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
Provide all campaign details to start the process. Current Campaign Info: Post Type: {{post-type-2061233}} Post Topic: {{post-topic-2061229}} Required Information: - Campaign objectives and goals - Target audience description - 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 appear as workflow steps. Unselected platforms will be hidden.
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: - Professional tone, B2B focus - Optimal image size: 1200x627 pixels - Include 3-5 relevant hashtags - Tag relevant companies or people when appropriate
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 performs better) - Optimal image size: 1200x675 pixels - Use 1-2 relevant hashtags maximum - Consider 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 gets higher engagement - Ask questions to encourage comments - Best 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 first comment - Stories and Reels often outperform static posts - Visual-first platform - high-quality imagery essential
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 post appears correctly on LinkedIn - Check all links are working - Confirm targeting settings for paid posts - Upload screenshot of 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 tweet appears correctly - Check all links and media are working - Confirm targeting settings for promoted tweets - Upload screenshot of 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 post appears correctly on Facebook - Check all links and media are working - Confirm targeting settings for boosted posts - Upload screenshot of 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 post appears correctly on Instagram - Check hashtags are working (not shadowbanned) - Confirm targeting settings for promoted posts - Upload screenshot of 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: - Review your content calendar for upcoming themes - Identify target audience segments and demographics - Set measurable KPIs for tracking success (reach, engagement rate, conversions) - Determine campaign timeline and key milestones
12

Create campaign content and assets

5 days from previous step
task
Prepare all creative materials for your campaign. Content Checklist: - Write copy tailored to each platform (character limits, tone, hashtags) - Prepare all visuals - images, graphics, and video content - Ensure 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 necessary approvals before publishing. 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 - Ensure all stakeholders have signed off
14

Schedule campaign posts

10 days from previous step
task
Set up posts in your scheduling tool for optimal timing. Scheduling Checklist: - Verify optimal posting times for each platform and audience - Double-check all links and UTM parameters for tracking - Preview how posts will appear on each platform - Confirm scheduling dates align with 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: Review 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 successful elements to replicate in future campaigns - Document lessons learned and recommendations

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