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Watch Video – How to Calculate Age in Excel (in Years, Months, and Days)

Using a combination of Excel functions and the date of birth, you can easily calculate age in Excel. You can either calculate the age till the current date or between the specified period of time.

The technique shown here can also be used in other situations such as calculating the duration of a project or the tenure of the service.

In this tutorial, you’ll learn how to calculate age in Excel in:

The number of years elapsed till the specified date.

The number of Years, Months, and Days elapsed till the specified date.

You can also download the Excel Age Calculator Template.

Suppose you have the date of birth in cell B1, and you want to calculate how many years have elapsed since that date, here is the formula that’ll give you the result:

=DATEDIF(B1,TODAY(),"Y")

If you have the current date (or the end date) in a cell, you can use the reference instead of the TODAY function. For example, if you have the current date in cell B2, you can use the formula:

=DATEDIF(B1,B2,"Y")

DATEDIF function is provided for the compatibility with Lotus 1-2-3.

One of the things that you’ll notice when you use this function is that there is no IntelliSense available for this function. No tooltip appears when you use this function.

This means that while you can use this function in Excel, you need to know the syntax and how many arguments this function takes.

If you’re interested in knowing more about DATEDIF function, read the content of the box below. If not, you can skip this and move to the next section.

Syntax of DATEDIF function:

=DATEDIF(start_date, end_date, unit)

It takes 3 arguments:

start_date: It’s a date that represents the starting date value of the period. It can be entered as text strings in double-quotes, as serial numbers, or as a result of some other function, such as DATE().

end_date: It’s a date that represents the end date value of the period. It can be entered as text strings in double-quotes, as serial numbers, or as a result of some other function, such as DATE().

unit: This would determine what type of result you get from this function. There are six different output that you can get from the DATEDIF function, based on what unit you use. Here are the units that you can use:

“Y” – returns the number of completed years in the specified time period.

“M” – returns the number of completed months in the specified time period.

“D” – returns the number of completed days in the specified period.

“MD” – returns the number of days in the period, but doesn’t count the ones in the Years and Months that have been completed.

“YM” – returns the number of months in the period, but doesn’t count the ones in the years that have been completed.

“YD” – returns the number of days in the period, but doesn’t count the ones in the years that have been completed.

You can also use the YEARFRAC function to calculate the age in Excel (in years) in the specified date range.

Here is the formula:

=INT(YEARFRAC(B1,TODAY()))

The YEARFRAC function returns the number of years between the two specified dates and then the INT function returns only the integer part of the value.

NOTE: It’s a good practice to use the DATE function to get the date value. It avoids any erroneous results that may occur when entering the date as text or any other format (which is not an acceptable date format).

Also read: How To Calculate Time In Excel

Suppose you have the date of birth in cell A1, here are the formulas:

To get the year value:

=DATEDIF(B1,TODAY(),"Y")

To get the month value:

=DATEDIF(B1,TODAY(),"YM")

To get the day value:

=DATEDIF(B1,TODAY(),"MD")

Now that you know how to calculate the years, months and days, you can combine these three to get a text that says 26 Years, 2 Months, and 13 Days. Here is the formula that will get this done:

=DATEDIF(B1,TODAY(),"Y")&" Years "&DATEDIF(B1,TODAY(),"YM")&" Months "&DATEDIF(B1,TODAY(),"MD")&" Days"

Note that the TODAY function is volatile and its value would change every day whenever you open the workbook or there is a change in it. If you want to keep the result as is, convert the formula result to a static value.

Excel Functions Used:

Here is a list of functions used in this tutorial:

DATEDIF() – This function calculates the number of days, months, and years between two specified dates.

TODAY() – It gives the current date value.

YEARFRAC() – It takes the start date and the end date and gives you the number of years that have passed between the two dates. For example, if someone’s date of birth is 01-01-1990, and the current date is 15-06-2023, the formula would return 26.455. Here the integer part represents the number of years completed, and the decimal part represents additional days that have passed after 26 years.

DATE() – It returns the date value when you specify the Year, Month, and Day value arguments.

INT() – This returns the integer part of a value.

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How To Create Excel Template?

Create Templates in Excel

We have different types and categories of templates available in Excel, which can access from the File menu ribbon’s New section. This has different types of Templates such as Business, Calendar, Budget, Planner, Financial Management, etc. To create customized templates other than these, we can use Data Validation for drop-down, Table, and Images and give them proper header names. We can also insert a logo for our template. To standardize the template, always fix the theme or template, and visuals should see the purpose of creation. In this article, we will learn about Create Templates in Excel.

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Excel functions, formula, charts, formatting creating excel dashboard & others

How to create Templates?

Templates can be made by saving an Excel file with a specialized extension and then saving the file in a specified directory.

What type of content can be stored as a Template?

Text data can be stored as a template. Various document sections, such as page titles, column and row labels, text, section headings, and any cell in Excel containing text or numbers, or any kind of data, can all be included in a template. We can also include any graphical shapes, logos of companies, or any background image and even Excel formulae.

