the success of a marketing strategy through engaging stories and compelling data.

Well, if you are wondering how you can create your own marketing presentation then worry not.

With Venngage presentation maker and their customizable marketing presentation templates , you can take these ideas and mold them into your own successful business narrative. These professionally designed templates are visually appealing and easy to use, ensuring that your marketing presentations not only inform but also engage your audience. 

Click to jump ahead:

12 marketing presentation example

How to create an effective marketing presentation.

• How to present a marketing plan
• Wrapping up 

In business communication, marketing presentations stand out as a pivotal means of sharing ideas and strategies. A prime example of a marketing presentation vividly demonstrates how to effectively communicate a company’s marketing strategy, objectives and achievements.

Let’s look at a few examples of marketing presentations and how they can cater to different scenarios.  

Marketing strategy presentation example

A stellar marketing strategy presentation example showcases the intricate planning and execution of a company’s marketing efforts. It begins by defining the target market and the unique challenges it presents. The presentation then outlines the key marketing objectives and the strategies devised to meet them.

Emphasizing on the unique selling point of the product or service, it weaves an engaging story that resonates with the potential customers. The use of real-life examples and data-driven results adds credibility and helps in presenting a compelling case.

They also highlight how to effectively use marketing channels and digital tools to maximize reach and impact.

The key takeaway from such a presentation is not just the strategy itself, but how it is communicated to ensure the audience understands and remembers the key messages, aligning with the overall business goals.

Marketing plan presentation example

A marketing plan presentation example is a comprehensive deck that outlines a company’s roadmap for marketing success.

It starts with an analysis of the current market conditions, identifying potential customers, and discussing contemporary trends.

The presentation then delves into the specifics of the marketing plan, detailing the marketing channels to be used, the marketing budget and the timeline for implementation. It provides insights into the unique value proposition of the product or service and how it will be communicated to the target audience.

The use of powerful visual elements and bullet points helps in presenting complex information in an easily digestible format. This type of presentation also often includes a timeline slide to give the audience a clear sense of the plan’s progression.

The objective is to present a clear, actionable plan that aligns with the company’s overall business goals and to persuade the audience of its potential success.

Digital marketing presentation example

In a digital marketing presentation example, the focus shifts to how digital channels can be leveraged to achieve marketing objectives.

This presentation type is visually appealing and uses design elements that resonate with digital trends. It begins by outlining the digital marketing strategy, including SEO, social media, email marketing and content marketing.

The presentation shows how these digital channels can be utilized to reach a broader audience, create awareness and drive engagement. It includes real-life examples of successful digital marketing campaigns, highlighting key takeaways and the impact on business growth. The presentation also discusses the importance of analyzing data to refine marketing efforts continually.

A digital marketing presentation is an engaging and informative tool, providing key insights into how digital channels can be effectively utilized for a successful marketing campaign.

It leaves the audience with a clear understanding of the digital marketing landscape and the company’s approach to harnessing its potential.

Social media marketing presentation example

A social media marketing presentation example focuses on illustrating a company’s strategy for leveraging social media platforms to enhance its marketing efforts. Usually, this type of presentation begins by highlighting the importance of social media in contemporary marketing and how it can be a powerful tool to reach potential customers and create engagement.

It showcases the specific social media channels the company plans to use, tailored to the target audience and the unique selling points of the product or service. The presentation further delves into content strategy, including the types of posts, frequency and engagement tactics.

Real-life examples of successful social media campaigns are often included to provide inspiration and demonstrate practical applications.

Key performance indicators and methods for measuring the success of social media efforts are also discussed, emphasizing the need for data-driven strategies.

Marketing campaign presentation example

A marketing campaign presentation example is a detailed display of a company’s planned or executed marketing campaign. It starts by setting the scene with the campaign’s background, objectives and target market.

The presentation then unfolds the campaign’s key message and the unique value proposition it offers to the target audience. It outlines the various marketing channels and tactics used, such as digital advertising, press releases or influencer collaborations, providing a comprehensive view of the campaign’s approach.

The use of engaging stories and visual elements , like graphics and videos, makes the presentation both captivating and memorable. This example also includes a section on the budget and resources allocated for the campaign, offering a realistic view of the campaign’s scope.

Key takeaways and predicted outcomes, based on market analysis or previous campaigns, are highlighted to give the audience an understanding of the expected impact and success metrics of the campaign.

Creating an effective marketing presentation involves a series of well-thought-out steps to ensure that your message resonates with your audience. Here’s a step-by-step guide:

• Seize your audience’s attention : Begin your presentation by addressing the audience’s main concerns or pain points. Ask dramatic, thought-provoking questions to ignite emotions and engage your audience from the start​​.
• Promise something and deliver it : Make clear promises about what your presentation will deliver. This could be solutions to problems, new insights or actionable strategies. Ensure that you fulfill these promises throughout your presentation​​.
• Tell an engaging story backed by data : Use storytelling to make your content relatable and personal. Introduce real-life examples or scenarios and support them with solid data to add credibility​​.
• Have less slide content rather than more : Avoid overloading your slides with text. Keep content concise and support your speech with key points, visuals and high-quality images. Using multiple slides with relevant images can help maintain audience attention​​.
• Use humor wisely : Lighten the mood by incorporating appropriate humor through witty wordplay, GIFs or memes, ensuring it’s relevant and not distracting​​.
• Conclude with a clear call to action (CTA) : At the end of your presentation, reiterate the key points and instruct your audience on the next steps or actions they should take. This could involve asking questions, applying the information provided, or engaging in further discussion​​.

Read Also: 12 Best Presentation Software for 2023

How to present a marketing plan?

Presenting a marketing plan effectively is a key step in communicating your strategies and aligning your team towards common goals. Here’s a comprehensive guide to crafting an effective marketing plan presentation:

• Executive summary : Begin with a concise overview of the marketing plan, highlighting key objectives, target market and strategies​​.
• Market analysis : Present detailed market analysis including size, trends, customer segments and competitive landscape, supported by data and research​​.
• Marketing objectives : State clear, SMART marketing objectives, aligning them with overall business goals​​.
• Target market and buyer persona : Describe target market segments and buyer personas, detailing demographic, psychographic and behavioral characteristics​​.
• Competitive analysis : Analyze main competitors, their strengths, weaknesses, market share and key differentiators​​.
• Marketing strategies : Outline key marketing strategies for product positioning, pricing, distribution, promotion and branding​​.
• Action plan and timeline : Present a detailed action plan with specific tactics, activities and timelines​​.
• Budget and resource allocation : Provide an overview of the marketing budget and its allocation across various activities​​.
• Performance measurement and KPI : Highlight key performance indicators to measure the success of the marketing plan​​.
• Conclusion and next steps : Summarize main points, key takeaways and outline next steps in the implementation process​

Related: 8 Types of Presentations You Should Know [+Examples & Tips]

Wrapping up

I hope you’ve gained valuable insights and inspiration from this article to elevate your own marketing efforts. From the intricacies of a marketing strategy presentation to the creative approaches in digital and social media marketing, each example serves not just as a guide, but as a springboard for your own innovative ideas.

The steps to creating an effective marketing presentation and presenting a marketing plan underscore the importance of structure, storytelling and audience engagement. These are your tools to transform data and strategies into compelling narratives that resonate with your audience.

Use these examples, tips and tools to create presentations that effectively showcase your marketing ideas and strategies. Let your presentations be the window through which stakeholders view your vision and commitment to excellence.

As you step forward to apply these learnings, remember the power of professional and visually appealing presentations.

Venngage presentation maker and their customizable marketing presentation templates offer a variety of options to suit your unique marketing needs. These tools are designed to help you craft presentations that are not only informative but also aesthetically engaging, ensuring your message is both seen and remembered.

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10 Killer Marketing Presentation Examples (Template-Ready)

Learn from the best marketing presentation examples how to engage your audience, persuade & reach marketing strategy goals for your business or product.

13 minute read

helped business professionals at:

Short answer

What does a marketing presentation include.

The key elements that every marketing presentation should include are:

• Introduction
• Market overview
• Product/service overview
• Marketing strategy
• Competitor analysis
• Performance metrics
• Action plan
• Projections
• Conclusion and next steps

Transform your presentation from snoozefest to showstopper.

