Marketing workflow for Tallyfy

Find any past ad campaign in seconds

Digging through folders to find that campaign from last year wastes time nobody has. This workflow organizes completed ad campaigns into searchable archives with consistent naming and proper indexing.

4 steps

1 fields

1 automations

Import into Tallyfy Preview steps

Sales advertisement archive

Run this workflow in Tallyfy

Import this template into Tallyfy and upload your ad catalogue file at kickoff

Configure 10-day deadlines for review, categorization, storage verification, and index update steps

Track archive completion with real-time visibility into file locations and naming conventions in Tallyfy

Import this template into Tallyfy

Process steps

Review the advertisement catalogue

5 days from previous step

task

Take a look at the uploaded catalogue file and familiarize yourself with the archived advertisements it contains. What to check: • Verify the catalogue file is complete and readable • Note how many advertisements are included • Check that each entry has basic info (date, campaign name, medium used) Reference file: {{catalogue-of-archived-7822051}} Tip: If anything looks off or missing, flag it now before moving forward. It saves time later.

Categorize advertisements by type and date

7 days from previous step

task

Sort the archived advertisements into logical groups. This makes them much easier to find later when you need to reference past campaigns. Common categories to use: • By medium (print, digital, TV, radio, social media) • By campaign or product line • By year or quarter • By target audience Create a simple naming convention if one doesnt exist yet. Something like "2024_Q1_ProductLaunch_Digital" works well and keeps things consistent across the team.

Confirm files are stored in the right location

8 days from previous step

task

Double-check that all advertisement files are saved to the correct archive folder. Nothing is more frustrating than thinking youve archived something only to discover it ended up in the wrong place. Storage checklist: • Files are in the designated archive drive or cloud folder • Folder structure matches your naming convention • File permissions are set correctly (usually read-only for archives) • Backup system can access the location Pro tip: If you use cloud storage, verify sync has completed before marking this done. A partial sync can cause headaches down the road.

Update the master archive index

10 days from previous step

task

Add the newly archived advertisements to your master index or tracking spreadsheet. This is the final step that makes everything searchable in the future. What to record for each ad: • Campaign name and date range • Medium or channel (where it ran) • File location and format • Any performance notes worth keeping • Keywords or tags for easy searching Keep it simple. The goal is to help someone find what they need six months from now without digging through folders. If your team doesnt have a master index yet, this is your chance to start one.