The type of text formatting, such as font, color, or size, can be saved along with the data as a template. Formats of cells or worksheets, such as column width or background fill color or alignment of text and even formats of numbers and dates, and several sheets can be saved in templates.

All hidden and protected areas, such as locked cells that cannot be altered and hidden columns and rows, or even worksheets that may contain data not meant for general view.

All Macros are specially customized toolbars that may contain frequently used options; macros and the quick access toolbar can be saved as templates.

How to Create Templates in Excel?

To create a template in recent versions of Excel, very little work must be done.

Excel 2013 & later versions – Before saving a file as a template, one has to define the custom template directory.

Go to File.

Select the option Save in the menu ribbon.

Find the option Default personal templates location among the various options.

Choose a directory where you want to save all the templates. DocumentsCustom Office Templates is regarded as a good choice.

Firstly, go to the File.

Now, the option to provide a name to your template file appears.

Here we see that in the drop-down menu, there is an option called Excel Template (*.xltx)

Note: It is better to choose “Excel Macro-Enabled Template” (.xltm) for cases where the workbook might contain macros. “Excel 97-2003 Template” (.xlt) is to be chosen for the cases where the version of the Excel workbook is very old. “Excel Template” (.xltx) should be chosen for all other cases.

Examples to Create Templates in Excel

Below are some examples to create templates in Excel.

Example #1

First, we will make all the changes in a new file and modify it until all the items you wish to save in the template are ready. Then you have to save the file as a template. Template files have a special extension.

In the screenshot above, we have added an image and text as the template’s structure. Now we shall follow the steps below to create the Excel template.

Step 1 – Firstly, go to File.

Now, the option to provide a name to your template file appears.

Step 3 – Here, we see that in the drop-down menu, select Excel Template (*.xltx)

Now, automatically, Excel will place this template file in the appropriate directory. And new Excel documents can be created based on this template file by navigating and choosing “Personal” in the new file window (right next to Featured) and then choosing the appropriate template.

Concepts always become much clearer when we have more examples. So, let us look at yet another example of creating Excel Templates.

Example #2

Let us explore how to save a Macro-Enabled Excel template through an example. Suppose we have an Excel with some macros(s) to be used as a base for other files; then we need to save this Excel as a macro-enabled Excel template.

In the screenshots above, we added a macro in the template file, and now we shall create the template in Excel.

Now, the option to provide a name to your template file appears.

Here we see that in the drop-down menu, there is an option called Excel Macro-Enabled Template (*.xltm)

Now, automatically, Excel will place this template file in the appropriate directory. And new Excel documents can be created based on this template file by navigating.

Firstly, go to File.

Choose Personal in the new file window (next to Featured) and then choose Template 2.

Example #3

Now, let us look at another example. Firstly, we will make all the changes in the new file and modify it until all the items you wish to save in the template are ready. Then you have to save the file as a template. Template files have a special extension.

We have added an image and text as the template’s structure in the above screenshot. Now we shall follow the steps below to create the Excel template.

Now, the option to provide a name to your template file appears.

Step 2 – Here, we see that in the drop-down menu, select Excel Template (*.xltx)

Example #4

Now, let us look at yet another example. Now, we will make all the changes in a new file and modify it until all the items you wish to save in the template are ready. Then you have to save the file as a template. Template files have a special extension.

In the screenshot above, as you can see, we have added the template structure – we have added a world map, increased the default worksheets, and renamed them, and now we shall proceed to save this file as a template.

Now we shall follow the steps below to create the Excel template.

Now, the option to provide a name to your template file appears.

Step 2 – Here, from the drop-down menu, select Excel 97-2003 Template (*.xlt)

Example #5

Now we shall use a template file to create a new file in Excel. We will make use of the Example #4 template file.

Firstly, go to File.

Choose “Personal” in the new file window (next to Featured) and choose the appropriate template.

We shall choose Template 4 as the base and create a new file in Excel.

As we can see, all the template structures are retained, and the new file is named Template4 1 – the first file based on Template 4.

Example #6

Now we shall use another template file to create a new file in Excel. We will make use of the Example #3 template file.

We shall choose Template 3 as the base and create a new file in Excel.

Hence, we can see that the image and the header structure are retained in the new file. And it is also important to note that this new file is named Template 3 1 – signifying that it is the first file based on Template 3.

Example #7

Now we shall create another new template. We will create the template structure in Excel, as shown below.

Now we shall follow the steps below to create the Excel template.

Now, the option to provide a name to your template file appears.

Step 2 – Here, from the drop-down menu, select Excel Template (*.xltx)

This will create a Template 7 template with the template structure defined in the Default Template location in Excel.

Example #8

Now we shall attempt to use Template 7 to create another file in Excel.

Now, automatically, Excel will place this file in the appropriate directory.

Example #9

Let us see an example where we have Excel formulae in the Template file.

As we can see above, we have created a Template structure with the formula for Net Profit Margin defined as:

Net Profit Margin = (Net Profit/Total Revenue)*100

Since this is the template, no data is present here. Let us see how to create the template file in Excel.

Now we shall follow the steps below to create the Excel template.

