New Feature: Marketing Tasks

We’ve recently released marketing tasks for ActiveDEMAND. This feature bakes a tasking system into ActiveDEMAND where you can:

  • Create, track, and complete marketing tasks
  • Add checklists to tasks
  • Assign one or multiple people to tasks
  • Assign prospect/client contact & orgs to each task
  • Automate the creation of tasks in workflows, calendar campaigns
  • Add setup tasks to account templates for onboarding
  • Quickly auto-complete emails and LinkedIn messages

If you just want to dig right into tasks, check out our help article on “ActiveDEMAND’s Task System.

Specific Use Cases for Marketing Tasks

Using tasks for account management

OK, the first use case is a gimme because we talked about it in our last post. Tasks can be placed on accounts, making it easy to plan out activities for important clients. This is the perfect place to run a review or case study campaign, where you have marketing potentially reaching out directly to clients.

Account Management Tasks

Managing tasks for a marketing team

Some agencies and marketing teams house marketing tasks right inside a project management suite while some agencies don’t need a heavy-duty project management platform. For marketers who don’t need anything that heavy-duty, ActiveDEMAND tasks might be all they need and will reduce the number of SaaS platforms needed by 1. Because they can perform marketing work right inside ActiveDEMAND, it can be nice to see the list, work on it, and complete tasks without switching platforms.

marketing team tasks

ActiveDEMAND marketing tasks

Adding non-automated activities to event campaigns

ActiveDEMAND’s webinar in a box makes it easy to template and manage physical in-person events and virtual webinars. You could already have ActiveDEMAND manage the waitlist, promo emails, and follow-up messaging but now with tasks, you can add in other manual marketing tasks. These tasks can be added to your event template to your template/recipe so you can consistently execute high-quality events.

Potential marketing tasks to add to your event recipe:

  • Check in with presenters to make sure their decks are complete and ready
  • The task to order food/drinks 1 week before the event
  • Event venue walk-through
  • After-event analysis

Onboarding tasks in template accounts

Template accounts make it easy for agencies and marketers to set up a draft starter account that they clone for new clients or locations coming on board. You can make your onboarding process more consistent if you add a few tasks to your template account(s).

Adding marketing check-ins to lead workflows and nurture campaigns

Since tasks can be created in any workflow, you can add them to lead processing workflows or nurture campaigns. These tasks are created based on each contact going through. Why would you want to do that?

  • Getting marketing to manually look at a contact to figure out if it should be turned into an MQL (Marketing Qualified Lead)
  • Creating marketing follow-up based on contact activity. Like if they reply to an email about doing a case study.

Warning: adding tasks in a drip campaign means you might get a whole bunch of tasks automatically added. Be careful when you’re putting these in workflows so that you don’t accidentally get 10,000 new tasks after your next big email campaign.

How will you use tasks?

Whether you deploy tasks across accounts, teams, or within a single campaign, the addition of tasks is another way of streamlining your work, improving efficiencies, and saving valuable time.