In the high-stakes business arena, a poorly executed marketing presentation can be a fast track to losing your audience's attention.

But you lose more than just attention - you lose potential customers, sales, growth opportunities, and ultimately revenue.

The uncomfortable truth is that your chances of standing out in a sea of noise are slim to none. But don't despair!

With a strategic approach to your marketing presentation your brand will never be overlooked.

If this sounds like a complicated thing to achieve, that’s because it is.

But this post will teach you the ins and outs of what makes an effective marketing presentation. We’ll do better - we’ll show you how it’s done with captivating marketing presentation examples .

Let’s dive in!

What’s considered an effective marketing presentation

At Storydoc, we’ve analyzed more than 100,000 presentation sessions to get to the bottom of what makes the most effective decks so successful.

Let's dive into some intriguing presentation statistics that shed light on the components of a successful marketing presentation .

The first 3 slides determine whether people will bounce or read on - make them count:

• Think deeply about your hook
• Use the person's name and company logo in the title
• Prioritize the information that matters most to your audience
• Be very short and to the point

32% of people bounce from your deck in the first 15 seconds. But more importantly 80% of readers who cross the 3rd slide threshold will read the deck in full.

Imagine you were giving a speech and after 3 minutes a 3rd of the audience just stood up and left the hall. That would feel horrible, wouldn’t it? So why do this to your decks?

What you can do is write a relevant, personalized, and intriguing hook, and place it on slides 1-3 of your deck. Make the audience understand that you’re writing FOR THEM, about THEIR NEEDS, but also that you have something amazing up your sleeve.

And tell them how long reading your deck will take. Time is their currency, you wouldn’t ask a client for “money” without stating how much, would you?

You should also have a strong visual hook. Use a video, animated, or interactive cover slide. Make it so they can’t look away.

Here's an example of a great hook:

2. Personalization

Personalization is the key predictor of success:

• Get to know your audience, their needs, and the words they use (Voice of Customer)
• Use dynamic fields to inject personal details of your recipient (when prospecting at scale)
• Offer tailored solutions that address the specific needs of your audience
• Leverage automation tools to pull personalized data directly from your CRM into your presentations

Adding a personal touch to your presentations can work wonders. Our data shows that decks with personalized notes are 68% more likely to be read in full compared to general presentations.

More impressively, personalized content led to a 41% increase in average reading time , and decks customized for a specific prospect were shared internally 2.3x more often. So, sprinkle in that personal touch, and watch engagement skyrocket!

But, effectively personalizing presentations at scale is incredibly time-consuming, right?

Well, not necessarily, in Storydoc you can add dynamic variables that let you inject personal info into any number of presentations. Storydoc can even pull this info automatically from your CRM .

Now each presentation you send will feel tailor-made for the recipient while only taking a few clicks to create.

Here's a great example of a personalized presentation:

3. Interactive design

Including interactive elements in your presentation increases engagement:

• Integrate interactive features like videos, tabs, live graphs and charts , calculators, or sliders
• Use video and animations to illustrate complex ideas
• Avoid text-heavy slides
• Test user interactivity to ensure all the features work

Using interactive elements in your presentation can boost engagement significantly.

Decks with tabs to click through, live data calculators, sliders with case studies, or customer testimonials were scrolled to the bottom 41% more often, leading to a 21% longer average reading time.

If your average reading time is 5 minutes, that’s one whole minute extra to get your message across. Do you think you could use that extra minute?

The simple fact is that if you make your deck a dynamic, interactive experience, your audience will be much more likely to stick around and listen.

Static slides often fail to get and hold attention. This leads to missed opportunities.

Interactive slides will engage your audience and motivate them to explore your content in-depth.

Which one would engage you more?

Benefits of including interactive elements in your marketing presentation

More decks read in full

Longer average reading time

4. Great mobile experience

1 in 3 people read decks on mobile - make sure yours looks flawless on any device:

• Design for mobile first
• Use responsive design
• Simplify your content
• Test on multiple devices

32% of all decks are opened on mobile devices. What do you think this means for you if your presentation isn't optimized for mobile? How many opportunities are you losing?

It’s worth noting that the average reading time on mobile is 3:41 minutes, slightly less than the 4:24 minutes on desktop, but more than enough time to create a memorable impact.

Is giving a third of your a great mobile content experience on their preferred device just 'nice-to-have'? You decide.

Creating a mobile-friendly presentation sounds like a lot of work but it isn’t. You can find fully tested mobile-optimized presentation templates in our marketing presentation template gallery .

Here's a great example of a mobile-friendly deck:

5. A clear next step

Making the next step clear and easy boosts conversion:

• Include a clear call-to-action (CTA)
• Limit your CTAs to avoid choice overload
• Make multiple instances of the same CTA look the same (design and text) to avoid confusion.
• Make the CTA stand out
• Deliver value first before asking readers to take the next step
• Make your next step a small concession rather than a big commitment

A well-crafted marketing presentation isn't just about informing—it's about converting.

Decks that contained a singular, clear next step (e.g., book a demo, sign up, leave your email) saw a 27% boost in conversion rate compared to those ending with a generic "thank you."

Bottom line - make your call to action crystal clear, easy to do, and with immediate reward.

Vague or generic calls to action result in missed conversion opportunities.

The solution is smart and easy to act on CTAs, such as embedding your calendar in the presentation . You can’t do this with PowerPoint, but you can with Storydoc.

Here's what a deck with an embedded calendar looks like:

Types of marketing presentations

PRODUCT MARKETING

MARKETING STRATEGY

MARKETING PLAN

MARKET ANALYSIS

MARKETING CAMPAIGN

Product marketing presentation

This is your stage to spotlight your product or service. Dive into unique features, benefits, and the problem it solves for your customers. Remember, it's not just about what your product is, but why it matters.

Marketing strategy presentation

The beating heart of your brand's direction, this presentation outlines your game plan to reach your audience. It covers your unique selling proposition, target market, distribution channels, and more. Think of it as your strategic compass guiding you to your business goals.

Marketing plan presentation

Detailing your tactical roadmap, this presentation is where strategy meets execution. It includes your specific marketing activities, timeline, budget, and key performance indicators. Your plan is your strategy's vehicle - fasten your seatbelts and let it drive you to success!

Market analysis presentation

In this presentation, you dissect your market to unearth valuable insights. Understand your customer demographics, identify trends, and evaluate market size. It's your secret weapon to stay one step ahead of the competition.

Marketing campaign presentation

This presentation highlights your creative initiatives aimed at promoting your product or service. It showcases your campaign theme, messaging, promotional channels, and projected outcomes. It's your marketing storybook – captivate your audience with every page.

Best marketing presentation examples to inspire you

Let’s help you elevate your marketing presentations from 'good' to 'jaw-dropping'. Explore the best performing marketing presentation examples based on our data.

Each example is designed with best practices in mind and optimized to hook your audience from start to finish.

Jump ahead to each example

Company presentation

What makes this deck great:

• Incorporating information on the average reading time reduces your bounce rate by nearly 25% !
• Using tiered slides allows you to segment the various aspects of your offering. By providing clickable tabs for your audience to navigate, you can ensure that 41% more people will read your entire marketing presentation .
• The inclusion of image and video placeholders is ideal for demonstrating your product or service in action, enhancing user engagement.

Marketing proposal

• Incorporating a video into the cover slide elevates engagement by as much as 32% ! As a result, anyone who opens your marketing presentation will spend more time reading it and become more inclined to take the desired action at the end.
• The running numbers slide enables you to present crucial metrics, marketing budget, or expenditures in a visually captivating manner.
• Animated lists , as well as icon and text arrays, prove highly beneficial in guiding your audience through your marketing strategy.

Marketing one-pager

• An entirely interactive design boosts user engagement and guarantees a flawless appearance across all devices, no matter where your presentation is viewed.
• The inclusion of a smart CTA allows you to present your offering succinctly and direct your target audience to a more comprehensive deck for further information, or let them book a meeting straight from the deck.
• The user-friendly editor is intuitive and operates seamlessly. Any element you add will automatically adapt to the overall deck design, so you never have to worry about messing up the layout.

