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Campaign Brief Template

Campaign Brief Template

Plan, organize, and align every aspect of your marketing campaign in one visual workspace. This campaign brief template helps teams define objectives, KPIs, target audiences, key messages, creative direction, distribution channels, deliverables, budgets, timelines, and compliance requirements. By bringing strategy, execution, and stakeholder expectations together in a structured mind map, you can streamline campaign planning, improve collaboration, and ensure every campaign launches with clarity and consistency.

Campaign Brief Template

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Campaign Brief Template

This template helps marketing teams plan, organize, and manage campaigns from strategy to execution. It provides a structured framework for defining campaign objectives, KPIs, target audiences, key messages, creative direction, distribution channels, deliverables, budgets, and compliance requirements. By using this template, you can improve team alignment, streamline collaboration, and ensure every campaign is executed with clarity, consistency, and measurable results.

Campaign name

This is your Campaign Brief.

Share it with collaborators to work together and edit it in real time.

You can add your company's logo

Distribution Channels

Earned

Add the channels you don't pay for or control:

PR / pressAnalyst relationsInfluencer (organic)Customer advocacyPartner co-marketingCommunity / word of mouthAwards
Owned

Add the channels you control:

Website / landing pageEmail, nurtureEmail, newsletterBlog / content clusterSEO contentWebinarsCommunity (Slack / Discord)Organic social, LinkedInOrganic social, otherIn-product messagingSales enablement
Paid

Click each paid channel you're running. Each becomes a sub-branch.

Paid search (Google)Paid search (Bing)LinkedIn adsMeta adsTikTok adsX / Twitter adsYouTube adsDisplay / programmaticPodcast adsOOHSponsorshipsPartnerships (paid)Influencer (paid)

Deliverables

Select the deliverable types you need for this campaign (or add your own) and provide specific details:

Hero video (15s)Hero video (30s)Hero video (60s)Social video 9:16Social video 1:1Social video 16:9Static ads, multi-size setLanding pageEmail creativeBlog post / articleSales enablement deckWebinar slidesOne-pager / PDFOOHPodcast read script

Mandatories & Compliance Checklist

Approval gates

Who needs to review before launch?

Legal reviewCompliance reviewBrand reviewExecutive sign-offCustomer advocacy review (if featuring customers)Partner approval (if co-branded)



You can link or upload relevant files

Click on the green checkmark to confirm completion:


Or click here if not applicable:

final reviewer
Sustainability / ESG claims

If the campaign makes sustainability or ESG claims, list them here. Most are subject to specific legal review.

You can link or upload relevant files

Click on the green checkmark to confirm completion:


Or click here if not applicable:

add any sustainability or ESG claims being made
Accessibility requirements

Accessibility standards that every asset must meet.

WCAG 2.1 AA complianceAlt text on all imagesCaptions on all videoColour contrast minimumsKeyboard navigation (web)Screen reader compatibility


You can link or upload relevant files

Click on the green checkmark to confirm completion:


Or click here if not applicable:

Regulatory text

Industry-specific regulatory copy. Financial disclaimers, healthcare disclosures, GDPR, CCPA, age restrictions, etc.

You can link or upload relevant files

Click on the green checkmark to confirm completion:


Or click here if not applicable:

add regulatory copy or links to it
Brand mandatories

Add brand assets and statements every campaign must include.

Logo placement rulesBrand taglineTrademark notationBrand color paletteApproved typographyCo-branding rules


You can link or upload relevant files

Click on the green checkmark to confirm completion:


Or click here if not applicable:

Required claims

Add specific claims, statements, or copy that every asset must include.

You can link or upload relevant files

Click on the green checkmark to confirm completion:


Or click here if not applicable:

add the claims every asset must carry

Core Message & Creative Strategy

Design owner

Internal lead and external contact.

Or click here if not applicable:

name + agency contact

Internal lead and external contact.

Inspiration & references

Add sources of inspiration. They can be links, images, videos, examples of:

  • Links to campaigns you like
  • Competitor examples
  • Similar brand approaches
  • Visual references or moodboards
  • Copywriting or messaging examples
  • Social media ads or landing pages
  • Design layouts, color palettes, or typography styles
  • Examples of formats, hooks, or storytelling angles
  • Anything that captures the desired look, feel, or direction
example
Creative guidelines
add indication 3
add indication 2

Add 3–5 notes that guide how the copy and visuals should be created, including style, tone, mood, and visual approach.