Now, the option to provide a name to your template file appears.

Step 2 – Here, from the drop-down menu, select Excel Template (*.xltx)

This will create a Template 9. xltx template with the template structure defined in the Default Template location.

Example #10

Now, we shall attempt to use the previous example template to create a new file and see if that works in Excel.

We see that in the new file, we have the structure defined, and once we feed in the data on Columns A, B, and C, the Net Profit Margin in Column D is automatically calculated using the Template File formula.

Example #11

Let us now use our second example – Template 2 to create a new file in Excel. Template2 has a defined macro, so let us see if the same is available in the new file.

Now let us see what happens when we select “Template2”.

It opens up a new file with the same macro (that was defined in the template file) loaded automatically.

We will get the desired result.

Things to Remember

For versions of Excel 2013 and later, it is possible to change Excel’s default template for a workbook by saving the template at the appropriate location. All default templates must have a specific name – chúng tôi or chúng tôi and must be saved in Excel’s startup directory. C:Users%username%AppDataRoamingMicrosoftExcelXLSTART

The template has to be named xltx or Sheet to modify the template to add new sheets in existing files. xltm and must be saved in the same folder.

Formula To Calculate Percentage Increased In Excel

How to Calculate the Percentage in Excel

Calculate Excel Percentage Increase (Table of Contents)

Mathematical percentage calculation: (Part/Whole) *100 = Percentage

For example, suppose you had 30 pens and gave six pens to your best friends. If anybody asks you, how much did you give percentage-wise? The formula mentioned above can calculate it. By performing a simple calculation =6/30*100, you get the answer as 20%.

This is how we usually calculate percentages everywhere and in everyday life. In Excel, the basic formula for calculating percentages is

Excel percentage calculation: Part/Total = Percentage

The only difference between Mathematical & excel percentage calculation is, In excel *100 is missing because in Excel when calculating a percent, you don’t have to multiply the resulting value fraction by 100 since Excel will automatically calculate it to or convert it to a percentage format, which will be applied to a cell.

Calculate a Percentage Increase in Excel

To increase the value or calculate the amount of percentage increase in Excel, you can use the following formulas:

= Amount * (1 + %) or

=(new_value/old_value)-1 or

=(new value – old value)/old value

How to Calculate a Percentage Increase in Excel?

Calculating a percentage Increase in Excel is very simple and easy. Check out various available Excel options or formulas for calculating a percentage increase.

You can download this Calculate Percentage Increase Excel Template here – Calculate Percentage Increase Excel Template

Example #1 – Calculate the Percentage Increase Between any two numbers in Excel

In the below-mentioned example, I have two quarterly sales values in the cell “C9” & “D9”, i.e. (First quarter sales value in cell C9 & Second-quarter sales value in cell D9)

Here I need to calculate the percentage increase in Second-quarter sales compared to the First quarter sales value in Excel.

The below-mentioned formula is used to calculate the percentage increase value between two numbers or values in Excel.

=(new_value/old_value)-1

Select a blank cell where I need to enter the formula, i.e., I selected the cell E9 where I will enter =(D9/C9)-1, where “new_value” is 95, or I can enter cell reference, i.e., “D9” and “old_value” is 65 or I can enter cell reference, i.e. “C9”. These are the two numbers or values which I need to compare.

With the First-quarter sales value in cell “C9” & Second-quarter sales value in cell “D9”, I entered =(D9/C9)-1 in cell “E9” to find out the percentage increase in quarter 2.

It results in a value of 0.46,

To convert the result value from decimal format to a percentage format, follow these steps:

Now, In cell E9, you can check out where the decimal format gets converted to percentage format, i.e., 0.4615 to 46.15%

Note: If the quarterly sales value decreases in quarter two or the second-quarter sales value is less than the first-quarter sales value, it will result in a negative value or number, which indicates a decline in sales.

Example #2 – Calculate the Percentage Increase Between yearly sales data in Excel

In the below-mentioned example, I have a yearly sales data table containing two columns, i.e., the Year & its sales values for the respective year.

Here, in comparison with the previous year, I need to calculate a percentage increase in sales value in Excel. The below-mentioned formula can do it.

=(new value–old value)/old value

; I

Which results in 0.097.

Simultaneously, this formula is applied to the whole range, i.e., from cell J9 to J11, by selecting cell J9 and dragging it to J11.

Usually, the result of percentage change appears in decimal format in Excel. Later it is converted to percentage format; the same procedure needs to be followed, which I have explained in the first example (Conversion of result value from decimal format to a percentage format)

Example #3 – Calculate to increase a number by a specific percentage in Excel

To increase value or number by a specific percentage, below mentioned formula is used:

=Amount*(1+%)

In the below-mentioned example, I have quarter two sales data in cell C14, where I need to increase it by 20%.

The below-mentioned formula is used to get the desired output.

=C14*(1+20%)

It results in or increases the sales value in cell D14 by 20%, i.e., 114.

Things to Remember

Decimal format to a percentage format can also be done with the help of the shortcut key CTRL + SHIFT + % (Note: it applies the percentage format with no decimal places).

