campaign-plan

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Campaign Plan

营销活动计划

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Generate a comprehensive marketing campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics.
若遇到不熟悉的占位符或需要查看已连接的工具,请参阅CONNECTORS.md
生成包含目标、受众、传播信息、渠道策略、内容日历及成功指标的全面营销活动简报。

Trigger

触发条件

User runs
/campaign-plan
or asks to plan, design, or build a marketing campaign.
用户运行
/campaign-plan
命令,或提出规划、设计、搭建营销活动的需求。

Inputs

输入信息

Gather the following from the user. If not provided, ask before proceeding:
  1. Campaign goal — the primary objective (e.g., drive signups, increase awareness, launch a product, generate leads, re-engage churned users)
  2. Target audience — who the campaign is aimed at (demographics, roles, industries, pain points, buying stage)
  3. Timeline — campaign duration and any fixed dates (launch date, event date, seasonal deadline)
  4. Budget range — approximate budget or budget tier (optional; if not provided, generate a channel-agnostic plan and note where budget allocation would matter)
  5. Additional context (optional):
    • Product or service being promoted
    • Key differentiators or value propositions
    • Previous campaign performance or learnings
    • Brand guidelines or constraints
    • Geographic focus
向用户收集以下信息,若未提供,需在继续前询问:
  1. 活动目标 — 核心目标(例如:推动注册、提升品牌认知、发布产品、生成线索、召回流失用户)
  2. 目标受众 — 活动针对的人群(人口统计特征、职位角色、行业、痛点、购买阶段)
  3. 时间线 — 活动时长及固定日期(启动日、活动日、季节性截止日期)
  4. 预算范围 — 大致预算或预算层级(可选;若未提供,生成不绑定特定渠道的计划,并标注预算分配会产生影响的环节)
  5. 额外背景信息(可选):
    • 推广的产品或服务
    • 核心差异化优势或价值主张
    • 过往活动表现或经验总结
    • 品牌规范或限制条件
    • 地域聚焦范围

Campaign Brief Structure

活动简报结构

Generate a campaign brief with the following sections:
生成包含以下板块的活动简报:

1. Campaign Overview

1. 活动概述

  • Campaign name suggestion
  • One-sentence campaign summary
  • Primary objective with a specific, measurable goal
  • Secondary objectives (if applicable)
  • 活动名称建议
  • 一句话活动摘要
  • 带具体可衡量目标的核心目标
  • 次要目标(如有)

2. Target Audience

2. 目标受众

  • Primary audience segment with description
  • Secondary audience segment (if applicable)
  • Audience pain points and motivations
  • Where they spend time (channels, communities, publications)
  • Buying stage alignment (awareness, consideration, decision)
  • 核心受众群体及描述
  • 次要受众群体(如有)
  • 受众痛点与动机
  • 他们的活跃渠道(平台、社区、出版物)
  • 购买阶段匹配度(认知、考虑、决策)

3. Key Messages

3. 核心传播信息

  • Core campaign message (one sentence)
  • 3-4 supporting messages tailored to audience pain points
  • Message variations by channel (if different tones are needed)
  • Proof points or evidence to support each message
  • 活动核心信息(一句话)
  • 3-4条贴合受众痛点的支撑信息
  • 分渠道信息变体(若需不同语气风格)
  • 每条信息对应的佐证或案例

4. Channel Strategy

4. 渠道策略

Recommend channels based on audience and goal. For each channel, include:
  • Why this channel fits the audience and objective
  • Content format recommendations
  • Estimated effort level (low, medium, high)
  • Budget allocation suggestion (if budget was provided)
Consider channels from:
  • Owned: blog, email, website, social media profiles
  • Earned: PR, influencer partnerships, guest posts, community engagement
  • Paid: search ads, social ads, display, sponsored content, events
根据受众与目标推荐渠道,每个渠道需包含:
  • 该渠道适配受众与目标的原因
  • 内容形式建议
  • 预估投入力度(低、中、高)
  • 预算分配建议(若提供了预算)
可考虑的渠道类别:
  • 自有渠道:博客、邮件、官网、社交媒体账号
  • 赢得媒体渠道:公关、网红合作、客座文章、社区运营
  • 付费渠道:搜索广告、社交广告、展示广告、赞助内容、活动

