Implementation Chapter 3: Share Your Marketing Calendar With Stakeholders - CoSchedule Blog
Implementation Chapter 3: Share Your Marketing Calendar With Stakeholders
Getting Started Guide: Marketing Calendar Pro

Implementation Chapter 3: Share Your Marketing Calendar With Stakeholders

In This Lesson

Keep Everyone Updated

Marketing Calendar is best for keeping everyone updated & in the know about what marketing is working on. That includes your team and stakeholders. What’s the difference?

Users are the team members you just invited to your Marketing Calendar. They are usually on your marketing team and need to execute their work by accessing their projects, tasks, and social messages directly in Marketing Calendar.

Stakeholders are don’t need to use Marketing Calendar to execute their daily work but could benefit from being in-the-know about what marketing is working on. These are usually managers, CEOs, or members of other departments within your organization like the sales team.

Rather than inviting these individuals to be a “user” in Marketing Calendar, you can use Read-Only Views to share projects, campaigns, dashboards, and calendars with stakeholders — as well as clients and other team members who don’t have access to Marketing Calendar.

illustration showcasing difference between stakeholders and users

illustration of plant explaining what the guide is and who it's for

What is this guide?
This lesson will walk you through how to use CoSchedule Marketing Calendar to share visibility with stakeholders.

Who is this guide for?
Marketers who are wearing many hats and are struggling to formalize a marketing process as their responsibilities grow.

Create A Read-Only Link

To share a read-only version of your entire calendar or a filtered Calendar View:

  1. Click into the specific calendar view you want to share by selecting it from the calendar view dropdown list.
  2. Click the share button in the top left-hand side of the calendar.
    screenshot of read only sharing in marketing calendar
  3. Click the link button or Copy next to the link to copy the URL. To download a PDF, click Download PDF.
    read only link and pdf download options in marketing calendar
  4. Send the link or downloaded PDF attachment to anyone who needs to see the calendar.

If you make a change to the Calendar View, the change will also be reflected in the shared link.

Check out the Read-Only Views Power Tip to learn more about how real teams use read-only views.

Create A Custom Calendar You Can Share

Sometimes stakeholders don’t need to know everything your team is doing.

If you need a specialized view for someone in the company, you can create and share a filtered view of the calendar that contains only relevant projects – like only social media messages or blog posts.

Here’s an example of how to create a blog post Calendar View.

  1. Click the Calendar View dropdown menu and select + News Calendar View.
    new calendar view in marketing calendar
  2. Name your new Calendar View “Blog Posts” and click Filter to select Blog Post from the list.
  3. Click Done to save this new view.
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marketing view in calendar

To access this view, click “Blog Post” from the Calendar View drop-down.

blog post view in marketing calendar

To share this view with a stakeholder, click the share icon to copy the link or download the PDF.

share with stakeholder in marketing calendar