Usually, Percentage value that occurs during the result in Excel are stored as decimal values or format; we have to convert them into percentage format.

Decimal format to Percentage Format conversion can be done through the Ribbon Options or the Format Cells Dialog Box.

#DIV/0! The error occurs if we try to divide by zero in percentage change Excel formula =(b-a)/0

How To Use Ai In Excel For Free

AI just killed Excel. As someone who’s spent thousands of hours using Excel, this is nothing short of amazing. Gone are the days of grappling with complex formulas and sitting through lengthy tutorials. Introducing Rows, the only AI Excel tool you will ever need. And the best part? It’s completely free!

You can access Rows for free at chúng tôi In this comprehensive guide, we will walk you through the process of using AI in Excel for free, highlighting its key features, and demonstrating how it can revolutionize your data analysis and visualization tasks.

Must Check: Best AI Video Generators: Create Engaging Videos Automatically

Rows allows you to import data from various sources seamlessly. Whether you want to upload files, fetch data from your Facebook ad campaign, Zapier, or Twitter, Rows has got you covered. With the ‘Actions’ feature, you can effortlessly bring in data from different platforms and get started with your analysis.

Once you’ve imported your data, it’s time to let the power of AI take over. Rows provides an intuitive interface where you can simply ask AI to perform various tasks and analyses. Here are a few examples of what you can do:

Do a trend analysis: AI can analyze your data and identify trends and patterns, helping you make data-driven decisions.

Create a graph: Simply ask AI to create a graph based on your data, saving you the time and effort of manual chart creation.

Request insights: Ask AI questions like “How many purchases per campaign?” and receive meaningful insights and answers.

Once you’re done with your analysis, sharing your work is a breeze with Rows. You have multiple options to choose from:

Embed in your notion, workspace, or any site: Easily embed your Sheets, graphs, or visualizations in your preferred platform.

Share as a public page: Showcase your work by sharing it as a public page, allowing others to view and interact with your data.

Share as a collaboration link: Collaborate with your team by sharing a link that allows them to access and work on the same Sheets simultaneously.

Even if you don’t have any data to import, Rows has you covered. The real-time data collection feature enables you to fetch data directly from the internet. Simply ask Rows for the information you need, and it will fetch it in real-time, ensuring your analysis is up to date.

Also Check: How to Create Animated Talking AI Free: It Takes Only 2 Minutes

Rows understands that data can quickly become outdated. To address this, the ‘Schedule refresh’ function automatically updates your data periodically from the source. Say goodbye to manually updating your datasets and let Rows handle it for you.

Rows not only offers powerful AI capabilities but also provides a community-driven platform where users can create and share their own actions. The Community Feature allows you to explore and utilize actions created by other users, expanding the functionality of Rows even further. This collaborative environment fosters innovation and enables users to benefit from the collective knowledge and expertise of the community.

Yes, Rows is completely free to use. You can access all its features and functionalities without any cost.

Absolutely! Rows supports importing Excel files, CSV files, and data from various other sources. You can easily bring your existing data into Rows and leverage its AI capabilities.

Not at all! Rows is designed to be user-friendly and accessible to users without programming skills. Its intuitive interface and AI-powered features make it easy for anyone to analyze and visualize data without extensive technical knowledge.

Yes, collaboration is a key feature of Rows. You can share your Sheets with others by providing them with collaboration links. Multiple users can work on the same Sheets simultaneously, making it convenient for teamwork and project collaboration.

Rows takes data security seriously. Your data is encrypted and stored securely, and Rows adheres to industry-standard security protocols to protect your information.

Yes, Rows provides export functionality, allowing you to export your data in various formats, including Excel, CSV, and PDF. This enables you to use your data in other tools and share it with stakeholders who might prefer different file formats.

AI has revolutionized the way we analyze and work with data, and Rows brings the power of AI to Excel users for free. With its intuitive interface, seamless data importation, AI-driven analysis, and collaboration features, Rows offers a comprehensive solution for data analysis and visualization. Whether you’re a business professional, a student, or a data enthusiast, Rows can help you unlock the full potential of your data and make informed decisions. Try it out today at chúng tôi and experience the future of data analysis in Excel.

Example Of Risk/Reward Ratio (With Excel Template)

Definition of Risk/Reward Ratio

The Risk/Reward Ratio is measured by the trader/investor for the level of risk taken on investment against the level of income and growth achieved on investment. The ratio measures probability and level of profit against probability and level of loss taken by the investor.

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Every trader/investor, according to his /her risk appetite, generally decides the Risk/Reward ratio. In general high-risk results in high rewards, but there is an investment option where this statement is not true. This ratio helps the investor to make the decision of investment from investment options depending on the level of returns against the level of risk involved in case investment does not move in the expected direction.

Formula

Risk to Reward Ratio = Risk / Reward

In general, the lower ratio is better than the investment.

Example of Risk/Reward Ratio (With Excel Template)

Let’s take an example to understand the calculation in a better manner.

