How to Use ClickUp for Email Marketing Workflows

ClickUp can organize every part of your email marketing workflow, from campaign ideas to launch tasks and performance reviews, so your team never loses track of what matters.

This step-by-step guide shows you how to set up a clear workspace, streamline collaboration, and automate routine work for email campaigns using ClickUp.

Step 1: Plan Your Email Strategy in ClickUp

Before building detailed workflows, you need a central place to manage strategy, goals, and campaign ideas.

Create a ClickUp Space for Marketing

Start by creating a dedicated Space for your marketing team.

1. Open your workspace and select the option to create a new Space.
2. Name it something like Marketing & Email.
3. Set permissions so copywriters, designers, and stakeholders can access what they need.

Within this Space, you can organize everything related to campaigns, newsletters, and automations.

Add Folders for Email Campaign Types

Inside your marketing Space, create Folders to separate different email initiatives. For example:

• Product launch campaigns
• Lifecycle and onboarding emails
• Newsletters and content updates
• Promotions and seasonal offers

Each Folder will hold Lists and tasks for specific campaigns so you can track work without confusion.

Step 2: Build Campaign Lists in ClickUp

Once your structure is ready, build Lists that map directly to individual email campaigns.

Set Up a Campaign List Template in ClickUp

Creating a reusable List template saves time and keeps campaigns consistent.

1. Create a new List in the appropriate Folder, such as Q1 Launch – Email.
2. Add core tasks, including:
   • Audience and segment definition
   • Goal and KPI planning
   • Brief creation
   • Copywriting
   • Design and assets
   • Review and approvals
   • Build in email platform
   • Testing and QA
   • Scheduling and send
   • Post-campaign analysis
3. Save the List as a template so you can reuse it for new campaigns.

Use Custom Fields in ClickUp for Email Details

Custom Fields help you store campaign-specific data in one place. Add fields such as:

• Target send date
• Primary segment or list
• Goal (sales, signups, traffic)
• Owner or campaign lead
• Email platform ID or link

These fields make it easy to filter and sort campaigns by priority, status, or deadline.

Step 3: Organize Work with ClickUp Views

Different team members need different perspectives on campaign work. Views let everyone see what matters to them.

Use List and Board Views in ClickUp

For planning and production, two views are especially helpful:

• List view for a structured, step-by-step breakdown of tasks.
• Board view for a Kanban-style workflow based on stages, such as Briefing, In Progress, In Review, Ready to Send, and Completed.

Team members can drag tasks between columns in Board view as work progresses.

Create a Calendar View in ClickUp for Send Dates

Email marketing depends on smart scheduling. A Calendar view keeps everyone aligned on when campaigns go out.

1. Add a Calendar view to your campaign Folder.
2. Use the start or due date for each email task to populate the calendar.
3. Color-code campaigns by type or owner using Custom Fields.

This approach doubles as your master email calendar, making it easy to spot conflicts or gaps.

Step 4: Collaborate Efficiently in ClickUp

Centralized collaboration prevents endless email threads and lost feedback.

Manage Briefs and Assets in ClickUp Docs

Use Docs to create and store campaign briefs alongside tasks.

• Draft messaging guidelines and angles in a Doc.
• Attach the Doc to the corresponding campaign task.
• Mention team members directly in the Doc for feedback and approvals.

Design files and other assets can be attached or linked from within tasks, so everyone knows where to find the latest version.

Streamline Reviews with ClickUp Comments

Comments keep discussion attached to the work.

• Use threaded comments on specific tasks for copy or design feedback.
• Mention reviewers with @mentions and set action items with assigned comments.
• Resolve comments once changes are completed so the task history stays clean.

This gives you a transparent review trail for future reference.

Step 5: Automate Routine Work in ClickUp

Automation reduces manual updates and repetitive steps across your email workflow.

Set Up ClickUp Automations for Campaign Stages

You can configure Automations so tasks move or update automatically as work progresses. For example:

• When a task status changes to In Review, automatically assign it to the marketing manager.
• When a due date is updated, send a notification to the campaign owner.
• When a task moves to Completed, add a tag like Sent or Launched.

This keeps the workflow accurate without extra manual tracking.

Use ClickUp Templates for Repeatable Email Workflows

Templates make it easy to standardize high-volume email work.

1. Create a complete campaign structure once, including tasks, Custom Fields, and views.
2. Save the List, Folder, or Space as a template.
3. Apply the template whenever you start a similar campaign or sequence.

Teams handling newsletters, onboarding series, or regular promotions can launch new work in seconds.

Step 6: Track Results and Improvements in ClickUp

Measuring performance is essential to refining your email strategy over time.

Log Key Metrics in ClickUp After Each Send

Use tasks or Custom Fields to store key metrics:

• Open rate
• Click-through rate
• Conversion rate
• Revenue or leads generated

Capture this data from your email platform after each send so it sits side by side with your planning and production work.

Review Campaigns with ClickUp Dashboards

Dashboards provide a high-level look at email performance.

• Use widgets to summarize campaign counts by status.
• Visualize schedule and workload across the team.
• Track campaign metrics using custom data fields or connected tools.

Regular review sessions based on Dashboard insights help you refine send timing, segmentation, and creative direction.

Additional Resources Beyond ClickUp

Once your workflows are built, you may want to pair your project management system with the right email platform. For a detailed comparison of tools and how they stack up against one another, see the overview of Mailchimp alternatives at this guide to email marketing platforms.

If you need expert help implementing scalable workflows and technical setups, you can also explore consulting services at Consultevo, which focuses on systems and process optimization.

Putting ClickUp Email Workflows into Action

By creating a focused marketing Space, building structured campaign Lists, using multiple views, and layering in Automations, you turn ClickUp into a central hub for planning, producing, and reviewing email campaigns.

Start with one campaign, refine your templates and fields based on how your team works, and then roll out your ClickUp workflow across all of your email initiatives.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`