Marketing Planning

📄 Summary: What You’ll Learn in This Article

This article explains how to use Marmind for marketing planning, including omnichannel campaign management, access rights, naming conventions, and media plan imports. Learn how to stay organized and reduce reliance on spreadsheets with Marmind’s interactive marketing calendar.

Planning omnichannel campaigns
Using filters, grouping options, and colors
Managing access rights and permissions for internal and external users
Setting up naming conventions
Using templates for imports and exports

🧑‍🤝‍🧑 Who Should Read This?

This article is most useful for:

Marketing Professionals, Marketing Operations Managers, Business leaders who are interested in Marmind’s features
New Marmind Users

✔️ Prerequisites: What Should You Know Before Getting Started?

Level: Easy

Access required: None

No prior knowledge is required. This is an introductory article for those exploring Marmind for the first time.

Organizing Campaigns with the Marketing Calendar

Marmind’s marketing calendar provides a structured way to plan and track all marketing activities. Instead of juggling multiple spreadsheets, you can create a single, centralized marketing plan. The calendar allows you to:

View all planned campaigns at a glance.
Drill down into campaign details, such as briefs and tasks.
Use filters, grouping options, and colors to customize your view.
Bookmark key views and share them with your team.

Managing Access Rights & Permissions

Marmind enables teams to control who can access and edit marketing plans. Permissions can be assigned based on roles, ensuring that sensitive information is protected while allowing external partners, such as agencies, to collaborate when necessary.

Setting Up Naming Conventions

A clear naming structure helps keep campaign elements organized. The marketing objects in Marmind are divided in campaign categories, project categories etc. If necessary, you can define naming conventions for campaigns, channels, and formats, ensuring consistency across teams and making it easier to search for specific activities.

Naming Convention.jpg — Naming Convention

Standardizing Briefs & Templates

Instead of using multiple file formats for campaign briefs, Marmind allows you to create and store standardized templates. These templates help speed up the briefing process and ensure consistency across projects. When needed, briefs can also be exported for presentations or approvals.

❓ FAQs

How do I create a new marketing plan in Marmind?

You can create a marketing plan by accessing the marketing calendar, adding new campaigns, and organizing them using filters, colors, and grouping options.

Can I control who has access to my marketing plans?

Yes, Marmind allows you to set access permissions for internal and external users to ensure that the right people have the appropriate level of access.

How do I keep campaign names consistent?

By setting up structured naming conventions, you can ensure that all campaign elements follow a standardized format, making it easier to track and manage your marketing activities.