Social Media Campaign Checklist Template

Plan, create, schedule, and analyze social media campaigns across channels.

This free marketing checklist template includes 6 tasks organized into 2 sections. Use it to streamline your social media campaign process.

Planning

  1. Define campaign goals and audience

    Establish clear campaign objectives, define the target audience, and set measurable KPIs to track success.

    • Primary Goal (required) — Options: Brand Awareness, Lead Generation, Website Traffic, Product Launch, Community Engagement, Sales / Conversions
    • Target Audience Description (required)
    • Platforms (required) — Options: Instagram, Facebook, Twitter / X, LinkedIn, TikTok, YouTube

  2. Create content calendar

    Map out the posting schedule with dates, content themes, and platform-specific formats for the entire campaign duration.

    • Campaign Start Date (required)
    • Campaign End Date (required)
    • Total Posts Planned (required)

  3. Design and produce assets

    Create all visual and written content assets including graphics, videos, captions, and hashtags for each scheduled post.

    • Asset Types Created (required) — Options: Static Images, Short-Form Video, Long-Form Video, Stories / Reels, Carousel Posts, Copywriting / Captions
    • Brand Review Status (required) — Options: Pending Review, Revisions Needed, Approved

Execution & Analysis

  1. Schedule posts

    Upload all approved content to the scheduling tool and set publish times according to the content calendar.

    • Scheduling Tool Used (required)
    • Posts Scheduled (required)

  2. Monitor engagement

    Actively monitor comments, messages, and mentions throughout the campaign. Respond to engagement and track emerging trends or issues.

    • Engagement Level (required) — Options: Above Expectations, Meeting Expectations, Below Expectations
    • Notable Engagement Notes

  3. Analyze results and report

    Compile campaign analytics, compare results against KPIs, and create a summary report with key takeaways and recommendations for future campaigns.

    • Total Impressions (required)
    • Key Takeaways (required)