These should inspire the work, not restrict it.

add indication 1

Add 3 to 5 directional statements that the work should embody. Not rules.

Visual direction
add details

Add details as:

  • mood
  • style
  • references


Use links and images alongside words.

Link to brand guidelines here too.

Mandatories

Add anything every asset must carry:

Pricing disclaimerRegulatory textBrand taglineAccessibility requirementsSustainability / ESG claimsLegal review required


Or click here if not applicable:

Anti-messaging

Add any messages or information that should not be included or should be avoided

Or click here if not applicable:

add anti message

Add any messages or information that should not be included or should be avoided

Tone of voice
tone notes

Add the tone you want this campaign to have:

InspirationalHumorousInformativeAuthoritativeStorytellerEmotional
Supporting messages

Add 3 or 4 messages that back up the key message.

Proof / evidenceCustomer story / social proofOutcome / benefitComparison vs alternativeFeature spotlight
Key message
the one idea (6 to 12 words)

Write the key message of the campaign in 6 to 12 words

Target Audience

Funnel stage

Where is this audience in the funnel?

UnawareProblem-awareSolution-awareProduct-awareCustomer (retention)Customer (expansion)
Where they spend time

Where does this audience actually spend professional time and attention?

LinkedInIndustry newslettersPodcastsSlack / Discord communitiesConferences / eventsYouTubeReddit / forumsTwitter / XIndustry publications
Audience insight

What do they believe now, and what do we want them to believe after?

they believe X

What do they believe now?

we want them to believe Y

What do we want them to believe after?

Audience pain points
pain point 3
pain point 2
pain point 1

What 3 to 5 real pains does this audience have?

Use their words.

Secondary audience

Is there a second audience this campaign needs to speak to?

Or click here if not applicable:

Is there a second audience this campaign needs to speak to?

Primary audience

Who is this campaign for?
Be specific: persona, ICP segment, job function, company stage.

Buyer (decision maker)User (day-to-day operator)InfluencerChampionEconomic buyer

Campaign Objectives & KPIs

Definition of failure

Describe briefly what triggers a pivot, often missing from briefs

30% below target at mid-campaignNegative qualitative signalsExternal market disruptionCompetitor counter-moveBudget constraintChannel underperformanceCompliance / legal flag
Definition of success
add text

Describe briefly what 'we hit it' looks like

How we'll measure

Choose the measurement options:

GA4 / analyticsCRM (HubSpot / Salesforce)Ad platform reportingAttribution platformSurvey / brand trackerProduct analytics
Secondary KPIs + target numbers

Add up to 3 secondary KPIs that support the primary KPIs + target numbers for each.

Click to add (B2B KPI):

Sign-upsDemo bookingsPipeline generated ($)MQLs / SQLsRevenue attributedEmail capturesTrial startsFree-to-paid conversions


Click to add (B2C KPI):

Sales / transactionsAOVConversion rateBrand search liftSocial engagement rateApp installsSubscriber growth


Click to add (awareness KPI):

ReachImpressionsBrand recall (survey)Share of voiceOrganic search liftEarned media coverage


Or click here if not applicable:

Primary KPI + target number

Select one primary KPI (Key Performance Indicators) from each category and then add target number for each:

Click to add (B2B KPI):

Sign-upsDemo bookingsPipeline generated ($)MQLs / SQLsRevenue attributedEmail capturesTrial startsFree-to-paid conversions


Click to add (B2C KPI):

Sales / transactionsAOVConversion rateBrand search liftSocial engagement rateApp installsSubscriber growth


Click to add (awareness KPI):

ReachImpressionsBrand recall (survey)Share of voiceOrganic search liftEarned media coverage
Why now

Explain the WHY.
It can be one of the following:

Product launchCompetitive responseSeasonal momentSales pipeline gapBrand repositioningIndustry event tie-inStrategic priorityMarket or regulatory shift
Primary objective
what we want this campaign to achieve?

Write in one sentence: what do we want this campaign to achieve?

Overall details

Total budget
amount

Add the approved total budget

One-line description
the campaign in a sentence

Write a summarised description.

Status

Select the current status of this campaign:

draftin reviewapprovedliveclosed
Date range
start date ➡️ end date

Add the campaign's duration

Campaign lead
name

Add the name here

Campaign type

Select the campaign type:

brandproduct launchdemand gencontentalways-on

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