5. Content Calendar

5. 内容日历

Create a week-by-week (or day-by-day for short campaigns) content calendar:
  • What content to produce each week
  • Which channel each piece targets
  • Key milestones and deadlines
  • Dependencies between pieces (e.g., "landing page must be live before paid ads launch")
Format as a table:
WeekContent PieceChannelOwner/NotesStatus
创建周度(短周期活动可按日度)内容日历:
  • 每周需产出的内容
  • 内容投放的渠道
  • 关键里程碑与截止日期
  • 内容间的依赖关系(例如:“落地页需在付费广告启动前上线”)
以表格格式呈现:
周数内容类型投放渠道负责人/备注状态

6. Content Pieces Needed

6. 所需内容资产清单

List every content asset required for the campaign:
  • Asset name and type (blog post, email, social post, ad creative, landing page, etc.)
  • Brief description of what it should contain
  • Priority (must-have vs. nice-to-have)
  • Suggested timeline for creation
列出活动所需的所有内容资产:
  • 资产名称与类型(博客文章、邮件、社交帖、广告创意、落地页等)
  • 内容简要说明
  • 优先级(必备 vs 可选)
  • 建议制作时间线

7. Success Metrics

7. 成功指标

Define KPIs aligned to the campaign objective:
  • Primary KPI with target number
  • Secondary KPIs (3-5)
  • How each metric will be tracked
  • Reporting cadence recommendation
If ~~product analytics is connected, reference any available historical performance benchmarks to inform targets.
定义与活动目标对齐的KPI:
  • 核心KPI及目标数值
  • 次要KPI(3-5个)
  • 各指标的追踪方式
  • 报告周期建议
若已连接产品分析工具,参考可用的历史表现基准来设定目标。

8. Budget Allocation (if budget provided)

8. 预算分配(若提供了预算)

  • Breakdown by channel or activity
  • Production costs vs. distribution costs
  • Contingency recommendation (typically 10-15%)
  • 按渠道或活动拆分的预算明细
  • 制作成本 vs 投放成本
  • 应急预算建议(通常为10-15%)

9. Risks and Mitigations

9. 风险与应对方案

  • 2-3 potential risks (timeline, audience mismatch, channel underperformance)
  • Mitigation strategy for each
  • 2-3个潜在风险(时间延误、受众匹配度低、渠道表现不佳)
  • 每个风险的应对策略

10. Next Steps

10. 下一步行动

  • Immediate action items to kick off the campaign
  • Stakeholder approvals needed
  • Key decision points
  • 启动活动的立即执行项
  • 需获得的相关方审批
  • 关键决策节点

Planning Reference

规划参考

Campaign Framework: Objective, Audience, Message, Channel, Measure

活动框架:目标、受众、信息、渠道、衡量

Every campaign should be built on this five-part framework:
每个活动都应基于以下五部分框架构建:

