The Marketing Calendar allows you to view your Campaigns (CRM), Campaign Automations, Events, or Social Posts by their associated dates. You can see the items sorted by two main options—the calendar dates and the filters.
The Calendar itself allows for you to view one month, one week, or one day at a time. Any items with dates that fall in the range you are viewing will display unless you have selected a filter that excludes it.
The dates are determined by the date set on the record itself, not the date the record was created. For example, if you schedule a Social Post, the scheduled date on that post is when the post will display on your calendar.
Campaign Automations are the only exception to this rule as their creation date will be used as the "starting date" on the calendar.
Entities and Owners Filters
The Filters use Entities (item type) and CRM Owner. You can select one or more Entities and one or all CRM Users to filter the items.
Check or uncheck the Entities as needed. Any unchecked Entities will not display on your calendar so you can see only those you wish to.
For the CRM Owner dropdown, you can select a specific user to see the calendar items owned by them. If you would prefer to see items owned by any user, click on the X in the CRM Owner dropdown to clear out your current selected user.
Keep in mind that some Entities, like Events created by a connector, will have the Service User listed as the Owner. So if you do not see an item you expect to, it could be that the User on the record is the Service User.
Can I save my filter settings in the calendar?
No. When you leave the Marketing Calendar or refresh your browser, the filters and settings will go back to the default and you'll need to reset any filters you want to see.
|Feature Added: 9.20.0|