marketing campaign review template

Campaign review written from your meeting

Campaign reviews generate decisions that rarely get written down. Acta captures the KPIs, what worked by channel, the feedback on creative and targeting, and who does what next.

Try this template free What's in the report

What the Campaign review contains

KPIs, channel results, decisions and owners from marketing meetings.

  1. 1

    Extract and summarize all key performance indicators, analytics, and campaign outcomes discussed in the meeting. Include successes, challenges, and trends noted across marketing channels.

  2. 2

    List feedback and suggestions about audience targeting, messaging, creative assets, and campaign content mentioned during the session.

  3. 3

    Summarize the marketing strategies proposed or refined in the meeting—including plans for SEO, SEM, content, social media, or other digital channels.

  4. 4

    Capture any discussions on budget allocation, resource planning, or bottlenecks affecting campaign execution.

  5. 5

    List all decisions made, action steps assigned, owners, and deadlines established in the marketing meeting.

When to use it

  • Weekly marketing syncs
  • Campaign post-mortems
  • Agency and client reviews

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

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Frequently asked questions

Related:

What is the Campaign review template?

Campaign reviews generate decisions that rarely get written down. Acta captures the KPIs, what worked by channel, the feedback on creative and targeting, and who does what next.

Which channels does the campaign review cover?

Whatever was discussed: SEO, SEM, content, social or other channels, with results and trends for each.

Does it capture budget discussions?

Yes. It records budget allocation, resource planning and bottlenecks that affect delivery.

Can AI write the Campaign review from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Campaign review afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Campaign review?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Campaign review, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free