MarTech

How to develop a marketing campaign strategy that works

Launching a marketing campaign is like baking a cake.

Time needed: 1 day

A well-planned campaign strategy is the difference between attracting new customers and losing ground to the competition.

  1. Uncover organizational challenges

    Ask discovery questions to identify challenges that can be addressed.

  2. Identify your target audience

    Who are you trying to reach? What are their needs, aspirations, and challenges?

  3. Determine measurable KPIs

    hoose measurable key performance indicators that align with your goals and provide actionable insights.

  4. Formulate a hypothesis

    Formulate a hypothesis to guide your campaign development and allow you to test and refine your approach.

  5. Review necessary content

    Take an inventory of your content needs. What type of content will resonate with your target audience?

  6. Analyze and refine

    Analyze your campaign. Be ready to adapt your strategy as you learn new insights.

Launching a marketing campaign without a solid strategy is like baking a cake without a recipe. You might end up with something edible, but it’s unlikely to be a masterpiece. In today’s competitive world, a well-planned campaign strategy is the difference between attracting new customers and losing ground to the competition.

But first things first, you need to identify the challenges your organization faces. Is it brand awareness? Difficulty generating leads? A disconnect with your target audience? Understanding these roadblocks is crucial for crafting a campaign that actually addresses these challenges. To help with this process, ask some discovery questions:

Some business challenges may require additional investments beyond normal marketing budgetary items like advertising and content creation. Ask yourself these questions as well:

Depending on your larger marketing goals, you may need to invest in additional staff and/or software. These are obviously significant financial expenses investments, so prioritize your needs and plan accordingly.

Identify your target audience

Once you’ve identified a challenge to address, determine the target audience for the campaign. Who are you trying to reach? What are their needs, aspirations, and challenges? The more you understand their language, the more effectively you can connect with them.

An example of a target audience might be repeat web visitors who haven’t purchased or donors who give infrequently.

Define your business goals

Define your business goals clearly. Where do you want your marketing efforts to lead? Is there a particular problem area you’d like to address? Do you want to increase brand awareness, generate more leads, or boost donations for your nonprofit? Having a clear target in mind keeps your campaign focused and helps you measure its effectiveness.

Examples of business goals include repeat web visitors completing their first purchase or adding donors to your monthly giving program.

Determine measurable KPIs

Think of KPIs (key performance indicators) as your trusty compass. They help you track your progress towards your goals. Will you track website traffic, social media engagement, or conversion rates? How do you know when you’ve achieved a goal? Choose measurable metrics that align with your goals and provide actionable insights.

An example of a measurable KPI might be, increase web conversions by 2% or convert 5% of irregular donors to monthly givers.

Formulate a hypothesis

Every successful strategy starts with a well-informed guess. In marketing, this guess is your hypothesis. Think of it as a statement like, Implementing a targeted social media campaign will increase website traffic by 15%. This will guide your campaign development and allow you to test and refine your approach.

Other hypothesis statements may look like these:

Review necessary content

Now it’s time to take an inventory of your content needs. What type of content will resonate with your target audience? Blog posts, infographics, videos, or social media interactions? What resources are readily available? What content needs to be created to support your campaign? Choose formats that align with your hypothesis and audience preferences.


Remember, this is just the first step in your marketing campaign’s journey. Be ready to adapt your strategy as you learn and explore. Embrace data-driven insights and use them to continually optimize your campaign for maximum impact.