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Create Events with Reminders in Your Marketing Calendar

How to Create Events in Your Marketing Calendar with Reminders

Beyond campaign tracking, the Marketing Calendar lets you schedule events with reminders. This feature ensures you never miss a crucial activity, from email campaigns to product launches.


Video Guide

Watch the video below for a step-by-step walkthrough on creating events with reminders in the Marketing Calendar.

How to Create Events in Your Marketing Calendar with Reminders

Steps to Create an Event with Reminders

  1. Navigate to the Calendar:
    • Go to the Marketing Calendar for the week or month in which you want to plan an event.
  2. Schedule the Activity:
    • Click on the corresponding time slot and select the activity icon.
    • For example, if you're planning a promo email launch on Wednesday at 8:00 a.m., click the appropriate time slot.
  3. Assign a Category:
    • If the event is part of a larger campaign, click Add Category and choose from available options (e.g., "Promotional" or create a custom category).
  4. Set an Email Reminder:
    • By default, the system will send a notification email to the logged-in user a specified time before the event.
    • Adjust the reminder timing as needed (days, hours, or minutes before the event).
  5. Save the Event:
    • Click Save to confirm the event and its reminder.
  6. Edit and Organize:
    • You can drag the event to a different time slot or modify its details later if necessary.

Need More Help?

If you're experiencing issues, have questions or need assistance feel free to reach out to our Support Team or consult our FAQs.

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