Objective

目标

Define what success looks like before planning anything else.
  • Awareness: increase brand or product visibility (measured by reach, impressions, share of voice)
  • Consideration: drive engagement and education (measured by content engagement, email signups, webinar attendance)
  • Conversion: generate leads or sales (measured by signups, demos, purchases, pipeline)
  • Retention: re-engage existing customers (measured by churn reduction, upsell, NPS)
  • Advocacy: turn customers into promoters (measured by referrals, reviews, UGC)
Good objectives are SMART: Specific, Measurable, Achievable, Relevant, Time-bound.
Example: "Generate 200 marketing qualified leads from mid-market SaaS companies in North America within 6 weeks of campaign launch."
在规划前先定义成功的标准。
  • 认知类:提升品牌或产品曝光度(衡量指标:触达量、曝光量、声量份额)
  • 考虑类:推动互动与教育(衡量指标:内容互动量、邮件注册量、 webinar参会人数)
  • 转化类:生成线索或销售(衡量指标:注册量、演示请求、购买量、销售漏斗)
  • 留存类:召回现有客户(衡量指标:流失率降低、交叉销售、NPS)
  • 推荐类:将客户转化为品牌推广者(衡量指标:推荐量、评价量、UGC)
优质目标需符合SMART原则:具体(Specific)、可衡量(Measurable)、可实现(Achievable)、相关性(Relevant)、有时限(Time-bound)。
示例:“在活动启动后6周内,从北美中端市场SaaS公司生成200个营销合格线索(MQL)。”

Audience

受众

Define who you are trying to reach with enough specificity to guide messaging and channel decisions.
  • Demographics: role/title, seniority, company size, industry
  • Psychographics: motivations, pain points, goals, objections
  • Behavioral: where they consume content, how they buy, what they have engaged with before
  • Buying stage: are they unaware of the problem, researching solutions, or ready to buy?
Create a brief audience profile (not a full persona) for campaign planning:
"[Role] at [company type] who is struggling with [pain point] and looking for [desired outcome]. They typically discover solutions through [channels] and care most about [priorities]."
足够精准地定义目标人群,以指导信息与渠道决策。
  • 人口统计特征:职位头衔、职级、公司规模、行业
  • 心理特征:动机、痛点、目标、异议
  • 行为特征:内容消费渠道、购买习惯、过往互动内容
  • 购买阶段:他们是否尚未意识到问题、正在研究解决方案、或已准备购买?
为活动规划创建简要的受众画像:
“[职位]在[企业类型]中,正面临[痛点],寻求[期望结果]。他们通常通过[渠道]发现解决方案,最关注[优先级事项]。”

Message

传播信息

Craft the core message and supporting points that will resonate with the audience.
  • Core message: one sentence that captures what you want the audience to think, feel, or do
  • Supporting messages: 3-4 points that provide evidence, address objections, or elaborate on benefits
  • Proof points: data, case studies, testimonials, or third-party validation for each supporting message
  • Differentiation: what makes your offering different from alternatives (including doing nothing)
Message hierarchy:
  1. Why should I care? (addresses the pain point or opportunity)
  2. What is the solution? (positions your offering)
  3. Why you? (differentiates from alternatives)
  4. What should I do? (call to action)
打造能引发受众共鸣的核心信息与支撑要点。
  • 核心信息:一句话概括希望受众产生的想法、感受或行动
  • 支撑信息:3-4条提供佐证、解决异议或阐述价值的要点
  • 佐证案例:每条支撑信息对应的 data、案例研究、客户评价或第三方验证
  • 差异化优势:与竞品(包括不采取行动)相比,你的产品/服务的独特之处
信息层级:
  1. 这与我何干?(解决痛点或抓住机会)
  2. 解决方案是什么?(定位你的产品/服务)
  3. 为什么选你?(与竞品差异化)
  4. 我该做什么?(行动号召)

Channel

渠道

Select channels based on where your audience is, not where you are most comfortable. See the Channel Selection Guide below.
根据目标受众的活跃渠道选择,而非你熟悉的渠道。请参阅下方的渠道选择指南。

Measure

衡量

Define how you will know the campaign worked. See Success Metrics by Campaign Type below.
定义如何判断活动是否成功。请参阅下方的分活动类型成功指标。

