Campaign Management
Categories
Marketing
Level
Beginner

The Campaign Management template is a complete solution for planning, executing, and tracking marketing campaigns across multiple channels. It combines a structured database with a user-friendly application, giving marketing teams a central hub to coordinate activities, manage resources, and monitor performance.

At its core, the template organizes campaigns with clear objectives, targets, budgets, and timelines. Each campaign can be broken down into specific activities, which are assigned to staff members and linked to media channels. Activities store key cost and scheduling details while automatically calculating performance metrics such as CTR, CVR, CPC, and CPM. Daily results are captured in the Metrics table, where impressions, clicks, and conversions provide real-time feedback on effectiveness.

Supporting elements like assets, UTM tracking links, and channels are integrated seamlessly. Assets ensure creative materials are properly versioned and linked to activities, while UTM tracking provides standardized campaign links for accurate attribution. Staff information connects the right people to the right campaigns and activities, improving accountability and collaboration.

Together with the web application, this template enables teams to track campaign progress, manage workloads, and analyze results in one place—helping organizations optimize ad spend, align with objectives, and achieve measurable marketing success.

Database: Campaign Management

Campaigns

Fields

  • Name (Text)

  • Description (Long text)

  • Start (Date)

  • End (Date)

  • Budget (Number)

  • Owner (Link to table)

  • Status (Single select)

  • Activities (Link to table)

  • Objective (Link to table)

  • Target value (Number)

  • Actual value (Number)

  • Objective unit (Lookup)

  • Is success (Formula)

  • Duration (Formula)

  • Budget spent (Rollup)

  • Budget remaining (Formula)

  • Budget spent % (Formula)

  • Budget remaining % (Formula)

  • Count activities (Count)

  • Count completed activities (Formula)

  • Completed activity ratio (Formula)

  • Target difference (Formula)

  • Duration (days) (Formula)

Views

  • All campaigns (grid)

  • All campaigns grouped by objective (grid)

  • All campaigns grouped by owner (grid)

  • Campaigns with full budget spent (grid)

  • Active campaigns (grid)

  • Non-active campaigns (grid)

  • All successful campaigns (grid)

  • All failed campaigns (grid)

  • Timeline: all campaigns (timeline)

  • All campaigns stacked by status (kanban)

Objectives

Fields

  • Name (Text)

  • Description (Text)

  • Campaigns (Link to table)

  • Unit (Single select)

  • Count campaigns (Count)

  • Success ratio (Formula)

  • Count completed campaigns (Formula)

Views

  • All objectives (grid)

  • Objectives without campaigns (grid)

  • Objectives with multiple campaigns (grid)

Staff

Fields

  • Name (Text)

  • Email (Email)

  • Phone (Phone number)

  • Picture (File)

  • Job role (Text)

  • Campaigns (Link to table)

  • Activities (Link to table)

  • Password (Password)

Views

  • All staff members (grid)

  • All staff members grouped by job role (grid)

  • Staff members that are campaign owners (grid)

  • Staff members that have activities (grid)

  • Gallery: all staff members (gallery)

Activities

Fields

  • Name (Formula)

  • Cost (Number)

  • Start (Date)

  • End (Date)

  • Campaign (Link to table)

  • Channel (Link to table)

  • Metric (Link to table)

  • Status (Single select)

  • UTM tracking (Link to table)

  • Assignee (Link to table)

  • CTR (Formula)

  • CVR (Formula)

  • CPC (Formula)

  • CPM (Formula)

  • Required assets (Link to table)

Views

  • All activities (grid)

  • All activities grouped by campaign (grid)

  • All activities grouped by channel (grid)

  • All activities grouped by assignee (grid)

  • Activities with cost > €20 000 (grid)

  • Activities scheduled during this month (grid)

  • Activities with UTM tracking (grid)

  • Activities with available metrics (grid)

  • Timeline: all activities (timeline)

  • All activities stacked by their status (kanban)

Assets

Fields

  • Name (Text)

  • Created on (Date)

  • Last Modified (Date)

  • Description (Long text)

  • Status (Single select)

  • Version (Text)

  • Activities (Link to table)

  • Count activities (Count)

Views

  • All assets (grid)

  • All active assets (grid)

  • Assets used in multiple activities (grid)

  • All assets stacked by status (kanban)

UTM tracking

Fields

  • Url (Formula)

  • Source (Single select)

  • Medium (Text)

  • Term (Text)

  • Content (Text)

  • Activity (Link to table)

  • Campaign (Rollup)

Views

  • All UTM tracking urls (grid)

  • All UTM tracking urls grouped by campaign (grid)

Metrics

Fields

  • Date (Date)

  • Impressions (Number)

  • Clicks (Number)

  • Conversions (Number)

  • Activities (Link to table)

  • CTR (Formula)

  • CVR (Formula)

  • CPC (Formula)

  • CPM (Formula)

  • Date (label) (Formula)

Views

  • All metrics (grid)

  • All metrics grouped by date (grid)

  • All metrics grouped by activities (grid)

Channels

Fields

  • Name (Text)

  • Description (Long text)

  • Activities (Link to table)

  • Count activities (Count)

Views

  • All channels (grid)

  • Channels used by activities (grid)

  • Unused channels (grid)

Application: Campaign Management

shared

Data sources

Actions (event)

  • logout (9ab25386-98cf-4b68-a550-1a8f5f64392f_click)

Home

Data sources

  • Active campaigns

  • Scheduled and completed campaigns

Campaign details

Data sources

  • Campaign details

  • Get related activities

Activity details

Data sources

  • Activity details

  • Activity assets

  • All active assets

Actions (event)

  • update_row (submit)

  • refresh_data_source (submit)

Add new activity

Data sources

  • Campaign details

  • Related activities

  • Channels

  • Staff members

  • Assets

Actions (event)

  • create_row (submit)

  • open_page (submit)

Metric details

Data sources

  • Get metrics

Actions (event)

  • create_row (submit)

  • refresh_data_source (submit)

Channel details

Data sources

  • Channel details

  • Activities