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When you’re just getting started with CoSchedule, it can be challenging to know what project to add to your calendar first. This blog post will walk you through how and when to add certain CoSchedule activities to your marketing calendar.
CoSchedule is made up of a series of activities that help you plan, coordinate, and prioritize your marketing. This consists of things like marketing projects which include stand-alone items like one-off newsletters, updates to a landing page, or single blog posts; marketing campaigns are usually multi-channel and consist of multiple projects all working toward the same goal.
In CoSchedule, projects are the backbone of the calendar. Each block on the calendar represents a marketing project that your team is responsible for.
A project in CoSchedule is anything that the marketing team will produce. It could be blog posts, white papers, eBooks conference tear sheets, promotional swag, brochures, paid search ads, or anything in between.
A marketing campaign is made up of a series of projects and has a beginning and end date. Think of it this way: if you’re launching a new product, you usually have a series of associated projects like emails, social ads, search ads, blog posts, social messages, maybe even commercials and print materials. These things run over an extended period of time.
A marketing campaign is a way to group projects together to stay organized and to visualize the duration of the campaign.
When you want to add a new project to the calendar, simply click the plus sign on a day.
There are two ways to think of this:
Once you click the plus sign on the calendar date, you’ll see a list of options appear.
If you choose “Projects”, you’ll be able to choose the specific asset you’re creating on the next page by using the drop-down menu.
This is where your home dashboard becomes vital.
Head over to your CoSchedule Home Dashboard to see all of your daily priorities and tasks.
To start working on one of your tasks, click into the task. This will bring you to the project view where you can complete your task.
In the project view, you’ll see a workflow on the right-hand side. This holds people accountable for hitting their deadlines.
There is also the ability to have approvals built into the workflow. Once you check off your task, the individual responsible for approving it will automatically be notified. This eliminates bottlenecks that often form when approvals are necessary.
Discussions are a powerful way to cut down on the need for status updates and to make sure you have everything you need to complete your task.
It also makes it easy to jump into a project and quickly get up to speed.
Discussions can be found by clicking the tab with the conversation bubble icon.
Under the attachments area, you can add things like Google docs, files from your Asset Organizer or Dropbox, or a social campaign.
Adding a social campaign allows you to write your social messages directly in the project they are promoting so you don’t have to bounce over to another tool to promote your content.
If you’re a visual learner who would rather learn this in a how-to video, see below.👇
December 13, 2019
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