Welcome to the Advertising Campaigns template guide! This template makes it easy to plan campaigns on different platforms and keep tabs on how they're performing!
You can find the Advertising Campaigns template here.
This template is based on PorchCam, a fictional company that makes high-tech home security cameras. Their marketing team currently manages advertising campaigns across multiple platforms, including Facebook, Google, and Twitter.
The PorchCam team uses Airtable to centralize all of their advertising campaigns: they can plan a new ad campaign from scratch, build links with UTM parameters, track all of their hypotheses and campaign results, and get an overview of all their advertising efforts.
We'll cover some of the major workflows in this template to help you get started. Airtable is also incredibly flexible and customizable, so if you need to make some tweaks, you can simply modify the setup to meet your needs!
Planning a new advertising campaign
- Start planning a new advertising campaign from scratch in the Campaigns table! You can select the ad platform, plan your targeted audience and campaign goals, schedule the start date, and more! The campaign name is a formula field that concatenates text from the other fields, so it'll be complete once you fill out the relevant information.
- Once you've planned out a campaign, create and organize its ad sets in the Ad Sets & Creative table. You can link the ad set to its associated campaign, craft the ad copy, and even upload the creative assets into an attachment field.
- Use the built-in UTM link builder to quickly construct URLs for your ad setsStart by going to the “Complete UTM Link” column and clicking the '+' sign for your new ad set to start creating a customized link with the appropriate UTM parameters. Next, select '+ Add new record' and fill out all the necessary information for the website URL and the medium. Voila! Your completed link with a UTM code is at the top of the expanded record.
- You can also go into the UTM Builder table to see all of your constructed links and make tweaks to any of them.
Tracking your active campaigns
- Once a campaign is live, simply change the campaign's Status to 'Live' in the Campaigns table so that your whole team can see that it's active.
- To get a dashboard of your entire campaign pipeline, click on the view bar and select the Campaign Dashboard view. This presents a kanban view that presents all of your campaigns as cards organized by their status. You can click on a card to expand its record and see all of its information or drag a card between columns to update its status.
- Throughout the campaign and when you wrap up a campaign, you can update the numbers for each ad set in the Ad Sets & Creatives table. Update the total spend, the # of clicks, and the conversion numbers; formula fields will automatically calculate the conversion rates and the cost per acquisition!
- After you update the numbers for a campaign's ad sets, you can also get a campaign-level view of how the entire campaign is doing. The Campaigns table makes heavy usage of rollup fields to summarize all of the statistics on a campaign-level.
- You can also view statistics by platform and by customer stage in the Platform Summary table and Customer Stage Summary table respectively.
Wrapping up a campaign
- Once you've wrapped up a campaign, you can adjust the campaign's status to 'Complete” (either in the All Campaigns view or by dragging its card in the Campaign Dashboard view) and document the results of the campaign.
- Make sure that you update all of the numbers for the campaigns' ad sets in the Ad Sets & Creative table.
- Lastly, you can track the result of the campaigns in the Campaigns table. Was it successful, unsuccessful, or do you need further tests? Document these results and learnings, and then plan for any next steps (if there are any).
Collaborating with your team
- Airtable makes it easy to collaborate with your team whenever you need. You can @mention a teammate on a record to write a message and notify them. You could use this to ask a teammate how a campaign has been performing or let them know that you've uploaded final assets for an ad set.
- You can also add your teammates as collaborators so that they'll have access to the template.