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Monthly Promotion Calendar Document Template

A month-by-month planning sheet for retail promotions, campaigns, and key sales dates.

Monthly Promotion Calendar

Purpose: This monthly planning calendar is designed to assist retail and ecommerce teams in organizing and scheduling promotional campaigns, sales events, and key marketing actions throughout the year. Use the template to coordinate internal efforts, align marketing timelines, and capitalize on seasonal opportunities.

{year} Promotion Overview

Prepared by: {preparedBy}

Department: {department}

Date Created: {creationDate}

Monthly Promotion Breakdown

{#months}

{monthName}

Main Theme: {theme}

Key Campaigns:

{#campaigns}

  • {title}: {description} — Runs from {startDate} to {endDate}

{/campaigns}

Special Events & Holidays:

{#events}

  • {eventDate}: {eventName} – {eventNotes}

{/events}

Marketing Channels Used:

{#channels}

  • {channelName}

{/channels}

Budget Allocated: ${budget}


Comments/Notes:
{notes}

{/months}

Annual Summary Table

Month Main Theme Number of Campaigns Planned Budget (USD)
{#months}{monthName} {theme} {campaignCount} ${budget}{/months}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Monthly Promotion Calendar Using Forms

collect monthly retail promo ideas via shareable form and generate promotion calendar
gather marketing team input on upcoming campaigns through form and generate promo calendar PDF
capture store-level event suggestions through web form and create monthly sales calendar
submit and organize promotional content via form to auto-create branded promotion calendar
collect stakeholder availability for in-store events and output a scheduled promo calendar

Generate Monthly Promotion Calendar Using APIs

trigger monthly promotion calendar generation from retail ERP system via API
auto-generate campaign calendar from CRM data using document generation API
create promotion schedule when new marketing plan is posted to company intranet via API call
generate branded promo calendar from eCommerce CMS seasonal update API
sync retail promotion dates from backend database and create monthly calendar via API

Integrations / Automations

auto-generate monthly retail promo calendar from Google Sheets using Zapier
create PDF promotion calendar when new event is added to Outlook calendar with Make
generate marketing promotion calendar from Monday.com project updates via Zapier
use Airtable to manage promo dates and generate monthly calendar through automation
auto-create retail campaign calendar from Trello board activity via Make integration

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