How to Use ClickUp to Run Effective School Marketing

ClickUp can streamline how schools plan, execute, and track marketing strategies across websites, social media, events, and admissions campaigns. This step-by-step guide shows you exactly how to turn school marketing ideas into organized, repeatable workflows.

The approach below is adapted from the strategies in this school marketing guide and translated into a practical, how-to process inside a project management workspace.

Step 1: Set Up Your ClickUp Workspace for School Marketing

Before building campaigns, create a clear structure in ClickUp so every project and task is easy to find and manage.

Create a Marketing Space in ClickUp

1. Log in to your ClickUp account.
2. Create a new Space named, for example, School Marketing.
3. Choose features you need: Tasks, Docs, Whiteboards, Dashboards, and Goals.
4. Set permissions so your admissions, communications, and leadership teams can collaborate safely.

Build Folders for Key School Marketing Areas

Inside your new Space, organize work into dedicated Folders that mirror major marketing categories for your school:

• Website & SEO – content updates, landing pages, and search optimization
• Social Media – posts, engagement campaigns, and analytics reviews
• Email & Admissions Funnels – nurture sequences and open house promotion
• Events & Open Houses – onsite visits, school fairs, and webinars
• Brand & Collateral – brochures, videos, and photography

This folder structure keeps your ClickUp workspace aligned with the strategic channels recommended for schools.

Step 2: Turn School Marketing Strategies into ClickUp Lists

Each Folder should contain Lists that map to concrete campaigns or ongoing processes rather than vague categories.

Examples of Strategic Lists in ClickUp

• Website & SEO Folder
  • List: Landing Page Optimization
  • List: Blog & Resources
• Social Media Folder
  • List: Content Calendar
  • List: Community Engagement
• Email & Admissions Folder
  • List: Lead Nurture Sequences
  • List: Parent Communication

For each List, define custom fields in ClickUp such as:

• Channel (website, email, social, print)
• Audience (prospective parents, current families, alumni, students)
• Goal Type (inquiries, applications, event registrations, retention)
• Budget (optional, for paid campaigns)

These fields make it easier to sort and report on every school marketing activity.

Step 3: Create a School Marketing Funnel Board in ClickUp

School marketing needs a clear funnel, from awareness to enrollment. You can visualize this in a board view to see progress at a glance.

Build a Funnel Pipeline Using ClickUp Views

1. Create a new List called Enrollment Funnel Campaigns.
2. Add statuses that match your funnel stages, such as:
   • Ideas
   • Planning
   • In Production
   • Launched
   • Measuring Results
3. Switch to Board View in ClickUp to see cards move across stages.
4. Add one task per campaign, for example:
   • Open House Social Campaign
   • New Parent Email Series
   • Program-Specific Landing Page

This board lets your team quickly understand how each campaign contributes to awareness, consideration, and enrollment goals.

Step 4: Plan Content with a ClickUp Editorial Calendar

Consistent content is vital for school visibility. Use an editorial calendar so blogs, videos, and social posts support your messaging year-round.

Set Up a ClickUp Content Calendar

1. Create a List named Editorial Calendar under the Website & SEO or Social Media Folder.
2. Add custom fields like Publish Date, Content Type, and Primary Program.
3. Switch the List to Calendar View in ClickUp.
4. Create recurring tasks for regular content, such as:
   • Weekly blog post for parents
   • Monthly student spotlight
   • Quarterly alumni story

Assign each task to a writer, designer, or videographer, and attach drafts or assets directly to the task so nothing gets lost.

Step 5: Coordinate Social Media Campaigns in ClickUp

Social platforms help schools build trust and community. Organize them with a structured task flow.

Use ClickUp to Manage Social Posts

1. In the Social Media Folder, open the Content Calendar List.
2. Create a task for each post or series, including:
   • Platform (Facebook, Instagram, TikTok, LinkedIn)
   • Target audience (prospective parents, current families, alumni)
   • Key message and call to action
3. Use Custom Fields for Platform, Post Type, and Approval Status.
4. Store creative assets (images, videos) in the task and tag your school’s brand lead for review.

ClickUp comments, mentions, and assigned comments keep your marketing and leadership teams aligned on messaging before anything is published.

Step 6: Manage Events and Open Houses with ClickUp

Events, tours, and open houses are central to school marketing strategies. You can manage them as projects from planning through follow-up.

Build an Event Project Template in ClickUp

1. Create a new List called Open House Template.
2. Add key tasks such as:
   • Define event goals and target grade levels
   • Update landing page and registration form
   • Promote event via email and social channels
   • Prepare campus signage and handouts
   • Schedule student and staff ambassadors
   • Send reminder and follow-up emails
3. Convert this List into a reusable template in ClickUp.
4. For each new event, create a List from this template and update dates and ownership.

This ensures every event follows a proven process and contributes to your overall enrollment strategy.

Step 7: Track School Marketing Metrics with ClickUp Dashboards

To improve results, your team needs visibility into what is working. You can track high-level metrics and task status in one view.

Build a Performance Dashboard in ClickUp

1. Open the Dashboards section in ClickUp.
2. Create a dashboard named School Marketing Performance.
3. Add widgets such as:
   • Task Status for each marketing Folder
   • Tasks by Assignee to balance workloads
   • Custom Field Charts to monitor campaigns by channel or audience
4. Link tasks that contain key KPIs, such as:
   • Website visits and inquiry form submissions
   • Open house registrations
   • Applications started and completed

While detailed analytics live in tools like your website or email platform, ClickUp helps your school marketing team connect those numbers to active projects and next actions.

Step 8: Collaborate with Leadership and Admissions in ClickUp

Marketing works best when communications, admissions, and leadership teams share one source of truth.

Improve Cross-Team Collaboration

• Create dedicated views filtered by audience or program for each stakeholder.
• Use Docs in ClickUp to store brand guidelines, messaging frameworks, and campaign briefs.
• Mention colleagues in comments to request approvals or feedback.
• Share read-only views with departments that need visibility but not editing rights.

This reduces email back-and-forth and keeps everyone aligned on priorities and timelines.

Step 9: Standardize Processes with ClickUp Templates

Schools often repeat similar campaigns each year, from back-to-school promotions to graduation and summer programs.

Create Reusable Templates

1. Identify recurring projects such as:
   • Annual enrollment campaign
   • Back-to-school communications
   • Alumni fundraising drive
2. Document all tasks, owners, and dates in a sample List.
3. Convert that List into a template in ClickUp.
4. Next year, generate a new project from the template, adjust dates, and start executing immediately.

This approach captures institutional knowledge and reduces the risk of missing important steps when staff changes occur.

Step 10: Continually Optimize Your School Marketing in ClickUp

Effective marketing for schools is an ongoing process of testing, measuring, and refining.

Use ClickUp to Support Continuous Improvement

• Hold regular review meetings using a dashboard view as the agenda.
• Add retrospective tasks after major campaigns to capture lessons learned.
• Update templates and workflows in ClickUp based on real results.
• Align future campaigns with the strategies outlined in the original school marketing strategies guide.

Over time, your workspace becomes a living playbook for high-performing school marketing.

Next Steps and Additional Resources

To complement your ClickUp setup, you can explore expert marketing support and implementation guidance from agencies like Consultevo, which specialize in structured, data-driven digital strategies.

By organizing your campaigns, content, events, and analytics in ClickUp, your school can consistently reach the right families, communicate value clearly, and turn interest into lasting enrollment growth.

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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