Step 1
Set the event options
Review the channel, owner, and status options in Event Settings before filling in the promotion plan.
Event promotion Excel workbook template
Download the Event Promotion Plan Template for free. Keep promotion actions, registration targets, and CPA in one workbook.
Plan promotion actions, budgets, and registration targets in one workbook. Review actual registrants and cost per acquisition (CPA) to see how each action performs.
Free download
Review the event promotion workbook
Bring promotion actions, budgets, registration targets, daily results, and CPA analysis into one workbook. Choose the results to adjust outreach before the event.
File
Event Promotion Plan Template.xlsx
File name: marketing_operations_event_promotion_plan_template_en.xlsx
Sheets
5 sheets
Purpose
Promotion planning, registration targets, channel management, daily logs, and CPA analysis
Assign each promotion an ID, channel, owner, and scheduled date so planned actions can be tracked consistently.
Compare budget with actual spend and registration targets with actual registrants in the Promotion Actions sheet.
Choose the Attraction Log to record registration dates, linked promotion IDs, registrant counts, and notes.
Calculate registrant totals, achievement rates, spend, and CPA manually. Records are linked by promotion ID but do not update automatically between sheets. Channel, owner, and status cells do not have dropdown lists.
How to use it
Plan promotion and review registration results
Keep promotion plans and registration records connected through the promotion ID.
Step 2
Plan each promotion
Enter the promotion name, budget, registration target, owner, and scheduled date for each action.
Step 3
Record registrations
Add dated registration results to the log and link each entry to the relevant promotion ID.
Step 4
Review progress and CPA
Compare actual registrations with the target, calculate spend and CPA manually, and decide which promotion actions need adjustment.