Global

Planning marketing campaigns: From funnel design to measurable kpis

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 9 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
When someone takes on their first campaign
Last reviewed
21 Oct 2026
Channels, media plan and budget
What would you do?

A fixed budget must cover paid search, social and email for a launch

Try it: this is one of 17 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Scenario, sorting activity, process, timeline and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Quiz, poll, word cloud, ranking slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 280.0Achieve ≥ 80% on the final assessment-Whole course
SO 280.1Write a campaign objective that is specific, measurable and time-bound, with a defined target audienceBest practice (SMART objectives)Whole course
SO 280.2Map a customer funnel from awareness to retention and place a metric on each stageAARRR (pirate metrics) and classic funnel modelsWhole course
SO 280.3Choose channels and split a fixed budget with reasons, not habitBest practiceWhole course
SO 280.4Plan timing and go-to-market dependencies, including who must be ready before launch + your infoBest practiceWhole course
SO 280.5Diagnose a leaking funnel and decide where to act firstBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 9 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why "run a campaign" is not a plan

3 pages

8 min
Before you beginNoteList
Five hundred members in three monthsTextImage
What was missing?ChecklistKey factQuiz
2

Objectives, audience and the funnel

3 pages

8 min
The funnelTimeline
Where does it belong?Sorting activity
Work backwardsProcessYour infoMatching quiz
3

Channels, media plan and budget

3 pages

7 min
Choosing channelsAccordion
Split the budgetScenario
CheckFlashcardsQuiz
4

Grey areas: timing, trade-offs and leaks

3 pages

7 min
The leaking funnelScenario
The launch that outran the teamScenarioYour info
Which KPI?Sorting activityMatching quiz
5

KPIs, owners and review points

2 pages

5 min
One KPI per stageTabs
Who owns it, and when do we look?ProcessYour infoQuiz
6

Plan a three-month campaign + final assessment

2 pages

5 min
PracticeTextNote
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "bring a campaign you own or will own
PollWhich of these does your last campaign plan include?
Word cloudWhat usually goes wrong with a campaign in your team?
ContentFunnel from awareness to retention, one metric per stage
QuizWhich is a well-formed objective? ✔ "Add 200 trial sign-ups by quarter end
QuizStrong traffic, weak conversion. First check? ✔ The page, offer and form
RankingSplit a fixed budget across search, social and email: rank where you would put the most
Content · customiseCustomise: our campaign plan template {{CAMPAIGN_PLAN_TEMPLATE_LINK}} and baseline data {{BASELINE_DATA_LINK}}
Open-ended / Q&AOne funnel number you do not have yet but need
Content · customiseClosing {{HELP_CONTACT}}, {{SURVEY_2_URL}}, {{COURSE_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. How confident are you planning a campaign? 1-5 scale
  6. How do you choose KPIs today? multiple choice
  7. Have you worked with a written funnel? multiple choice
  8. I feel able to say a campaign target looks unrealistic. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the campaign plan template and the baseline data? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

9 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Help contact{{HELP_CONTACT}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Next course link{{NEXT_COURSE_LINK}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}
  • Course URL{{COURSE_URL}}
Show all 9 fields
  • Live session URL{{LIVE_SESSION_URL}}
  • Campaign plan template link{{CAMPAIGN_PLAN_TEMPLATE_LINK}}
  • Baseline data link{{BASELINE_DATA_LINK}}

FAQ

Common questions

Can I run planning marketing campaigns: From funnel design to measurable kpis training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

When someone takes on their first campaign, before each quarterly planning round, and when a funnel stops converting.

Who needs this training?

Campaign managers, marketing coordinators and small-business marketers; a variant for early-career team members moving into campaign ownership. Run by L&D with marketing leadership and sales operations.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck