Marketing Planner
How to navigate through the feature - Planner Goal
Follow the step-by-step creation flow shown below. Planner → Kanban Board → Budget → Planner Goal This section showcases all your goals related to the plan at one place. A goal here is the result you want to achieve under a plan. Let's say you want ...
How to navigate through the feature - Budget
Follow the step-by-step creation flow shown below. Planner → Kanban Board → Budget Budget showcases the total allocated budget and the actual expense that was incurred, making it easier to understand your monetary position. It also shows the leads ...
How to navigate through the feature - Kanban Board
Follow the step-by-step creation flow shown below. Planner → Kanban Board The Kanban Board is an interactive dashboard where plans are classified by their type (also referred to as a channel), such as emails, SMS, or posters, or by their current ...
How to navigate through the feature - Planner
Follow the step-by-step creation flow shown below. Planner Select the Planner button in the top-left corner, where you can select a particular date and choose to run multiple marketing activities. Click the Add Activity button in the top right ...
Creating a Planner
This will help you set up the Marketing Planner according to your preferences. Starting with the General Details From the Marketing Automation Dashboard, click the Marketing planner dropdown button on the left and click the View Planner tab. You'll ...