Create Marketing Plan


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

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