Getting Started With CoSchedule: Tips & Tricks for Marketing Teams
Make Your CoSchedule Calendar Work For You: Tips & Tricks to Help Marketing Team Members
Getting Started With CoSchedule for Marketing Team Members

Make Your CoSchedule Calendar Work For You: Tips & Tricks to Help Marketing Team Members

Introduction

To start, use this checklist to discover the best way to make the CoSchedule calendar work for you. It will help you understand the value the marketing calendar provides and how to customize your experience.

Checklist

What Is This Guide? Learn all about the CoSchedule Marketing Calendar and how to make it fit your everyday needs.

Who’s This Guide For? New CoSchedule users that are on a marketing team.

What You’ll Learn:

  • How and when to use the Marketing Campaign activity.
  • How to use and create custom saved views.
  • How to drag and drop to reschedule.

Why You Should Read this Guide? This guide is a great place to start for new users looking to make better use out of their CoSchedule Marketing Calendars.

Marketing Campaigns in CoSchedule

In lesson three, you learned a little about marketing campaigns in CoSchedule. If you need a refresher, here’s how a marketing campaign works in CoSchedule.

A marketing campaign is made up of a series of marketing projects. They usually have a start/end date and work together to promote a single initiative.

Marketing project vs campaign

A good example of a marketing campaign is a new product launch. These campaigns usually contain a series of associated projects like emails, social ads, search ads, blog posts, social messages, maybe even commercials and print materials and run over an extended period of time.

Planning a Marketing Campaign

To start planning a marketing campaign, click the plus sign on a date on your calendar. Then, navigate down to the option that says “Campaign”.

On the next screen, you’ll have to enter the name of your campaign and its start and end dates.

Each marketing campaign in CoSchedule will have its own calendar view. This helps visualize when each project will launch and offers a clutter-free, focused view of your marketing campaign.

Create new button

From the marketing campaign calendar, click the plus sign on a date to continue adding projects to your campaign. You can also click the plus tab on the top to add a project.

Here’s a look at what a marketing campaign might look like in CoSchedule. You’ll see a bunch of marketing projects all working towards promoting the same initiative.

Saved Views in CoSchedule

A saved view offers a way to filter your calendar to only see certain projects. Some common saved views that you might have set up on your calendar include:

  • Social messages
  • Blog posts
  • Individual departments
  • Newsletters

To navigate to a saved view, click the saved view option on the breadcrumb menu on the top.

Here’s an example of what a saved view of your social messages would look like:

Saved view of social messages

Create a Custom Saved View of All Your Projects

Creating a custom saved view of all your individual projects is one of the most valuable ways to use the feature. This allows you to filter out projects that you’re not involved so you can focus your own priorities.

Here’s how to do it:

Click the saved view option on the breadcrumb menu. Navigate down to the “Create New Saved View”. Name your saved view. Expand the option that says “Filter Content”. To have this view be private, make sure the box that says “Share view with my team” is unchecked.

Next, add a filter category. Choose the “Team Member” option. Search for you name and choose yourself from the list.

Filter category team member

This will give you a filtered view of all your projects, tasks and campaigns. To find your saved view, click on it from the saved view breadcrumb menu.

Filtered view by team member

Rescheduling in CoSchedule

One of the best features in CoSchedule is the ability to easily reschedule a project and all it’s associated tasks, social messages, etc with the drag and drop functionality.

If a due date changes, it no longer takes a thousand clicks is several tools just to move a launch date.

All your have to do is drag and drop the project to a new date and everything will automatically reschedule. The best part? Everyone’s tasks will also update in their CoSchedule accounts.