Q4 holiday promo series
Draft concept for 3-part holiday discount campaign targeting past purchasers.
Marketing Content
Email Campaign Board
Email Campaign Kanban Board: Plan, Draft, and Approve Sends
Running a steady cadence of email campaigns means juggling drafts, audience segments, and send approvals across multiple stakeholders. The Email Campaign Board gives marketing teams a single kanban board to track every email from initial idea through copywriting, design, review, and final send. Instead of losing context in scattered docs and Slack threads, each campaign becomes a task that moves through clear columns, with tasks holding briefs, segment details, and approval notes. Use the built-in MCP server or REST API to let an AI agent draft copy, update task status, or move tasks to the next column automatically, so your team spends less time on status updates and more time writing emails that convert.
kanboard.io/templates/email-campaign
Template preview
Email Campaign Board
5 columns
Backlog & Ideas
3Capture campaign concepts, seasonal promos, and newsletter ideas before they're scheduled.
Re-engagement drip for inactive users
Plan a 4-email sequence to win back subscribers with no opens in 90 days.
Product launch teaser email
Outline teaser copy angles ahead of new feature launch announcement.
Drafting
3Where copywriters and designers build out subject lines, body copy, and creative assets.
Write copy for weekly newsletter #42
Draft subject line, preview text, and body copy for this week's newsletter send.
Design hero banner for spring sale
Create hero image and CTA button variants for the spring sale campaign.
Draft abandoned cart follow-up
Write two-email abandoned cart sequence with urgency messaging.
Segment & Targeting
3Define and validate audience segments, suppression lists, and send lists before approval.
Build VIP customer segment
Filter list to customers with 3+ purchases in last 6 months for loyalty offer.
Exclude recent purchasers from promo
Set suppression list so buyers of last week's sale don't receive discount duplicate.
Segment by signup source
Split list by webinar signups vs. organic signups for tailored onboarding email.
Approval
3Stakeholder review stage where legal, brand, and leadership sign off before scheduling.
Legal review of discount terms
Confirm promo terms and fine print comply with regional regulations.
Brand sign-off on holiday creative
Get final approval from brand team on holiday email visuals and tone.
Leadership approval for launch email
Send final draft to VP of Marketing for go/no-go decision.
Scheduled & Sent
3Tracks approved emails that are queued to send or have already gone out, for reporting and archiving.
Newsletter #41 sent
Archive send stats and open/click rates for last week's newsletter.
Cart abandonment email 1 scheduled
Confirm send time and monitor delivery for first cart recovery email.
Spring sale launch sent
Log final send metrics and note any deliverability issues.
How to run this board
Step 1
Capture every campaign idea as a task in Backlog & Ideas, including target audience and goal.
Step 2
Move tasks to Drafting once a writer or designer is assigned, attaching copy and creative to the task.
Step 3
Shift tasks to Segment & Targeting to define and validate the audience list and suppression rules.
Step 4
Route tasks through Approval for legal, brand, or leadership sign-off before scheduling.
Step 5
Move approved tasks to Scheduled & Sent, then log performance notes once the email goes out.
AI agent usage
Run it with AI agents
This playbook lets an AI agent manage the Email Campaign Board via MCP: creating campaign tasks in Backlog & Ideas, moving them through Drafting, Segment & Targeting, and Approval, then marking them Scheduled & Sent, so marketers can automate routine status updates and focus on copy and strategy.
# Email Campaign Board Agent Instructions
This board uses columns: Backlog & Ideas, Drafting, Segment & Targeting, Approval, Scheduled & Sent.
- Use `create_task` to add new campaign ideas to Backlog & Ideas with a clear title and audience/goal in the description.
- Use `move_task` to advance tasks from Drafting to Segment & Targeting once copy is finalized.
- Before moving a task into Scheduled & Sent, confirm it has passed through Approval.
- Use `update_task` to log send metrics or approval notes directly on the task.
- Respect the free plan limit of 25 tasks per project; archive or delete completed sends with `delete_task` if nearing the limit.Create a new task in Backlog & Ideas for a Black Friday teaser email targeting all subscribers.
Move the 'Write copy for weekly newsletter #42' task from Drafting to Segment & Targeting.
List all tasks currently sitting in the Approval column so I can chase down sign-offs.
Learn more about the board-centric workflow in Kanban for AI Agents or open the MCP guide.
Frequently asked questions
Can I customize the columns on the Email Campaign Board?
Yes, the board ships with five default columns (Backlog & Ideas, Drafting, Segment & Targeting, Approval, Scheduled & Sent) that you can rename or reorder to match your team's process.
How many campaigns can I track on the free plan?
The free plan supports 1 project with up to 25 tasks total, which is enough for a few active campaigns at a time across all columns.
What do I get if I upgrade to Pro?
Pro is $12/month or $96/year and removes the task and project caps, letting you run more campaigns and projects simultaneously.
Can an AI agent manage this board automatically?
Yes, the board works with the MCP server and REST API, so an agent can create tasks, move them between columns, and update details like segment lists or approval status.
Does the board support keyboard shortcuts and a command palette?
Yes, like other Kanboard templates, you can use keyboard shortcuts and the command palette to quickly create or move tasks without touching the mouse.
Is there a macOS app available?
Yes, Kanboard offers a macOS app so you can manage your email campaign board outside the browser.
Related templates
Ready to create this board?
Sign in and use the template to create a project with columns and sample tasks.