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Mar 01, 2022

How to Create a Marketing Campaign? – Complete Guide with FAQs, Tips, Advice, & More   

how to create a marketing campaign
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A successful marketing campaign can have a crucial role to help you achieve or surpass your sales objectives.

It doesn’t matter how great your product or service is if nobody knows it exists. That’s where marketing comes in. 

Quick Summary


In this post, we will shed light upon what steps you can take to create a successful marketing campaign for your product or service. 

There’s no single way to develop an effective marketing campaign. However, there are certain steps you can take to increase your chances of having a successful one.

So, without further ado, let’s get started.

How to Create a Successful Marketing Campaign (Step-by-Step Guide)

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Many entrepreneurs and business owners often wonder why they’re not selling as much as they expected to. Oftentimes, the reason can be the fact that they have not spent a lot of time to flesh out their marketing campaign(s). 

Marketing campaigns can be extremely powerful tools that can help you reach your target audience and turn people into loyal customers. 

To develop successful marketing campaigns, follow these steps: 

Step 1: Identify Your Objective

The very first step to develop a marketing campaign is to identify what the objective of the marketing campaign is. 

Do you want to generate leads? Do you want to convert leads to customers? Or do you want past customers to purchase from you again? 

These are all questions you must ask yourself in order to identify what you want to achieve with your marketing campaign. 

As Andrew Constable, the founder of Early-Stage Business & Product Agency, states, different objectives will require different marketing strategies.

brand identity altogether online sales marketing roi marketing channel

The objective(s) of your marketing campaign should be clear to you as well as everyone else in your team.

Step 2: Determine Your Budget 

Marketing campaigns aren’t free. You will need funds to pay for tools, services, etc. that will assist you to bring your campaign to life. 

Many established brands have an annual budget for their marketing campaigns

You can identify how much funds you will need for your campaign budget in a number of different ways: 

  1. Determine the budget based on each task required for your marketing campaign. 
  2. Try to find out your competitor’s budget and match it. 
  3. Allocate a percentage of the revenue brought in from sales to the marketing campaign. 

Quick fact: According to the Small Business Administration, most brands out there can spend anywhere between 2 and 20 percent of their projected sales on marketing efforts.

The percentage of revenue from sales that you spend on marketing will depend on a number of factors such as: 

  • What industry you’re in 
  • How much revenue you’re making from sales
  • The size of your brand
  • How young or old your brand is

In general, if your company is young, then you should spend a significantly higher amount on marketing efforts. 

Step 3: Identify the Target Audience  

You must spend a fair amount of time to identify your target audience. It’s considered by many marketing experts to be the most crucial part of any marketing strategy. 

What kind of person or group of people would be interested in your product or service? 

These will be the demographics targeted with your marketing campaign. The more specific and thorough you are, the higher the chances that you will see an increase in sales.

There are a number of factors you can take into account to identify what the ideal demographic(s) would be for your target audience such as:

  • Age 
  • Gender
  • Geographic location
  • Job sector 

And much more. 

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If you intend to sell to another company or brand, then you can take factors into account such as: 

  • Company size
  • Industry 
  • Location 

Another key element to identify is the primary form of media that you will use to reach your target customer. 

Quick example: If you intend to target consumers that are aged between 15 and 30 years old, then it would be a good idea to focus your efforts on social media. This is because individuals in that range tend to spend a lot of time on social media applications. 

You would find a lot more success if you market your product or service through social media than through other means such as emails or physical flyers. 

On the other hand, if you are a company that wants to promote its product or service to other companies, then your route would be different. 
In this case, you would find a lot more success if you advertise yourself in trade journals or advertisement papers related to the industry. 

Step 4: Formulate Your Message

This is the “meat” of your marketing campaign. It is the message that you will send to your target audience to turn them into loyal customers. 

Your message will typically consist of three components: 

  1. The problem or unmet need that your target audience is currently facing. 
  2. How your product or service will meet that unmet need and improve the lives of your target audience. 
  3. A component that is present in your message to build your credibility. This could be in the form of past customer testimonials or endorsements from partners in the industry. 

For the first component, it’s important that you empathize with your audience in order to bring out an emotional response from them. Make sure that you relate to them and understand how they feel. 

The second component builds upon this emotional response and provides comfort to the audience. You have to make them understand how your product or service can solve the problem they face on a regular basis. 

Make sure to build a picture with the second component about how your product or service will help the target audience out. Highlight all of the important benefits of what you intend to sell to them.

The third component is present to help steer the target audience towards your direction rather than towards a competitor. Not only does credibility help build trust with your consumer but it also justifies them making the purchase. 

When you craft your message, it’s important that you take your time to refine it as much as possible. 

Try to keep it as short and sweet as you possibly can. Identify and list all of the salient features of your product or service. If your message is too long and winding, potential consumers will become disinterested. 

Not only does the message need to be short and sweet but any redirect links or URLs you include within your message need to be short and sweet as well. 

There’s no bigger turnoff to a potential customer than seeing a long, shady URL alongside your marketing campaign. 

A study by Rebrandly suggests that shortened URLs can increase your click-through rate (CTR) by up to 39%. 

To shorten your link through Pixelfy, you must first register yourself and log in. 

