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How to create 4 vital types of marketing plan with Smart Insights
How to create 4 vital types of marketing plan with Smart Insights

Our recommended planning templates and Learning Paths for Premium members.

Dave Chaffey avatar
Written by Dave Chaffey
Updated over a week ago

Creating different types of plans is a common activity for managers working in marketing, and one of the most common 'use-cases' for our members.

In this Help article, we cover recommended resources to help you create four types of plan:

If you're looking to create more tactical plans for channels, including organic search, email marketing, social media or website improvements, we cover how to do this in our library of dedicated channel toolkits. You can filter and access these via our digital marketing resource library.

1. Digital marketing plan

Defining a digital marketing strategy in a plan is a common starting point for our members, so we created a dedicated Help article recommending the best templates for this:

2. Marketing plan

To create a marketing strategy, use our Marketing strategy planning toolkit.

Since we focus on digital marketing, we don’t have a Learning Path for marketing plans, instead, we have a guide covering best practices and examples of marketing planning.

3. Campaign plan

The most popular resource for campaign planning is our Word Marketing campaign plan template - this can be used to create a campaign brief for agencies or colleagues.

For creating and managing campaigns, review the templates in our campaign planning toolkit. The templates in our content marketing toolkit may also be useful.

For more structured support and guidance on campaign planning, use our

4. Product launch plan

We have a single resource for managing product launch campaigns:

For researching New Product Development (NPD) this resource will help:

A related resource covering Go-to-Market (GTM) strategy is our:

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