Channel Selection Guide

渠道选择指南

Owned Channels

自有渠道

ChannelBest ForTypical MetricsEffort
Blog/WebsiteSEO, thought leadership, educationTraffic, time on page, conversionsMedium
EmailNurture, retention, announcementsOpen rate, CTR, conversionsLow-Medium
Social (organic)Awareness, community, brand buildingEngagement, reach, follower growthMedium
WebinarsEducation, lead gen, product demosRegistrations, attendance, pipelineHigh
PodcastThought leadership, brand awarenessDownloads, subscriber growthHigh
渠道适用场景典型指标投入力度
博客/官网SEO、思想领导力、用户教育流量、页面停留时间、转化率
邮件培育线索、客户留存、公告推送打开率、点击率、转化率低-中
社交媒体(自然流量)品牌认知、社区运营、品牌建设互动量、触达量、粉丝增长
线上研讨会用户教育、线索生成、产品演示注册量、参会人数、销售漏斗
播客思想领导力、品牌认知下载量、订阅量增长

Earned Channels

赢得媒体渠道

ChannelBest ForTypical MetricsEffort
PR/MediaAwareness, credibility, launchesCoverage, share of voice, referral trafficHigh
Guest contentAudience expansion, SEO, credibilityReferral traffic, backlinksMedium
Influencer/PartnerAudience expansion, trustReach, engagement, referral conversionsMedium-High
CommunityAwareness, trust, feedbackMentions, engagement, referral trafficMedium
Reviews/RatingsCredibility, SEO, considerationReview volume, rating, conversion liftLow-Medium
渠道适用场景典型指标投入力度
公关/媒体品牌认知、可信度、产品发布报道量、声量份额、 referral流量
客座内容受众拓展、SEO、可信度referral流量、反向链接
网红/合作伙伴受众拓展、信任背书触达量、互动量、 referral转化率中-高
社区运营品牌认知、信任、反馈收集提及量、互动量、 referral流量
评价/评分可信度、SEO、购买考虑评价数量、评分、转化率提升低-中

Paid Channels

付费渠道

ChannelBest ForTypical MetricsEffort
Search ads (SEM)High-intent lead captureCPC, CTR, conversion rate, CPAMedium
Social adsAwareness, retargeting, lead genCPM, CPC, CTR, CPA, ROASMedium
Display/ProgrammaticAwareness, retargetingImpressions, CPM, view-through conversionsLow-Medium
Sponsored contentThought leadership, lead genEngagement, leads, cost per leadMedium
Events/SponsorshipsRelationship building, brandLeads, meetings, pipeline influencedHigh
渠道适用场景典型指标投入力度
搜索广告(SEM)高意向线索捕获CPC、点击率、转化率、CPA
社交广告品牌认知、再营销、线索生成CPM、CPC、点击率、CPA、ROAS
展示/程序化广告品牌认知、再营销曝光量、CPM、浏览转化低-中
赞助内容思想领导力、线索生成互动量、线索量、单线索成本
活动/赞助关系建立、品牌曝光线索量、会议对接、受影响的销售漏斗

Channel Selection Criteria

渠道选择标准

When choosing channels, consider:
  • Where does your target audience spend time?
  • What is the buying stage you are targeting? (awareness channels vs. conversion channels)
  • What is your budget? (paid channels require spend; owned/earned require time)
  • What content assets do you already have or can you produce?
  • What has worked in the past? (reference historical data if available)
选择渠道时需考虑:
  • 目标受众活跃在哪些渠道?
  • 你针对的是哪个购买阶段?(认知类渠道 vs 转化类渠道)
  • 你的预算是多少?(付费渠道需要资金;自有/赢得媒体渠道需要时间)
  • 你已有哪些内容资产或能制作哪些内容?
  • 过往哪些渠道表现良好?(若有历史数据可参考)