Marketing case study

• A “read more” tab allows you to include more information in your marketing case study without making it too text-heavy.
• The running numbers slide makes it easy for your target audience to instantly realize the value of your offering.
• Clickable tabs can be used to walk readers through the customer journey or segment the information for different audiences.

Product pitch deck

• The running numbers slide set against a vibrant backdrop provides an eye-catching platform to present your unique value proposition.
• Easily customizable logo placeholders serve as an ideal tool for highlighting the key integrations of your solution.
• The option to embed case studies allows you to legitimize your solution and establish trust with your audience.

Physical product one-pager

• Interactive clickable tabs provide an ideal platform to showcase the key products in your company's portfolio, complete with short descriptions and accompanying images or videos.
• Easily customizable fields allow you to create a polished marketing presentation within minutes.
• Incorporating a smart call-to-action (CTA) makes it more likely for your audience to take the desired action at the end.

Social media proposal deck

• The narrator slide serves as the perfect tool to lead your audience through the project details.
• Including a timeline slide enables you to format your marketing presentation within a captivating narrative that engages your audience.
• An array of data visualization slides is perfect for presenting key metrics or project budgets in a way that is comprehensible and easy to follow.

General business one-pager

• The ability to add dynamic variables to personalize your marketing presentation at scale.
• Versatile slides that can easily be adapted to various industries and use cases.
• AI assistant that can create relevant visuals for your marketing presentation, tweak the copy, or create it from scratch.

Agency pitch deck

• Using tiered slides and a timeline comes in handy when presenting the diverse range of services provided by your agency.
• Incorporating interactive slides enhances engagement and improves the user-friendliness of the deck, increasing the likelihood of more prospects reaching the end.
• The pricing slide can be used to provide your audience with a concise overview of the main services you offer.

Creative pitch deck

• The timeline slide is a creative solution for presenting the main problem of your industry without overloading your audience with too much text.
• A completely interactive layout designed to enhance engagement and prolong the average reading time.

The inclusion of various data visualization elements enables you to position your company in relation to key competitors and compare important metrics.

How to create an effective marketing presentation

Each presentation has its unique recipe for success. Whether it's a Strategy & plan, a Branding & product talk, or a Performance analysis, they all have little details to look out for.

Let's get cooking!

STRATEGY & PLAN

BRANDING & PRODUCT

PERFORMANCE ANALYSIS

Strategy & plan

To breathe life into your strategy and plan presentation, paint a vision of the future.

Start with a robust situational analysis, highlighting key findings about your market, competition, and audience.

Define SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) marketing objectives that directly link to your strategies.

Present clear and concise strategies, directly aligned with the objectives.

Wrap up with detailed tactics and action plans, using compelling visuals to engage your audience and simplify complex information.

Branding & product

When presenting on branding and product, you're essentially telling a story.

Showcase the personality, values, and unique selling proposition (USP) of your brand.

Introduce your product or service, making it tangible and valuable to your audience.

Utilize customer testimonials, case studies, or live demos to demonstrate the benefits and solve problems.

Make your audience fall in love with your brand and product to create strong brand ambassadors.

Performance analysis

Performance analysis presentations are all about the numbers — but don't let that intimidate you.

Begin with an overview of campaign objectives and strategies used.

Dive into the data, highlighting key metrics and KPIs to analyze performance.

Use clean and clear charts and graphs to visually present the story of the campaign.

Showcase wins and successes, but also discuss areas for improvement as valuable learning opportunities.

Conclude with key takeaways and next steps, demonstrating transparency and setting the stage for ongoing success.

Marketing presentation best practices

A winning marketing presentation can make all the difference between a yawn and a standing ovation. But, how do you actually do it?

Craft that perfect blend of content, storytelling, brand message, personalization, and relevancy.. Let’s break it down.

When it comes to content, less is more. Each slide should communicate one key idea, supported by a powerful headline and easy-to-digest visuals.

Avoid jargon and long sentences — simplicity and clarity are your allies. Remember, your slides should support your speech, not overshadow it.

You don’t want your marketing presentation to end up looking like this:

2. Storytelling

Unleash the power of storytelling. Every great marketing presentation is a story with a beginning, middle, and end.

Hook your audience with a compelling introduction, then build intrigue as you progress, and finish with a memorable conclusion. Ensure your story has a human element — this emotional connection can turn listeners into advocates.

Here’s our recommended storyline structure:

3. Brand messaging

Consistency is key in brand messaging. Your presentation should reflect your brand's voice, values, and visual identity at every turn.

This not only enhances recognition but also builds trust. Remember, a strong brand doesn't just sell a product or service, it sells an experience.

You can do this by pulling your brand colors from the brandbook:

4. Personalization

Make your audience feel special with personalization. Address them by name, incorporate their company logo, or include a heartfelt personal message. Tailor your call-to-action to resonate with them on a personal level.

5. Relevancy

Address your target audience's pain points in your value proposition and content. Show them you understand their challenges and you have the solution they've been looking for.

When your audience sees themselves in your presentation, they're more likely to see the value in what you're offering.

Marketing presentation design tips

Imagine your marketing presentation as a canvas, and your design elements as the palette. Let's discover how to blend layout, visual aids, animation, and infographics to create a masterpiece that dazzles your audience.

The layout should guide your audience's eyes effortlessly from one point to the next. Keep it clean and uncluttered.

Balance text with empty space to avoid overwhelming your audience. Remember, the Rule of Thirds isn't just for photography — it's a great guide for slide layout too!

2. Visual aids and graphics

Visual aids and graphics are your allies in storytelling. Use relevant, high-quality images, vector icons , or diagrams to support your points.

They can simplify complex information, evoke emotions, and make your presentation more memorable. But, be mindful not to overdo it — each visual should serve a purpose.

3. Animation

Animation can add a dash of dynamism to your presentation — if used wisely. Use it to guide attention, illustrate a process, or reveal information progressively.

But beware, too much animation can distract and annoy. Like a well-chosen spice, a little can go a long way.

If you want to learn more, check out our article on how to use video animations to create engaging content .

4. Infographics

Infographics are the secret weapon for presenting data in an engaging way. They can transform boring stats into compelling visuals.

Whether it's a bar chart, a pie chart , or a flowchart, pick the format that best tells your data's story. Just remember, simplicity and clarity should always guide your design choices.

Good presentation example

Use templates to make your best marketing presentation to date

Crafting a top-notch marketing presentation can feel like trying to scale Everest. It requires a blend of strategic thinking, compelling storytelling, and striking visuals.

But what if there was a Sherpa to guide you on this steep ascent? Enter the world of interactive templates.

Think of these as your base camps on the way to the summit. With a gallery of interactive marketing presentation templates at your disposal, you've got the tools to simplify your climb!

Grab a template:

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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How To Write a Winning Social Media Proposal [Free Template]

Learn how to create an easy and effective social media proposal that clients and stakeholders will love. Free proposal template included!

It doesn’t matter what an incredible Instagrammer you are or how TikTok-savvy you may be. If you want to win business as a social media marketer, you don’t just need the skills. You need a convincing social media proposal, too.

For solo freelance social media managers and marketing agencies alike, social media proposals are essential for growing your business — so you’d better be prepared to knock it out of the park.

Luckily, we’ve got you covered with this step-by-step guide to creating a proposal and a free social media proposal template to help you craft your own in just a few minutes.

Quickly create your own social media proposal with our free and easy-to-use template .

What is a social media proposal?

A social media marketing proposal is a comprehensive document that outlines your strategy, goals, and tactics for managing a client’s social media presence . (FYI, we’ve got a social media proposal example below.)

It serves as a roadmap (beep beep!), helping both you and your client understand the objectives, deliverables, and expected outcomes of your social media efforts.

To kick things off, you’ll need to figure out what those goals are.

Then, you can share a game plan for how you’ll help and what success will look like.

A professional social media proposal should also include the dirty details: timeline, deliverables, and budgets.

