Dashboard Marketing Calendar

Details

The dashboard marketing calendar widget is a quick and easy way to share relevant communication dates with other users at your organisation, as well as assign and manage tasks, view upcoming sends and so on.

In the example below, you can see that we have two tasks set for a particular date. One is a design task to create an EDM, and the other is a scheduled email send. You can click on the tasks to view more details.

Dates with tasks are highlighted with a yellow dot and dates with email sends (either past sends, or scheduled upcoming sends) are highlighted with a green dot.

How-to Guide

Add a Task

1. Navigate to the Dashboard and locate the marketing calendar.
2. Click on the date that you'd like to add your task for.
3. Give the task a name and set a due date and time.
4. Add a link and location, and assign the task to a user (or users) - if required.
5. Add a reminder time. 
6. Finally, add a description for the task. 
   
7. When done, click Create event. The user/s who were assigned the task will be sent an email immediately as at the time of creation, and then again at the time of the reminder.

View a Calendar Item

1. Navigate to the Dashboard and locate the marketing calendar.
2. Click on the date that contains the item you'd like to view.
   
3. Click on the item you'd like to view more details about. Further information for the item are now shown.
   

Delete or Edit a Calendar Item

1. Navigate to the Dashboard and locate the marketing calendar.
2. Click on the date that contains the item you'd like to edit or delete, then open the item.
3. Use the relevant Update event or Delete event option.