Getting Started With CoSchedule for Power Users

Before You Get Started…

Take a sneak peek at the five lessons that will help new CoSchedule power users through best-practice onboarding and how to set up CoSchedule Marketing Suite for improved visibility, efficiency, and project ROI.   To help you learn your way, the complete guide is available as:  Choose which format fits your learning style, and start learning the ins and outs of CoSchedule Marketing Suite. 

Build Your CoSchedule Foundation and Get Started on the Right Foot

This chapter walks you through a few basics of the CoSchedule Marketing Calendar. First, learn how to use your home dashboard to keep yourself organized on a daily basis. Next, let's dig into the Marketing Calendar. Here are some things you should know about the marketing calendar. 
Your calendar will be made up of four items:
  1. Marketing Projects - These are one off projects like sales slide decks or new tear sheets. 
  2. Marketing Campaigns - These are comprised of multiple projects like social campaigns, blog posts, emails, ads, etc. that all work towards one goal – like the launch of a new product. 
  3. Social Media Messages - CoSchedule has powerful social media scheduling capabilities so your social team doesn’t have to plan their work in an entirely different tool. 
  4. Tasks - Team members will see a list of all the tasks they need to accomplish every day.
There is also the Calendar View, this is the view that allows you to see everything you have scheduled.  Let’s explore its features to help you navigate your calendar.
  1. Hamburger Menu: Find the basics like calendar settings, email preferences, and profile information. 
  2. Breadcrumb Navigation - tools: Quickly navigate to different features of CoSchedule Marketing Suite.
  3. Breadcrumb Navigation - saved views: Choose specific views of your calendar to filter out unnecessary information.
  4. Filtering: Organize your Saved Views your way using filters by adding & customizing your filter settings.
  5. Display settings: Easily choose how far out you want to view your projects and declutter your calendar by hiding items you don’t need to see.
  6. Read-only sharing: Once you save your new view, you can create a read-only link and share your work with your team.
  7. Date navigation: Choose specific months/years or navigate forward/backward through your calendar.  
  8. Search: Find past or future marketing projects on your calendar using keywords.
  9. Create: Add projects to your calendar like new blog posts, social media messages, and newsletters.
  10. Ideas: The ideas bin is where all project ideas live. When the project is ready to be scheduled, it can be dragged to the calendar.
  11. Support center & notifications: Use the question mark icon to get best practice advice or message the CoSchedule support desk. Use the bell icon to see notifications, recent projects, and favorites.
  12. Create a project on a specific date: Know the date you want to schedule a project? Add items to specific days using the plus sign on a date.

How to Set up Your Calendar for Better Visibility

This lesson dives into how to set up your CoSchedule calendar to help you organize, visualize, and report on your marketing strategy.  Learn:
  • The best color label strategy for your company’s needs.
  • How to set up and use project types.
  • How to best utilize tags for an added level of organization.
  • What a saved view is and 4 different ones your team might need.

Color Labels

Color labels are the highest and most general level of organizing on your calendar, here are a few of the most important things color labels can do for you:
  • Allow you to quickly visualize which activities are tied to certain departments, business units, or teams. 
  • Help you report on what your team is working on.
  • Easily see how all the pieces of your marketing strategy fit together. 
Based on which type of marketing team you are, your color label strategy will be different. To learn more access the full guide here.

Project Types

A project type describes the type of asset that is being created. There are a few valuable ways project types help you get organized:
  • Adds an additional filtering layer to your calendar.
  • Helps you show marketing activities to stakeholders.
  • Allows you to better visualize your marketing strategy.
  • Informs team members what type of asset they are creating.
Use the various amounts of project types to help you use the CoSchedule Marketing Suite more customized to you and your team.

Filter Types and Tags

Each Filter will only filter the content that pertains to it. 
  1. Color Label: Displays any calendar item with the selected color label.
  2. Project Type: Displays the Project type that is selected.
  3. Team Member: Displays items that can have team members assigned. (Projects and tasks.)
  4. Tag: Displays items that can have tags. (Projects and Marketing Campaigns.)
  5. Status: Will display items that can have a status. (Projects and Social Messages.)
  6. Social Profiles: Will display Social Messages with the selected social profile.
Tags offer an additional way to filter and track your projects. Think of it this way: tags are additional categories that you might need to track which aren’t covered by color labels and project types.  Here are a few ways tags add value to your CoSchedule calendar. 
  • Provide more context to each project.
  • Allow you to create additional saved views. 
  • Help you quickly find all projects that are tagged with a certain keyword

Finally Get Visibility Into Team Priorities

This lesson covers how to manage your team’s tasks with things like task templates and workflow automation. Learning about basic task management and delegation in your CoSchedule Marketing Calendar helps you accomplish better task visibility so everyone on your team knows what they are doing and when they are doing it. You can add tasks stand alone, within a project, or a campaign. It’s important to understand how to effectively use tasks, it is helpful to follow the four fundamentals of tasks.
Task templates useful for recurring projects. For example newsletters, by saving the tasks needed in the newsletter you will be able to apply it to any future newsletter. 
Once you’ve populated your first task template, it’s ready to be applied to all future newsletters. This means you can apply the entire workflow and delegate all the tasks with a click of a button. There are also a variety of rules that can be utilized to automate your workflow. 
  • Approvals
  • When X is completed, set Y to be due 1 day later
  • When X is completed, change owner to Y
Rules like these can help you get more done, because you don’t have to worry about the handoff, CoSchedule will do it for you. 

How to Maximize the Value of Your CoSchedule Calendar with Integrations

Integrations will help you get more value out of your CoSchedule Marketing Calendar. 

Integrations Include…

Wordpress

CoSchedule’s WordPress integration helps you stay on top of marketing activities that are happening outside of CoSchedule.
Google Drive This allows you to attach Google files to any CoSchedule Project so everything is in one place.
Calendar Sync With Calendar Sync you can add read-only projects and/or social messages from your CoSchedule Marketing Calendar to a Google Calendar, Outlook Calendar, Apple Calendar, or other calendar application.
Email Marketing Integrating your email marketing platform with your CoSchedule  Marketing Calendar makes it simple to see all the emails that are going out so you can manage your email strategy at a glance and keep everyone on the same page.
Social Profiles Connecting social profiles to your CoSchedule Marketing Calendar brings your social team into the same platform as the rest of your marketing team, so you can easily plan, schedule, monitor, and report on ALL your marketing activities… including social.
Get CoSchedule Ready for Your Marketing Team This lesson covers what you should know & do before inviting your team to use CoSchedule’s Marketing Suite.  User roles allow you to limit what certain users see in the Marketing Suite. It’s a good idea to sketch out who on your team will have which roles before you start. Here’s an example to illustrate how each role could be implemented in a marketing team.
There are five user roles in the Marketing Suite: Owner, Manager, Admin, User, and Guest.

Where to Set User Roles for Your Team

When you’re ready to start inviting your team members to the Marketing Suite, user roles can be set by toggling down your name in the left-hand corner and clicking the “Team Members” option.
Click the team member you want to edit from the sidebar and use the drop-down list to choose the user role you want to apply to the individual.

How to Create a Read-only View

Read-only views are created by clicking the share icon in the top left section of your calendar.
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