How to navigate through planner

How to navigate through the feature - Planner

Follow the step-by-step creation flow shown below.


Planner
  1. Select the Planner button in the top-left corner, where you can select a particular date and choose to run multiple marketing activities.
  1. Click the Add Activity button in the top right corner, then select the type of activity you want to add. It can either be a Digital or Offline Activity based on your needs.
Digital Activities
  • Email Campaign
  • SMS Campaign
  • Others
 
Offline Activities
  • Print Ads
  • Postal Ads
  • Billboards
  • Endorsements
  • Trade shows
  • Events
  • Others
  1. You can choose a campaign name, give a description, and select a launch date and time, along with your overall budget for the campaign and expected expense amount.
  1. You can also add checklists that need to be passed in order to complete the goal and add collaborators that are essential in completing the plan.
  1. A plan will be created on the date you selected. You can customize it in the Planner tab.
NotesNote : You'll be shown the total number of activities in that particular planner to keep track of them.
 
  1. You can also view the plans in two different ways, as a calendar view and as a tree view, by toggling through the buttons beside the Add Activity tab.