Step 1: Once you log in, you will be greeted with the dashboard where you have access to all the analytics of your shortened URLs as well as the URL shortener itself. 

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Step 2: Paste your long URL into the URL shortener box located at the top of the dashboard as indicated in the screenshot below and click on “Shorten”. 

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Step 3: On the next page, you will receive your shortened URL that you can copy and use in your campaign.

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Step 5: Identify the Appropriate Marketing Channels and Formulate Your Media Strategy 

Once you know who your target audience is and what message you want to communicate to them, you have to work on how to get that message to them. 

It can be challenging to identify the appropriate media channels. If you make the wrong choice, it can hurt your brand significantly. 

Since there are so many channels to choose from in this day and age, we understand that it can be quite confusing. Hence, we recommend that you take your time with this step and research everything thoroughly. 

A good way to identify appropriate media channels is to study competitors and observe what channels they use. 

This can be a great way to jump-start your marketing campaign if you’re unable to identify what the right channel should be.

In today’s digital age, most digital marketing campaigns are a safe bet and tend to work for most industries. 

If you have a high budget, you can definitely promote your service or product on many different marketing channels. However, the key is not to market your brand on as many media channels as possible but to find the appropriate media channels. 

These would be the media channels that your target audience uses on a daily basis. 

This is why, if you have a low budget, it can sometimes be a good thing. That’s because it will require you to think strategically about where and how you want to market your product or service. 

If you have a high budget, you can definitely promote your service or product on many different marketing channels. However, the key is not to market your brand on as many media channels as possible but to find the appropriate media channels. 

These would be the media channels that your target audience uses on a daily basis. 
This is why, if you have a low budget, it can sometimes be a good thing. That’s because it will require you to think strategically about where and how you want to market your product or service.

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An example of such a channel would be social media. It’s a channel that most consumers, as well as business owners, use on a regular basis. In other words, it’s a fairly safe bet to promote your product or service on social media in today’s day and age. 

Another great digital marketing campaign channel is email marketing. It’s a form of marketing that does not need a ton of financial investment but can yield great results. Not only is it great for customer acquisition but it also works well for repeat customers. 

Trends vs Fads

One more key factor you must keep in mind is to always differentiate between trends and fads. 

The main difference between trends and fads is that trends are here to stay whereas fads are only around for a short while before they fade away. 

You can definitely take advantage of fads but it should be a short-term investment at most. Trends, it’s something you can use to build larger marketing strategies with.

In the end, you’ll have to identify a number of factors to determine the best media channel for your campaign such as: 

  • Your industry 
  • Your target demographic(s)
  • The product or service that you are advertising 

Step 6: Implementation

Implementation can be the easiest part or the most difficult part of your marketing campaign depending on how much time you spent on preparation. 

By preparation, we pretty much mean the 5 steps we’ve laid out above. 

Remember that bad preparation almost always leads to bad implementation and thus, less-than-stellar results.

As Corey Savard from the University of Toronto states, “A successful marketing campaign is determined by the building blocks that hold it.”

new brand identity customer satisfaction

During implementation, you’ll need to have a team that monitors different aspects of the on-ground part (if applicable) as well as the digital marketing part of the campaign. 

Your team needs to be on the same page so that there are no conflicts to schedule for different parts of the integrated marketing campaign. 

No stage should start or finish at a different time than when it was scheduled to. 

Any conflict that arises during implementation can throw a wrench in your schedule and potentially derail the whole campaign. 

In addition to that, you (or an accountant you may have hired) need to keep track of the budget allocated for the marketing campaign. This is to ensure that the expenditures are kept in check and you don’t spend more than what you allocated. 

Step 7: Analyze Your Results and Make Changes Accordingly 

When you analyze the results of your marketing campaign, you’ll consult the objectives and marketing goals that you laid out in step 1. 

  • How many of the marketing goals that you laid out were achieved with your marketing campaign? 
  • Which target demographic responded best to the campaign content? 
  • Of all the distribution channels that you used, which one led the highest number of customers to your brand? 
  • How many new customers did you gain from the marketing campaign? 
  • How many existing clients did you succeed in turning into repeat customers? 

These are all questions you can ask yourself when you analyze the results and statistics of your digital marketing campaign. Also, note that you don’t just analyze statistics to merely measure success. 

This analysis can help you identify what works and what doesn’t. Hence, you’ll have a much better chance of converting customers and building brand loyalty with your next marketing effort.

This is how successful marketing campaigns are built. Don’t expect your first marketing effort to yield great success. There’s a high chance that you may not see the results that you expected the first time. 

However, you can analyze the results to ensure that your next marketing campaign is even better. 

There are a ton of marketing assets you can utilize to craft successful campaigns and the results from a previous campaign is one such asset. It can help you craft clearer campaign goals and identify better methods of content creation for next time.

Wrapping Things Up… 

In the end, we must emphasize that planning is really the key and that is something that you should spend the majority of your time on. 

Spend time to identify who your campaign audience is, what their unmet needs are and how your product or service can meet those needs. 

Once you’ve got that down, spend more time to craft a message that will effectively communicate your product to them. 

If you do everything well, not only will you find new customers but you will also build brand loyalty among current customers. 

If you have any more questions, please feel free to reach out to us in the comments section below.