How to Plan & Track Your Social Media Campaign in Wrike


Are you in charge of social media campaigns for your organization? Are you already using Wrike? Then you have a tool in your toolbox that can assist you in managing those campaigns.

Let us show you how to plan, manage, and track your social media campaigns within the tool you use for managing the rest of your projects. It’s simply a matter of preparing all the moving parts to get your campaign started and then keep it moving. If a campaign works, you can easily duplicate it, and turn it into a template for future jobs of the same kind.

Plan Your Social Media Campaign

Before you can execute anything however, you need a complete plan of action. A plan helps you visualize the amount of work that needs to be done, and take concrete steps to move the campaign forward.

To set this up in Wrike, create a parent folder named “Social Media Campaigns.” Within this parent folder, create a Project for each campaign you run. The description area within each project is the perfect place to jot down the campaign brief. Keep it as simple as possible. Feel free to copy the bulleted checklist below, which you then fill up every time you begin a new campaign:

  • Goal: Achieve [X number] of [metric] by [date]
  • Duration: [date] to [date]
  • Budget: [$ amount]
  • Platform: Facebook, Twitter, LinkedIn, Instagram, etc.
  • Content format: text, image, video, audio, slide presentation, etc.
  • Keywords: for internal organization
  • Milestones: additional deadlines for when specific sections of the campaign must be done
  • Details: further information you want to cover

Possibly the most crucial ingredient here is the goal of your social media campaign. It should roll up to the goals of your department and all the way up to the larger business goals of your organization. Remember to make it a SMART goal, i.e. an objective that is Specific, Measurable, Attainable, Relevant, and Time-bound. Here’s a sample image of a social media campaign brief in Wrike:

A sample Campaign Brief - How to Plan & Track Your Social Media Campaign in Wrike

Once this campaign brief is completed, list the key actions or deliverables as individual tasks within that project, giving each its own due date, and assigning each one to the appropriate person in your team (if you’re flying solo, then it’s all you).

Track Your Social Media Campaign

A. Track Specific Metrics through Custom Fields

When it comes to tracking and reporting on specific metrics for your social media campaign, you will need to use custom fields. Check out the Wrike Help Portal For a comprehensive overview and tutorial on building custom fields in Wrike.

Once you’ve built your custom fields, view your project and all its components using the Table View in order to see all the details in a familiar spreadsheet layout.

Some ideas for custom fields that could help you manage (and report) on your social media campaigns include the following:

  • Estimated time / actual time spent
  • Estimated budget / actual budget spent
  • Goal metric / achieved metric (e.g. goal # of followers)
  • Engagement
  • Reach

Table view of a social media campaign - How to Plan & Track Your Social Media Campaign in Wrike

B. Track Completion Status via Dashboard Widgets

For tracking a campaign’s completion status — i.e. whether a task is planned, in progress, or done — the best method is to create a custom Dashboard. Building a dashboard with customized widgets gives you a single view of how your campaign is performing, which components have been completed or are overdue. Apart from being able to track multiple projects on one screen, you can even share your Dashboards with stakeholders who are concerned with social media. Now teammates and stakeholders alike can actively track the key pieces of anything you’re working on.

A quick example: say you’re preparing a social media promotion for your company’s participation in a conference like Adobe Max. Your parent project would be “Adobe Max Social Promotion” while tasks underneath it might be “Prep creative visuals,” “Take photos of booth,” “Promote old blog posts on creative work.” Creating a Dashboard widget just for this project allows you to watch the progress of all its component tasks.

Using Wrike to track the performance of your social media campaigns is easy. And once you build a campaign that has all the components you regularly use, you can easily turn it into a template for future cases. Good luck with your campaigns!

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