Content Calendar Creation

内容日历创建

Calendar Planning Process

日历规划流程

  1. Start with milestones: campaign launch, event dates, product releases, seasonal moments
  2. Work backward: what needs to be live and when? What is the production lead time?
  3. Map content to funnel stages: ensure coverage across awareness, consideration, and conversion
  4. Batch by theme: group related content pieces into weekly or bi-weekly themes
  5. Balance channels: do not over-index on one channel; ensure the audience sees the campaign across touchpoints
  6. Build in flexibility: leave 20% of calendar slots open for reactive or opportunistic content
  1. 从里程碑开始:活动启动日、事件日、产品发布日、季节性节点
  2. 倒推规划:哪些内容需要何时上线?制作周期是多久?
  3. 匹配漏斗阶段:确保覆盖认知、考虑、转化全漏斗
  4. 按主题批量规划:将相关内容归为每周或每两周的主题
  5. 平衡渠道分布:不要过度依赖单一渠道,确保受众在多个触点看到活动
  6. 预留灵活性:保留20%的日历空位用于应对突发或机会性内容

Content Cadence Guidelines

内容发布频率指南

  • Blog: 1-4 posts per week depending on team size and goals
  • Email newsletter: weekly or bi-weekly for most audiences
  • Social media: 3-7 posts per week per platform (varies by platform)
  • Paid campaigns: continuous during campaign window with creative refreshes every 2-4 weeks
  • Webinars: monthly or quarterly depending on resources
  • 博客:根据团队规模与目标,每周1-4篇
  • 邮件简报:大部分受众适用每周或每两周一次
  • 社交媒体:每个平台每周3-7条(不同平台有所差异)
  • 付费活动:活动期间持续投放,每2-4周更新创意素材
  • 线上研讨会:每月或每季度一次(取决于资源)

Production Timeline Benchmarks

制作时间线基准

  • Blog post: 3-5 business days (research, draft, review, publish)
  • Email campaign: 2-3 business days (copy, design, test, send)
  • Social media posts: 1-2 business days (draft, design, schedule)
  • Landing page: 5-7 business days (copy, design, development, QA)
  • Video content: 2-4 weeks (script, production, editing)
  • Ebook/whitepaper: 2-4 weeks (outline, draft, design, review)
  • 博客文章:3-5个工作日(调研、撰写、审核、发布)
  • 邮件活动:2-3个工作日(文案、设计、测试、发送)
  • 社交媒体帖:1-2个工作日(撰写、设计、排期)
  • 落地页:5-7个工作日(文案、设计、开发、QA)
  • 视频内容:2-4周(脚本、拍摄、剪辑)
  • 电子书/白皮书:2-4周(大纲、撰写、设计、审核)

Budget Allocation Approaches

预算分配方法

Percentage of Revenue Method

收入占比法

  • Industry benchmark: 5-15% of revenue for marketing, with B2B typically at 5-10% and B2C at 10-15%
  • Startups and growth-stage companies often invest 15-25% of revenue in marketing
  • Within the marketing budget, allocate across brand (long-term) and performance (short-term)
  • 行业基准:营销预算占收入的5-15%,B2B通常为5-10%,B2C为10-15%
  • 初创企业与增长期公司通常投入收入的15-25%用于营销
  • 在营销预算内,分配给品牌建设(长期)与绩效营销(短期)

Channel Allocation Framework

渠道分配框架

A common starting framework (adjust based on goals and historical data):
CategoryPercentage of BudgetExamples
Paid acquisition30-40%Search ads, social ads, display
Content production20-30%Blog, video, design, ebooks
Events and sponsorships10-20%Conferences, webinars, meetups
Tools and technology10-15%Analytics, automation, CRM
Testing and experimentation5-10%New channels, A/B tests, pilots
通用初始框架(可根据目标与历史数据调整):
类别预算占比示例
付费获客30-40%搜索广告、社交广告、展示广告
内容制作20-30%博客、视频、设计、电子书
活动与赞助10-20%会议、线上研讨会、线下聚会
工具与技术10-15%分析工具、自动化工具、CRM
测试与实验5-10%新渠道、A/B测试、试点项目

