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Multi-Channel Campaign Plan Form

Multi-Channel Campaign Plan Form

A multi-channel campaign plan template — set each channel’s role, goal and budget, the big idea tying them together, and how they work as one.

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Description

Running a campaign across channels is easy; making them work together is the hard part. This multi-channel campaign plan form sets out what each channel is for and how they connect, so the budget is spent as one campaign rather than several.

You give the campaign and primary objective, the total budget, and a channel-by-channel plan with each channel’s role, goal and budget. It captures the big idea tying it together, how the channels work with each other, any phasing, where the audience converts, and the launch and end dates.

Use it to plan how a campaign runs across channels once the brief is agreed. A clear plan stops channels working in silos and competing for the same budget. Customize the fields, add your branding, and embed it or share a link in minutes.

Form fields

Everything the Multi-Channel Campaign Plan Form above collects — 12 fields across 2 pages, so you can see exactly what it captures before you make it your own.

Plan Your Channel Mix

Campaign name
Short Answer
Primary objective
Dropdown
Total budget (£)
Number
Channel plan (channel, role / goal, budget £)
Table
What's the big idea tying it together?
Long Answer

Sequencing

How do the channels work together?
Dropdown
Describe the phasing, if any
Long Answer
Where does the audience convert?
Multi-Select
Launch date
Date
End date
Date
Plan owner
Name
Email address
Email

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Template FAQs

Common questions about the Multi-Channel Campaign Plan Form — what it captures, when to use it, and how to make it your own.

What is a multi-channel campaign plan?

A multi-channel campaign plan sets out how a campaign runs across several channels — the role, goal and budget for each — and how they work together. It’s what turns a spread of separate activities into one coordinated campaign with a shared idea behind it.

What should a multi-channel plan include?

This form captures the campaign and primary objective, the total budget, a channel-by-channel plan with each channel’s role, goal and budget, the big idea tying it together, how the channels work with each other, any phasing, and where the audience converts.

When should you build a multi-channel plan?

After the campaign brief is agreed and before activity is booked. Planning how channels work together up front avoids them running in silos, overlapping, or competing for the same budget — the difference between a coordinated campaign and a scattered one.

Who builds the multi-channel campaign plan?

Usually the campaign lead or a media planner, drawing on each channel’s specialists. The form captures a plan owner, so one person is accountable for the channels adding up to a coherent whole rather than each being planned in isolation.

Why define each channel’s role in a campaign?

Because channels do different jobs — some build awareness, some drive conversion. Giving each a clear role and goal stops them all chasing the same metric, and means the budget is split by what each channel is good at rather than spread evenly by default.

Is this multi-channel plan template free to use?

Yes, completely free. Add or remove fields, adjust the channels to fit your campaigns, and restyle it to your brand, then embed it on your site or share a link — no coding needed. A free Fun Forms account lets you collect plans.

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