Marketing Workflow – Unique Improvement Methods


Marketing workflow organizes the way a company creates tasks, deadlines and assignments during a marketing project. Here are some interesting ways to change your company’s approach to workflows.

What Is a Marketing Workflow?

A marketing workflow is a guideline for companies to follow when planning a campaign. A marketing workflow includes goals, deadlines and schedules. It is often supplemented by workflow management software to help create structured tasks for team members and share them with the necessary departments.

Marketing workflows are nearly interchangeable with content marketing workflows. A content marketing workflow is essentially a list that orders the ideas and goals of a project. It is a guideline for a company to market its content.

Analyze Data to Optimize Schedules Within a Marketing Workflow

Marketing campaigns are more likely to succeed when they take place on dates or times when their target market is available. One example is a phone call at two-thirty in the morning is not a great way to initiate a sale. A less obvious example is a company sending out automated marketing emails at a certain time of day, day of the week or month of the year. Consumers are more receptive to new ideas at particular times and dates, and data analysis should help locate these times.

A group of workers in a modern office review a timeline on a whiteboard.
Data analysis helps find optimal scheduling.

Companies that adhere to analysis findings of successful marketing campaigns should set their marketing workflow schedules to maximize outcomes. Pulling from the above example, if data showed positive results from marketing emails on Tuesdays, companies could automate all future similar emails on Tuesdays as well.

Implement Workflow Management Software

Optimized marketing workflow requires different deadlines and goals to be set and satisfied. Automate these by adding the right type of workflow management software. Find a tool that manages tasks, goals and deadlines. It should also allow teams to effectively collaborate during scheduled assignments.

The software needs to manage and create tasks for teams and divide it between departments. In an ideal world, workflow management software integrates with programs your company already uses. For example, if a business already uses the team chat app Microsoft Teams, it’s beneficial for the workflow management software they choose to integrate with Teams. This ultimately smooths the process of communication and boosts efficiency during campaigns.

A group of workers at a meeting.
Workflow management software lets teams follow tasks.

Give Analysis Sequencing Sufficient Time Before Harvesting Data and Making Adjustments

Companies measure the success of campaigns and then use the data to make adjustments to their workflow management schedules. However, it’s important to give a campaign enough time to run its course before measuring its success. Patience with data helps an enterprise optimizes workflow management.

Decide how long a campaign should be measured, then use the data collected to make adjustments to the current marketing workflow. A company can then decide whether or not the data is positive and make adjustments accordingly.

An in-depth analysis of a current workflow helps companies find small fixes and boost efficiency. Continually evaluate your workflows to understand what changes need to be made.