Marketing campaign workflow for Tallyfy

Launch email campaigns without approval bottlenecks

Email campaigns stall when content bounces between internal reviewers and client approvals in scattered threads. This 14-step workflow tracks campaign creation from objective gathering through setup, testing, and launch with clear accountability at each stage.

14 steps

13 automations

Import into Tallyfy Preview steps

Sales communication

Run this workflow in Tallyfy

Import this template into Tallyfy and assign tasks to account managers, with form fields to capture campaign objectives, content source, and contact lists

Configure Tallyfy automations to route content through internal review, client approval cycles, and revision loops with deadline tracking at each stage

Track campaign progress through Tallyfy from email tool setup and test sends to scheduled launch date with real-time visibility for all stakeholders

Import this template into Tallyfy

Process steps

Gather objective and requirements (Account Manager)

1 days from previous step

task

Write a quick description of what this email campaign is about and why you're running it.
Figure out if your team is creating the email content or if the client will send it to you.
Note how many emails you'll need.
Record the email management tool you're using.
Note which contact list you'll send to.

Form fields in this step

Campaign Objective

Content by

How many emails will be sent in this campaign?

Email Management Tool Info

Contact list to be used

Prepare write up for the email campaign (Account Manager)

2 days from previous step

task

Form fields in this step

Insert link to document for email content

OR upload email content here

Obtain Email Copy (Account Manager)

2 days from previous step

task

Dear {{client-name-606844}},

We've got a new email campaign coming up on {{tentative-email-campaign-date-608092}}.

Could you send us the email content for this campaign?

Thanks,
Account Manager

Form fields in this step

Insert link to document with email content

OR Upload file with email content

Review Emails Internally (Account Manager)

4 days from previous step

task

Review the email content here:
{{insert-link-to-document-for-7643696}}
{{or-upload-email-content-here-7643697}}

Form fields in this step

Emails approved?

Notes for approval

Edit Emails (Account Manager)

1 days from previous step

task

Check the email content and make any edits you need.
Notes: {{notes-for-approval-7643704}}

Send for Client Approval (Account Manager)

1 days from previous step

task

Send the content to {{client-email-address-608897}} for their approval:

Content:
{{insert-link-to-document-for-7643696}}
{{or-upload-file-with-email-7643719}}

Edit Emails (Account Manager)

1 days from previous step

task

Resend for Client Approval (Account Manager)

1 days from previous step

task

Form fields in this step

Notes

Get Client Final Approval (Account Manager)

1 days from previous step

task

Form fields in this step

Emails approved?

Notes

Final internal review (Account Manager)

1 days from previous step

task

Take one last look at {{insert-link-to-document-for-7643696}}/ {{or-upload-file-with-email-7643719}} before it goes out.

Form fields in this step

Notes

Setup email in tool (Account Manager)

1 days from previous step

task

Copy the content from {{insert-link-to-document-with-7643718}}/{{or-upload-file-with-email-7643719}} into your email tool. Tool details are here:
{{email-management-tool-info-7643712}}

Start date: {{tentative-email-campaign-date-608092}}

List: {{contact-list-to-be-used-7643714}}

Form fields in this step

Setting up email campaign in tool