You can download this Risk/Reward Ratio Excel Template here – Risk/Reward Ratio Excel Template

Example #1

A decision to invest $400,000. He is willing to take 10-15% of the risk on a short-term investment. He shortlisted two stocks one of which he prefers to invest. They are either Microsoft Corporation at the current price of $172 per share or Apple Inc. at the current price of $320 per share. Mr. A study and analyzed both stock trends and realized that Microsoft Corp. share price can go up to $225 per share and Apple Inc. share price can go up to $400 per share in a period of 3 months. Since it is a stock market investment it involves the risk of share price goes down instead of up. He is ready to take risks up to $48000.

Solution:

Risk is calculated as

Risk/Reward Ratio is calculated using the formula given below

Risk to Reward Ratio = Risk / Reward

For Apple Inc.

Risk/Reward Ratio =$35 / $ 80

Risk/Reward Ratio = 0.44

Risk/Reward Ratio = $19 / $53

Risk/Reward Ratio = 0.36

Above, calculation, suggests Microsoft is the better investment as per the Risk/Reward ratio. However, it is up to Mr. A to decide which investment he prefers or he may choose to invest in both companies by dividing his investment.

Difference between Risk and Reward

Basis of Comparison

Risk

Reward

Definition Risk is the probability and level of loss of investment taken by the investor. The reward is returns or growth earned on investment by the investor during period

Source Risk is a result of the category of asset, investment and trading strategy, Economic conditions affecting investment. The reward is a result of Interest, dividend, increase in the underlying value of the investment.

Types

Systematic Risk: Risk, which cannot be avoided, affect almost all market investments. E.g. interest rate, exchange rate, inflation, political.

Unsystematic Risk: Specific type of risk affecting a particular investment or industry. E.g., management change, competition, performance.

Growth: The price of asset increases resulting in the growth of the underlying value of the investment.

Income: Reward earned through interest, dividend on investment.

Managing There are 4 way to handle risk

Avoid: After considering the level of risk avoid investment.

Reduce: Change in trading/investment strategy, hedging, Diversifying investment, cutting off loss-making investment.

Transfer: Transfer of risk can be done through insurance by paying the premium.

Accept: Understanding and accepting risk for better rewards.

Rewards are managed by

Reinvestment: Income earned by selling an investment or through dividend and interest can be reinvested in different asset categories.

Expand: in business, expansion is a way to invest in the business for expansion and more profit.

Diversification: Portfolio upgraded and managed by diversifying investment in various categories.

Example Mr. Rock decides to invest in stock A at the current price of $100 he expects the price of the stock can rise up to $120 in 1 month while he decides he should not make the loss of more than $10 in this stock. $10 is a risk taken by Mr. Rock in this investment in case stock moves down. Mr. Rock decides to invest in stock A at the current price of $100 he expects the price of a stock can rise up to $120 in 1 month while he decides he should not make the loss of more than $10 in this stock. Stock price moves up to $120 in a month this earning of $20 on $100 investment is the reward.

Below we will learn about the benefits and limitation for the same:

Advantages

Risk appetite: Every individual has a different risk level of risk capacity. Risk/Reward ratio helps them to make selection and decision from various investment option according to capacity and expected returns.

Investment Decision: Risk/reward ratio help investor to make investment decision from various investment options like mutual funds, stocks, hedge funds, etc.

Risk-returns estimates: Even if investment provides returns it is important to calculate whether returns earned on investment are worth in comparison with the risk taken. If returns are not as expected compare to risk, an investor can decide whether an investment is worth or not. For e.g. Investor can decide to make an investment in bonds, debentures, fixed deposits that have less risk but will also generate less return on investment, or other options likes the stock, mutual funds which can generate high returns but includes the risk of loss. Investment decision depends on an investor’s expectation and risk capacity.

Risk Management: Risk can be managed by four ways i.e. avoid, reduce, transfer and accept. With the help of risk to reward ratio investors can manage their portfolio to maximize returns and minimize risk level through various options. Trader trading in various financial instruments can limit his loss with stop-loss by using risk to reward ratio.

Not completely accurate: Risk/Reward ratio is not always accurate; the investor has to make the decision based on risk capacity and on certain assumptions on price movement. Technical and fundamental analysis help in making better analysis of stock understand risk/reward ratio but they are not completely accurate, and still include assumptions.

Not Certainty of movement: Risk to reward ratio based on an assumption of certain movement but in reality in the market financial instrument does not necessarily move in expected or opposite direction. Many time if the stock remains stagnant, which will turn the investment into a dead investment without either profit or loss.

Conclusions – Risk/Reward Ratio

Risk/Reward ratio is an important tool for trader/investor to understand the level of risk involved in investment decisions compared to returns. Lower the risk/reward ratio i.e. below 1 is considered as good ratio since the return on investment outweighs the risk. In general, short-term investors and traders use this ratio to select from a variety of categories of investments. In case the price does not move in the expected direction this ratio, helps them to limit their losses.

7 Inspirational Social Media Campaign Examples (Free Template)

Social media campaigns are the rocket fuel of your marketing efforts: a concentrated burst of energy that boosts your brand.

