Campaign Calendar - Online Help | Zoho Campaigns

Campaign Calendar

The calendar is a space where you can set reminders, and create draft campaigns for upcoming holidays or events. It already contains all major holidays by country and you can create private holidays for specific dates. You will be notified to create campaigns for the date and time you set. The maximum time limit for setting a reminder or creating a draft campaign for a specific holiday is 15 days prior to the date.

There are two types of holidays in the calendar

  • Country Holidays : Standard country holidays that are already in the calendar by default. You can select up to 10 countries whose holidays will be shown in the calendar.
  • Private Holidays : Create your own holidays on any date. You can set reminders and create draft campaigns for both country and private holidays.

Creating a New Holiday

Create your own holidays and specify actions like setting a reminder and creating a draft campaign for a particular holiday.

To create a new holiday :
  1. Click the Calendar icon next to the notification icon on the top-right corner of the page.

  2. Click on Mark this Date icon on any upcoming holiday grid in the calendar in which you want to create a holiday.
    mark date in calendar
  3. Name your holiday.
  4. Click on Add action to set reminders and/or create a draft campaign
  5. To set reminders and create draft campaigns for a holiday, refer the upcoming help guide.

Setting Reminders

Reminders can be set so you receive notifications about standard holidays in the calendar or the private holidays you create. You can set a maximum of 15 reminders per holiday. To set a reminder :
  1. Click the Calendar icon next to the notification icon on the top-right corner of the page.
  2. Click on any upcoming holiday grid (either be a standard country holiday or a private holiday) in the calendar.
  3. Click on the Bell/Reminder icon next to the holiday name from the side panel.
    Set reminders
  4. Specify action as Set Reminder.
    Setting reminders
  5. Add Notes for your reference.
  6. Specify the number of days before the holiday when the reminder should notify you.
  7. Specify time for the set date.
  8. Add the reminder by clicking on Set.

Sharing a Holiday

Marketing teams depend on calendar to plan their future work.  Holiday sharing is a feature that helps you share a specific date or event in the campaign calendar with your team-mates. This reminds you and your team-mates of a specific date or event that requires your team's attention and collaborative effort.

How to share a holiday

  1. Refer the steps of Setting Reminders to get to the Add action page. 
  2. Specify the title for the action.
  3. Click the text box placed next to Share Holiday and select your team-mates from the drop-down menu. Select the team-mates with whom you want to share this holiday. 
Refer the steps of  Setting Reminders  and Creating Draft Campaigns to learn how to create a reminder and create a draft campaign respectively.

    1. After sharing a holiday, the respective users and the creator will be notified through email notification and notification on the web application.
    2. The users with whom you've shared a holiday cannot edit it. The editing access is limited to you (Creator).
    3. If you add Create draft campaign as the action, you will be regarded the campaign owner.

Creating Draft Campaigns

You can create the campaign draft for a standard holiday or a private holiday you create. You can create only one campaign per holiday. To create a draft campaign :
  1. Click the Calendar icon next to the notification icon on the top-right corner of the page.
  2. Click on any upcoming holiday grid (either be a standard country holiday or a private holiday) in the calendar.
  3. Specify action as Create Campaign and Set Reminder.
    create campaign and set reminders
  4. Choose the type of campaign from the drop-down menu.
  5. Name the campaign.
  6. Specify the Number of days before the holiday when you want a draft campaign to be created.
  7. Specify time for the set date.
  8. Click Create to create a draft campaign.

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