Throughout the proposal, you’ll also establish your expertise in the field and demonstrate why you’re the right person (or firm) for the job . After all, a social media proposal isn’t just about what a company should do… it’s about who should do it. ( You! It’s always been you! )

Your social media proposal is also your chance to outline expectations, promises, and responsibilities right out of the gate so your working relationship with a new client has no unpleasant surprises.

When do you need a social media proposal?

A social media proposal becomes crucial when you’re aiming to collaborate with clients on developing and executing a strategic social media plan.

Whether you’re a freelance social media manager or part of an agency, having a proposal in place is essential before kicking off any campaign.

Integrating the social media proposal into your workflow is key to a seamless collaboration process.

It should be presented after initial discussions and consultations with the client, clearly outlining what they can expect from your services. This ensures that both parties are aligned before any work begins.

How to create a social media proposal

Identify the client’s needs and problems.

What problems are they facing? What needs do they have? Don’t skimp on the detective work here. Go deep and research your client’s industry, target audience, and competitors . Our guide to competitive analysis on social media walks you through this process.

Of course, along with your sleuthing, you’ll want to actually ask your prospects what they think , too. Whether that’s through a discovery call or intake form, get the answers you need straight from the source. (For more details on what questions to ask and where to find the answers, check out our guide to conducting a social media audit. )

That being said, if you’re responding to an RFP ( request for proposal ) and not dealing directly with your potential client, you might not have the option to grill ’em.

In that case, get familiar with the request doc and use Hootsuite’s social listening features to help you gather valuable insights that will inform your strategy.

Define their business goals and objectives

Clearly outline the objectives and goals of the social media campaign. Keep it simple and specific—you want to leave little room for ambiguity. Luckily, you’ve got all this great research from step one to help you identify both challenges and opportunities.

Specify the objectives of the individual project, as well as the objective of the organization as a whole . After all, any social media campaign will need to align with the client’s overall business objectives and key performance indicators (KPIs).

If you’re responding to an RFP, use language here that echoes the way the organization has defined what they’re looking for.

Set S.M.A.R.T. social media goals

Those business objectives above? They set the stage for your social media goals, which you’re going to share starting… now!

State three to five S.M.A.R.T social media goals . Remember, S.M.A.R.T. goals are strategic, measurable, attainable, relevant and time-bound. (More on S.M.A.R.T. social media goals here!)

Each objective should specify:

• the platform(s) being used
• the metric(s)
• an end date

View this post on Instagram A post shared by Hootsuite 🦉 (@hootsuite)

It needs to be clear when to measure the goal, what the success metric is, and how it ties into the overall brand goals. (For example: Increase Facebook followers by 25 percent by the end of Q4.)

Outline your game plan

It’s time to share your brilliant strategy in detail. Make sure to include the platforms you’ll focus on, content types, posting frequency , and engagement tactics .

Remember: everything you pitch should be tied back to those objectives mentioned in the previous section. It’s not just about what you will do, but why . Every action you suggest needs to be connected to a reason.

Your social media strategy and scope of work can cover things like:

• Social media promotions and campaigns
• Content creation
• A strategic publishing schedule
• Social media monitoring
• Social media engagement
• Social selling
• Lead generation

Whatever content is part of your proposal, make it crystal clear what your specific deliverables are.

Are you actually creating and posting TikToks or just providing recommendations for the client team to execute? Make it very clear who does what, and exactly what the client can expect to receive .

Create. Schedule. Publish. Engage. Measure. Win.

Breakdown the timeline and budget

Now that everyone’s excited about the social media scheme you’ve laid out, it’s time to outline when and how you’re going to make it happen .

A schedule can be super detailed, with dates for content development, testing, or analysis. Or maybe it’s just a list of high-level due dates for each deliverable.

( Psst: Download your own version of this timeline in our handy social media proposal template )

Including milestones and check-ins is a good idea to keep everyone happy and informed… and keep you on track.

At this point, it’s also helpful to share a transparent breakdown of the budget and resources required for the campaign. This includes ad spend, content creation costs, and any additional tools or platforms needed… and your fee. (Whether that’s a flat rate or by the hour is up to you and your client to decide.)

Define success

When your big plan pays off, how will you know? It’s important to agree early on what defines success: what will the key performance indicators be?

Outline how you’ll measure the viability of the campaign . (Hot tip: Hootsuite’s analytics tools are an easy way to show your client the real-time impact of your efforts. In your reports, you can compare social metrics over time and even across networks.)

Pro Tip: Leverage Hootsuite’s social listening tools for a standout proposal. Gain insights into prospective clients, their industry, and competitors, and then reference real data in your proposal to demonstrate a deep understanding of the current social media landscape. This personal touch showcases your expertise and builds trust with your potential client. Win-win.

Write an executive summary

This is the first section of your social media proposal , but it’s essentially an overview of the proposal, so we highly recommend writing this part last . After you’ve refined all the other details, it can be easier to understand the most important points to include here.

Think of it as the tl;dr for busy executives. Summarize the need(s) for the proposed project in less than a page. Identify the problem, share the anticipated results, and clarify the budget and resource requirements.

Social media proposal template

Need a social media proposal example? Download our handy social media proposal template now…

…or use the outline below to quickly craft your own professional social media proposal.

Executive summary

• Brief overview of your agency and experience
• Explain the purpose of the proposal
• Summarize the proposed solution
• Share the anticipated results, budget and timeline

Client background info

• Summarize the client’s business goals and campaign goals
• Summary of their current social media presence

Social campaign goals and objectives

• Clearly define objectives and goals for the social campaign

Social media strategy

• Detail your plan for executing the campaign
• Propose content types and posting schedule
• Clarify responsibilities

Timeline, budget and resources

• Create a schedule of milestones and deadlines
• Share a breakdown of costs, including ad spend and additional tools

Measurement and analytics

• Outline KPIs
• Define how and when success will be measured

Terms of agreement

• Explain your fees, working style and billing preferences
• Clarify how to terminate the project if it isn’t going well for either party

But remember: this is just one example of a social media proposal. Each project and client will require something unique from you with your pitch.

Maybe you like to include “next steps” that clarify what happens after the proposal is sent. Maybe it’s helpful to include examples of similar work you’ve done for other clients. Use this social media proposal template as your starting point, and add or subtract as you need to.

Use Hootsuite to manage all your social media in one place and save time. Create and schedule posts on every network, track results, engage your audience, and more. Try it free today.

Do it better with Hootsuite , the all-in-one social media tool. Stay on top of things, grow, and beat the competition.

Become a better social marketer.

Get expert social media advice delivered straight to your inbox.

Christina Newberry is an award-winning writer and editor whose greatest passions include food, travel, urban gardening, and the Oxford comma—not necessarily in that order.

Stacey McLachlan is an award-winning writer and editor from Vancouver with more than a decade of experience working for print and digital publications.

She is editor-at-large for Western Living and Vancouver Magazine, author of the National Magazine Award-nominated 'City Informer' column, and a regular contributor to Dwell. Her previous work covers a wide range of topics, from SEO-focused thought-leadership to profiles of mushroom foragers, but her specialties include design, people, social media strategy, and humor.

You can usually find her at the beach, or cleaning sand out of her bag.

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How to Create a Marketing Campaign: 12 Steps + Actionable Tips

Written by Anna Sonnenberg

Last modified Apr. 27 2024

Table of Contents

Need to organize your team’s promotional efforts around a major product launch, a big sale, or another important initiative? You need much more than a quick social media post. Instead, you need a full marketing campaign.

Which channels should you use for distribution? Who should you keep in the loop? How will you know if you’ve succeeded? Let’s walk through how to create a marketing campaign that makes a positive impact on your business. You can also sign up now for a free trial of Agorapulse to schedule your campaign content right away.

Why Marketing Campaigns Require Advance Planning

A successful marketing campaign goes way beyond a couple of blog posts on the same topic or a few loosely related social media videos. Instead, it’s a series of actions that all contribute to one main business or marketing goal.

Think of a marketing campaign as a strategic effort rather than an ad hoc promotion. With so many moving parts to coordinate and an important goal to reach, advance planning is essential.

