In this post, you’re going to learn step-by-step, how to build your own marketing calendar and put an end to the overwhelming feeling that is your current marketing situation.

Step 1: Add a Project to Your Calendar on the Publish Date

The first thing you need to do is add every project to your marketing calendar from now on.

Think of an upcoming blog post, newsletter, event, etc. that you are currently working on. Add it to your calendar on that day you want it to go live or publish.

Here’s a quick cheat sheet for when to choose each project type.

Step 2: Give Your Project A Name

After you’ve clicked the plus sign on the publish date, give your project a name and choose from the dropdown list to add the project type.

 

You’ll see the project you just created on your calendar. The project card tells you all the details you just filled out like the project name, owner, and project type.

Continue adding planned marketing projects to your calendar to build visibility into everything going on with your marketing team.

Step 3: Add Your Integrations

The three most used integrations include WordPress, Email Marketing platforms (like MailChimp), and Social Media channels.

It’s recommended that you set up all three, if applicable.

To add an integration:

1. Click the hamburger menu in the top left-hand corner.
2. Toggle down your name.

Then choose the integrations option from the left-hand menu.

Once your integrations are set up, everything you do outside of CoSchedule will be synced to your calendar – which means you don’t have to waste your time duplicating work.

March 27, 2020