Marketing campaign workflow for Tallyfy

Coordinate social campaigns across every platform

Managing campaigns across LinkedIn, Twitter, Facebook, and Instagram gets chaotic fast. This 15-step workflow centralizes briefs, branches by platform selection, configures post details with best practices, tracks budgets, and documents published content.

15 steps
8 automations

Run this workflow in Tallyfy

1
Import this template into Tallyfy and submit campaign briefs with objectives, content, and attachments through the kickoff form fields
2
Configure Tallyfy's conditional visibility rules so only the platforms you select (LinkedIn, Twitter, Facebook, Instagram) appear as workflow steps with their specific best practices
3
Track campaign progress in real-time in Tallyfy including paid advertising budgets per platform, publishing dates, and screenshot documentation of live posts
Import this template into Tallyfy

Process steps

1

Submit campaign brief

1 days from previous step
task
Give us all the campaign details so we can kick things off.

Current Campaign Info:
Post Type: {{post-type-2061233}}

Post Topic: {{post-topic-2061229}}

What to include:
- Your campaign objectives and goals
- A description of your target audience
- Key messages and talking points
- Any reference materials or brand assets
- Timeline requirements or launch dates
Form fields in this step
What is the objective of sharing this content?
What will be the content?
Attach any files
2

Select target platforms for campaign

2 days from previous step
task
Choose which social media platforms to include in this campaign.

Campaign Brief Summary:
Post Type: {{post-type-2061233}}

Post Topic: {{post-topic-2061229}}

Objective: {{what-is-the-objective-of-sharing-7644019}}

Content: {{what-will-be-the-content-7644018}}

Reference Materials: {{attach-any-files-7644017}}

Note: Only the platforms you select below will show up as workflow steps. Unselected platforms won't appear.
Form fields in this step
Which platforms would you like to post on?
3

Configure LinkedIn post details

2 days from previous step
task
Set up your LinkedIn campaign post.

Campaign Brief:
Post Type:
{{post-type-2061233}}

Post Topic:
{{post-topic-2061229}}

Objective:
{{what-is-the-objective-of-sharing-7644019}}

Content:
{{what-will-be-the-content-7644018}}

Reference Materials:
{{attach-any-files-7644017}}

LinkedIn Best Practices:
- Keep a professional tone with a B2B focus
- Optimal image size: 1200x627 pixels
- Include 3-5 relevant hashtags
- Tag relevant companies or people when it makes sense
Form fields in this step
Paid advertising?
Budget?
When should this be published?
4

Configure Twitter/X post details

2 days from previous step
task
Set up your Twitter/X campaign post.

Campaign Brief:
Post Type:
{{post-type-2061233}}

Post Topic:
{{post-topic-2061229}}

Objective:
{{what-is-the-objective-of-sharing-7644019}}

Content:
{{what-will-be-the-content-7644018}}

Reference Materials:
{{attach-any-files-7644017}}

Twitter/X Best Practices:
- 280 character limit (shorter posts tend to perform better)
- Optimal image size: 1200x675 pixels
- Stick to 1-2 relevant hashtags maximum
- Consider a thread format for longer content
Form fields in this step
Paid advertising?
Budget?
When should this be published?
5

Configure Facebook post details

2 days from previous step
task
Set up your Facebook campaign post.

Campaign Brief:
Post Type:
{{post-type-2061233}}

Post Topic:
{{post-topic-2061229}}

Objective:
{{what-is-the-objective-of-sharing-7644019}}

Content:
{{what-will-be-the-content-7644018}}

Reference Materials:
{{attach-any-files-7644017}}

Facebook Best Practices:
- Optimal image size: 1200x630 pixels
- Video content tends to get higher engagement
- Ask questions to encourage comments
- Works well for community building and longer-form content
Form fields in this step
Paid advertising?
Budget?
When should this be published?
6

Configure Instagram post details

2 days from previous step
task
Set up your Instagram campaign post.

Campaign Brief:
Post Type:
{{post-type-2061233}}

Post Topic:
{{post-topic-2061229}}

Objective:
{{what-is-the-objective-of-sharing-7644019}}

Content:
{{what-will-be-the-content-7644018}}

Reference Materials:
{{attach-any-files-7644017}}

Instagram Best Practices:
- Square images: 1080x1080 pixels (or 1080x1350 for portrait)
- Use 5-10 relevant hashtags in the first comment
- Stories and Reels often outperform static posts
- It's a visual-first platform, so high-quality imagery is a must
Form fields in this step
Paid advertising?
Budget?
When should this be published?
7

Publish content on LinkedIn

2 days from previous step
task
Publish and document your LinkedIn post.

