Marketing across several channels at once isn’t just for big brands with massive teams and budgets. But if you’ve ever tried to run campaigns on, say, Google, Facebook, and email at the same time, you know it gets messy—fast. This guide is for folks who want to get their arms around multi-channel campaigns using Unifygtm, and actually keep things under control.
Maybe you’re a marketer, a founder, or someone who just drew the short straw. Either way, you want to know what works, what’s a waste of time, and how to make Unifygtm help instead of getting in your way. Let’s get to it.
Step 1: Get Your Channels in Order
Before you even open Unifygtm, take a minute to map out which channels you actually need. Don’t just connect everything because you can—focus on where your audience actually is.
- Write down the channels you really use (ex: Google Ads, Meta, LinkedIn, Email, SMS, etc.)
- Ignore platforms you “might use someday.” It just creates noise.
- Make a note of who on your team owns each channel, if it’s not just you.
Pro tip: If you’re tempted to run TikTok ads “just to try it,” ask yourself if you can handle one more dashboard and creative spec.
Step 2: Connect Your Channels to Unifygtm
Now, fire up Unifygtm and connect only the channels you listed above.
- In Unifygtm, go to the Integrations or Channels section. (Naming sometimes changes—don’t overthink it.)
- Authenticate each account. This almost always means logging in and granting permissions.
- Double-check that Unifygtm is pulling in all the relevant ad accounts or lists—not just your personal or default account.
What to watch for: - Some platforms (looking at you, Facebook) love to make authentication expire. If something stops syncing, the first thing to check is whether you need to reconnect. - If you can’t see a channel in Unifygtm, make sure you actually have admin access on the source platform. A lot of “missing” data is just permissions.
Step 3: Set Up a New Multi-Channel Campaign
Alright, now the fun part—actually building your campaign.
3.1: Define Your Objective and Budget
- What are you trying to do? (Sales, leads, awareness, etc.)
- How much do you want to spend in total and per channel?
- Don’t get cute with objectives. Pick one and stick to it.
Pro tip: Most campaigns fail because people try to do too much at once. Keep it focused.
3.2: Start a New Campaign in Unifygtm
- Click New Campaign or whatever the button is called this week.
- Pick “Multi-Channel” (not “Single Channel”).
- Give your campaign an actual name you’ll recognize a month from now, not “Q2 Push” or “Test.”
3.3: Select Your Channels
- Choose only the channels you connected earlier.
- If Unifygtm tries to push you to “add more” for better reach, ignore it unless you’ve got the content and budget to support it.
3.4: Set Up Audiences
- Import or create audiences for each channel. This might mean uploading a CSV, syncing with your CRM, or building lookalikes.
- Make sure your privacy/legal bases are covered before you upload any lists.
What doesn’t work: “Spray and pray” audiences. Just because you can target everyone doesn’t mean you should.
Step 4: Build and Map Your Creative Assets
This is where campaigns fall apart for a lot of teams. Each channel wants different sizes, formats, and sometimes even messaging.
- Upload creative assets for each channel. Don’t assume one image or video will work everywhere.
- Use Unifygtm’s asset library if it has one—makes reuse easier.
- Map each creative to its channel and placement. Unifygtm should prompt you, but double-check.
- Preview everything in Unifygtm’s interface. This is the last stop before you embarrass yourself with a stretched logo.
What to ignore: Fancy AI “auto-cropping” features. They’re usually just okay, and can make your ads look sloppy.
Step 5: Set Up Tracking (Don’t Skip This)
Multi-channel campaigns create a tracking headache if you’re not careful. Here’s what matters:
- Make sure Unifygtm is appending UTMs or other tracking codes to every link, for every channel.
- If you’re using website events (like purchases or sign-ups), check that Unifygtm is registering those conversions, not just clicks.
- Test your links. Actually click them. You’d be surprised how often tracking just... doesn’t work.
Pro tip: If it’s a big campaign, set up a “dry run” with a tiny budget and see if conversions are showing up in Unifygtm and your other analytics tools.
Step 6: Launch and Monitor
You’re ready to go live. Here’s what to do (and what not to):
- Launch your campaign from inside Unifygtm. This should push everything live at once across your channels.
- Watch for errors or rejected ads. Some platforms are pickier than others.
- Check performance in Unifygtm’s dashboard, but don’t obsess over the first 24 hours—results take time.
- Compare Unifygtm’s reporting to your native platforms. If numbers look off, investigate. Reporting “summaries” are often delayed or inconsistent.
What doesn’t work: “Set and forget.” Even the best automations miss stuff. Keep an eye out, especially in the first few days.
Step 7: Optimize and Adjust
No one gets it perfect on the first try. Use Unifygtm for what it’s good at—seeing the big picture across channels.
- Pause or adjust spend on underperforming channels. Don’t throw good money after bad.
- Swap out creative that isn’t working—Unifygtm should let you update assets mid-flight.
- Use Unifygtm’s cross-channel reporting to spot trends (ex: is email driving more conversions than Facebook?).
- Avoid the temptation to “optimize” every day. Give changes 3–7 days to show real results, unless something is obviously broken.
Step 8: Report and Learn
When the campaign wraps (or you’re ready to share results):
- Pull cross-channel reports from Unifygtm. Export to CSV or PDF if you need to share with others.
- Look for actual insights, not just pretty charts. (Did one channel blow the others away? Was your audience too broad?)
- Save your campaign setup as a template if you plan to run something similar again.
What to ignore: Vanity metrics and “engagement” numbers that don’t tie to your real objective.
Tips, Gotchas, and Real-World Advice
- Don’t chase every new channel. Master a few before you add more.
- Unifygtm is just a tool. It can’t fix bad targeting or boring creative.
- Expect occasional bugs. Especially as platforms change their APIs. Don’t panic—just reconnect and move on.
- Keep your process simple. Complex, multi-step campaigns are much more likely to break or get tangled up in approvals.
- Document what you do. Next time, you’ll thank yourself.
Wrapping Up
Multi-channel campaigns aren’t magic. They’re just a way to meet your audience where they actually hang out. Unifygtm can help you see everything in one place, but it won’t do the thinking for you. Start simple, get the basics right, and don’t be afraid to cut what isn’t working. Iterate, keep notes, and remember—there’s no prize for running the most complicated campaign. The real win is making your life a little easier.