Social Media Strategy

Social Media Campaign Template: Free Planning Framework (2026)

Matt
Matt
8 min read

TL;DR - Quick Answer

10 min read

Step-by-step guide. Follow it to get results.

A social media campaign template is a structured framework that maps your goals, audience, content, timeline, and KPIs into one actionable document.

Why you need one: Campaigns without templates waste budget. Templates keep everyone aligned and make results repeatable. Pair this with our social media strategy template for a full framework.

Skip to: Full Template | Campaign Examples | Launch Checklist

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The Complete Social Media Campaign Template

1. Campaign Overview

FieldYour Input
Campaign name___________________
ObjectiveAwareness / Engagement / Leads / Sales / Community
Start date___________________
End date___________________
Budget___________________
Primary platform(s)___________________
Campaign owner___________________

2. Goal Setting (SMART Framework)

Every campaign needs measurable goals:

ComponentExample
SpecificIncrease Instagram followers by 2,000
MeasurableTrack follower count weekly
AchievableBased on current 500/month growth rate
RelevantSupports Q2 brand awareness OKR
Time-boundWithin 30 days

Common campaign goals:

  • Increase brand awareness (reach, impressions)
  • Drive website traffic (clicks, CTR)
  • Generate leads (form fills, email signups)
  • Increase engagement (comments, shares, saves)
  • Drive sales (conversions, revenue)

Quick Knowledge Check
Test your understanding

In the SMART goal framework, what does the 'A' stand for?

3. Target Audience

AttributeDetail
Age range___________________
Location___________________
Interests___________________
Pain points___________________
Preferred platforms___________________
Content preferencesVideo / Images / Text / Stories
Active times___________________

Tip: Use your existing analytics to identify when your audience is most active. Check our best posting time calculator for platform-specific data.


4. Content Plan

Content TypeQuantityPlatformPurpose
Static posts___ per weekInstagram, FacebookBrand awareness
Short-form video___ per weekTikTok, ReelsReach & virality
Stories___ per dayInstagram, FacebookDaily engagement
Carousel posts___ per weekInstagram, LinkedInEducation
Long-form video___ per weekYouTubeAuthority
Blog posts___ per weekWebsiteSEO & traffic

Content pillars for your campaign:

  1. Educational (how-to, tips, tutorials)
  2. Entertaining (trends, memes, behind-the-scenes)
  3. Promotional (offers, launches, CTAs)
  4. Community (UGC, polls, Q&A)

5. Campaign Timeline

WeekFocusDeliverablesKPI Target
Week 1Teaser/Awareness3 teaser posts, 1 video10K reach
Week 2LaunchLaunch post, Stories series, email blast5K clicks
Week 3EngagementUGC contest, polls, live session500 comments
Week 4Push/ConvertRetargeting ads, testimonials, final CTA200 conversions

6. Budget Breakdown

ItemEstimated CostActual Cost
Content creation$_______$_______
Paid ads$_______$_______
Influencer partnerships$_______$_______
Tools & software$_______$_______
Giveaway/prizes$_______$_______
Total$_______$_______

Budget allocation rule of thumb:

  • 60% paid advertising
  • 20% content production
  • 10% influencer/partnerships
  • 10% tools and contingency

Quick Knowledge Check
Test your understanding

What's a common budget allocation rule for paid advertising in social media campaigns?

7. Performance Tracking

MetricTargetWeek 1Week 2Week 3Week 4Final
Reach______
Impressions______
Engagement rate______
Clicks______
Conversions______
Cost per result______
ROI______

Social Media Campaign Examples by Type

Product Launch Campaign

  • Duration: 4-6 weeks (2 weeks teaser, 2-4 weeks push)
  • Platforms: Instagram, TikTok, Email
  • Content mix: Teaser → Reveal → Reviews → UGC → Retarget
  • Budget split: 70% ads, 20% influencer, 10% content

Brand Awareness Campaign

  • Duration: 8-12 weeks
  • Platforms: Instagram, YouTube, TikTok
  • Content mix: Educational → Entertaining → Community → Viral
  • Budget split: 50% ads, 30% content, 20% partnerships

Lead Generation Campaign

  • Duration: 4-8 weeks
  • Platforms: LinkedIn, Facebook, Instagram
  • Content mix: Value posts → Lead magnet → Nurture → Convert
  • Budget split: 60% ads, 25% content, 15% tools

Event Promotion Campaign

  • Duration: 3-4 weeks pre-event, 1 week post-event
  • Platforms: All relevant platforms
  • Content mix: Announcement → Countdown → Live coverage → Recap
  • Budget split: 50% ads, 30% content, 20% partnerships

Campaign Launch Checklist

Pre-Launch:

  • Campaign goals defined and approved
  • Target audience documented
  • Content calendar complete
  • All creative assets produced
  • Ad accounts set up and funded (Meta Ads Manager, Google Ads)
  • Tracking pixels and UTMs configured (Google Analytics)
  • Landing pages tested
  • Team roles assigned

Launch Day:

  • All posts scheduled or published
  • Ads activated
  • Email blast sent
  • Team notified
  • Real-time monitoring active

Post-Campaign:

  • Data collected and compiled
  • Performance vs. goals analyzed
  • ROI calculated
  • Learnings documented
  • Report shared with stakeholders

Tools to Run Your Campaign

NeedTool
Schedule postsSocialRails
Create content calendarContent Calendar Generator
Track hashtagsHashtag Generator
Calculate engagementEngagement Calculator
Generate captionsCaption Generator
Build UTM linksUTM Builder

FAQ

How long should a social media campaign run? Most campaigns run 2-8 weeks. Product launches need 4-6 weeks. Brand awareness campaigns work best at 8-12 weeks. Short promotional campaigns can run 1-2 weeks. For inspiration, see our social media campaign examples.

What's a good budget for a social media campaign? Start with $500-$2,000 for small campaigns. Mid-size campaigns typically need $2,000-$10,000. Scale based on your cost-per-result and ROI targets.

How many platforms should I use? Focus on 2-3 platforms where your audience is most active. Spreading across too many platforms dilutes effort. Quality on fewer platforms beats mediocre presence everywhere.

How do I measure campaign success? Track metrics tied to your specific goal. Awareness = reach and impressions. Engagement = comments and shares. Leads = signups and form fills. Sales = conversions and revenue. Our marketing ROI guide walks through this in detail.

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