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Welcome to Marketing Planner
Welcome to Marketing Planner

Learn to efficiently plan, manage, and approve marketing campaigns using Planner’s intuitive collaboration tools.

Josh avatar
Written by Josh
Updated this week

Understanding Planner

Planner is a centralised marketing planning tool within Sesimi, designed to help teams coordinate campaigns, track budgets, and streamline approvals.

  • View and organise campaign timelines for easy tracking.

  • Create and manage marketing plans across different teams or regions.

  • Approve submitted plans and provide feedback.

💡 Pro Tip: Use Planner's multiple plan Draft, Published, and Unpublished statuses to help manage workflows efficiently.

The Planner Interface

Planner’s interface includes:

  • Marketing Plan Timeline: A 12-month forward facing view of campaigns.

  • Campaign Categories: Activities are grouped by type (e.g., digital, print, social).

  • Plan Status: Identifies a plan in Draft, Published, or Unpublished mode.

💡 Pro Tip: Organisation wide marketing plans appear in black while department, or region-specific plans, are colour coded.

How to Use Planner

Step 1: Accessing Planner

  1. Log in to Sesimi.

  2. Navigate to Planner from the left-hand menu.

  3. The homepage displays an overview of upcoming marketing activities, with additional plans listed below.

Step 2: Creating a Marketing Plan

  1. Click Create Campaign in Planner.

  2. Enter the Campaign Name, Start & End Dates, and Category.

  3. Select the relevant Media Types (e.g., TV, digital, print).

  4. Click Save to add the campaign.

  5. Publish the campaign to make it visible to all users.

Step 3: Managing Marketing Plan Approvals

  • Teams can submit their plans for approval.

  • Approvers receive email notifications when a new plan is submitted.

  • The approval process includes:

    • Approving the plan immediately.

    • Sending it back for revision (with comments).

    • Making direct edits before approval.

💡 Pro Tip: Use the Feedback Section to provide clear revision notes.

Step 4: Tracking Budget & Performance

  • Use the Summary Dashboard to get an overview of:

    • Total Yearly Marketing Spend

    • Remaining Budget

    • Plan Status for Each Team/Region

  • Search and filter marketing plans based on status, location, or spend.

Optimising Your Planner Workflow

Use Clear & Structured Content

  • Write concise campaign descriptions that clearly outline the objectives.

  • Use consistent naming conventions for easier search and reporting.

Leverage Approval Workflows

  • Set up reminders for plan submissions before deadlines.

  • Use bulk approvals for plans that meet standard criteria.

Monitor Performance Regularly

  • Review monthly spend reports to adjust marketing plans accordingly.

  • Track plan engagement across different teams or regions.

Troubleshooting

Can I edit a published marketing plan?

Yes, you can edit published marketing plans but you need to change its status to Unpublished before making edits.

How do I download a PDF of my marketing plan?

You can download a PDF of your marketing plan by clicking the Settings button and selecting Download PDF.

Why am I not seeing all marketing plans?

If you not seeing all your marketing plans:

  • Ensure the plan has been submitted and approved.

  • Check filters to confirm you are viewing the correct year or team.

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