Campaign management can become a juggling act as you add more channels, campaigns, and assets into the mix. After one too many missed deadlines and slipped projects, I realized I needed to get my martech stack to scale effectively.

Through years of testing platforms at my agency, I've identified the 8 must-have features that allow SaaS marketing teams to take their campaigns from chaotic to orchestrated. I recently led my team through an overhaul to implement a solution with these capabilities, and let me tell you - it's been a game changer!

If you're looking to get a handle on your growing marketing initiatives, use this checklist to find technology that streamlines processes, provides visibility, and sets you up for accuracy and consistency with every campaign launch. With the right campaign management solution, you can say goodbye to swirling chaos and welcome new levels of SaaS marketing success.

1. Multi-Channel Campaign Orchestration

Make a list of all the marketing channels you currently use and identify any gaps in your tech stack. Look for a unified platform that can centralize and connect these channels.
Prioritize solutions with pre-built integrations to your essential channels like email, social, and paid advertising. This ensures seamless data sharing and reduces dev work.
Map out your current campaign workflow across channels and tools. Look for platforms that can consolidate these workflows into a centralized campaign hub.
Complex Channel Orchestration Requires the Right Mix for Banks - NGDATA

The #1 requirement for any campaign management system is the ability to execute coordinated campaigns across multiple channels. This includes email, social media, paid search and display ads, SMS, direct mail, and more.

The software should provide a central dashboard to visualize and manage all campaign elements seamlessly. You shouldn't have to toggle between different applications to oversee each channel. With a unified view, you can ensure alignment across channels and quickly optimize based on performance data.

Feature Description Benefits
Centralized Dashboard Unified interface for managing all channels Streamlines management, saves time
Pre-Built Integrations Ready-to-use connections with major platforms Ensures compatibility, reduces setup time
Automated Workflow Consolidation Automates campaign processes across channels Reduces manual effort, improves efficiency
Real-Time Analytics Immediate performance tracking and reporting Quick decision-making, optimization
Cross-Channel Synchronization Consistent messaging across all platforms Maintains brand consistency, improves reach

For example, if an email prospecting campaign generates a spike in new leads, you can double down on paid ads that target the same audience profile to accelerate momentum. This level of agility and synchronization is only possible with an integrated omnichannel platform.

2. Audience Segmentation and Targeting

Audit your existing audience data and CRM contact records. Identify key segments you want to build campaigns around.
Test campaign management platforms using your real audience data. See how easily you can create and deploy segments across integrated channels.
Analyze campaign performance by audience segment and identify optimization opportunities for better targeting.
What is Customer Segmentation in SaaS and How is it Useful?
Source: Smartkarrot

Not all prospects are created equal. To maximize campaign performance, you need to slice and dice your audience into finely tuned segments and serve each group the most relevant messages.

Look for software that offers robust segmentation tools to divide contacts based on attributes like demographics, behaviors, purchase history, and more. Integrations with your CRM and marketing automation system allow you to build dynamic lists using custom fields and scoring criteria.

Segmentation Criteria Use Case Example Impact
Behavioral Segmentation Targeting users who abandoned carts Increases conversion rates
Psychographic Segmentation Tailoring messages to users' interests Enhances user engagement
Geographic Segmentation Localized campaigns for different regions Boosts relevance and resonance
Predictive Analytics Identifying high-value prospects Focuses resources on most promising leads
Dynamic Segmentation Real-time updating segments based on behavior Keeps campaigns current and effective

Equally important is the ability to target these hyper-customized segments across channels. You would rather not limit specific content and offers only to email. Each integrated channel should support customized audience targeting for a personalized prospect experience.

3. Campaign Calendars and Scheduling

Make a list of your major upcoming campaigns and start planning timelines in a spreadsheet.
Have each team member map out their current workflows and responsibilities across campaigns. Identify optimization areas.
Demo campaign management tools to see if they provide the scheduling, workflows, and visibility you need to coordinate workloads.

Juggling multiple campaigns and assets across channels can get disorganized quickly. The best systems provide campaign calendars with Gantt chart-style timelines to visualize all upcoming marketing activities.

Drag and Drop tasks Calendar View

Even better are workload management features to assign tasks and track project progress. This allows you to schedule campaigns and assign team members well in advance to coordinate workloads.

