ClickUp’s a great project management tool, but can it do more for your business than that? We say: yes! You can use it to organize and manage your marketing campaigns, too!
Get a glimpse of how we use ClickUp for marketing to track and organize email marketing, YouTube content creation, social media content, and even new product launches below!
Before we even think of launching a new marketing campaign in ClickUp, we make sure our content calendar is ready to go first.
Your content calendar should include every platform you use to create and distribute content, like:
And any other channels you use to connect with your audience.
Use tasks and statuses to track what phase each piece of content is in. Whether it’s being created, needs edits, or is scheduled to go live, your content calendar will help keep you in the loop.
Start fleshing out your content calendar with custom fields containing key details. We recommend Publish Date, long and short text fields for captions and CTAs, and a file field where we can drop images or videos.
We know that setting up your content calendar and including all of your essential information can be a big task. That’s why we’ve simplified it for you with our Content Calendar ClickUp Template Bundle! Grab your bundle now and get all the templates and workflows you need for your content.
Automations are essential for all our email marketing purposes! Here’s how our workflow is set up in ClickUp to maximize productivity and free up time:
This workflow keeps everyone accountable and helps the whole process run smoothly. No emails asking if you’ve approved the idea or when your content will be finished. ClickUp keeps everyone in the loop!
Honestly, there are a lot of steps involved to get a YouTube video published. It’s much more than hitting the Record button and then sharing it! Thankfully, ClickUp ensures that every step of our process is done and all our bases are covered.
Just like our email marketing workflow, our YouTube workflow keeps everyone informed with the status of every video we create. Whether it’s still being scripted, ready to film, or about to get edited, everyone on our team knows its status. And other important details like the assignee and due date, too!
For our YouTube flow, we use subtasks to track every single step in the process. Since we have this templated, all we have to do is apply the template, remap the due date, and boom! Our task is set up.
We also use ClickUp for Instagram in a similar workflow to our email marketing process. What’s great about ClickUp is that we can get as detailed as we need to for every step.
Creating an Instagram Reel is different from creating a carousel, for example. Your workflow needs to include steps for filming a Reel, or designing graphics for slides. You need fields to include hashtags and captions. With ClickUp, you can add custom fields, tags, and statuses that match up with your required tasks.
We use ClickUp tags to show which type of content it is, so on the Content Calendar we know what's going out when.
ClickUp is handy for your regularly scheduled marketing campaigns, but it’s also a valuable tool for when you launch a new product or service!
Say you’re preparing to launch a new course. You have an email sequence that warms up your audience, teases the launch, and announces the course when it goes on sale, right? (If not, you should!) ClickUp allows you to manage all of those emails in one convenient list. You can segment them in ClickUp, too.
New product launches involve more than just email content, of course. You have your social posts, blogs and videos, website pages, and more. We like to create a list that pulls all launch-related content into one list (but doesn’t create duplicate tasks). It’s a great way to view the progress of your launch at a glance.
We hope this glimpse into our marketing workflows helped you see what you can do for your business using ClickUp! Remember, the first step in leveraging ClickUp for marketing is to build a solid content calendar. And our Content Calendar ClickUp Template Bundle can help you get started!
With this bundle, you get templates and workflows for:
The bundle has everything you need to start managing your content calendars like a pro. Grab yours now inside the Template Shop!
Looking for more handy ClickUp tools and templates? Our ClickUp Template Vault has it all: 40+ templates and guided video tutorials, plus lifetime access and updates, and other bonuses. It’s all you need to take your ClickUp game to the next level!
