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Quick Start Guide

A walk through of the basics so you can get a feel for how our integrated marketing planning calendar works.

After logging in, click Launch Plan in the upper right hand of the application.

1. Enter a Blog Post

<  Click on images of screens to enlarge  >

Channels are the different tools and media vehicles a business uses to communicate with its intended audiences, for example: website, organic social media, signage, paid search, PR. Tactic Types are the different vehicles used within a Channel.  Example: Channel = website, Tactic Types = home page banner, blog post, product detail page, case study

Want to customize your Channel list and the Tactic Types associated with each Channel? Visit our Channel Settings Guide for more detailed information.

2. View Holidays

Calendars of Interest must be turned on in a Plan by a Plan Admin in order to be accessible. We offer a set of standard calendars as well as the ability to add custom calendars set up for public sharing. Visit the Calendars of Interest Guide for the full list and set up instructions.

3. Create a Campaign

 

Campaigns are priority marketing efforts that are supported by multiple connected Tactics.

Once a Campaign, is entered into your Plan, you can tag Tactics to it as you create them. Then, when you select that Campaign as a Filter everything else drops out of the calendar except for the Tactics tagged to that Campaign. This gives you a cross channel view of all campaign elements so you can check cross channel coverage, message sequencing, and timing.

Campaigns are categorized as Initiatives within our planning calendar.

Strategic Priorities are elements of a business’ marketing strategy that are activated via Initiatives and Tactics. Strategic Priorities are categorized as marketing objectives, target audience segments, customer journey phases, and more. Strategic Priorities must be set up by a Plan Admin in order to be accessible. 

Once an Strategic Priority, such as an Objective of Awareness, is entered into your Plan, you can tag Initiatives and Tactics to it as you create them. Then, when you select that Objective as a Filter everything else drops out of the calendar except for the Initiativs and Tactics tagged to that Strategic Priority. This gives you a strategic cross channel view of all in market activity related to that priority.

 4. Filter Tactics by Target Audience

4. Manage Your Budget

 

For more explanations and instruction, visit Guides where you will find a Glossary of terms, other role tutorials, and more. If you still have unaswered questions, contact us.

BOOKMARK >> our login page or click the LOG IN button at the top right hand corner of this site to return to the application.

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