A Note from Russell
How to use Notion to Create a Marketing Plan
One of the things we really like about Notion is how flexible it is to use for a variety of projects. Today I’m going to share with you how Monica & I have been using Notion to plan, create, and assess a marketing plan for the Library I lead.
First, a little background information, our team has been marketing to library users for years in a variety of ways, but we rarely made a formal plan. One of those methods was using social media to promote tools and events. We didn’t plan this sort of thing too far in advance, usually drafting and sending our messages on the same day. As a result, there wasn’t much consistency with our marketing except that we made efforts to promote the library.
Late this past summer, as Monica & I were evaluating projects for the fall, I decided it was time for us to create a more formal marketing plan. Notion was already working well for our team in terms of managing all of our projects, so it seemed like the perfect idea to use Notion to plan our new marketing plan - especially since there wouldn’t be another tool for us or our team to learn how to use.
Current Marketing Plan in Notion
We decided to create a database table as a single page to hold the information for our marketing plan. This meant that this database would have more columns than if we were to make two separate tables (one for the plan itself and one to analyze it), but we prefer to minimize the number of databases we have if possible as it’s simpler for everyone to work with across teams. Now that Notion makes it easy to hide database fields, it provides a much cleaner view when interacting with the data.
It Is Not Complicated
Below is a screenshot of the table we used. Note that it’s not complicated! Most of our Notion databases and dashboards that we use to run both our academic departments (and our business together) are not that complicated but they get the job is done which is typically keeping track of projects for our staff and us as directors.
The marketing database, as you can see below in the screenshot, has a field for the date we anticipate sending the message, the primary key (aka the field that every table has that must be a Text type and can’t be changed) is the name of the service or event we are promoting, the Type field is a multi-select field, the Message field is a text field where we enter the full message that will be sent (no more wrangling of multiple text files!), and then we have a field for the link that will be shared within the message (we are using bit.ly links to help us gather click statistics).