Plus, when you map out marketing campaigns strategically, you’ll:

• Avoid missing crucial steps (and negatively affecting performance)
• Stay on budget or know if you need to request more
• Stick to the timeline so you won’t miss critical deadlines
• Get all the right people on board so you can access the input you need

How to Create a Marketing Campaign in 12 Steps

This workflow breaks down how to plan, launch, and report on a complete marketing campaign. Let’s get started.

1. Define your campaign goal

First, clarify the main objective for the campaign. What’s the primary purpose? Think about what you need to achieve and why. Here are a few examples to guide your thought process:

• Rebranding: Your company went through some changes and just rebranded. You need to get the word out about your updated logo, tagline, and service offerings while reassuring customers that your mission hasn’t changed.
• New product: You’re launching a new software product. You want to show and tell new and existing customers how the software can solve a common problem so they’ll take an interest in a demo or a trial.
• Annual event: You’re hosting a major conference for the first time. You need to get the right people interested in the event so you can sell tickets and make the event a success.
• Seasonal sale: You’re offering a limited-time discount on products or services. You want to invite customers to shop and save while they can, as the special pricing lasts for a week only.

When you set a campaign goal, use the SMART framework to make it specific, measurable, achievable, time-sensitive, and realistic. You’ll have an easier time keeping the campaign focused and measuring the metrics that truly matter.

Let’s take the ideas above a step further. Here’s how you could apply the SMART framework:

• Rebranding: Drive 10,000 interactions (reactions, comments, shares, and video views) within one month.
• New product: Book 1,000 demos within one quarter.
• Annual event: Sell 1,000 tickets within one month.
• Seasonal sale: Generate $20,000 in revenue in one week.

2. Set key performance indicators (KPIs)

Once you’ve defined your campaign’s main objective, set KPIs . These metrics allow you to monitor performance, track progress toward the campaign goal, and stay on budget.

The KPIs you should monitor depend on the type of marketing campaign you run. For example, you need to know cost per lead for a new software product but not for an ecommerce sale.

KPIs are quantifiable, which means you should set a specific target for each. Here are a few examples:

• Cost per 1,000 impressions (CPM): $5
• Engagement: 1,000 reactions, comments, shares, and video views
• Clicks: 25,000 landing page views
• Click-through rate (CTR): 25%
• Cost per click: $0.50
• Cost per lead: $75
• Conversion rate: 10%
• Cost per conversion: $125

Plan to start monitoring KPIs as soon as you launch the campaign.

You also can use Agorapulse to track social media metrics via easily created, data-rich social reports. Knowing ahead of time what you will track can make measuring the results and assembling them for clients and stakeholders is critical.

If your results aren’t hitting the mark, you may need to take steps like increasing your advertising budget or publishing more content. We’ll cover these steps below.

3. Map out your timeline

How much time do you have to reach the end goal? What steps do you need to take between now and then?

When organizing a marketing campaign, I find it helpful to create two different timelines:

• a timeline for the promotion itself
• a timeline for the planning process.

Promotion timeline defined

First, let’s look at the promotion timeline. I like using Airtable for this aspect because it can keep track of social media posts, emails, ad campaigns, and other promotions in a calendar format.

Airtable’s marketing campaign calendar

As you build a campaign calendar, you’ll get a sense of how much content you’ll need to produce. As your team creates content, Airtable can also organize campaign copy and creatives or link out to Google Docs and digital assets.

For a planning timeline, project management tools like Asana or Trello often work best. These tools let you create tasks (“write short-form video script”) and assign them to team members with firm deadlines.

If you already use these tools to manage other projects, then you can keep an eye on your team’s workload at the same time. As a result, you’ll avoid overloading anyone and have a better chance of sticking to the timeline.

4. Assemble your team

If you’re a marketing team of one, it may be up to you to carry out most of your campaign plan. But for many full marketing campaigns, you’ll rely on expertise and input from other team members.

Not sure who to include in the planning process? Here are a few ideas:

• CMO or marketing manager to sign off on campaign concepts and assets
• Social media marketer to produce social media content and engage with followers
• Content marketer, copywriter, or SEO specialist to research and create website content
• Designer to produce on-brand creative assets and landing pages
• Search, display, or social advertising specialist to run paid campaigns
• Executive team member to speak on podcasts or at events
• Legal team member to approve copy and creatives
• Freelancers to assist with overflow or to handle specific tasks you don’t do in-house

You can always add more people to your team once you confirm the distribution channels and assign tasks. However, if you want a colleague or contractor to set aside time for the campaign, aim to add them to your team as early as possible.

5. Know your audience

Who is your target audience? Your buyer persona can help you narrow down your ideal customer. Define who you want to reach using parameters like:

• Demographics, including age, gender, and location
• Interests, needs, and goals related to your brand
• Behaviors, such as intent to make a purchase
• Past experience with your brand, such as people who have visited your website

Your target audience should guide the campaign assets you create. It can also inform the distribution channels you use. For example, when you want to reach:

• Existing customers: Email marketing campaigns and paid social campaigns allow you to leverage customer lists.
• People searching for the solution you offer: Content marketing campaigns and paid search campaigns help you capture search traffic.
• People engaged with your brand: Social media marketing campaigns let you get promotional content in front of followers.
• New prospects: Influencer marketing campaigns and social media advertising campaigns help new prospects discover your brand.
• People similar to your customers: Paid social campaigns allow you to create lookalike audiences based on behaviors like engagement or past purchases.

If you need some help in knowing about your audience, Agorapulse’s reports can provide information, such as demographics:

Learn more about your audience by using Agorapulse

You can also use our listening feature to get to know more about what your existing and potential customers hate or like or need.

6. Choose distribution channels

A digital marketing campaign includes anywhere from one, two, or several distribution channels. The right channels for your campaign depend on the audience you want to reach and the type of content you intend to create.

Social media marketing

Social media marketing campaigns are ideal for visual content. From short-form videos to carousel posts , social media content can engage followers and drive conversions. (And you can prove this via Agorapulse’s social media ROI feature.)

While social media campaigns often work best for reaching existing followers and customers, they can also help you connect with new customers. For example, The Salty Donut Instagram post above was a suggested post that the social network recommended to a wider audience.

Email marketing

Whether your email marketing campaigns focus more on visual or written content, they’re ideal for connecting you with existing prospects and customers. Email is a permission-based channel, meaning anyone on your list must opt in to your marketing.

Most email marketing platforms can segment subscribers based on behaviors and purchases. For example, the Vitamix email campaign above may have targeted subscribers who are likely to be in the market for new equipment.

Content marketing

Content marketing campaigns are ideal for educating customers and building trust. They can include written content and embedded visuals, videos, and podcasts, so they can connect with customers using a range of different formats.

For example, the Agorapulse blog post above focuses on a new feature for the social media platform . It explains how the feature solves prospects’ problems and shows them how it works.

Influencer marketing

Influencer marketing campaigns are great for introducing your brand and offer to an audience beyond your own. Most i nfluencers have interactive relationships with their followers, making them more receptive to promotions.

For example, the Deliciously Ella Instagram post above reflects a partnership with Ocado. The post features a recipe that followers can prepare with ingredients from the online retailer.

Paid search

Paid search ads work well for reaching potential customers who are actively searching for your product or service. For example, the Bigin Google ad below appeared at the top of a search for “CRM for startup.” After highlighting some of the product’s features, the ad prompts prospects to watch a demo.

Paid social

Paid social ads are ideal for reaching people who engage with topics relevant to your brand or who have interacted with your brand previously. The Logitech Facebook ad below features a product designed for people working from home.

7. Calculate your budget

How much money do you need to launch a successful marketing campaign? It depends on the goal, the distribution channels, and the scale of the campaign.

First, let’s look at the bigger picture.

On average, small businesses spend 7% to 12% of total revenue on marketing. That amount will need to cover the campaigns you run and the ongoing efforts you plan throughout the year.

Next, let’s look at likely costs.

What’s included in an average marketing budget?

A typical marketing budget needs to cover:

• Production costs for photoshoots and video sets
• Fees for freelance writers, creatives, or marketers
• Influencer marketing fees for partnerships
• Advertising spend if you run search or social media ads

Specific costs can vary wildly depending on your location, campaign scale, and existing agreements. To get accurate numbers for  your campaigns, use your brand’s benchmarks and ask trusted marketers in your network.

