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Templates

A marketing plan template for retail omnichannel.

Retailers with stores and an online shop. Online-to-store and store-to-online, pickup orders, local inventory ads, loyalty members and a promotions calendar run by region.

Use this templateAll templates

What you start with.

  • A starter strategy

    Omnichannel growth, with goals you can edit.

    • Grow online and pickup sales
    • Drive store traffic
    • Enroll more shoppers in loyalty
    • Move single-channel shoppers to both
  • 14 audiences

    Labels for who you market to.

    • Prospects in store trade areas
    • Lookalike of loyalty members
    • Local product searchers
    • Site visitors, last 30 days
    • Cart abandoners, last 7 days
    • Pickup orders waiting
  • 8 conversion events

    The events your results are measured by.

    • Online purchase
    • Pickup order
    • In-store purchase
    • Store visit
    • Loyalty enrollment
    • Promotion redeemed

8 objectives

  • Local awareness
  • Store traffic
  • Online and pickup sales
  • Promotion sales
  • Loyalty enrollment
  • Online shoppers into stores and the reverse
  • Member repeat purchase
  • Lapsed-member winback

2 starter plans

  • Always-on omnichannel: Local awareness, local inventory ads, online and pickup sales, loyalty enrollment, cross-channel shoppers and member retention.
  • Promotions calendar event: A calendar event run by region: teaser, member early access, event sales, sign-up and an after-event follow-up.

Everything here can be renamed, replaced or removed, and applying a template never overwrites what you have already set.

Start from this template.

Pick it in setup, review the starter strategy, and edit from there.

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