Process family
Campaign delivery process: intake, launch, email QA, webinars, crisis
Marketing delivery as five swimlane flowcharts: request intake, campaign launch, email campaign QA, webinar production and social media crisis response, from the first request to a stand-down decision.
Campaign delivery is how a marketing team turns requests into things that reach an audience on a date: a front door that decides what the team will take on, a launch gate, a send that cannot be recalled, an event with a hard start time and, when something goes wrong in public, a response with a clock on it. This family orders the first three as a sequence and lists the other two alongside.
Work enters through request intake, which checks completeness, triages against capacity and records a decline with a reason, so that the campaign that follows was chosen rather than inherited. Campaign launch takes an accepted brief through parallel creative and channel builds, a pre-launch checklist, a go or no-go gate and first-week monitoring with a pause decision. Email campaign QA is the narrow gate inside many launches: rendering, audience, consent and suppression checks before a send that cannot be taken back, and a stop-send exception once it is running.
Two charts are not part of the sequence because they are triggered differently. Webinar production is time-boxed around a date, with a day-of contingency for technical failure and a follow-up handed to sales within an agreed window. Social media crisis response starts from a detection, not a brief: triage, severity, a decision to hold scheduled posts, a holding statement and a stand-down review.
The usual failure is a handoff with no owner on either side: the request accepted by nobody, the launch approved without the compliance check, the leads from an event that no one follows up. Each chart names the lane that owns the next step. Approvals for the content itself are drawn separately in marketing approvals, and a public incident that is really a service outage or a customer complaint follows the incident and complaint charts.
The sequence
Step 1: Marketing request intake process flowchart (form to backlog review)
Marketing request intake flowchart template: request form, completeness check, triage against priorities and capacity, accept, defer or decline with a reason, estimate, scope change and acceptance.
Step 2: Campaign launch process flowchart (brief to post-campaign review)
Marketing campaign launch flowchart template: brief and sign-off, parallel creative and channel builds, pre-launch QA, go/no-go gate, first-week monitoring and a review that feeds the next brief.
Step 3: Email campaign QA process flowchart (build to post-send report)
Email campaign QA flowchart template: ESP build, rendering and link test, audience check, consent and unsubscribe compliance, test send and sign-off, A/B or full send, stop-send monitoring and report.
Also part of this family
- Webinar production process flowchart (topic to sales handoff) — Webinar production flowchart template: speaker confirmation, registration and promotion, dry run, live session with a technical-failure contingency, replay follow-up and a sales handoff SLA.
- Social media crisis response process flowchart (detect to review) — Social media crisis response template: spike detection, triage into complaint, customer care or reputational threat, severity, a pause-scheduled-content gate, timed holding statement and approvals, and review.
Related guides
- How to map a marketing campaign process — How to map a marketing campaign process: parallel builds that converge on one gate, a go/no-go with a date-must-move exit, and a loop back to the next brief. Live example.