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How Marketing Teams Can Use Loom to Streamline Campaign Documentation and Collaboration

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Written by Michael Roberts
Published on December 14, 2024

No matter what field you work in, you are bound to encounter challenges. For the average marketing team, typical struggles include juggling multiple campaigns, working within tight deadlines, and ensuring impactful results from these efforts. While traditional meetings can facilitate communication and help resolve these issues, they often take up valuable time that can otherwise be used for content creation. That’s where Loom, a powerful video tool can help. Whether you’re reviewing campaigns, sharing feedback, or engaging with customers, Loom is there offering a seamless way to streamline workflows. Additionally, Loom cuts down on meeting fatigue and enhances collaboration due to its interactive nature. Let’s explore how marketing teams can leverage Loom to maximize efficiency and creativity.

Document Strategies

Every successful marketing campaign starts with a solid strategy. However, getting distributed team members aligned on target audiences and key brand messaging can be challenging. It often requires extensive discussions. Loom eliminates the need for constant meetings by allowing marketers to record strategy walkthroughs and asynchronously share them with stakeholders.

With Loom, you can explain campaign objectives with clarity by including visual aids like slides or mock-ups. Additionally, Loom videos reduce the risk of miscommunication by using both visual and verbal cues that are often lost in written documents. Furthermore, Loom allows team members across different time zones to view the plan at their convenience and leave comments within the video, increasing collaboration. In addition to all of these benefits, users can save Loom videos to look back on when they need them rather than having folders full of long documents. 

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Example of Loom for Marketing: Goal-Setting

A marketing manager records a 5-minute video outlining the goals of a new social media campaign. They then attach it to a Slack channel or email and send it to their team. Team members can then leave comments or ask questions directly within the video.

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engaging onboarding video

Streamline Campaign Reviews and Feedback

Reviewing campaign assets like ads, landing pages, or videos traditionally involves multiple revisions and lengthy email threads or meetings. Loom simplifies this process by enabling marketers to record walkthroughs of campaign drafts highlighting specific areas that need work. These videos can be shared with internal stakeholders who can comment directly on the timeline, reducing back-and-forth communication. Additionally, Loom helps users save time by eliminating the need to schedule live review meetings.

Example of Loom for Marketing: Campaign Conception

A designer can present a new ad concept to the team via Loom, pointing out elements like typography and color choices. The team can then provide feedback asynchronously, keeping the review process efficient and collaborative.

Boost Customer Engagement with Embedded Video Content

Modern marketing is all about creating engaging and interactive experiences for customers. Loom makes it easy for your team to create unique video demos to embed into your web content, emails, or social media. These videos foster deeper connections with your audience by adding a personalized element. 

Use Cases of Loom for Customer Engagement

    • Product Walkthroughs: Record quick product demo videos to explain key features or benefits.
    • Campaign Highlights: Share behind-the-scenes footage of a campaign to humanize your brand and build excitement.
    • Customer Education: Create short tutorials or FAQs that help customers understand your offerings better.
    • Product Launches: Record a “sneak peek” of an upcoming product launch, embedding the video in a blog post or landing page to drive engagement.

Document Results and Insights

While running campaigns are typically a marketing team’s main focus, it is important not to forget the wealth of valuable data they can generate. Documenting these insights is critical for optimizing future efforts and communicating success to your team and other stakeholders. Loom enables marketers to create comprehensive and engaging campaign readouts that help share this success. Loom allows you to record detailed performance summaries that include charts and other visuals. These can be shared with stakeholders and watched at their own pace, eliminating repetitive presentations. Additionally, this helps build a library of insights that can be referenced in the future.

Example of Loom for Marketing: Sharing Insights

After a campaign concludes, the analytics lead can record a Loom video summarizing key metrics like ROI, click-through rates, and audience engagement. This video can be shared with the leadership team, ensuring everyone is aligned on results.

engaging onboarding video

Why Loom is a Must-Have for Marketing Teams

Loom is a versatile tool that can be used for a multitude of different purposes. While it does not necessarily have to be used for distributed teams, it works especially well to help manage complex workflows asynchronously. Whether your team is looking to eliminate meetings or just looking for a way to communicate more effectively, Loom helps teams work smarter. It empowers marketers to focus on what they do best—creating compelling campaigns that drive results. Furthermore, as part of the Atlassian ecosystem, Loom can integrate seamlessly into your existing workflows, making it even easier to adopt.

Revolutionize Your Marketing Workflows with Loom

At SPK and Associates, we understand the challenges marketing teams face. As an Atlassian Gold Solution Partner, we can help your business resolve these challenges with Loom. Our consultants will help you find the best way to integrate Loom into your unique workflows. Contact our team to transform meetings and documents into interactive media. 

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