About this template
This template is a starter for digital marketing campaign operations. Each campaign gets a workspace with a brief, timeline, budget, assets, checklist, variants, comments, and results, so planning and reporting live in the same place instead of scattered docs and spreadsheets.
Tracking hygiene is built in. The UTM builder validates links against an editable naming taxonomy, the Campaign Name Generator produces consistent campaign names, and every generated link is browsable in one list. A calendar view rolls up launches, events, sends, and request due dates.
Pipeline reporting comes from a funnel view with per-stage counts, conversion chips, biggest-drop highlighting, and target pacing. A leads table holds individual contacts with search, stage filtering, inline stage changes, and a detail view. Everything works on manual entry out of the box, and a CRM connection is optional enrichment rather than a requirement.
Authentication, teams, and roles are wired up. Signing up creates a workspace seeded with a sample campaign, stages, taxonomy settings, and clearly labeled sample data. Campaign stages are editable per team, and a public request form lets colleagues submit campaign briefs that you can promote into real workspaces.
Best use cases
Campaign planning and launch
Give every campaign a workspace with a brief, timeline, budget, owner, and a numbered launch checklist. The order of operations keeps launches consistent even when different people run them.
Tracking and naming discipline
Standardize campaign names and UTM parameters with a taxonomy your team can edit. Validated links and a searchable UTM list mean reporting stays clean months later.
Funnel and target reporting
Watch leads move through stages, see conversion between each step with the biggest drop highlighted, and compare monthly MQL and SQO totals against targets.
Intake from the rest of the business
Share a public request form so sales, product, or leadership can submit campaign asks. Accept a request and promote it into a full workspace with its due date on the calendar.
Features & capabilities
Campaign workspaces
Every campaign has a brief, timeline, budget, assets, variants, comments, and results in one page.
Launch checklists
Numbered, position-based checklists so campaign launches follow the same order of operations each time.
Editable campaign stages
Rename, recolor, and reorder your team's campaign stages, or add custom ones beyond the defaults.
UTM builder
Build tracking links from validated dropdowns, save templates, and reuse the last-used values.
Naming taxonomy settings
Define the allowed channels, sources, and formats that campaign names and UTM links are checked against.
Campaign Name Generator
Produce standardized campaign names from your taxonomy so naming stays consistent across channels.
All UTMs list
Browse, search, and copy every tracking link the team has generated from a single table.
Funnel visualization
An animated funnel with per-stage counts, conversion percentages, biggest-drop highlighting, and period filters.
Funnel targets and pacing
Set monthly MQL and SQO targets, with optional per-campaign overrides, and track pacing at a glance.
Leads table
Search, sort, and filter contacts by stage, change stages inline, and open a detail view for each record.
List import and cleaner
Upload post-event or campaign lists, parse and dedupe rows, and clean up messy contact data before import.
Campaign requests
An internal form plus a public request link, with accept, decline, and promote-to-workspace actions.
Shared calendar
See launches, events, sends, and request due dates in one month view with channel filters.
Team roles and invitations
Invite teammates by email and control who can plan, edit, or only view campaign data.
Optional CRM connection
Works fully on manual entry, with clearly labeled sample data and copy-paste prompts for wiring up your own CRM.


