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Event Marketing Plan Document Template

A template for planning promotional activities around marketing events or trade shows.

Event Marketing Plan

This Event Marketing Plan template is designed to help organize, schedule, and track promotional activities for marketing events, trade shows, or brand activations. It will guide your team through goals, messaging, timelines, and performance tracking to ensure event success.

Event Overview

Event Name: {eventName}

Event Date: {eventDate}

Location: {location}

Event Type: {eventType}

Target Audience: {targetAudience}

Event Objectives:
{eventObjectives}

Marketing Goals

Primary Goals:

{primaryGoals}

Key Performance Indicators (KPIs):

{kpiMetrics}

Messaging Strategy

Main Message:

{mainMessage}

Key Talking Points:

{#talkingPoints}

  • {point}

{/talkingPoints}

Promotional Channels

Channels to be used:

{#promoChannels}

  • {channel} - {description}

{/promoChannels}

Marketing Schedule

Date Activity Responsible Team
{#schedule}{date}{activity}{team}{/schedule}

Budget Breakdown

Item Cost Notes
{#budget}{item}{cost}{notes}{/budget}

Partners & Vendors

Name Role Contact Info
{#vendors}{vendorName}{role}{contactInfo}{/vendors}

Contingency Plan

Risk Assessment & Contingency Measures:

{contingencyPlan}

Post-Event Success Evaluation

Planned Follow-up Activities:

{#followUps}

  • {activity}

{/followUps}

Metrics to Capture:

{evaluationMetrics}

Notes:
{notes}

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

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Download the Event Marketing Plan template in .DOCX format. Customize it to suit your needs using your preferred editor (Word, Google Docs...).

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Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

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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 Event Marketing Plan Using Forms

collect event marketing inputs from team using a web form
gather trade show details for event plan document creation
capture marketing campaign goals and tactics via online form
collect vendor and sponsorship information for event planning document
fill out event budget and logistics form to auto-create marketing plan

Generate Event Marketing Plan Using APIs

generate event marketing plan from CRM event data via API
auto-create trade show plan document from marketing platform using API
trigger event marketing plan generation from internal planning dashboard
use API to create marketing plan document based on event registration data
generate promotional event outline from ERP system via API integration

Integrations / Automations

generate event marketing plan from Google Sheets using Zapier
create marketing plan from Typeform responses via Make automation
auto-generate event marketing plan when a new Asana project is created
build event plan document from HubSpot form submission using Zapier
automatically generate trade show marketing plan from Airtable integration

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