You sold the campaign. You executed the campaign. Now get the credit you deserve!
Creating a successful digital campaign designed to deliver desired business results takes time and expertise—not to mention a great deal of work! It makes sense to present a recap during the campaign—to make sure it is on track—and after the campaign, to get credit for a job well done.
The best way to do this is to create a campaign recap and present this to the customer. This process allows sellers to get the credit they deserve for a job well done as well as open the door to the next sales opportunity with a satisfied customer.
Some organizations struggle with developing effective campaign recaps because of the following:
- Trouble accessing the right data.
- Little understanding of the data that leads to the reluctance of developing campaigns and presenting them.
- A tendency to be to data-focused—data is an important part of an effective recap, but it should not be the only component. The best recaps have a nice blend of what and why.
As you create a recap, look for ways to translate the data into plain English. Simply sending along a bunch of data is not the most effective way to communicate all the important information to prove the successes seen from your direction.
A campaign recap should provide the play-by-play portion (all the numbers, or the what), but also add the color commentary, so clients understand why the numbers are important.
5-Step Campaign Recap Template
Here’s a template to use to communicate all the critical information related to campaign execution and delivering desired business results.
- Campaign Overview (what we set out to achieve)
- Campaign dates
- Report dates
- Today’s date
- Desired business results
- Measures of success
- Executive Summary (what is happening so far)
- 3 to 4 bullet points that give an overview of results
- What is on track and is delivered
- What type of responses delivered
- What type of testing or changes have occurred
- Campaign Performance (results, analytics, and insights)
- Where it applies, present the results in the context of the consumer journey (attract, engage, convert, advocate).
- Cover all the basic campaign components and analytics. Provide them as a story, not a list of numbers.
- Creative Execution (sample creative in the context of the campaign)
- Banner ads
- Links to landing pages
- Recommendations (how to optimize going forward)
- What to keep doing and why
- What to stop, start, or change and why
- What to watch and why
If your organization already has a format in place for recaps, it’s a good idea to confirm that you are addressing all of these areas. Feel free to tweak your format accordingly to get the credit you deserve for selling successful digital campaigns.
*Editor's Note: Ths blog was originally published in 2020 and has since been updated.