How to Run AI-Powered Marketing Campaigns in ClickUp

ClickUp makes it simple to plan, launch, and optimize AI-powered marketing campaigns from a single workspace, without building complex systems from scratch.

This how-to guide walks you through using the prebuilt Marketing Campaigns solution so your team can go live faster and keep every asset, task, and result in one place.

Step 1: Add the Marketing Campaigns solution in ClickUp

The fastest way to start is to install the ready-made solution designed for marketing teams.

1. Open your workspace and navigate to the Solutions area.

2. Search for the Marketing Campaigns solution.

3. Add it to your workspace to instantly load recommended folders, views, and fields.

Once added, you get a structured setup that is tailored for campaign planning and execution, so you do not need to configure ClickUp from a blank slate.

Step 2: Understand the ClickUp marketing campaign structure

The solution provides a clear hierarchy to organize work by campaign and by channel.

Key components of the ClickUp campaign hierarchy

• Space or Folder for Marketing Campaigns – your single hub for all initiatives.

• Lists for campaigns – each list represents a specific campaign or initiative.

• Tasks and subtasks – used for briefs, assets, approvals, launches, and optimization work.

• Custom fields – track channel, audience, funnel stage, budget, and other marketing attributes.

This structure helps you standardize how every campaign is planned and reported.

Step 3: Create a new marketing campaign in ClickUp

After installing the solution, you can create a campaign in a few clicks.

1. Open the Marketing Campaigns folder or space.

2. Use the provided campaign template or create a new list for your initiative.

3. Name the campaign clearly, for example “Q3 Product Launch – Social + Email.”

4. Add or adjust custom fields to match your channels, goals, and audiences.

The template includes predefined stages and fields so every campaign follows the same workflow across ClickUp.

Step 4: Use ClickUp views to manage campaign work

The solution bundles ready-made views so marketers can see work in the format that fits each role.

Core ClickUp views for marketing campaigns

• List view – shows all tasks in a structured grid with custom fields for quick editing and filtering.

• Board view – visual kanban layout to move work across statuses such as Planning, In Progress, Review, and Launched.

• Calendar view – maps content and launches to dates so you can spot gaps and overlaps.

• Timeline or Gantt view – displays dependencies and schedules for multi-channel campaigns.

Switching between views in ClickUp lets strategists, creators, and managers work in the way that suits them best while staying connected to the same source of truth.

Step 5: Plan campaign strategy with AI in ClickUp

The solution highlights how AI Agents and tools can support your planning workflow directly inside the platform.

Examples of AI-powered planning workflows

• Generate campaign ideas and angles based on your product, audience, and goals.

• Draft messaging frameworks, slogans, and value propositions.

• Create persona-based briefs for different channels such as email, paid ads, and social.

• Outline end-to-end campaign flows, including nurture paths and follow-up content.

Because everything stays in ClickUp, AI-generated strategy artifacts remain linked to the tasks that will bring them to life.

Step 6: Build and assign campaign tasks in ClickUp

Once strategy is defined, you can break work into executable pieces and assign owners.

1. Use templates for briefs, creative requests, or landing pages if they are provided in the solution.

2. Create tasks for each deliverable, such as ad sets, emails, social posts, sales decks, and pages.

3. Add subtasks for drafting, design, legal review, QA, and launch steps.

4. Assign owners, due dates, and priorities so nothing falls through the cracks.

Centralizing tasks in ClickUp makes cross-functional collaboration between marketing, design, sales, and operations more predictable.

Step 7: Collaborate and review assets in ClickUp

Use built-in collaboration features to keep feedback and approvals tied to each campaign item.

Collaboration best practices in ClickUp

• Use comments on tasks to share feedback and ask questions instead of spreading conversations across email and chat tools.

• Mention teammates to notify them when input or approvals are needed.

• Attach assets directly to tasks so reviewers always open the latest version.

• Use checklists or subtasks to track approvals from stakeholders like legal and leadership.

By anchoring all collaboration to tasks inside ClickUp, your team reduces confusion and version issues.

Step 8: Launch and track campaigns with ClickUp

When assets are ready, use the campaign workspace to manage launches and track performance-related work.

1. Mark launch tasks as complete as channels go live.

2. Use statuses and custom fields to identify what is live, paused, or in testing.

3. Create follow-up tasks for reporting, experiment analysis, and optimization ideas.

4. Organize recurring reviews so your team regularly refines campaigns based on results.

While reporting data often lives in external tools, ClickUp keeps the workflow and follow-up actions aligned with those insights.

Step 9: Review and improve your ClickUp workspace

As your team runs more campaigns, refine the solution to better match your processes.

Ways to optimize your ClickUp marketing setup

• Adjust custom fields to better capture the metrics and attributes that matter to your team.

• Refine statuses to mirror the exact phases your campaigns go through.

• Create reusable task and list templates for common campaign types, such as product launches or seasonal promotions.

• Standardize naming conventions so searches and reports remain clean as ClickUp usage grows.

Iterating on the workspace structure helps new teammates onboard quickly and keeps execution consistent.

More resources for ClickUp campaign success

To see the original overview of this AI-focused Marketing Campaigns solution, review the official page at ClickUp AI Marketing Campaigns.

If you need expert help configuring work management, automation, and documentation around your stack, you can also explore consulting support from Consultevo.

By combining the prebuilt solution, structured workflows, and AI capabilities, ClickUp gives marketing teams a unified place to plan, execute, and optimize every campaign from idea to impact.

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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