Workflow Template

A template to help you quickly document your marketing automation programmes.


Planning, documenting and sharing your marketing automation campaigns can be a real headache, remembering all of the details, logic, possible workflows and outcomes.

Our PowerPoint template is an essential time-saving tool ideal for planning Eloqua or Marketo marketing automation campaigns - sharing with colleagues and stakeholders and quickly developing the brief and blueprint for content teams, agency partners and developers.

This Free Template includes:

8mb PPTX File
  • No specialist software required other than PowerPoint (also works in Google Slides)
  • Completely editable PowerPoint ready for you to start working immediately
  • Easy drag, drop, edit and connect your workflow
  • Includes modular colour coded blocks for inbound campaigns, segments, email touchpoints, workflow logic, timings and triggers, landing pages, form data capture, lead management and content CTAs
  • Goal blocks help you to manage the flow of conversion rates and track the number of prospects through the customer journey
  • Appendix slide includes the Protocol Marketing Automation Playbook to give you ideas and inspiration for many campaign types (from acquisition to nurture, customer marketing and more)

Need more help with marketing automation?

Struggling for time, resource or expertise? This template is one of the many models and techniques our consultants use when helping clients develop their marketing automation and multi-channel campaigns.

If you have questions, want to bounce around some thoughts, ideas or questions then reach out to us at enquiries@protocol.global or connect with us on LinkedIn or Twitter @protocolglobal.

Here's your download link:

Download Now

Share this Post

London Office

16 Upper Woburn Place

Milton Keynes Office

Fairbourne Drive 
Milton Keynes
MK10 9RG


Copyright Protocol Global Ltd 2014-2019. All Rights Reserved.

Registered in England No. 9502225. 16 Upper Woburn Place, Bloomsbury, London, WC1H 0AF

'Protocol' and 'Protocol Empowering Marketers' are Trademarks of Protocol Global Ltd.

Privacy & Legal