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
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
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)
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
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)
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
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)