Social media campaigns are the rocket fuel of your marketing efforts: a concentrated burst of energy that pays off in a major boost to your brand reputation, awareness, or sales.

Looking for inspiration for your next social media campaign? We’ve gathered a selection of the best over the last year to show you how it’s done.

Bonus: Download a free social media campaign template to help you plan your next goal-crushing campaign of any size or budget. Assign responsibilities, set timelines, list deliverables, and more!

What is a social media campaign?

A social media campaign reinforces or assists your social media marketing strategy. It’s a series of coordinated actions that are intended to fulfill the goals set forth in your strategy.

A social media campaign will feature specific outcomes that can be tracked and measured over a specific period of time (e.g., one month). It should be more concentrated and targeted than your “business as usual” social media content.

Your campaign can be limited to a single network or take place across multiple social media platforms. Often it will have a specific theme, such as “Black Friday” or “Fashion week.”

7 inspirational social media campaigns

Look no further than these seven examples for inspiration for your next social media campaign.

Cheetos’ Snap to Steal Snapchat campaign

Platform: Snapchat

What did Cheetos do?

That Chester Cheetah is a demanding guy: when it came time to launch a brand new snack product — Cheetos Crunch Pop Mix — a Super Bowl Sunday commercial just wouldn’t do. So the Cheetos marketing team devised a specialized Snapchat AR experience that allowed Snapchat users to point their camera at a Cheetos TV commercial and virtually “grab” a bag off the screen.

Taking part in this digital experience paid real-life dividends — people who used this custom AR experience received a coupon for one free bag of Crunch Pop Mix.

This one took some serious planning (and dollars) between the Super Bowl ad itself and uploading all 1,440 frames of the commercial into Snapchat’s machine-learning software, but it paid off big time.

More than 50,000 bags were “stolen” from the commercial, and traffic to the Cheetos site increased by 2,500%.

Screenshot: The Webbys

Why it worked

This campaign was an innovative mix of “old” media and new and gave Snapchatters two incentives to take part.

First, because the commercial was only airing for a limited time, it made the experience of using the AR filter quite exclusive. And who doesn’t want to feel special? Secondly, there was a real-world reward for participating: free snacks!

What you can learn

Blending digital experiences with real-world ones is a powerful way to stand out and be memorable amid all the social noise.

Can you create some sort of “treasure hunt” moment — like spotting a unique TV commercial or finding a specific real-world space — to spark joy and inspire users to share their triumphant discovery with an exclusive filter or AR effect? Can you make someone feel special for being part of your campaign — or at the very least, feed them something delicious?

Platform: Twitter

What did Aldi do?

In 2023, UK supermarket chain Marks and Spencer launched legal action against competitor Aldi, alleging a copyright infringement on the design of a caterpillar-shaped cake. M&S felt that Aldi’s “Cuthbert the Caterpillar” cake looked a little too close to its own “Colin the Caterpillar” cake. Yes, you are correct; this is truly stupid. Instead of lawyering up, Aldi took this ridiculous clash online with a big dose of British cheek and a Twitter campaign that would go viral.

“‘This is not just any court case, this is…#freecuthbert,” Aldi tweeted, playing off of Marks and Spencer’s catchphrase.

This is not just any court case, this is… #FreeCuthbert

— Aldi Stores UK (@AldiUK) April 15, 2023

Why it worked

Treating a caterpillar cake like someone who has been wrongfully accused? Comedy gold.

The tweets just write themselves!

Adding the hashtag to the ongoing “drama” was a clear invitation for others to join the conversation and take part, and the premise was so open-ended and low-barrier that it just begged to be memed.

What you can learn

You don’t have to face legal action to stir up some fun, but if you find your brand in a mild crisis, maybe there is an opportunity to put a positive spin on it and have some fun.

Saying “oops, we got it wrong” or “we’re in an irritating situation” is a relatable sentiment, and asking your audience to laugh with you in hard times will only build good vibes and brand reputation.

For instance, maybe you have a supply chain disruption. Can you apologize for the delays but also jokingly blame it on some sort of adorable stuffed animal who becomes a mascot for the issue or a hilarious scapegoat in the future?

Just spitballing here. It’s hard to think straight when you suddenly crave caterpillar cake.

The UN’s Empower Moves TikTok campaign

Platform: TikTok

What did the UN do?

That’s right, the United Nations are using TikTok, and we are here for it. The UN Women’s council launched a TikTok dance trend to help spread the word about self-defense moves. “In a year when women’s safety took up more of the conversation than ever, UN Women wanted to come up with a way for girls to feel safe again,” says the organization’s Webby awards application.

Working with a self-defense expert and a choreographer, the UN created and filmed an #EmpowerMoves dance routine that included a sequence of four simple, easy-to-remember defense moves.

It launched organically as a TikTok dance trend. After it had taken off, the UN revealed the moves that were secretly within the dance, sharing tutorials of each action in their TikToks (yeah, this campaign’s got layers, baby!).

From there, even more influencers and media personalities jumped onto the trend.

