Create Marketing Plan
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
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