How to Create a Notion or Airtable Template to Manage Selzy Campaigns & KPIs

If you’re running email campaigns through Selzy, you’ve probably struggled with disjointed spreadsheets, lost performance data, and last-minute scrambles to pull campaign reports. Juggling delivery rates, open rates, and ROI across multiple tools wastes time you could spend optimizing campaigns.

A custom Notion or Airtable template built specifically for Selzy campaign management solves this. These no-code tools let you centralize all campaign data, track KPIs in real time, and collaborate with your team in one shared hub. Below, we’ll walk you through building a template that fits your workflow, no coding required.

Why Use Notion or Airtable for Selzy Campaign Management?

Generic spreadsheets can’t keep up with the nuance of email marketing campaigns. Dedicated templates in Notion or Airtable offer benefits generic tools can’t match:

• Centralized storage for all Selzy campaign data, notes, and creative assets
• Custom views to filter, sort, and visualize KPIs at a glance
• Team collaboration features to share updates with stakeholders
• Optional automations to sync Selzy data directly to your template
• Scalability to grow with your email marketing strategy

Key Selzy KPIs You Need to Track

Before building your template, list the metrics that matter most for your Selzy campaigns. Core KPIs to include:

• Delivery Rate: Percentage of emails successfully delivered to inboxes (excluding bounces)
• Open Rate: Percentage of recipients who opened your email
• Click-Through Rate (CTR): Percentage of recipients who clicked a link in your email
• Conversion Rate: Percentage of recipients who completed a desired action (purchase, signup, etc.)
• ROI: Revenue generated per campaign divided by total spend
• Unsubscribe Rate: Percentage of recipients who opted out after receiving your email
• Bounce Rate: Percentage of emails that failed to deliver due to invalid addresses

Step 1: Choose Between Notion and Airtable

Both tools are free for individual users, but they excel in different use cases. Use this comparison to pick the right fit:

Factor	Notion	Airtable
Best For	Teams that need mixed content (campaign briefs, creative notes + data tables)	Teams that prioritize structured, spreadsheet-like data management
Customization	Highly flexible layouts, embeddable content	Pre-built views (grid, kanban, calendar, gallery)
Formula Support	Basic to intermediate formulas	Advanced formula, rollup, and count functions
Free Tier Limits	Unlimited blocks for personal use	1,000 records per base, 1GB attachment space

New to both tools? Start with Airtable if you’re comfortable with spreadsheets, or Notion if you want to combine campaign planning docs with data tracking.

Step 2: Set Up Your Core Campaign Database

Create a primary database (Notion) or table (Airtable) to store all Selzy campaign data. Add these required properties/fields:

• Campaign Name (text)
• Selzy Campaign ID (text, to match data from Selzy’s dashboard)
• Launch Date (date)
• Campaign Status (select: Planned, Active, Completed, Paused)
• Target Audience (text)
• Total Spend (currency)
• Delivery Rate (percentage)
• Open Rate (percentage)
• CTR (percentage)
• Conversions (number)
• Total Revenue (currency)
• ROI (formula: (Total Revenue / Total Spend) * 100, if using Airtable)
• Notes (long text for campaign takeaways)

For Airtable users, set the ROI field as a formula field to auto-calculate returns. Notion users can add a formula property with the same logic.

Step 3: Create Custom Views for Quick Access

Default grid views are useful, but custom views save time when checking specific data:

• Kanban View: Track campaign status (Planned → Active → Completed) at a glance
• Calendar View: See all upcoming campaign launch dates in one place
• High ROI Filter: Sort campaigns by ROI to identify top performers
• Active Campaigns View: Filter to only show campaigns currently running

Step 4: Sync Selzy Data Automatically (Optional)

Manual data entry is time-consuming and error-prone. Use no-code automation tools like Zapier or Make to sync Selzy campaign data to your template automatically.

You’ll need a valid Selzy API key, which you can generate in your Selzy account settings. As noted in Selzy’s official API documentation, you can pull campaign performance data directly via API calls, then map that data to your Notion or Airtable fields via Zapier.

This step requires no coding: Zapier’s pre-built workflows let you set triggers (e.g., “When a Selzy campaign ends”) and actions (e.g., “Create new record in Airtable”) in minutes.

Step 5: Build a Performance Dashboard

Add a dedicated dashboard page to surface key insights without digging through individual records:

• Notion Users: Add linked views of your campaign database to a dashboard page, plus a summary section with average KPIs across all campaigns.
• Airtable Users: Use Airtable’s Interface Designer to build a custom dashboard with bar charts (open rates over time), pie charts (campaign status breakdown), and top performer lists.

Frequently Asked Questions

Get Started Today

Ready to ditch disjointed spreadsheets and take control of your Selzy campaign performance? Start building your custom template in Notion or Airtable this week. For more tips on streamlining your marketing workflow, check out our internal guide to email marketing automation or our breakdown of essential email marketing KPIs.

Have questions about setting up your template? Drop a comment below and let us know which tool you’re using!