Budget Optimization Principles

预算优化原则

  • Start with your highest-confidence channel and allocate 60-70% of paid budget there
  • Reserve 15-20% for testing new channels or tactics
  • Shift budget monthly based on performance data (do not set and forget)
  • Account for production costs, not just media spend
  • Include a 10-15% contingency for unexpected opportunities or overruns
  • 从你最有信心的渠道开始,将60-70%的付费预算分配给它
  • 预留15-20%的预算用于测试新渠道或策略
  • 每月根据表现数据调整预算(不要一设定就不管)
  • 考虑制作成本,而不仅仅是媒体投放费用
  • 预留10-15%的应急预算用于应对意外机会或超支

Success Metrics by Campaign Type

分活动类型成功指标

Awareness Campaign

认知类活动

MetricWhat It Measures
Reach/ImpressionsHow many people saw the campaign
Brand mention volumeIncrease in brand conversations
Share of voiceYour mentions vs. competitors
Direct trafficPeople coming to your site unprompted
Social follower growthAudience building
指标衡量内容
触达量/曝光量有多少人看到了活动
品牌提及量品牌相关讨论的增长
声量份额你的品牌提及量 vs 竞品
直接流量主动访问网站的用户量
社交媒体粉丝增长受众规模扩张

Lead Generation Campaign

线索生成类活动

MetricWhat It Measures
Total leadsVolume of new contacts
Marketing qualified leads (MQLs)Leads meeting quality threshold
Cost per lead (CPL)Efficiency of spend
Lead-to-MQL conversion rateQuality of leads generated
Pipeline influencedRevenue opportunity created
指标衡量内容
总线索量新增联系人数量
营销合格线索(MQLs)达到质量标准的线索
单线索成本(CPL)投入效率
线索转MQL转化率生成线索的质量
受影响的销售漏斗创造的营收机会

Product Launch Campaign

产品发布类活动

MetricWhat It Measures
Signups or trialsAdoption of new product
Activation rateUsers who complete key first action
Media coverageEarned media hits
Social buzzMentions, shares, engagement spike
Feature adoptionUsage of specific launched features
指标衡量内容
注册量或试用量新产品的采用率
激活率完成核心首次操作的用户占比
媒体报道量赢得媒体曝光次数
社交讨论热度提及量、分享量、互动量峰值
功能使用率发布功能的使用情况

Retention/Engagement Campaign

留存/互动类活动

MetricWhat It Measures
Churn rate changeCustomer retention improvement
Engagement rateInteractions with campaign content
NPS or CSAT changeSatisfaction improvement
Upsell/cross-sell revenueExpansion revenue
Feature adoptionUsage of promoted features
指标衡量内容
流失率变化客户留存提升情况
互动率活动内容的互动数据
NPS或CSAT变化满意度提升情况
交叉/向上销售收入拓展营收
功能使用率推广功能的使用情况

Event/Webinar Campaign

活动/线上研讨会类活动

MetricWhat It Measures
RegistrationsInterest generated
Attendance rateConversion from registration
Engagement during eventQuestions, polls, chat activity
Post-event conversionsLeads or pipeline from attendees
Content repurposing reachDownstream audience from recordings
指标衡量内容
注册量引发的兴趣程度
参会率从注册到参会的转化率
活动中互动量提问、投票、聊天活跃度
活动后转化率参会者转化的线索或销售漏斗
内容复用触达量录播内容的后续受众覆盖

Output

输出

Present the full campaign brief with clear headings and formatting. After the brief, ask:
"Would you like me to:
  • Dive deeper into any section?
  • Draft specific content pieces from the calendar?
  • Create a competitive analysis to inform the messaging?
  • Adjust the plan for a different budget or timeline?"
以清晰的标题与格式呈现完整活动简报。简报结束后,询问:
“是否需要我:
  • 深入拆解任一板块?
  • 撰写日历中的特定内容?
  • 制作竞品分析以优化传播信息?
  • 根据不同预算或时间线调整计划?”