Building Asana Marketing Campaigns: 8 Easy Steps

on Asana, Data Visualization, Marketing, Marketing Dashboards, Project Management Tool, Tutorials • August 18th, 2021 • Write for Hevo

Asana Marketing Campaigns Feature Image

Marketing is the key to grow brand awareness, boost sales, and increase revenue. It makes a brand to be well-known in the market and makes consumers prefer one brand over others. The good news is that you can market your brand using digital tools. The high number of Digital Marketing tools available today is a clear sign that it is the best time for brands to market their products. 

However, running a Marketing Campaign is never easy. One has to build the Marketing Campaigns, segment the audience, run the Campaigns, monitor their performance, make adjustments, and much more. This can be a daunting task especially when done manually. Thus, there is a need for a software tool to make the work of marketers easier. Asana is an example of a Marketing Software tool. Although it is mostly known as a Project Collaboration tool, marketers can use it to build, run, and manage their Marketing Campaigns. This can improve the chances of Marketing teams having successful Marketing Campaigns.

 In this article, you will learn how to easily build Asana Marketing Campaigns for your business.

Table of Contents

Understanding Asana

Asana Logo
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Whether you are working on a large and complex project or just managing a simple one, collaboration among different teams can be a challenging task. Project Development teams experience that holding regular meetings and sending follow-up emails for an update on project status can be highly unproductive and repetitive. Asana is a Project Management Platform that makes this easier by promoting interaction and discussion. It is a Cloud-Based Task Management tool that helps businesses design their own Workflow and efficiently organize their Projects and Tasks.

Asana is a brilliant tool that can handle multiple projects and can scale up according to your business needs. It was developed by Facebook co-founder Dustin Moskovitz, and Justin Rosenstein, a software engineer, in 2008 after they encountered coordination challenges across different teams. They later realized that this platform could potentially benefit various other businesses apart from the tech companies. To learn more about Asana’s features, please have a look at the Official Asana Documentation.

Asana helps industries to achieve the following:

  • With Asana, you can easily keep a tab on the Project progress without the need for daily follow-up with your colleagues.
  • It provides a common platform where teams from different departments can collaborate, discuss and share their ideas.
  • To visualise your data more effectively, Asana provides flexibility in terms of different features such as Checklists, Kanban-style Boards, or Gantt Charts
  • Asana has made managing day-to-day tasks for Business Teams a seamless process where you and your team can closely monitor the progress of the whole project.
  • Marketing teams can use Asana to market their brand and track the progress of their Marketing Campaigns. 

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Prerequisites

  • An Asana Account.
  • Working Knowledge of Asana.

8 Easy Steps to Build Asana Marketing Campaign

With Asana, you can build and run different types of Marketing Campaigns including Digital Marketing Campaigns, Advertising Campaigns, Integrated Marketing Campaigns, and Email Marketing Campaigns. 

To build an Asana Marketing Campaign, you need a clear plan and a great execution to make it successful. You have to manage Deadlines, Stakeholder Feedback, and Creative Assets to ensure that everything is okay. That’s why you need an Asana Marketing Campaign Management template. It will help you to manage and run your Campaigns in one place.  

To set up your Asana Marketing Campaign, follow the simple steps given below:

Step 1: Projects Template Gallery 

To choose a template, open the Asana templates page.

This will show you the project templates gallery that shows the different types of templates available in Asana. 

Asana Project Templates Gallery
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Step 2: Asana Marketing Templates

 Click on the “Marketing” option. A page with all the templates for Marketing teams will appear on your screen. 

Asana Marketing Templates
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Step 3: Choose a Template

Identify and choose the template of your choice. Here, in this example, the “Marketing Campaign Plan” template is selected. 

Step 4: Use Template Button

You will be taken to the page of the template that you’ve chosen. You will be given tips on how to use the template and an explanation about what it does. To start using the template, click on the “Use Template” button. 

Asana Marketing Campaign Plan
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 A new page will be displayed that depicts how the template will look like and the features that you will get. Click on the “Use template” button. 

Campaign Management Feature Details
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Step 5: Fill the Asana Marketing Project Details

You will be required to provide the details of your Asana Marketing Project. Type the name of the project and select its access level as Private or Public. 

Add Project Details Box
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Once done, click on the “Create Project” button. 

Step 6: Share a Campaign Brief

A Project Brief will help you share the key aspects of the project with your team. Ensure that you state the goals, metrics, and timelines so that you can have all people on the same page before the campaign starts. 

To create a Campaign Brief, open the “Overview” tab of your project and click on the “Create Project Brief” button located at the bottom of the page. 

Create Project Brief option
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On the new window, type your Campaign brief and click on the “Done” button located at the top-right corner of the window. 

Step 7: Add a New Task 

After planning for your Campaign, move to its execution by creating tasks for all pieces of work in the Asana Marketing brief. Assign each task to its owner and state the deadline. This will help the teams to know who is working on what. 

To add a new task, click on the “+” icon located at the top-right corner of the project window and choose “Task”. 

Add a new Task Option
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Enter the task details and click on the “Create task” button. 

Step 8: Calendar, Timeline, and Dashboard Views 

After setting the due dates for every task in the Asana Marketing Campaign, you can view the plan in a Timeline or Calendar to track the progress before the launch day. You can also see the dependencies, adjust the plan as the dates change, and ensure that you meet the deadlines. 

You can click the “Dashboard” tab to see how all of these can be visualized using Asana. 

Dashboard View
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This will help you and your team to know about the amount of work that you have achieved and the amount of work that needs to be completed. 

Limitations of using Asana Marketing Campaigns 

Asana has become a popular choice among numerous enterprises that helps them organize and manage their Workflow effortlessly. However, you may also face some challenges while you are working with Asana:

  • While designing Asana Marketing Campaigns, you would be using numerous other applications in your business and, a 2-way sync between them promotes better collaboration across departments in the firm. Manually integrating these platforms with Asana is a tedious job.
  • Asana Integration capabilities are limited to only a few applications.
  • There is no scope for Data Transformation( Data Cleaning, Data Standardisation) while transferring your data to other softwares. 

Conclusion

In this article, you have successfully learned how to design and build Asana Marketing Campaigns that can help boost sales for your company. Asana provides a collection of designs from its Template Library for the most common Campaigns that businesses use. With their visually appealing Kanban-based Boards, and Asana Marketing Campaign Templates, creating informative and stunning campaigns has become a seamless process. Assigning roles to team members, setting deadlines, access permissions, and keeping everyone updated with the Project Progress is now an effortless task by using Asana. 

Though, once your Asana Marketing Campaigns kicks-off in the market, your Client Lists will start increasing at an exponential rate and the number of projects per team also increases. The amount of customer data generated will be huge and handling all this data across all the applications in your firm can be a massive headache. You would be required to invest a section of your engineering bandwidth to Integrate, Transform, and Clean this data to generate Insightful reports for further Business Analysis. All of this can be comfortably solved by a Cloud-based ETL Tool like Hevo Data.

Hevo Data, a No-Code Data Pipeline can help you easily transfer data from a collection of data sources like Asana into a Data Warehouse or a Destination of your choice to be visualised in a BI Tool. It is a reliable, completely automated, and secure service that doesn’t require you to write any code!

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Do check out the pricing details to understand which plan fulfills all your business requirements.

Share your experience of building Asana Marketing Campaigns with us. Let us know in the comments section below!

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