App Roadmap
In Process
  • Import from CSV file
  • Lead / Nested Plan structure

 

Up Next
  • Onboarding wizard
  • Assign one Tactic to multiple social platforms
  • Click in the calendar to add a Tactic
  • Choose color for Channels
  • Also show inititiatives start and end dates in grid portion of Day and Month views
  • Give Collaborators the ability to edit Initiatives
  • Edit rights by channel
  • Parking Lot for holding Tactic ideas yet to be scheduled
  • Upload planning document PDFs and campaign strategy
  • Add your own Calendar of Interest via iCal URL
  • Hide budget data from Team Members
  • Hide an event in a Calendar of Interest (Hashtag Holidays, etc.)

Add or Edit a Channel

All tactics in the calendar are organized by channel and tactic type. A default set of the most commonly used marketing channels and types come preloaded in the tool. You can customize this set to fit your strategic plan by adding and editing the components within Channel Settings.

 

Access Channel Settings

Click on “Plan Settings” and select “Channels.”

Determine whether you want to add a new channel or edit an existing one.

Add a New Channel

1. Click “Add Channel” in the upper right corner of the pop up.

2. Enter the name of the channel: (e.g. SMS)

3. Use the checkboxes under the name of the channel to:

  • Categorize the channel as paid media.  Paid media channels with lengthy tactic durations are included in the In Market Media module in the Overstory on Day and Month views.
  • Hide Tactics on Flow view unless flagged. This feature is helpful for social media and other channels that are heavy on daily tactics.
  • Turn on the Monthly Focus feature for the channel.

4. Click “Save Channel” in upper right corner.

NOTE: You must enter a tactic type in a channel in order to create a tactic in that channel on the calendar.

Add a Tactic Type
  1. Click on “Add Type.”
  2. Enter the name of the tactic type: (e.g. Promotion)
  3. If you want to enter platforms and/or custom fields for this tactic type, see instructions below. If you don’t, click “Save Type” in the upper right.
  4. If you want to add another tactic type in this channel, click “Back to Channel Details” in the upper left. If you don’t, click the “X” in the upper right corner to close the window. 
Edit an Existing Channel

1. Click “Edit” to the right of the existing channel name. 

2. Use the checkboxes under the name to:

  • Edit the name of the channel
  • Categorize the channel as paid media.  Paid media channels with lengthy tactic durations are included in the In Market Media module in the Overstory on Day and Month views.
  • Hide Tactics on Flow view unless flagged. This feature is helpful for social media and other channels that are heavy on daily tactics.
  • Turn on the Monthly Focus feature for the channel.

3. To add a tactic type, see above.

4. To edit an existing tactic type,

6. toIf you want to edit a custom field, see below.

If these are your only changes, click “Save Channel” in the upper right corner, then click the “X” above it to close the window.

 

Edit a Tactic Type
  1. Click on the “Edit” button to the right of the tactic type.
  2. You can now edit the name of the tactic type. 
  3. If you want to enter platforms and/or custom fields for this tactic type, see instructions below. If you don’t, click “Save Type” in the upper right.
  4. If you want to add or edit another tactic type in this channel, click “Back to Channel Details” in the upper left. If you don’t, click the “X” in the upper right corner to close the window.
> Add or Edit a Tactic Type’s Platform

Platforms are most helpful for tactic types in social media and paid advertising channels.

  1. Click to “Edit” the tactic type.
  2. Use the drop down to select from existing platforms in the plan or click “Create Platform” to set up a new one.
  3. Enter its “Name” and click “Save.”
  4. To edit a platform simply “Delete” it.
  5. Once you have finished adding or editting platforns, click “Save Type” in the upper right.
> Add a Custom Field to a Tactic Type
  1. Click on the “Edit” button to the right of the tactic type.
  2. Click “Add Field.”
  3. Enter “Name” and choose type of field from the drop down.
  4. Click “Save.”
  5. Once you have finished adding custom fields click “Save Type” in the upper right.
> Edit a Tactic Type’s Custom Field
  1. Click on the “Edit” button to the right of the tactic type.
  2. Click on the “Edit Icon” to the right of the field.
  3. Change the field “Name” and “Type” as needed.
  4. Click the “Check Icon” to save.
  5. Once you have finished your custom field edits click “Save Type” in the upper right.

 

> If you want to add or edit another tactic type in this channel:

click “Back to Channel Details” in the upper left. If you don’t, click the “X” in the upper right corner to close the window.

Questions? Contact us at hello@annumplanning.com

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