Marketing teams often juggle multiple campaigns, content schedules, and creative assets, making seamless collaboration and task management essential for success. With Nifty, you can simplify your marketing workflows by centralizing tasks, campaigns, content schedules, and creative approvals—all within a single platform.
Step-by-Step Guide to Marketing Workflows in Nifty
1: Set Up a Marketing Workspace
To kick off, the first step is setting up a workspace in Nifty to manage your marketing team’s initiatives. This workspace will grouped into portfolios to organize all your marketing tasks, campaigns, and content schedules.
Create portfolios for your different marketing initiatives and invite members of those initiatives to them to streamline access and collaboration.
Create projects within the portfolios for your different initiatives to keep their details organized and easy to access.
2. Organize and Track Campaigns & Events as Milestones
Managing a marketing campaign or event involves numerous moving parts, from ideation to execution. Nifty’s Milestones and task tracking allow you to organize these activities efficiently.
For each marketing campaign, create milestones such as “Campaign Concept Approval,” “Asset Production,” “Campaign Launch,” and “Performance Reporting.” These serve as checkpoints, helping you ensure that each phase is completed before moving on.
Assign tasks under each milestone for activities like copywriting, design, email building, and ad setup. Each task can have specific deadlines, assignees, and dependencies to streamline the workflow.
3. Align Content Schedules with Calendar View
Marketing teams need to manage content production and publishing schedules effectively. Nifty’s Calendar View for tasks makes it easy to visualize, plan, and align your content schedules, ensuring deadlines are met and content is published on time.
Create tasks for each piece of content (e.g., blog posts, social media updates, email newsletters). Assign deadlines and team members to ensure timely completion.
Use Calendar View to see the entire content schedule at a glance. You can drag and drop tasks to adjust deadlines or reschedule content based on campaign priorities or other factors.
4: Centralize Creative Approvals with Proofing
Creative assets—whether they’re designs, ads, or videos—require reviews and approvals from multiple stakeholders. Nifty’s Proofing feature makes it easy to streamline the creative review and approval process, saving your team from endless email chains and confusion over final versions.
Upload your creative files—such as images, videos, or ad banners—directly into Nifty. These files can be attached to tasks or directly into file folders, allowing easy access for the entire team.
With proofing, stakeholders can leave comments directly on the creatives, making it clear which sections need revisions or improvements.
5: Create Marketing Content with Docs
Nifty's document tools, as well as two-way integrated Docs, Sheets, and Slides, places content creation directly within your workflow. You can even use Nifty's doc generation to leverage AI to create content.
Create Nifty docs or import Google docs into the Docs section of a project for all-in-one content creation, complete with embeds and public share links.
Attach docs to tasks to streamline the access, editing, and approval process of content workflows.
How Does Nifty Empower Marketing Workflows?
Nifty is the perfect tool for marketing teams looking to foster creative collaboration, streamline task management, and expedite approvals for creative assets. With its all-in-one platform, you can manage campaigns, content schedules, and tasks with real-time collaboration and centralized resources.
Whether you’re launching a multi-channel campaign or managing daily content schedules, Nifty ensures your team works together seamlessly, delivers results faster, and stays organized every step of the way. By utilizing features like milestones, proofing, calendar views, and automated reporting, your marketing team can focus on what they do best—creating compelling campaigns that drive results.