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Campaign planning is one of the core tasks in e-commerce. For major marketing events such as Double 11, 618, Lunar New Year sales, and Valentine’s Day, campaigns must be prepared in advance. A successful e-commerce promotion depends on the close connection between every stage—before, during, and after:
  • Early stage: define campaign goals, formats, and detailed execution plans.
  • Mid stage: refine the execution plan, drive the project forward, and coordinate across departments.
  • Post stage: conduct a review and summary.
How do you complete cross-department collaboration efficiently within a limited preparation window? And how do you handle the tricky issues that arise during team collaboration? DingTalk Docs helps you organize an e-commerce campaign more efficiently and comprehensively.

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Before the campaign | Use DingTalk Docs to hold project kickoff meetings

Before launching a marketing campaign, you often need to hold kickoff meetings with different team members to align on background, goals, strategies, and work assignments. However, meetings often involve too much information, discussion results get lost, and important follow-ups go unowned. To avoid inefficient meetings, the campaign lead can use the real-time online collaboration capabilities of DingTalk Docs to run a productive meeting:
  • Set the agenda before the meeting: Before the project meeting, create an “Agenda Collection Document” so that members can fill in topics together—nothing gets missed.
  • Clarify tasks during the meeting: During the project meeting, members can browse and discuss agenda items freely, and create to-do tasks in the document with @mentions and due dates for easy follow-up.
  • Share anytime after the meeting: After the project meeting, organize the meeting notes from AI Minutes. Share the AI Minutes with relevant members or groups and configure the appropriate permissions.
>> Get started: DingTalk Docs

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During the campaign | Use Spreadsheet to manage project progress and analyze campaign data

During the campaign, you need to keep the marketing momentum on track. Once the campaign goes live, you also need to organize campaign data such as user traffic, click-through rate, conversion rate, average order value, and repurchase rate. DingTalk Docs helps you solve the following challenges during the campaign:
  • Worried about data leaks during multi-user collaboration? Lock permissions and specify who can view or edit, keeping data private and secure.
  • Linking everything together feels messy and one Spreadsheet is not enough? Link to any URL, Cell, or Worksheet with one click.
  • Task progress unclear? Insert Checkboxes, Dropdown Lists, and Dates, combined with Conditional Formatting, to quickly build task lists and track status anytime, anywhere.
>> Get started: Daily Task Tracking Sheet (E-commerce)

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Throughout the campaign | Use Knowledge Base to accumulate materials and build team knowledge

A marketing campaign produces many types of working documents: campaign proposals, design plans, promotion plans, data reviews, and other team documents. Use the Knowledge Base to manage and accumulate these documents systematically:
  • Before the campaign, create a Campaign Proposal Knowledge Base and add relevant members.
  • During the campaign, everyone can update and sync in real time, depositing experience, plans, and preparation tasks into the Space for team sharing and collaborative editing.
  • After the campaign, manage and archive the campaign and data review results effectively. This avoids scattered information and provides valuable references and guidance for the next campaign.
>> Get started: Knowledge Base Last updated on March 2, 2022