Retail Marketing Campaign Checklist
A repeatable workflow for a retail marketing manager to plan, launch, and measure a promotional campaign across store, email, and social channels. Covers audience definition, offer construction, creative production, in-store visual rollout, and post-campaign measurement.
5 sections
24 steps
1
Audience and Offer Definition
-
Define the campaign objective and KPI
-
Pull the target customer segment from the loyalty CRM
-
Select the campaign type
-
Build the markdown matrix and margin floor
2
Planning and Buy-In
-
Confirm sell-through and on-hand with allocation
-
Lock the campaign budget with the DM
-
Submit pricing changes to the POS team
-
Book the co-op vendor commitment
3
Creative and Content Production
-
Brief the creative team on hero SKUs
-
Approve hero photography and lifestyle shots
-
Build the email flow in Klaviyo
-
Schedule paid social and Meta ads
-
Update the Shopify homepage and PLP banners
-
Run legal and accessibility review on creative
4
In-Store Rollout
-
Ship signage kits to each store
-
Distribute the planogram and end-cap schematic
-
Brief store managers on the offer and POS prompts
-
Confirm store-level reset compliance
5
Launch and Measurement
-
Verify the price change took effect at open
-
Monitor day-one comp sales and conversion
-
Review mid-campaign performance against KPI
-
Decide whether to extend or pull the campaign
-
Extend the campaign by one week
-
Publish the post-mortem with sell-through and ROAS
Use this template
Copy it to your account, customize the steps, and run it with your team in minutes.
Sections
5
Steps
24
Category
Retail
Price
Free to start
Need a different process
Browse hundreds of free templates across every team and industry.
Back to template libraryRelated templates
More workflows your team can run.
Run Retail Marketing Campaign Checklist with your team
Customize the steps, assign roles, set a schedule, and keep a complete record for every run.