When evaluating solutions, ensure they have tools to plan, schedule, and manage execution to keep campaign operations running smoothly. This level of oversight is invaluable as your marketing expands.

4. Asset Management and Tracking

Take inventory of all creative assets from past campaigns and how they are currently stored. Identify improvement needs.
Explore campaign management platforms with built-in creative asset libraries to unify storage and tracking.
Implement naming conventions, version control, and metadata standards for new creative assets to maximize organization.

Over the course of a campaign, you'll produce numerous creative assets including emails, landing pages, social posts, ads, and more. Keeping track of these assets can be a headache without a central repository.

The Art of Creative Asset Management

Look for a solution that offers digital asset management capabilities. You'll be able to store, organize, and find campaign creative assets on demand. Even better, integration with marketing channels means you can publish and track performance data for each asset directly from the management hub.

This allows you to quickly identify and double down on top-performing assets while eliminating those that underperform. Asset management is key for maintaining brand consistency across campaigns and channels.

5. Marketing Performance Analytics

List your current campaign analytics challenges and data gaps you want to fill. Define success metrics.
Evaluate analytics capabilities during platform demos. Ensure they provide cross-channel data and customization options.
Set up dashboards and reports tailored to your success metrics. Review weekly/monthly with stakeholders.

In the data-driven SaaS landscape, marketing analytics should be at the core of your martech stack. Make sure your campaign management solution provides holistic visibility into performance across every integrated channel and asset.

Marketing analytics: what it really is, why you should care, and how to get  better at it - Supermetrics

You want the ability to break down campaign results by channel, audience segment, asset type, time period, and more. Look for interactive dashboards that allow you to slice and dice campaign data to unlock insights and find optimization opportunities.

Analytics focused specifically on campaign ROI are also important. Attribution modeling will reveal which marketing activities are driving conversions so you can double down on tactics that deliver results.

6. Custom Reporting and Data Exports

Identify key stakeholder groups and the types of campaign data they want to see.
Build sample reports tailored to each stakeholder group for easy distribution and analysis.
Standardize report delivery across teams through automated scheduling and seamless data exports.

While dashboards provide an immediate overview, you also need the ability to compile customized reports to share insights across your team and company.

Ultimate Marketing Reporting Software for Agencies | Whatagraph

Prioritize campaign management systems with robust reporting functionality. You should be able to build reports filtered by campaign, channel, assets, audience, and date range while customizing the metrics displayed.

Reporting Feature Description Use Case Example
Customizable Reports Tailored to specific metrics and KPIs Executive summaries, detailed campaign reports
Scheduled Reporting Automated delivery at set intervals Monthly performance reviews
Data Export Options Export data in various formats (CSV, PDF, etc.) Sharing insights with stakeholders
Integration with BI Tools Syncs with tools like Tableau, Power BI Enhanced data visualization
Interactive Reports Drill-down features for in-depth analysis Detailed audience insights

Easy export options are also a must. For stakeholders like the sales team and executives, you need to be able to export campaign data into shareable file formats or synced directly with business intelligence tools like Tableau.

7. Marketing Workflows and Approval Processes

Map out your current campaign creation and approval workflows. Identify bottlenecks and inefficiencies.
Test workflow automation and collaboration features during your platform evaluation.
Roll out standardized templates and approval processes to unify work streams.

Effective campaign management requires tight collaboration and coordination across teams. Your software should facilitate this by automating cross-functional workflows for campaign creation, review/approval, and launch.

How to Build a Seamless Social Media Approval Process | Sprout Social

With predefined templates, you can ensure best practices are codified into each campaign project. Stakeholders across teams can provide input and approve campaigns based on compliance and effectiveness criteria.

This type of oversight improves alignment between sales, marketing, and the C-suite when rolling out campaigns. It also provides transparency into campaign performance which helps secure marketing budget.

8. Scalability and Agility

Make projected growth plans for campaigns, channels, and team over the next 1-3 years.
Vet platforms thoroughly on flexibility, extensibility, and ease of use to support rapid growth.
Start with foundational features now, while ensuring room to activate advanced capabilities as marketing matures.

As your SaaS company matures, marketing complexity will increase exponentially. Your martech stack needs to be flexible enough to grow with your evolving needs.

When evaluating campaign management solutions, ensure they can scale to support more campaigns, channels, marketers, and integrations over time.

