Marketing efforts are a mix of unique, innovative resources and ‘’we know this work and we need to repeat it in an organized fashion’’. The main objectives for marketing are to track updated information, loop in the right people at the right time, and track information that matters (KPIs). Also, to automate as much as we can. Which is why today we want to talk about why you should use Microsoft Lists for marketing campaigns.
What is Microsoft Lists?
Microsoft Lists is an app in Microsoft 365 that helps track important information and organize your work. With this app you can:
- Create, share, and track lists with all your teammates
- Keep everyone in sync with lists in Microsoft Teams, using rules, reminders, and comments
- Customize lists using calendar, grid, gallery, or a custom view
- Add automation with Power Platform
- And more…
So, how can you use Microsoft Lists for marketing campaigns?
Use the ‘’Content Scheduler’’ template in Power Automate
There is a list of templates that come with built-in Power Automate flows. For marketing campaigns, Microsoft suggests using the ‘’Content Scheduler’’ template.
Add the list to the active Microsoft Teams marketing campaign channel
Use the Lists app in Teams to create a new list or add an existing one as a tab in your Teams channel. Once this is done, you can start a conversation per list item by simply mentioning someone and noting what you need them to do/review. They will receive a notification, and by clicking on the list item from the chat, it will take them to the list item with your note aside.
Create multiple list views to help your teammates visualize information
Every marketing campaign involves a whole team. From the folks from design to people in PR and product marketing, they all need to view different types of information.
Microsoft Lists lets you create multiple views of each list, so you can tailor information for each type of people. This way, they can get onto the list, see what they need to see, and go on with their tasks.
Use color coding and rules to make your list unique
You can add conditional formatting so when the information meets certain criteria, the list item (could be a row, column, or view) will adjust to it. Furthermore, if an important change occurs and someone needs to be notified (each time it happens), just write a list rule that triggers each time a status updates, or an item gets reassigned.
Create a list from a list
You can use this feature to use the same column structure, color coding, rules, etc., saving you time to configure.
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