Marketing Campaign Effectiveness Survey Checklist

Measure campaign ROI & optimize your marketing efforts! This checklist ensures thorough feedback collection & analysis, revealing what's working & what's not. From brand awareness to conversion rates, cover all bases & drive exceptional results.

This Template was installed 5 times.

Campaign Goals & Objectives

1 of 10

Assess alignment of campaign activities with initial goals. Did the campaign address the intended objectives?

Describe the primary goals of this marketing campaign.

What was the targeted reach (e.g., impressions, website visitors) for this campaign?

To what extent were the initial campaign goals met?

Provide specific examples of how the campaign contributed to achieving business objectives.

What was the planned budget for the campaign?

Select the key performance indicators (KPIs) used to measure campaign success.

Target Audience Reach

2 of 10

Evaluate the effectiveness of audience targeting and campaign visibility to the intended demographic.

Estimated Target Audience Size

Primary Audience Segment Targeted

Channels Used to Reach Target Audience

Reach (Impressions)

Website Traffic Attributed to Campaign

Accuracy of Audience Targeting (Self-Assessment)

Messaging & Creative

3 of 10

Review the clarity, relevance, and engagement level of the campaign's messaging and creative assets.

Overall Clarity of Messaging

Relevance to Target Audience

Average Engagement Rate (likes, shares, comments)

Describe the Visual Appeal of the Campaign Assets

Which creative elements resonated most with the audience? (Select all that apply)

Describe any areas where the messaging could be improved.

Channel Performance

4 of 10

Analyze the performance of each marketing channel (e.g., social media, email, paid advertising).

Impressions (Total)

Clicks

Click-Through Rate (CTR)

Cost Per Click (CPC)

Conversion Rate

Cost Per Conversion

Overall Channel Performance (Scale of 1-5, 1 being poor, 5 being excellent)

Additional Notes on Channel Performance

Website/Landing Page Optimization

5 of 10

Evaluate the effectiveness of the campaign's landing pages and their contribution to conversion rates.

Bounce Rate (%)

Average Session Duration (seconds)

Conversion Rate (%)

Mobile Friendliness (Rating)

A/B Testing Performed?

Describe any page load speed issues encountered.

Conversion Tracking & Analytics

6 of 10

Verify the accuracy of conversion tracking and the availability of key performance indicators (KPIs).

Total Campaign Budget

Number of Website Visits Attributed to Campaign

Number of Leads Generated

Conversion Rate (Leads/Visits)

Cost Per Lead (CPL)

Conversion Tracking Platform Used

Specify 'Other' Tracking Platform (if selected)

Date Conversion Tracking Implemented

Return on Investment (ROI)

7 of 10

Calculate the overall ROI of the campaign based on costs and revenue generated.

Total Campaign Cost (USD)

Revenue Directly Attributable to Campaign (USD)

Number of New Customers Acquired Through Campaign

Average Customer Lifetime Value (CLTV)

Cost Per Acquisition (CPA) - Calculated

Overall ROI Percentage - Calculated

ROI Calculation Method Used

Notes on ROI Calculation/Assumptions

Customer Feedback & Sentiment

8 of 10

Assess customer reactions to the campaign through surveys, social media monitoring, and other feedback channels.

Please describe your overall experience with the campaign.

On a scale of 1-10 (1 being very negative, 10 being very positive), how would you rate the campaign?

Which of the following words best describe your feelings about the campaign?

Did the campaign make you more likely to purchase our product/service?

If applicable, please share any specific comments or suggestions.

Legal & Compliance

9 of 10

Confirm adherence to all applicable legal and regulatory requirements related to advertising and data privacy.

Compliance with GDPR/Privacy Regulations?

Adherence to Advertising Standards?

Terms & Conditions clearly displayed?

Date of Last Legal Review

Description of any legal disclaimers used

Upload relevant legal documentation (e.g., terms of service)

Lessons Learned & Future Improvements

10 of 10

Document key takeaways from the campaign and identify areas for improvement in future marketing efforts.

Summarize key successes of the campaign.

Describe the biggest challenges encountered during the campaign.

Estimate percentage of budget that should be reallocated based on channel performance.

Which of the following areas require further testing or optimization?

Specific adjustments needed to targeting parameters for future campaigns.

Recommended date for a follow-up campaign or A/B testing round.

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