In addition to 130 million video views, the resulting earned media coverage had a 4,924% ROI. Cha-ching! (Except I guess the goal is to empower women and not to make money. But I don’t know what the sound effect is for that?)

Why it worked

The UN Women’s council had a message to get out to a specific audience (young women), so it wisely looked around at where that audience was spending time online and what they liked to do there.

By packaging educational material in a fun, interactive, trendy format, they organically blended in with the rest of the TikTok world.

What worked well here is that they collaborated with a pro choreographer and filmed their original videos in a style authentic to TikTok — this didn’t feel like your try-hard co-worker trying to get everyone to come to a safety seminar at lunch,

What you can learn

Join your audience where they are, and have fun doing what they’re doing. And if you’re not an expert in the activity or the style or the lingo, don’t be shy about asking for help from someone who does, whether that’s collaborating with an in-the-know influencer or outsourcing your graphic design or video production to someone who ‘gets’ the aesthetics of your target audience.

Smirnoff’s Social Ingredients Instagram campaign

Platform: Instagram (and beyond)

What did Smirnoff do?

The vodka brand looked at the trending headlines of the day and whipped up a custom cocktail recipe to match. When Britney Spears’ conservatorship was stopped, they shared the #FreedBritney; when Squid Game was all the rage, the Traffic Light was on the menu. You get it.

Source: AwardEntry.org

By tapping into conversations that were already attracting online attention, Smirnoff earned 11 million impressions with this 100-day campaign. Cheers to that.

Why it worked

Smirnoff spent 100 days creating cocktails that didn’t just show off its product — these drinks were designed to tap into the zeitgeist. They didn’t try to start a new trend or come up with the next big thing: they happily hopped on the bandwagon and offered their own unique take on the cultural conversation. Smirnoff also was smart to brand the series as a campaign, though cocktail riffs on current events could also be a great ongoing addition to the general content calendar.

What you can learn

If you’re a sparkling water brand, for example, you could do a TikTok series where your colleague tells you the weirdest thing trending each day as you’re sipping your delicious product, and you do a spit-take reaction. Obviously, this would be called #SpitTake, and obviously the views would come pouring in. You’re welcome.

Fi’s ‘Chief Broke Officer’ campaign

Platform: LinkedIn and Instagram

What did FI do?

The posting was detailed about experience and strengths and acknowledged in a playful, sardonic way just how many people have a broken relationship with money.

The sentiment struck a nerve: the LinkedIn post was shared widely across that platform and trickled over to Instagram, too, ultimately inspiring a whopping 3.3 million people to apply for the role. Fi’s social media channel followings grew by 5,000%, too. Not bad for one little post.

Source: The Shorty Awards

Why it worked

This job posting may have been an unconventional way to build buzz about a new brand, but it hit home for many people: at least 3.3 million folks felt seen. Connecting with your audience is definitely an art, not a science, but Fi cracked the code here by reframing a common vulnerability as a strength. There’s something fun, too, about posting a goofy job post alongside serious ones. It instantly frames the brand as not-like-the-others.

What you can learn

What pain points or challenges does your desired audience struggle with? If you can narrow in on whatever that may be and build a campaign around celebrating that, you might just strike a chord.

Another great lesson here is using a platform or medium in creative ways. Here, they’ve disguised a marketing campaign as a job posting. Maybe you could launch a new mascot by creating a Facebook profile for him (or a Tinder profile?).

HBO Max’s #BadaBinge campaign

Platform: All of ‘em!

What did HBO Max do?

To build anticipation for the Sopranos prequel, The Many Saints of Newark, HBO and HBO Max spent six weeks encouraging people to binge-watch all six seasons of the original series. The marketing team gave the assignment across Instagram, Facebook, and Twitter: “Start now!”

They created weekly check-ins and prompts, sharing memes and photos along the way that lined up with the suggested timeline of watching so that fans could enjoy the same jokes and moments together again, just like they might have if they’d watched it weekly on the show’s original run.

HBO also used Checklists on Twitter and quizzes on Instagram Stories to offer a playful, interactive way to engage. There were first-time-watch recaps on TikTok, “Best of the Sopranos” clips on Youtube, fan-made compilations, and more. There was even a “six degrees of separation” game on the HBO Twitter where fans could name an actor (any actor), and the HBO Twitter account would try to connect them to the Sopranos universe.

Every possible twist on Sopranos content was spread across every possible channel. To consume it all, you’re going to need to carbo-load on Carmella’s ziti.

Why it worked

The 360-degree social media coverage made it impossible to ignore that this new film was coming up. Was it intense? Sure. But it garnered some serious success: a 200% increase in streams of The Sopranos and 1 million streamers on launch day for The Many Saints of Newark.

What you can learn

Sometimes, more is more. If you’ve got something big coming down the pipe, don’t be afraid to obsess over it.

The key to this type of all-in campaign, though, is a variety of content, not just reposting the same thing over and over again or cross-posting identical content on every channel. Get creative, aim big, and explore your idea from every different angle without repeating yourself. If someone follows you across all channels, seeing the same GIF seven times a day is a surefire way to annoy. Capice?

