Back to Insights

7 simple steps to campaign planning

  • by Upp B2B
  • 3rd Oct 2017
    • Brand Growth, Lead Generation, Strategy

Before planning a campaign, you should have an overall marketing plan for your business, which itself aligns with your business plan. Campaigns are great for focussing on a specific goal, purpose or audience segment, but there are a few things to consider before you start…

1. Set objectives

What do you want to achieve? What has triggered you to want to run a marketing campaign? Do you want to raise overall brand awareness, launch a new product into a new or an existing market, tempt customers back to your company, or lift sales in a particular demographic?

Setting campaign objectives has a key influence on what you do and how you do it. Be specific too, and include any target figures you or your Board would like to see – be realistic here, you won’t generate 300 more customer leads if the market size for your product is actually lower than that.

2. Set a campaign budget

Obvious really. Consider how long you want your campaign to run for – 12-18 months is a good length of time usually, depending on the market and the audience.

3. Profile the market, the competition, and your audience

Understanding the market context, the competition and your target audience is the key to successful campaigns. When it comes to your audience, segment them and prioritise them if needed. Talk to existing customers about why they chose your product or service and what they need. The insight gained from this step enables you to shape and differentiate your offer.

4. Shape your messaging

What words will you use in your campaign? Use simple, relevant and impactful messaging to get your offer across in a clear way. Consider how your core message may need to be adapted for each audience segment, and how you might build your messaging as the campaign develops over time (particularly for longer campaigns of 6+ months).

5. Develop a creative platform

Creative brings a campaign to life. You might have the right words, but if it’s not presented in the right way, your campaign won’t grab the attention of your audience. Your campaign creative should reflect your offer and the market insight, be in keeping with your company’s overall brand and be impactful.

6. Create a campaign plan

How are you going to get your message out to your target audience? Here, consider tactics and channels in line with your audiences’ preferences and watering holes, and your budget. Are you going to have a campaign hub, (for example a microsite) to point leads towards? Weigh up whether to take a phased approach, rolling out territories one after the other perhaps to test and learn first (depending on your resources), and switching up tactics and messaging during the campaign to build the brand story and keep the campaign fresh.

Also, look at roles and responsibilities within your team and your partners, and be sure to include training or informing sales teams or customer services if needed.

7. Implement, review and adjust

Now, simply create the campaign assets you need to deliver the plan (e-shots, direct mail, etc.), gather your data together, and roll out the campaign. Throughout the campaign, monitor and analyse what’s working and what isn’t, and make adjustments as needed. If you find that one channel is delivering a lot more results than others, it could be worth focusing your resources on that.

Get in touch if you’d like to know more about planning a b2b marketing campaign. We’ve got a bit of experience in that area…