Scalability Feature Description Long-Term Impact
Modular Platform Architecture Expandable modules to add new functionalities Supports growth without major overhauls
API Integrations Easy integration with third-party tools Enhances flexibility, future-proofs tech stack
User-Friendly Interface Intuitive design for ease of use Reduces training time, increases adoption
Agile Project Management Tools Supports quick pivots and iterations Adapts to changing market conditions
High Customizability Tailors platform to specific business needs Ensures relevance, maximizes utility

Equally important, you need a solution that gives you the agility to evolve campaign strategies and launch new initiatives quickly. The ideal platform will provide the robust features required for enterprise-level orchestration while maintaining a user-friendly interface.

If a tool seems rigid or requires lengthy development projects to add new capabilities, it won't be able to keep pace with your company's growth. Seek out technology made specifically for agile marketing teams.


Transitioning to a new martech platform comes with challenges, but the long-term payoff is immense. Based on my experience enhancing SaaS marketing performance:

  • Omnichannel campaign management software with robust targeting, scheduling, analytics, and workflows will transform your strategy execution.
  • Seek solutions purpose-built for agile marketing teams that can scale with your growing campaigns and evolve with your needs.
  • Prioritize platforms with cross-channel analytics, asset tracking, customized reporting, and workflows to maximize visibility, optimization, and team alignment.

With these foundational capabilities, your marketing technology will become a driver of success rather than a hindrance. SaaS marketers who arm themselves with a powerful martech stack maintain an unbeatable competitive advantage in their industry. Use these 8 must-have features as your checklist when researching options to propel your campaigns to new heights.


1. What is SaaS campaign management software?

SaaS campaign management software is a tool designed to help marketing teams plan, execute, and analyze marketing campaigns across multiple channels. It integrates various marketing activities into a single platform, providing visibility, automation, and analytics to improve efficiency and performance.

2. Why is multi-channel campaign orchestration important?

Multi-channel campaign orchestration allows marketers to coordinate efforts across different platforms like email, social media, and paid advertising from a single interface. This unified approach ensures consistent messaging, better data integration, and improved campaign performance by leveraging the strengths of each channel.

3. How does audience segmentation enhance marketing campaigns?

Audience segmentation involves dividing a broad audience into smaller groups based on specific criteria like demographics, behavior, or purchase history. This targeted approach allows marketers to deliver personalized messages and offers, leading to higher engagement and conversion rates.

4. What are the benefits of having a campaign calendar and scheduling feature?

A campaign calendar and scheduling feature provide a visual timeline of all marketing activities, helping teams plan and coordinate tasks effectively. It ensures that campaigns are launched on time, workloads are balanced, and deadlines are met, reducing the risk of missed opportunities.

5. How does asset management improve campaign efficiency?

Asset management centralizes all creative assets, such as images, videos, and documents, in one repository. This organization makes it easier to find, update, and reuse assets, ensuring consistency across campaigns and saving time spent on managing these resources.

6. Why are marketing performance analytics crucial for SaaS marketing?

Marketing performance analytics provide insights into how campaigns are performing across different channels. By analyzing metrics like conversion rates, customer acquisition costs, and engagement levels, marketers can identify what works, optimize their strategies, and justify their marketing spend.

7. What should I look for in custom reporting and data export features?

Look for features that allow you to create tailored reports based on specific metrics and KPIs relevant to your business. The ability to schedule reports and export data in various formats (e.g., CSV, PDF) is also important for sharing insights with stakeholders and integrating with other business intelligence tools.

8. How do marketing workflows and approval processes benefit a team?

Marketing workflows and approval processes streamline the creation, review, and launch of campaigns. They ensure that tasks are assigned, deadlines are met, and quality checks are performed. This structured approach enhances collaboration, reduces errors, and speeds up the campaign execution process.

9. What makes scalability and agility important in a campaign management solution?

Scalability ensures that the software can grow with your business, supporting more users, campaigns, and channels over time. Agility allows you to quickly adapt to market changes, launch new initiatives, and integrate new technologies without significant disruptions or delays.

10. How can I choose the right campaign management software for my business?

To choose the right campaign management software, evaluate your current marketing needs, future growth plans, and specific features required. Look for a solution that offers robust multi-channel support, advanced analytics, easy integration with your existing tools, and flexibility to adapt to your evolving strategies. Test different platforms through demos or trials to find the best fit for your team.