Step 1: Create a new Marketing Calendar
Navigate to "Marketing Calendars" under "Communication".
Select the "+ Actions" button or similar.
Select "New calendar".
Enter a name for your calendar in the pop up window.
Select the calendar type: Timeline or Monthly.
Note: Choose a name that clearly describes the purpose of the calendar.
Step 2: Create a Timeline calendar
The Timeline calendar is ideal for long term planning and gives you a visual overview of activities in a timeline view.
Step 2A: Select Timeline type
Select the Timeline option.
Select "Create" to open your new Timeline calendar.
Step 2B: Add an event to the Timeline
Select the "+ New event" button in the top right corner.
Enter the name of your event in the pop up window.
Select "Create" to open the event settings.
Step 2C: Configure Timeline event details
Details
Enter the event name and add a description using the rich text editor.Status
Set the event status, for example Active or Inactive.Date and time
Enter the start and end dates and times for the event.Internal links
Select "Add link" to connect content such as Media, Products, Categories, Pages, Blogs, or Packages.Color
Select an event color and text color.Events list
The created event will appear in the list on the left.Permissions
Select the groups and locations that can view the event.
Step 2D: View the Timeline
Events appear in a list on the left.
Selecting an event shows its full details on the right, including dates, editors, and permissions.
Step 3: Create a Monthly calendar
A Monthly calendar is useful for short term scheduling and can display campaigns automatically.
Step 3A: Select Monthly type
Select the Monthly option.
Select "Create" to open the calendar.
Step 3B: Add an event to the Monthly calendar
Select "+ New event" in the top right corner.
Enter the name of your event.
Select "Create" to open event settings.
Step 3C: Configure Monthly event details
Details
Enter the event name and description.Status
Set the event status, for example Active or Inactive.Date and time
Select the dates from the calendar and enter the start and end times.Internal links
Select "Add link" to connect relevant content.Color
Select an event color.Permissions
Define the groups and locations that may view the event.
Step 3D: View the Monthly calendar
The calendar displays the current month.
Use the arrows to move between months.
Events appear as colored blocks or bars across their scheduled dates.