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Creating a National Marketing Plan

Creating a National Marketing Plan

Learn to effectively plan, publish, and share national marketing priorities using Sesimi's marketing Planner.

Sesimi Editorial avatar
Written by Sesimi Editorial
Updated this week

👤 This guide applies to the Planner module and is relevant for users with Head Office access.

Getting Started

National Marketing plans set the foundation for dealership-level activity. Created by Head Office these plans provide high-level marketing direction across defined periods. Once published, they become visible to all dealerships in the Planner module.

National Plans do not lock dealerships into fixed activities, but rather act as a roadmap to guide local activity.

How to Make a National Marketing Plan

Step 1: Build Your Plan

  1. Select the planning year.

  2. Click Create Activity to add key national campaigns.

    For each activity:

    • Enter an Activity Name.

    • Set the Start and End Dates.

    • Assign a Category (e.g. product launch, event, promo period).

    • Enter the Estimated Cost (if applicable)

  3. Save the Activity.

💡 Pro Tip: National Plans do not include subcategories or funding splits so keep your categories high-level.

Step 2: Review and Publish

  • Once your National Plan is complete, click Publish under the grey gear icon.

💬 Note: This action makes the National Plan visible to all Dealerships and alerts them via email notification.

Making Updates

  • If changes are required after publishing, you must first unpublish the plan.

  • After unpublishing, the plan status returns to Draft and can be freely edited.

  • When complete, click Publish again to re-share the updated version.

Plan Visibility

  • Once published dealerships will see your plan at the top of their Planner timeline.

  • Your activities help guide the timing and focus of their local planning.

  • Dealerships do not edit or duplicate the national plan, but respond to it.

FAQ

Can I create more than one National Plan?

No, you cannot create more than one National Plan. Each planning period (decided by Head Office) supports one official National Marketing Plan.

Can I edit the National Plan after publishing?

Yes, you can edit the National Plan after publishing, but you must unpublish it first.

Do dealerships get notified when the plan is published?

Yes, dealerships get notified when the plan is published via email.

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