Havana Club Rum’s Amparo Experience Instagram account

Platform: Instagram

What did Havana Club Rum do?

While most Instagram social campaigns are based around hashtags, Havana Club Rum has done something pretty creative with the platform and created an Instagram account for a historical figure: its founder, Amparo Arechabala.

Havana Rum Club is very proud of its history. By sharing that history through an Instagram account as if it were Amparo personally posting back in 1957, it amplifies the humanity, authenticity, and romance of the brand.

View this post on Instagram

A post shared by The Amparo Experience (@theamparoexperience)

Why it worked

Here, Havana Rum Club takes the familiar format of Instagram as day-to-day documentation of our lives and applies it in a new way. Sharing the history of your company can either be dry and boring, or it can be vibrant, visual, and personal. HRC’s is the latter. Plus, the marketing team seems to have dumped some money into production value here — it looks like there is a full-on film somewhere that they’ve mined for images and clips.

What you can learn

If you want to contain a campaign or one-off story in one neat-and-tidy package, a specific Instagram handle might be the way to do it, particularly if you’re anchoring it around a person, whether they’re a real, historical, or fictional character. It’s a particularly great way to breathe life into possibly dry content — not every brand is lucky enough to have “betrayal by the Cuban government” as part of their back story, Havana Rum Club.

Social media campaign template

Feeling inspired? Ready to get started with your own great social media campaign? We’ve got a template ready to help you hit the ground running.

Bonus: Download a free social media campaign template to help you plan your next goal-crushing campaign of any size or budget. Assign responsibilities, set timelines, list deliverables, and more!

Social media campaigns: frequently asked questions Why do a social media campaign?

Social media is a powerful communication tool for brands. After all, platforms like TikTok, Facebook, Instagram, Twitter, Pinterest, Youtube, and LinkedIn are where people spend an average of 147 minutes a day. If you have a message to get out into the world, this is a great place to spread it.

When done right, social media campaigns can be an effective and inexpensive way to raise awareness or increase sales with your target audience and maybe even earn some customer loyalty along the way.

What is the cost of a social media campaign?

The cost of a social media campaign can range from $0 to $10,000.

In other words: there’s no one-size-fits-all solution in the thrill-a-minute world of social media. Your campaign budget can be as spendy or as scrimpy as you want it to be.

You can absolutely create a free social media campaign if you’ve got time (and talent!) to spare. Read a guide to creating engaging content, get your hands on some free stock photography or free graphic design tools. Schedule your posts to go out at the best time, cross your fingers that you’ve done everything right to appease the platform algorithm, and then make sure you’re spending some time engaging with your followers and answering questions.

How to pitch a social media campaign?

To pitch a social media campaign to a client, you first need to identify your audience and the goals you want to achieve with your campaign, i.e., how will it help grow engagement among high-income millennials or drive more sales among tennis-playing boomers.

Then, you’ll need to create a comprehensive plan. Here are the steps you should consider:

Research – Do your research on the audience. What are their pain points? How do they communicate? Which networks do they hang out on?

Define Goals – Set the goals of your campaign, such as increasing brand awareness or driving more sales. Be specific. How much of an increase in brand awareness can you expect to drive from your campaign, for example?

Get inspired by competitors. What types of campaigns do your competitors run? How would this one compare to theirs? Is there a gap in the market you can fill?

Develop Content – Based on the research and goals, mock up some examples of content that will resonate with your target audience in this campaign.

Once you’re done with these steps, put it all into a brief or a deck and present it or share it with your client or manager. Be open to feedback and prepare yourself for questions. Sometimes pitching a campaign idea is just the start of a brainstorm that can lead to an even better campaign idea.

How to track social media campaigns?

Tracking the success of your social media campaign starts with defining what your goal is. That way, you’ll know what social media metrics actually matter.

For instance, if the goal of your campaign is to get tons of website traffic, measuring your likes might not be relevant. Alternatively, if your goal is to rack up followers on TikTok, then that follower count is your golden ticket.

Once you’ve decided what numbers you’re looking at, you can use an analytics tool to review the data you need.

All of the major social media channels have their own in-app insights tool. Here’s the step-by-step guide for everyone because we’re sweeties like that.

Of course, we’re a bit biased towards a little all-in-one tool called Hootsuite Analytics. With Analytics, you can review your data at a glance or schedule regular custom reports. Drag-and-drop tiles with the metrics of your choice to create your own flexible, interactive interface that exports in whatever file format your heart desires.

Pro tip: If you want to nerd out on the numbers even more, there’s the paid Hootsuite Impact option. Impact measures organic and paid content metrics for Facebook, Instagram, Twitter, and LinkedIn, and organic content metrics on Pinterest and YouTube.

Find a more detailed guide to social media analytics here.

Okay, that’s enough out of us. You’re informed, you’re inspired, and you’re ready to create a social media campaign that will take the internet by storm. Happy (campaign) trails to you, friends.

Use Hootsuite to manage your next social media campaign. From a single dashboard, you can schedule and publish posts across networks, engage the audience, and measure results. Try it free today.

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