8. Clarify your messaging

Next, develop the campaign’s core messaging. Let the offer and your audience guide what you say and how you say it.

Successful campaign messaging typically considers:

• How the offer aligns with the audience’s interests, needs, and goals
• Ways the offer fits with or supports the audience’s lifestyle
• How the offer solves a key problem for the audience
• Ways the brand can build trust while being persuasive
• How the brand can communicate the offer in a creative, memorable way

Brainstorm with your team to craft campaign messaging. Aim to walk away from the brainstorming session with a list of short phrases and descriptions you can add to briefs for your content, copy, influencer, and advertising teams.

This brand messaging article can help keep you on track across your channels.

Check out Agorapulse now for FREE!

9. Design campaign creatives

Once you’ve defined the messaging, focus on the design. Create a swipe file that captures the visual concept and includes creative inspiration.

To guide your creative process, get together with your team to decide:

• How will your campaign assets look?
• What color scheme will they feature?
• What mood or aesthetic do you want to capture?
• How do you want the target audience to feel?

After the brainstorming session, aim to walk away with a creative concept, a color scheme, and visual examples. You’ll need to include these elements in briefs for designers, creatives, influencers, and advertising teams.

10. Produce campaign assets

At this point, you’ve checked off all the strategic planning tasks on your to-do list. Now it’s time to use your briefs to create content (or delegate if you’re managing the team).

Depending on the campaign concept and distribution channels, you may need to produce:

• Landing pages
• Social media posts
• Email announcements
• Search or social media ads

How many of each campaign asset do you need to produce? Use your timeline to guide this part of the process.

For example, suppose the  content calendar calls for one teaser post, three campaign posts, and one “last call” post. You’ll need five posts total for each social media channel.

11. Launch and monitor the marketing campaign

After producing campaign assets, upload them to the appropriate channel. Check your timeline, and then schedule campaign content to go live at the right time.

For example, you can publish or schedule social media content with Agorapulse. Since Agorapulse supports all major social media platforms, you can use it to post across Facebook, Instagram, TikTok, X, and other channels at specific times.

Agorapulse social media post composer

Never set and forget a marketing campaign. Even if you schedule all campaign content in advance, make a point of monitoring reactions and engagement when the campaign is live.

Plan to engage with social media and influencer content. Take time to respond to comments and DMs to build trust. Share influencer content to increase reach and create more campaign touch points.

Monitor the campaign’s performance in terms of KPIs, too. Keep the timeline in mind. If the campaign is wrapping up soon and you’re falling significantly short of your goal, you may need to consider allocating additional budget or publishing more content.

12. Analyze and report on results

When the campaign ends, evaluate the outcome. Did you successfully achieve the campaign goal and reach the KPIs?

Then, prepare reports for each marketing channel to analyze performance for each. As you review these reports, note:

• Which marketing channel delivered the best results, based on your goal
• Whether organic or paid channels delivered the best results overall, based on your goal
• Which audience segments responded best to your campaign
• What type of content (text, photos, graphics, videos) performed best

With Agorapulse’s social media reports , you can easily analyze campaign reach, engagement, and website traffic. You can also use our social media ROI reports to quantify the leads and revenue from your posts.

Use your insights to plan even more successful marketing campaigns in the future. Consider your results benchmarks for typical performance. Then, take steps to improve on them in your next campaign.

Wrapping Up How to Create a Marketing Campaign

This workflow includes all the key steps for a full marketing campaign. As you use it to plan a campaign, don’t hesitate to add or rearrange steps to fit your team’s style and areas of focus.

Curious how Agorapulse can help you launch and analyze social media marketing campaigns? Sign up for a free trial and test our social media solution for 30 days (no credit card necessary).

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4 free social media campaign templates you can use right now—and why you need one

Written by by Ronnie Gomez

Published on  August 12, 2021

Reading time  6 minutes

There’s nothing more intimidating than a blank page (or spreadsheet, depending on your preference). A strategy can be crystal clear in your head, but documenting it to share with others always feels like a hurdle, especially when it comes to campaign planning.

Luckily, that’s where templates come in. A social media campaign template can help you speed through the documentation process so you can focus on bringing your team’s vision to life. While a template can’t account for specificities, it can still provide a solid foundation that grounds your immediate team, other departments or agency partners in your campaign goals and inspiration. If you’re looking to refine your campaign planning process, keep reading to learn more about our favorite templates, plus some tips on how to improve existing ones.

Why you need a social media campaign template

Templates provide a standardized starting point that ensures consistency and efficiency. A flexible campaign template that accounts for team standards and the needs of other departments can also prevent any crossed wires as your campaign sets in motion. If you’re still not convinced, here are some other key benefits you might not be considering:

• They save valuable time . Creating a new strategy document from the ground up, for every campaign, takes time. Templates let you jump into your creative process faster, without endless documentation or formatting.
• They provide a source of truth . Templates establish a predetermined set of details needed to successfully plan and launch a campaign, reducing the chance of repeat questions and confusion.
• They cut down on reporting time . Only 29% of marketers use social data to assess campaign performance. Including a reporting section in your template ensures measurement—during and after your campaign—stay top of mind.
• They promote collaboration . Templates take processes out of people’s minds and put them on paper, giving junior employees a chance to get involved with more strategic initiatives.

Social campaign management today can be an arduous process for social media managers without the proper infrastructure in place. With the right template (and with the help of a  social media management tool ), you set every campaign up for success.

4 free social media campaign templates you can use right now

If you’re new to the ways of template creation or if you’re looking to reset your existing process, don’t sweat it. We’ve rounded up our top social media campaign templates below for you to use as a jumping-off point or keep as-is.

1. Social media campaign brief template

What it is: Social media campaigns have a lot of moving parts. Aligning your social, paid media and creative stakeholders with a detailed campaign brief is a great way to level-set content expectations and goals for your team. This customizable brief template will help you provide strategic and creative direction for all involved stakeholders.  

How it works: Download the free PDF and use it to document your overarching campaign strategy. This document will serve as a source of truth as you plan, launch and report on the campaign. Be sure to give all stakeholders access to the document so they can use it to guide their work as well.

2. 30-day social media plan template

What it is : The 30-day social media plan template is great for marketers looking to switch up their strategy through focused, achievable goals. The plan gives you a week-by-week breakdown that takes you from goal-setting and brainstorming fundamentals all the way to reporting and refining. Plus, it’s packed with additional resources that will help you level up your social marketing skills.

How it works : Save a copy of the Google Sheet and use it to track your progress and create transparency throughout the rest of your marketing org. As you work through the steps, be sure to include links to any separate planning or note documents for easy reference. For an in-depth breakdown of each task, check out this guide .

3. Social media reporting template

What it is : Simplify your campaign reporting process with this easy-to-use social media reporting template . This document will help you organize your social data in a digestible, actionable format that highlights your successes and lessons learned. Plus, it can be used for both campaign reporting and monthly progress reports.

How it works : Download the free PDF and open it using Adobe or Apple Preview to edit. From there, you can adapt the report to your brand and plug in your social data. Be sure to share a branded, blank copy with the rest of your team as well.

4. Social media proposal template

What it is : If you’re freelancing or with an agency, this one’s for you. This proposal template can help you put together a cohesive campaign pitch that accounts for all deliverables, deadlines and costs up front. Use it to create a solid foundation for partnerships and to set reasonable client expectations from the jump.

How it works : Make a copy of the Google Doc and adapt the proposal to your brand and campaign. If you need additional inspiration, check out this comprehensive explainer on how to create a winning social media proposal .

4 elements of a successful social media campaign template

There is a lot of information you can include in a campaign plan template, but to make it as useful as possible, you’ll want to strike a balance between big-picture strategy and tactical details. To make sure you’re presenting your strategy in a way that clicks with your colleagues and collaborators, make sure you include these essential elements:

1. Preliminary research

A thorough research phase can help you finetune your campaign before it even begins. By looking at audience trends and interests, you can validate big swings, avoid potential misses and find new ideas you might not have considered.

