Marketing Calendar

The marketing calendar is an important tool for managing campaigns. The marketing calendar displays a graphical overview of activities and campaigns including an indicator that represents a campaign or marketing activity's progress or success.

To display campaigns and marketing activities in the marketing calendar:

1. Select (Marketing) > Marketing Calendar. The marketing calendar is displayed.

   

   Individual elements (campaigns, sales cycles, marketing activities) are displayed as colored blocks.

   Note: If no end date is entered in a marketing activity, it is displayed as lasting for a single day.

   The current date is indicated by a vertical line.

You can edit and display campaigns and activities in a number of ways:

• Use the icons in the header to choose what to display:
  • : Campaigns and marketing activities
  • : Sales cycles and marketing activities
  • : Only marketing activities
• To display or hide the marketing activities that make are part of a campaign, click on or in the left-most column. Click on or in the column header to hide/show all marketing activities for all campaigns.

  

• (Edit Settings): Choose whether to color-code elements by type (info area) or status.
• (Legend): Displays information on the colors in the calendar
• To configure the time period that is displayed:
  • Click on the desired day or start of the time period in the small calendar in the sidebar.
  • Select the time period that is displayed using the slider in the header: drag the slider to the left or right or click on the plus and minus signs on either side to zoom in or out.

    

  • Drag the timeline at the top of the calendar to the left of right to scroll the time period.
• Select a filter from the drop-down list in the sidebar to determine which elements should be displayed. You can also define you own filter.
• If the full duration of an element in the calendar is not visible, an arrow is displayed indicating that the element’s duration exceeds the display area:

  

• To change an entry’s start or end, click on the left or right border and drag it to the desired position:

  

• To reschedule an element, click on it and drag it to the desired time.

  Click on (Move linked items) to determine whether activity execution records and agenda items should also be rescheduled accordingly. For more information on the affected fields in the activity execution and agenda item records, refer to the online field help.

• Click on a campaign or marketing activity to display a summary of the record.
• Double-click on a campaign or marketing activity in the marketing calendar to edit it.