How to Run AI Marketing Campaigns in ClickUp

ClickUp can be the central hub for planning, executing, and optimizing AI marketing campaigns from idea to reporting. This how-to guide walks you step by step through building a repeatable workflow so your team can move faster and stay aligned.

By combining work management, automation, documentation, and AI tools, you can keep strategies, assets, and performance insights in one place. Use the steps below to turn scattered initiatives into a clear, measurable campaign process.

Step 1: Set Up a ClickUp Space for Marketing

Begin by organizing your work into a dedicated Space so every campaign lives in a consistent structure.

1. Create a new Space named “Marketing” or “AI Marketing”.

2. Define key folders inside the Space, such as:

   • Campaigns

   • Content Production

   • Experiments & Testing

   • Reporting & Analytics

3. Set permissions so marketing, sales, product, and leadership can access the pieces they need.

This structure keeps your AI efforts visible and makes it easy to connect daily tasks to higher-level objectives.

Step 2: Build a ClickUp List for Each Campaign

Within the Campaigns folder, create a List for every AI marketing campaign so planning, execution, and analysis live in one view.

1. Create a List with the campaign name, such as “Q2 AI Lead Generation”.

2. Add task statuses reflecting your workflow, for example:

   • Backlog

   • In Strategy

   • In Production

   • In Review

   • Scheduled

   • Launched

   • Completed

3. Set List-level goals: conversions, signups, or revenue targets.

Each campaign List becomes the single source of truth for strategy documents, creative content, and performance updates.

Step 3: Use ClickUp Custom Fields for AI Campaign Data

Custom Fields let you track the details that matter most for each AI marketing campaign.

• Create text fields for:

  • Primary audience segment

  • Core message or value proposition

  • AI model or tool in use

• Add dropdown fields for:

  • Channel (email, paid ads, social, website)

  • Funnel stage (awareness, consideration, decision)

• Use number or currency fields for:

  • Budget

  • Target cost per lead

  • Expected ROI

Standardizing this information gives you cleaner reports and lets you compare AI campaign performance across channels.

Step 4: Plan Strategy With ClickUp Docs

Every strong AI marketing initiative starts with a clear strategy. Use Docs inside ClickUp to keep plans connected to the tasks they power.

1. Create a Doc inside the campaign List for your strategy brief.

2. Outline sections such as:

   • Business objective

   • Target audience and personas

   • AI tools and prompts to use

   • Key messages and offers

   • Channel mix and budget

3. Convert action items in the Doc directly into tasks in the same List.

Keeping Docs attached to ClickUp tasks ensures writers, designers, and analysts always reference the latest strategy, not an outdated file.

Step 5: Turn Strategy Into Tasks in ClickUp

Next, break the strategy into clear, trackable tasks so nothing falls through the cracks.

1. Create parent tasks for major workstreams, such as:

   • Audience research and data setup

   • Prompt engineering and AI testing

   • Creative production

   • Launch and optimization

2. Add subtasks with due dates and assignees, for example:

   • Draft AI prompts for ad variants

   • Generate headline options

   • Review AI outputs and edit for brand voice

   • Set up A/B tests and tracking pixels

3. Use task descriptions to link to Docs, design assets, and data dashboards.

Structuring work like this makes it easy to monitor progress in ClickUp views such as List, Board, or Calendar.

Step 6: Coordinate Content Production in ClickUp

AI campaigns depend on a steady flow of headlines, copy, visual assets, and landing pages. Manage the entire content pipeline inside the same platform.

• Create a separate Content Production List connected to campaigns with task relationships.

• For each asset, create a task and include:

  • Brief and prompts

  • Target audience and goal

  • Channel and format

  • Required reviews and approvals

• Use statuses such as Draft, AI Generated, In Editing, Approved, and Published.

This approach keeps AI outputs visible and ensures human review before anything goes live.

Step 7: Automate Repetitive Work With ClickUp

Automation in ClickUp reduces manual updates so your team can focus on strategy and optimization.

1. Create automations that:

   • Update task status when due dates change.

   • Assign review tasks when a creative asset moves to In Review.

   • Notify stakeholders when a campaign moves to Launched.

2. Use templates for recurring campaigns, including predefined tasks, Custom Fields, and Docs.

3. Standardize checklists for QA steps, tracking setup, and compliance reviews.

With repeatable automation, you can launch more AI marketing experiments without increasing overhead.

Step 8: Track Performance and Optimize in ClickUp

AI campaigns should improve over time based on performance data. Use ClickUp views and fields to monitor outcomes and plan iterations.

• Connect performance data to tasks using Custom Fields like impressions, CTR, conversion rate, and cost per acquisition.

• Create Dashboards that summarize:

  • Live campaign status

  • Budget vs. actual spend

  • Pipeline and revenue impact

• Use Comments to document insights, such as which prompts or creatives outperform others.

This makes optimization decisions transparent and easy to revisit before the next launch.

Step 9: Collaborate Across Teams in ClickUp

AI marketing success depends on collaboration between marketing, sales, product, and analytics teams.

• Add stakeholders as watchers on key campaign tasks so they receive relevant updates.

• Use task comments and @mentions to replace long email threads.

• Store meeting notes in Docs linked to the active campaign List.

Centralized collaboration reduces misalignment and ensures everyone understands how AI initiatives support broader business goals.

Step 10: Reuse Templates for Future ClickUp Campaigns

Once you have a working AI marketing workflow, turn it into a repeatable template.

1. Save your campaign List as a template, including:

   • Statuses

   • Custom Fields

   • Default tasks and subtasks

   • Attached Docs and checklists

2. Use the template when launching a new AI initiative to accelerate setup.

3. Refine the template over time as you discover better prompts, workflows, and review processes.

This ensures every new project starts with proven best practices instead of a blank page.

Learn More About AI Campaigns and ClickUp

To dive deeper into AI-driven marketing workflows, explore the original guide on executing AI marketing campaigns on the ClickUp blog at this resource. It expands on the principles covered here with additional examples and use cases.

If you need help designing or optimizing your workspace, implementation partners such as Consultevo can assist with custom setups, integrations, and process documentation tailored to your team.

By following these steps, you can turn your account into a powerful system for planning, launching, and scaling AI marketing campaigns, while keeping strategy, content, and performance data tightly aligned.

Need Help With ClickUp?

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

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