> For the complete documentation index, see [llms.txt](https://learn.getsparrow.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.getsparrow.co/features/automations/create-marketing-plan.md).

# Create Marketing Plan

<figure><img src="/files/8y4hbYTnfLXghcvOi38t" alt=""><figcaption></figcaption></figure>

### Summary

This automation allows you to insert event information a pre-made marketing plan template and download it as a PDF or an editable DOC/XLS file.

### Set Up

Your account manager will work with you to recreate your existing marketing plan design in Sparrow.

### Included in Plans

Pro, Enterprise

### **Additional Information**

* Marketing Plan Templates can be customized to be either Document-style or Spreadsheet-style.  Spreadsheet-style templates can contain additional formulas, for example having a "totals" column summing up all spends.
  * Spreadsheet-style templates can pull in "Planned Spends" from your Expense tab in addition to event data.
* Marketing Plans can be exported as a PDF or editable DOC/XLS file
* [See a list of supported merge tags here.](/more-info/supported-merge-tags.md)