What is a Marketing Calendar?
A Marketing Calendar is a tool that helps you plan and organize all of your marketing activities in one place. It is a calendarized plan that allows you to schedule and track actions, activities, campaigns, content deadlines, and reviews of key performance indicators (KPIs) and objectives.
Using Your Marketing Calendar
Your marketing calendar consists of various Calendar Events. These events are scheduled items that you set up based on your planned Activities, Actions, Campaigns, Content, KPIs, or Objectives in your marketing schedule. Adding items to your Marketing Calendar is straightforward. Please follow these steps:
Adding Events Directly from the Marketing Calendar
Go to 'Calendar' via your main navigation menu.
Click on 'Add.'
Choose the type of record you wish to include (such as Activity, Action, Campaign, or Content).
Fill in the necessary details and save the record.
Scheduling Events from Your Strategy or Quick View Menu
Click on the Grey Calendar Icon (this will bring up a scheduling popup).
Choose the Frequency for the event (for example, Daily or Weekly).
Use the Date/Time Picker to select the Date Range and time.
Click 'Schedule.'
Tips:
The blue calendar icon shows how many calendar events have been created. Click this icon to mark events as complete from within your strategy.
Click the green Date icon if needing to reschedule items.
Tip. When all calendar events have been completed, a 'Completed' will display in place of a calendar icon or calendar schedule. To reschedule, simply click this icon.
Available Calendar Actions
There are several actions you can take within the Marketing Calendar to help you stay organized and on track:
Filter: Filter calendar events by Record Type, Assignee and Unassigned.
Export to PDF: Export your calendar view to a PDF Document for easy sharing.
Switch Calendar View: Prefer to view your calendar in a Week or Day or Timeline format? Click the Calendar View dropdown to change your view.
Add to Calendar: Click the 'Add' Button from your calendar menu to add directly from your calendar.
Tips:
Right Click a Calendar Event to mark it complete/incomplete or schedule a reminder.
Hover over a calendar event to view a description of the event.
Benefits of Using a Marketing Calendar
Having a Marketing Calendar can greatly improve your team's efficiency and productivity. By having all of your marketing activities in one place, you can see what tasks need to be completed and when, making it easier to prioritize and manage your workload. It also allows for better collaboration and communication within your team, as everyone can see what tasks and deadlines are coming up.
Additionally, having a Marketing Calendar can help you stay on track with your marketing goals and objectives. By regularly reviewing your KPIs and objectives, you can make adjustments to your marketing strategy as needed to ensure you are meeting your goals.
In Conclusion
A Marketing Calendar is an essential tool for any marketing team. It helps you stay organized, on track, and focused on your goals. By following the steps outlined in this article, you can easily add items to your Marketing Calendar and take advantage of the various actions available to help you stay on top of your marketing activities. So why not give it a try and see how a Marketing Calendar can benefit your team?