Step 1
Set the event options
Review the channel, owner, and status options in Event Settings before filling in the promotion plan.
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活动推广计划模板
用于管理活动推广计划、预算、实际报名人数和 CPA 看板的 Excel 模板。
文件
活动推广计划模板.xlsx
文件名：marketing_operations_event_promotion_plan_template_zh.xlsx
工作表
5 个工作表
用途
活动推广计划、报名目标、渠道管理、每日记录和 CPA 分析
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.