Before jumping into creating a campaign plan, use a social listening tool to validate your ideas and hypotheses. With Sprout’s Advanced Listening , you can look into keywords and hashtags associated with your brand or you can analyze a trending topic for potential brand alignment. Depending on the nature of your campaign, these insights can help you build proof of concept so you can kick off your campaign with confidence.

2. A detailed campaign brief

A campaign brief creates a centralized source of truth for your marketing department. This is where you can document the campaign description, goals and objectives, messaging plans and even a list of assets and deliverables. If you think it will help your team stay on track, include it in the brief.

To ensure consistency, briefs should be easily accessible while planning and scheduling content. With Sprout Campaigns, you can include your brief for easy access during the campaign creation and execution process to increase visibility and alignment. That way, any team member or stakeholder who is creating content can reference it as they go.

3. An easy-to-read calendar

A social media calendar is the centerpiece of every campaign. The calendar format provides a high-level overview that helps you ensure content is publishing at a steady pace. Even if you’re manually scheduling posts through native platforms, you should still create a calendar view using a spreadsheet so you can easily see what is publishing when.

If you’re using Sprout Campaigns, you can just use the collaborative Content Calendar. This workflow eliminates any need to jump from platform to platform, allowing you to schedule and monitor content in one unified view. Plus, you can leave internal notes on the calendar associated with your campaign for reminders, ideas and more. As your campaign progresses, you can filter by the day, week or month to view your upcoming scheduled content.

4. Established checkpoints

Campaigns don’t end at launch. Decide on a (personal or team) cadence for checking in on campaign performance; the frequency will largely depend on the length of your campaign. For example, a timely social media contest might require a daily check-in until it runs its course. On the other hand, a year-long brand campaign might only need a monthly check-in.

These checkpoints can help you make proactive adjustments, rather than waiting to see what worked after your campaign concludes. If you’re planning your campaign using Sprout, use the campaign Overview tab for a snapshot of engagement, post performance and more.

Step up your planning with a social media campaign template

Social campaigns have a lot of moving parts. Templates are great, but if you want to really streamline your efforts, you need a robust social media management tool. With Sprout, you can manage your end-to-end campaign process in one streamlined, unified workflow. Reclaim your time and try Sprout Social today .

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Social media marketing is relatively new in the history of marketing and advertising. Facebook Business Manager launched in 2014. Instagram business accounts followed in 2016, and TikTok entered the social scene the same year. It's safe to say social media's got a hold on us. We're linked in, taking pictures of our #dailylooks, and learning how to dance via TikTok. But we're also learning about new products and businesses. We're reading reviews, leaving our own, and rating everything from tai chi classes to Thai iced tea. Where we go to play on the internet is also where businesses have learned how to grab our attention and encourage us to take action.

What is content marketing?

Before getting into the nitty-gritty of social media marketing, we have to take a step back and understand the concept of content marketing. Content marketing is the branch of marketing that uses content to drive and achieve its marketing goals. "Content" is the catch-all term for the art and information marketers use to inspire their audience to take action. Content includes podcasts, social media posts, blog articles, video spots, and more. Content is the means through which marketers tell brand stories.

What is social media marketing?

Social media marketing is a subset of content marketing that uses social media channels to disseminate content, engage with audiences, and collect valuable analytics to improve strategy. You engage with social media channels daily: Facebook, Instagram, TikTok, Twitter, Pinterest, and YouTube, amongst others. Social media marketers take the content they've created and post it to these channels to be seen by their followers. Social media marketing aims to organically attract and engage with people who are interested in what a business has to offer.

The benefits of social media marketing

Social media marketing has become a highly-effective marketing medium in recent years. Because social media connects the stories of everyday people with the stories of the businesses surrounding them, social media marketing has taken up the mantle of humanizing business in a way that hasn't been possible before. In doing so, it has become a massively beneficial medium for marketers and small business owners alike.

Increase trust and build brand awareness

One of the first significant benefits of social media marketing is that it helps you to increase trust with your customers and build brand awareness, even brand loyalty. By sharing space with your customers (i.e., using the same social media channels they do), you humanize your brand and develop brand authenticity. Customers see that your brand includes people who have a sense of humor, support the same causes, and have the same interests as they do.

Provides a direct line of connection to customers

Like we said earlier, sharing space with your customers helps humanize your brand, but it also allows you to communicate directly with your audience. No more wondering about how people feel about your business. They'll tell you through likes, comments, and shares. Moreover, you can gain valuable feedback by running polls and linking to surveys. You can increase customer satisfaction by meeting customers where they are to answer questions, comments, and concerns.

Helps you to monitor competition and trends

Another great benefit of social media is that nothing exists in a vacuum. Your customers can see what you're up to and you can research your target audience. Knowing what your audience is interested in, what kind of competitor accounts they are following, and the sort of people they find influential is invaluable information for your business. Being active on social media means you can monitor trends and your competition to help get ideas about high-performing content. What you see floating around in cyberspace might inspire your next great marketing campaign.

Know your audience

Marketing means nothing without an audience. You want your messages, designs, and videos to be seen and, more importantly, to be seen by the right people — people who are primed to engage with your content and take an interest in your business. These people are your target audience.

Social media marketing is no different. Finding the right target audience is key to building a successful presence in the social sphere. 

Determining your target audience

To understand who your target audience is on social media you’ll need to take the time to research, refine, and repeat. 

Research 

Data is everything when it comes to developing a quality target audience. You’ll want to make some educated guesses about who your social media target audience will be based on your current customer base, but then you’re going to have to back them up by collecting the appropriate data as you test and refine your audience target. 

Demographic Data 

The first step to determining your target audience is to take a deep dive into the demographics of your current customers. Think about the people who are purchasing your products or booking your services. Some demographics you’ll want to pay attention to are: 

Search out your audience

As you recognize what your customer base looks like you’ll have a good understanding of the type of users to gear your content towards online. The first step is to find where your audience is hanging out online. Remember that your audience might not be present on every platform.

Find your competition

Use your competition as fuel for your social media marketing efforts. Find competitors within your industry and see what kinds of content they are posting and who their audience is. 

Repeat & Refine

It’s important to remember that your audience will grow and change as your business does. Keep your finger on the pulse of what’s happening in your social sphere by repeating the cycle every quarter and refine your target audience(s) when necessary. 

How to attract followers

Getting people to notice your business takes work and attracting followers can seem like a tough challenge, but fear not, we’ve got you covered with some top tier tips and tricks to help you peak potential customers’ interest and see your follower count skyrocket. 

Start with your base

When you first create your social media accounts, start with your base to attract followers. This includes your friends, family, and current clients. Ask your base to follow your accounts and spread the word about your business.

How to grow beyond your existing base

Once you’ve tapped into your stores of loyal fans, it’s time to figure out new ways to grow your social following. Hashtagging, following relevant accounts, and cross-channel CTAs will help you to expand your social reach. 

Hashtagging

Hashtags are a great resource to getting your content seen by potential customers. Tag your content with no more than ten relevant and/or trending hashtags to make sure your content is easy to discover. Sources like WhatTheTrend (@WTT) and https://hashtag.org/ will teach you how to find hashtags. 

Follow relevant accounts

Following user accounts and business accounts relevant to your brand can help you grow your presence and expose your content to new customers. Just be sure to follow credible accounts, don’t purchase followers, and don’t follow a ton of accounts in one visit (you’ll end up looking like a bot). 

Cross-channel CTAs 

Encourage customers to follow your social media accounts by adding clickable links to your email marketing, print materials, and website. 

Selecting the right channel

Social media is a vast and varied medium for marketing. While you may want to go all in and start posting to every channel, it's essential to pause, think about strategy and what will be most effective for your business in the present and the future. 

So before you jump in with both feet, consider this: it's better to be consistent on one channel than to post haphazardly to every medium available. 

Check out the following demographic information, collected in 2022 by Sprout Social , to help you determine the best social channels for your business. We've compiled a list of the best content types per channel to ensure your posts are ready to garner great engagement.

Engage with other businesses and professionals, and share thought leadership and achievements. In terms of audience, the largest age group for LinkedIn is 25-35, predominantly male. On average, users spend around 33 minutes a day using the channel.

