What is the Marketing Grid? 

The Marketing grid is where you plan and track your marketing work in one place: what's being made, who's making it, and when it's due. This guide covers how the grid is laid out and what each column is for.

The Marketing grid has three tabs along the top:

• Content Production: Track each piece of content from assignment through production, due date, and publishing.
• Social Calendar: Schedule social posts by date, time, platform, and account, and track how they perform.
• Assets: Keep a record of your marketing assets, including who delivered them, when, and where to find the files.

The number of rows in the current tab is shown at the top left.

There are two ways to add a new row:

• Click Add Row in the top right corner.
• Click Add row at the bottom of the grid.

Then click into any cell to start filling it in.

Each row is one piece of content. The columns are:

• Title: The name of the piece of content.
• Content Type: What kind of content it is.
• Status: Where the content stands overall.
• Assigned To: Who's responsible for it.
• Production Date: When production is happening.
• Production Status: How production is going.
• Due Date: When the content needs to be finished.
• Due Status: Whether the content is on track against its due date.

• Publish Date: When the content goes live.
• Publish Status: Where the content stands in publishing.
• Platform: Where the content will be published.
• Format: The format of the content.
• Brief: A short description of what the content needs to be.
• Notes: Anything else worth writing down about the content.
• Asset Link: A link to the finished asset or its files. Paste in the URL.
• Approved: Whether the content has been approved.
• Tags: Labels you add to organize your content and make it easier to find.

Each row is one social post. The columns are:

• Title: The name of the post.
• Post Date: The day the post goes out.
• Post Time: The time the post goes out.
• Assigned To: Who's responsible for the post.
• Platform: Which platform the post is for.
• Account: Which account the post goes out from.
• Caption: The copy for the post.
• Media Link: A link to the image or video for the post. Paste in the URL.
• Status: Where the post stands.
• Campaign: The campaign the post is part of.
• Link: A link to the post.
• Tags: Labels you add to organize your posts and make them easier to find.
• Boosted: Whether the post was boosted.
• Impressions: How many impressions the post got.
• Notes: Anything else worth writing down about the post.

Each row is one marketing asset. The columns are:

• Asset Name: The name of the asset.
• Asset Type: What kind of asset it is.
• Status: Where the asset stands.
• Assigned To: Who's responsible for the asset.
• Date Delivered: When the asset was delivered.
• File Link: A link to the asset's file. Paste in the URL.
• Platform: Which platform the asset is for.
• Dimensions: The size of the asset.
• Format: The file format of the asset.
• Notes: Anything else worth writing down about the asset.

• Add what you know now and come back to the rest later.

The Marketing grid is new and we plan to keep improving it. If something isn't working the way you need, or a column is missing, let us know.