Powerful tool for organizing marketing efforts

It is important to have a plan when investing in marketing. The Púls planner helps with creating a plan, getting it approved by stakeholders, and keeping track of projects, i.e. whether content has been booked and delivered to the relevant media.

Create a plan 

The first step is to create a plan. It should have a title, a brief description of the plan's objectives, a timeframe, and a budget, which is the amount of money estimated to be allocated to the specific plan. Usually, a plan is for a particular campaign, but it can also be used for limited marketing activities over a longer period for a specific brand, event series, product category, product, or just about anything.

The timeframe of the plan and the budget help keep one within limits when preparing to launch the plan.

Planning the plan 

The next step is to open the plan and add tasks. Each task requires an owner, status, one or more timeframes, media budget, and estimated number of publications. It is possible to add comments to tasks and attach files that can then be shared with others.

Executing the plan

The plan can be shared with an open link once all tasks have been added for approval. If there are no comments, the status of the tasks can be changed to Approved. Then one can begin to book space on the selected advertising media and produce the advertising material. Once the advertising material is ready, it is sent to the relevant online media (or booked in self-service) and the status of the task is changed to "Completed" (even though the publications may not be complete, the task is considered finished).

The benefit

You can now view a breakdown of where the marketing funds were allocated, to which media, and what types of media, as well as compare costs against the estimated number of publications.

You can also view the timeline which shows what is being published when to better understand touchpoints and the different phases of the campaign.