Best content types: 

• Sharing events
• Company updates

Engage with customers, and share image and video-based content to promote and reinforce your brand. In terms of audience, the largest age group is 25-34, with slightly more male users than female. On average, users spend around 29 minutes a day using the channel.

Best content types:

• Video content and reels
• Event showcase
• Bite-sized content (repurposing blogs), hints, and tips 

Quick updates, customer service, curate content, engage with partners. In terms of audience, the largest age group is 18-29, with predominantly male users. On average, users spend around 31 minutes a day using the channel. 

• Customer service queries
• General updates
• Engaging in relevant conversations
• Social listening
• Engaging with partners
• Shout-outs to customers

Facebook 

Announce events, share blogs, and answer questions. In terms of audience, the largest age group is 25-35, with more male users than female users. On average, users spend around 33 minutes a day using the channel.

Entertain your audience, and gather customer testimonials. In terms of audience, the largest age group is 10-19, with predominantly female users. On average, users spend around 89 minutes a day using the channel. 

• Brand awareness content
• Product demos
• Customer testimonials

Share links to your products and content that encourages their use. In terms of audience, the largest age group is 50-64, with the vast majority of users being female and spending an average of 14.2 minutes daily. 

• Product-centric posts and ads
• Ideas and relevant blogs to inspire customers to use your product
• Mood boards, including your products
• Great for design businesses (interiors, homes), the food industry, and hospitality

Share behind-the-scenes content, customer testimonials, and product demos. In terms of audience, the largest age group is 15-35, with slightly more male than female users. On average, users spend around 30 minutes a day using the channel. 

• Event recaps
• Q&As 
• Business ads

Determine your goals

You need to set goals to thrive as a business in the online social sphere. The goals you select will help you determine how to use social media to better your business. As you work on setting goals, remember to make them SMART goals . The SMART goal framework stands for: Specific, Measurable, Attainable, Relevant, and Timebound. To help you get started, we've listed a couple of ready-made goals and the types of content that will help you achieve them.

Drive awareness

Whether you're a new business, new to social media marketing, or launching a new product or service, getting people to notice you is essential. Use content to help people get familiar with your brand and what you have to offer.

Types of content to drive awareness:

• Behind the scenes of your business
• Q&A or FAQ
• Product Demos
• Service overviews

Please note this is a fictitious example created for this post. 

Grow contacts

Once you have their attention, you can grow your contact list. By increasing your following and subscribers, you'll increase your prospective customers and be able to communicate with your audience through other channels, like email, SMS, or phone calls.

Types of content to grow contacts:

• Email opt-ins
• Sign-up forms
• Downloadable content
• Competitions
• Event RSVPs

Promote product/service

As your business launches products and services or wants to promote current offerings, you can use social media to help you publicize. Types of content to promote a product or service:

• Product demonstrations/tutorials
• Product features: images and videos

Increase customer advocacy

It's one thing to entice your customers into supporting your business and another to get them talking about it.

Types of content to increase customer advocacy:

• Encourage product reviews
• Run contests where people have to share your content or tag a friend
• Polls/Voting
• Share customer stories/customer quotes

Posting to social media

Once you've set your social media marketing goals, it's time to start creating content, scheduling posts, and testing to see what works.

Create a post

As you start to create content, remember to refer back to your goals. Every piece of content you produce should have a purpose that drives it. Once you know what action you want your content to inspire, it's time to focus on copywriting, design/imagery, and video editing where applicable. Copywriting: Messaging is extremely important for getting your audience to engage with your content. What you say and how you say it matters. The tone you choose to communicate with will differ depending on your audience. Be thoughtful and consistent with your messaging style and tone … and a grammar/spell checker doesn’t hurt to have handy. Design tools: It's crucial to select design tools that allow you to design quality content. When choosing a design platform, thinking about turnaround times and integrations is essential. Social media is a fast-moving environment, so you want access to agile project software that lets you keep up with the internet's rapid pace. Video editing: As you consider video editing software, think about the types of videos you will be sharing and on what platform. You'll often find that social media apps have native editors, which ensure you create hostable content. For social channels that are more video focused, like YouTube, you might want to invest in a third-party video editor that has more robust capabilities.

Planning out content in advance and using social scheduling software will allow you to be consistent in your posting efforts. Social scheduling tools give you a bird's eye view of all the content you have scheduled for weeks across channels and allows you to be present on social media even when you’re away from your desk. Quickly move content around to keep up with trends and save time in your work schedule. Setting your daily posting to auto-send via scheduling software gives you time to monitor and engage with your audience, work on more material, etc.

It's important to play around and test your posts to see what works and what doesn't. Pay attention to what engages your audience. Notice the kinds of content that work on one channel may yield completely different results on another. Play around with image styles, design, video, and caption content.

Measure and adjust your social media campaign strategy

Once you've made your posts, it's crucial to monitor the success of your content. You'll want to see what people found relevant, engaging, and informative and what they could have responded better to. Making an effort to analyze your previous content means you can adjust for the future and create better content with each new piece. Here are some metrics that will be useful when you measure your social media campaign performance: Impressions : This is the number of times your content appears in the social feed to be seen by users. Reach : This is the number of people your content has reached. Engagement : This is the number of times users engage with your content through clicks, likes, comments, mentions, and shares. Conversions: This is the number of times your audience responded to your call to action by completing the desired action. For example: subscribing, purchasing, and signing up for an event.

Best practices for Social Media Marketing

Now that you have the knowledge and know-how on social media marketing, it's time to ready your social strategy and start creating your posts. As a quick little cheat sheet, refer to these best practices whenever you need a refresher on what makes great social media marketing.

Consistency over quantity:

Remember it is better to post consistently on one social channel than to sporadically post on all of them. A suitable method is to use a content calendar to plan your posts and keep your presence consistent.

Repurpose content:

There is no need to reinvent the wheel. When content works, it works. Repurpose the content you've already spent time creating. Select a blog post to pick and choose from and turn it into an infographic or social content. When you see a piece of content getting a high engagement rate, pause and assess if there are ways to repurpose it.

Have a clear call to action (CTA):

You want your content to inspire your audience to take action. A "call to action" or CTA is the little nudge you give your audience to purchase, click a link, or sign up for a newsletter. CTAs are a vital part of creating content that gets high-quality engagement.

Engage with your audience and listen for feedback:

Take the time to engage with your audience. Set aside time daily to attend to your followers' questions, comments, and concerns, so they feel supported by your business.

Tying it all together

Now that you’re well-versed in the world of social media marketing, it’s time to generate buzz in the social sphere. Get started by setting your first SMART goal, choosing a social channel to post to, and creating content to engage your target audience. Good social content will help you drive awareness, grow your contacts, promote your products and services, and increase customer advocacy, amongst other goals you set for your social media marketing strategy. Once you've played around and tested content types, you can start scheduling a whole fleet of posts that are ready to engage your audience and help grow your business.

About Constant Contact

Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we deliver the performance and guidance to build strong connections and generate powerful results.

Additional Small Business Digital Marketing Content from Constant Contact

During the  Digital Marketing for Small Business  session at the  Amazon Business Small Business Summit 2023 , Dave covers the fundamentals of social media marketing, email marketing, and text/SMS marketing. 

In the below guest posts, Dave walks you through how to create your digital marketing contact list and get your SMS efforts off the ground. .   

Explore these digital marketing strategy posts:

• Creating Your Email and SMS Contact Lists Learn what you should and shouldn’t do to grow your Digital Contacts Lists for your Small Business
• Text Message Marketing for Small Business Want to use text/sms messages as marketing tool? Find out how to get started in this post.

Amazon Business does not endorse or approve any products or opinions shared by content contributors. The content is for information purposes only and Amazon Business does not warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published or that it is suitable in dealing with a particular situation.

About Dave Charest

Dave Charest is Director of Small Business Success at Constant Contact , the online marketing leader trusted by millions of small businesses to provide email, web, social media, text and event marketing tools. In his role, Dave acts as an educator and an advocate for small business leaders, marketing professionals, and nonprofits by providing them with practical marketing advice that can help them achieve their goals. He is a dynamic leader, speaker, creator, and award-winning marketer who strives to inspire small businesses by simplifying the complex world of online marketing

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