Post Configuration:
Paid Advertising: {{paid-advertising-7644037}}

Budget (if paid): {{budget-7644036}}

Publishing Checklist:
- Verify the post looks correct on LinkedIn
- Check that all links are working
- Confirm targeting settings for paid posts
- Upload a screenshot of the published post below for documentation
Form fields in this step
Screenshot
8

Publish content on Twitter/X

2 days from previous step
task
Publish and document your Twitter/X post.

Post Configuration:
Paid Advertising: {{paid-advertising-7644045}}

Budget (if paid): {{budget-7644044}}

Publishing Checklist:
- Verify the tweet looks correct
- Check that all links and media are working
- Confirm targeting settings for promoted tweets
- Upload a screenshot of the published post below for documentation
Form fields in this step
Screenshot
9

Publish content on Facebook

2 days from previous step
task
Publish and document your Facebook post.

Post Configuration:
Paid Advertising: {{paid-advertising-7644040}}

Budget (if paid): {{budget-7644039}}

Publishing Checklist:
- Verify the post looks correct on Facebook
- Check that all links and media are working
- Confirm targeting settings for boosted posts
- Upload a screenshot of the published post below for documentation
Form fields in this step
Screenshot
10

Publish content on Instagram

2 days from previous step
task
Publish and document your Instagram post.

Post Configuration:
Paid Advertising: {{paid-advertising-7644026}}

Budget (if paid): {{budget-7644025}}

Publishing Checklist:
- Verify the post looks correct on Instagram
- Check that your hashtags are working (not shadowbanned)
- Confirm targeting settings for promoted posts
- Upload a screenshot of the published post below for documentation
Form fields in this step
Screenshot
11

Define campaign goals and strategy

2 days from previous step
task
What are you promoting and why?

Define your campaign objectives - awareness, engagement, or conversions.

Action Items:
- Check your content calendar for upcoming themes
- Identify your target audience segments and demographics
- Set measurable KPIs for tracking success (reach, engagement rate, conversions)
- Nail down your campaign timeline and key milestones
12

Create campaign content and assets

5 days from previous step
task
Get all your creative materials ready for the campaign.

Content Checklist:
- Write copy tailored to each platform (character limits, tone, hashtags)
- Prepare all visuals - images, graphics, and video content
- Keep brand consistency across all assets (colors, fonts, logos)
- Optimize image sizes for each platform (LinkedIn: 1200x627, Twitter: 1200x675, Facebook: 1200x630, Instagram: 1080x1080)
- Create multiple variations for A/B testing if applicable

Quality Check:
- Proofread all copy for errors
- Verify all links work correctly
- Test video playback quality
13

Review and approve campaign content

7 days from previous step
task
Get all the necessary approvals before you publish.

Approval Workflow:
- Legal review: Check claims, promotions, disclosures, and compliance requirements
- Marketing sign-off: Verify messaging aligns with brand guidelines and campaign objectives
- Executive approval: Required for major announcements, sensitive topics, or high-budget campaigns

Before Completing:
- Document any required changes or feedback
- Confirm final versions are saved and ready for scheduling
- Make sure all stakeholders have signed off
14

Schedule campaign posts

10 days from previous step
task
Queue up your posts in your scheduling tool at the right times.

Scheduling Checklist:
- Confirm optimal posting times for each platform and your audience
- Double-check all links and UTM parameters for tracking
- Preview how posts will look on each platform
- Make sure scheduling dates align with your campaign calendar

Best Posting Times (General Guidelines):
- LinkedIn: Tuesday-Thursday, 9am-12pm
- Twitter: Weekdays, 8am-4pm
- Facebook: Tuesday-Friday, 9am-1pm
- Instagram: Monday-Friday, 11am-1pm

Note: Check your own analytics for audience-specific timing.
15

Monitor campaign performance and engage

14 days from previous step
task
Track results and interact with your audience.

Monitoring Tasks:
- Track campaign metrics across all platforms (impressions, reach, clicks, engagement)
- Respond promptly to comments and questions
- Document engagement patterns and insights

Reporting Metrics:
- Reach: Total number of unique viewers
- Engagement Rate: Likes, comments, shares divided by reach
- Click-Through Rate: Link clicks divided by impressions
- Conversions: Desired actions completed (sign-ups, purchases)

Campaign Wrap-up:
- Compile performance data for reporting
- Note what worked well so you can repeat it in future campaigns
- Document lessons learned and recommendations

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