Build Your Own Ideal Marketing Calendar With CoSchedule

Build Your Own Ideal Marketing Calendar With CoSchedule

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Build your own ideal marketing calendar

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.

what is this guide?

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.

to do graphic

Plus sign on calendar

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

Project: Use if you want to create…

  • Blog posts.
  • Videos.
  • Events.
  • Website Content.
  • Newsletters.
  • etc.

Social: Use if you want to create…

  • Single social media messages.
  • Multiple social media messages in a campaign.

WordPress: Use if you want to create…

  • A blog post that also appears in WordPress.

MailChimp: Use if you want to create…

  • An email that also appears in MailChimp.

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.

Tip for using metadata

 

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.
  3. Choose calendar settings.

Integrations in calendar settings

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

integrations screen

try to set up integrations in coschedule

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.

About the Author

Leah is the Customer Marketing Lead at CoSchedule. Outside of work, she loves hunting for cool stuff at thrift stores. If not for marketing, Leah would be a psychiatrist, given her fascination with Dateline NBC, true-crime podcasts, and Netflix documentaries about cults.

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