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Social Media Campaign Checklist

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Social Media

Campaign Checklist
Why should you use a checklist to plan
your social media campaigns?

Like aging a fine wine, planning a successful social media


campaign takes time! We’re here to tell you: Don’t rush
the process of figuring out what you’re doing, and why
you’re doing it. Put a plan in place so that your day-to-day
campaign activities are all accounted for and your
potential for results is maximized!

We created this Social Media Campaign Checklist as


your go-to for campaign planning. You can print out a
copy of this checklist for each campaign or use it digitally.
Give it to your team. Live by it.

You’ll be on track to having every aspect of your


campaign covered!

BONUS

Be prepared for any type of campaign


with our extra guides for specialized campaigns.

Included in this guide:

Social Media Campaign Checklist........................ 2 Tips for specialized campaigns............................... 5

Part 1: Planning................................................................. 2 Product campaigns.......................................................... 5


Part 2: Execution.............................................................. 3 Influencer campaigns..................................................... 5
Part 3: Assessment.......................................................... 4 Seasonal campaigns........................................................ 5
Milestone campaigns..................................................... 5
Every good outcome begins with a plan!
Answer these questions to build a strong
Planning foundation for your campaign.

What is this campaign about?


You might have a new product launch coming or simply want to engage with your audience.

What is your primary goal?


Is your ultimate goal to increase purchases, drive awareness or build loyalty?
Choose one for the best results.

Who is your audience?


This will come in handy when developing content, so be as specific as possible!

What social media platforms will you utilize?


Every platform might not be in line with your campaign goals & audience. Stick to the ones that work!

Unsure of which platforms to focus on?

Facebook is best for Use Twitter for short text At its core, LinkedIn is a Instagram is entirely based
posting general company updates and campaigns place for professionals to off of visuals, so focus here
updates and running utilizing partnerships and connect. If you're a B2B if what you offer is within
interactive campaigns. influencers. brand or involved in talent travel, fashion, art or the
sourcing, it might be for you. like.

If you are working with a team, decide on responsibilities.


Keep your team accountable by assigning specific roles to each element of a campaign.

List any examples of campaigns that inspire you.


Inspiration drives success! Don’t be afraid to be inspired by what other brands are doing and add
own your personal touch.
Once your plan has been laid out, organize
your assets and get the message out there,
Execution loud and clear.

Create an editorial calendar.


An editorial calendar will help your team visualize what is coming up and what you might be missing.

Create your editorial calendar in a sheet or project management tool to ensure it's easily accessible.

Develop content.
This is a big one! From articles to photos and post copy to design assets, lay it all out.

Decide if you need extra coverage.


For larger campaigns you will need more hands on deck. Who will be handling brand monitoring?

Schedule your prepared content.


Now that your content is prepped and ready to go, you need to schedule/publish it.

Sendible makes it easy for you to manage all of your campaigns in one place!
START YOUR FREE TRIAL
Get access to simple scheduling, content creation, brand monitoring and more.

Review your campaign as you go.


Track your results as you go and make any necessary tweaks when required!
You’ve put in the work, now it’s time to
measure your results! This step is critical
Assessment to how you approach your next campaign.

Did you meet your goals?


Think back to your primary goal. Did you meet it or did you fall a bit short?

Were there any glaring mistakes?


Nothing is perfect. Take some time to record any major mishaps so you can learn for the next time.

What content performed the best?


Numbers speak for themselves! Did you see the most return from short videos, for example?

What feedback was received?


If you got any feedback along the way, either internally or from clients/fans, record it.

What could you change for the next campaign?


Think of specific elements, from planning to the very end, that could be tweaked for next time.
What about Not every campaign is

specific straightforward! Here are


some extra tips to ensure
campaign types? you’re covering your bases.

Product campaigns Seasonal campaigns


A product campaign is designed to promote, Seasons and holidays happen every year, and
you guessed it, a new product! In actuality, it’s they’re excellent opportunities to drive
more about your audience and how the product engagement and prepare content that will
will serve them than the product itself. reach a new audience.

Make sure you can check these off your list Don’t miss the opportunity to connect with
before launching a product campaign: your audience and/or make sales:

Get fully briefed on the product. Think: What will make you stand out
amongst the other holiday noise?
Develop an ‘elevator pitch’ about what the
product is. Create content that is on brand, but also
fresh.
Focus on the pain points the product
solves when marketing it. Plan early, especially for big holidays like
Thanksgiving and Christmas.

Influencer campaigns Milestone campaigns


The objective of every influencer campaign is to Maybe your milestone is a company launch
gain access to an already flourishing community date, or the anniversary of a product.
on social media. Your target influencer can help Regardless, a special occasion allows your fans
to promote and sell your product. and followers to celebrate with you.

Don’t forget to cover your bases: Prepare well before the milestone hits:

Find relevant influencers who match Start planning as much as a year in


your brand and voice perfectly. advance (depending on the milestone).
Establish consistent communication Showcase your ‘legacy’ in the content and
channels with your influencer. promotion.
Cover expectations of responsibilities, Host a live video from your HQ to share
liabilities and compensation. your company culture.
Schedule your
first campaign in
Sendible today!
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