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Trello for Marketing: Best Practices You Should Know

Want to learn how to use Trello for managing your marketing projects? Initially known for its Kanban-style approach to project management, this platform has become an all-inclusive platform for team collaboration. It offers an extensive suite of features and an extensive list of apps, called power-ups, in its marketplace.

Whether you're organizing your SEO content calendar, devising the next viral Instagram campaign, or looking for a powerful tool to boost productivity and growth as a small business, here's a guide on how marketing teams can take advantage of Trello.

What Makes a Marketing Campaign Successful?

Trello for Marketing: Best Practices You Should Know

A successful marketing campaign will appeal to many customers and pique their interest in the campaign. You have to know how to make your campaign stand out. No matter whether you're marketing a service or a product. However, Trello makes it easy to plan marketing campaigns from start to finish, including:

  • Promoting a new product launch
  • Organizing a virtual meeting
  • Hosting a webinar
  • Working together on a co-marketing event
  • Starting a content marketing campaign
  • Design and plan everything you can think of!

Trello Boards Provide a Visual Overview of Your Process

trello boards

Large firms that have not yet implemented cross-functional teams may want to visualize the activities of functional marketing groups. For example, displaying content on different Kanban boards.

The columns in the content marketing-specific board could consist of:

  • Ideas
  • Ready to Go
  • Concept
  • In Progress
  • Content editing
  • Waiting on 3rd Party
  • Done

"Ideas" can be a dedicated brainstorming column. Users can save abstract ideas before defining them further at a later stage of the process.

"Ready to Go" is where you can put ideas that have been authorized for processing. Thus, need to get started as soon as the team has the necessary resources.

Once the concept has been approved, the team can write the actual copy. They then submit it for review to the content team head or a colleague.

The "Waiting on 3rd Party" stage could include dependencies on designers, print services, or other functional groups that must be consulted before publishing a content asset.

Trello's Impact on Your Remote Team's Brainstorming

Trello can hold both your craziest ideas and your company's most pressing marketing requirements.

To generate excellent ideas, use brainstorming techniques and then organize them. A campaign is born when you match an idea with a business requirement. It'll be much more challenging to persuade your employer that inflatable pizza pool toys are the most incredible swag giveaways for your next conference if you don't have a clear connection. Here are some examples of topics you can brainstorm around as a marketing team using Trello:

Start adding social proof into your brand's commercials, web pages, and emails. It can assist and move the needle at every stage of the buyer's journey.

customer review

Experiment with various types of social evidence across various touchpoints. Cosnider running A/B tests to see which combinations of social proof resonate best with your target audiences.

  • What tools can we use to take our growth to the next level?

These could include tools that generate and schedule images through AI, marketing management tools like Trello, using SEO tools like Ahrefs or like Semrush, to grow through search traffic. Use Google Search Console to monitor and report your website.

  • What marketing channels should we expand upon?

As a B2B, maybe Instagram and Tiktok will help provide a first-mover advantage. Especially because there’s less competition in those platforms. As the world goes online on the onset of the pandemic, it may be worth revisiting the ROI of SEO. Look at how you can take advantage of this channel to scale growth.

Trello boards are easy to use to discuss ideas with remote peers and record them in real-time, especially when combined with a video call or voice because they live online.

Let's go over a few brainstorming techniques and how to use Trello to implement them:

To begin, make a Trello board and invite your teammates to join it. Next, determine how you want to organize your board using lists. When working on a specific topic, try to make a list for each team member and then construct further in-depth lists as you combine similar ideas.

Each one receives its card in the proper list once brainstorming begins. Each remote participant can move cards across lists, reorder them, and remark on them.

trello marketing team interaction

You'll have to limit the contenders down to the best ones eventually. This is frequently done via "dot voting" in co-located brainstorming utilizing Ye Olde Whiteboard—each person picks a marker and places a dot next to their preferred ideas.

Another advanced brainstorming technique is Disrupt. It would help if you built a Trello board with lists for each round of brainstorming to employ this strategy remotely. You'll add to that list with ideas during each round — one concept per card.

On the other hand, you can create an elevator pitch to describe your idea, and it's helpful to sponsors, stakeholders, and ourselves.

Design Your Ideal Campaign Workflow In Trello

You've vetted your ideas, set your goals, gathered resources, and enlisted the help of your team. It's finally time to draft your campaign plan, which will serve as the foundation for developing, launching, and tracking your next extensive marketing campaign.

Stay Accountable With Visual Goals

There are many compelling reasons to include goal-setting in your campaign creation process. And there are always a million more things to keep us from making goals in a systematic, complete manner.

The easiest method to stay accountable for the reasons for beginning the campaign in the first place is to have goals visible and related to campaign activity. You can use a variety of goal-setting approaches to achieve your objectives.

Luckily, many marketers have used Trello boards to establish goal-setting approaches that you can use. Starting with a goal-setting that asks high-level questions like "What do we want to see?" and "What are our ambitions?". This is the goal brainstorming stage, where you visualize the outcomes you want to achieve from your campaign, regardless of the idea or approach you choose.

Marketing Trello Boards for Every Need

Using Trello to visualize your marketing team's workflow is a terrific place to start on the road to true marketing agility. The software is simple to use and allows you to create digital Kanban boards that are tailored to your team's specific requirements.

This collection of tried-and-true marketing Trello board examples is ideal for laying the groundwork for your team's success and reaping the benefits of a visual workflow. Customize these boards as you understand what works well, improve your process structure, and evolve your team workflow.

Try them out for yourself and begin streamlining your workflow right away!

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