




Planning successful marketing activity
It’s only when you’ve worked in marketing and experienced the pressure points that it’s possible to make things better. We’ve applied our industry insight to create a marketing planning tool which helps marketers plan and coordinate their activities – all from one central location. Sharing information and assets with colleagues is easy, objectives are understood and everyone involved knows what’s to be done.
The power of Marketing Planner
Align your marketing activities
Get off to a good start and make sure everyone is on board with your plans. By providing your team with a complete overview of activities, the required outcomes are understood – confusion and calendar conflict become a thing of the past.
Structure your marketing plans
Use our online planner and calendar to track your workflow from planning to completion. Establish deadlines and set schedules for related marketing activity, coordinating the involvement of regional and local teams by campaign and project type.
Streamline and control implementation
When the planning process is centralized, it’s easier to work towards the end goal. Better still if everyone has all the assets, information and collateral they need to stick to the plan and execute it perfectly.
Communicate your marketing with ease
Marketing does not operate in isolation. You’re part of an organization that’s working towards a common goal, so make sure your colleagues are aware of your plans. And if you do this by email or newsletter, you can check who’s opened and read your message.
Control your marketing costs
It all comes down to money in the end. Keep your finances firmly in the spotlight and check marketing spend against actual budget. Analyze cost per activity across different locations and centralize purchasing to avoid unnecessary spend and overheads.
Features


Execution Manager
We recommend ‘central management and local execution’ – it’s the best way to control the planning process. Simply appoint a local Execution Manager to ensure your plans are understood and realized.


Dashboards and analysis
With real-time dashboards, you can see at a glance if things are going to plan. Stay one step ahead, anticipate problems or conflicts before they happen and implement contingency plans to keep your marketing on track.


Simplify your market support management
When you delegate responsibility for local execution, you’ll still want to know what’s going on and offer support when it’s required. Using the Co-op Funding tool, you can track and manage campaign activity in all your locations.
Other Features

Detailed logging and notifications
You can keep an eye on what’s going on across the board and set up triggered, event-based notifications to trace and check the progress of related marketing activity.

Flexible views
Your timeline does more than provide an overview of your plan. You can dig deeper and request different views to analyze data relating to a specific project or activity.

Categorization
It’s completely up to you how you want to set up your categories. The system is flexible and versatile and can be customized to reflect your company’s workflows and user patterns.

Asset control
Sharing relevant assets with your team as part of your planning regime will help everyone understand what’s to be done and achieve greater brand consistency.

Email editor
This feature allows you to design emails for internal groups or individuals in your company. Create your emails in advance and schedule them for later – automation takes care of the rest.

Newsletters
Again, this is a useful way of keeping in touch with your colleagues across the business and letting them know what’s happening in the world of marketing.

Flexible Content
This versatile plug-in will bring out the designer in you. Use pre-defined templates to create landing pages for your team and supply the assets and supporting information they’ll need.

Activity drill down
The devil is in the detail. Your dashboard is a great source of information and a one-click drill down allows you to interrogate your data and look more closely into the metrics.
How Marketing Planner will elevate your brand

Plan marketing budgets
There’s no blank cheque. The marketing budget is expected to go a long way and deliver a healthy ROI, so planning your spend over the year by campaign, location and channel activity will help you set priorities and realistic goals.