Purpose
This article will instruct Allbound Administrator users how to create and edit a marketing calendar event within the portal. Also listed are our frequently asked questions.
How to Create a Marketing Calendar Event
*Note: only Allbound Administrator user with the Content AND/OR System Settings permission toggled on can follow the below instructions
There are two ways to create a new piece of content within the portal:
- From the Content Settings
- Within the Calendar Repository
Creating a New Marketing Calendar Event from the Content Settings
1. Login to the Allbound platform
2. Click on the Settings Gear icon within the top toolbar and then click "Content"
3. Click on the "Calendar" tile
4. Click on the "Add Content & Resources" button
Creating a New Marketing Calendar Event Within the Calendar Repository
1. Login to the Allbound platform
2. From the Dashboard, click on the "Calendar" tab from the left-hand navigation panel
3. Click the "+ Event" button in the right hand corner
Components of Marketing Calendar Events Content Settings
When you create a new marketing calendar event, the screen below will show:
A. Marketing Calendar Event Title
B. Marketing Calendar Event Body Description Text: Add a description for this event. Include additional media by clicking the "Add Media" button and/or include an existing Form within your portal by clicking the "Add Form" button
C. Event Settings Box: Set this event's settings between the "Content," "Gamification," and "Visibility" tabs (view outlined photos below)
D. Transposh Box: Displays real-time publication status
E. Publish Box: Displays official publication status with date, time, and visibility
F. Featured Image Box: Upload a featured image for this event from your portal's Media Library
Outlining the Event Settings Box
The Content Tab
A. "Start Date" field: type out this event's start date
B. "End Date" field: type out this event's end date
C. "Event URL" field: copy and paste your event's URL here; this can be a registration link for an online event
D. Sharing Options: Toggle on these settings to share via email and/or social media. When activated, these buttons are displayed below the event's Featured Image
The Gamification Tab
Only if you have Gamification enabled in your portal, this tab will show in Content Settings. You may choose which Gamification "Action" and amount of points you would like to apply to this marketing calendar event.
The Visibility Tab
A. Group Visibility: Select which Group (Dynamic and/or Static) can view this marketing calendar event. When enabled, only these selected Groups will be able to view this event
B. Company Visibility: Select which Company in your portal can view this marketing calendar event. When enabled, only these selected Companies will be able to view this event
*Note: when you do not apply any Group and/or Company visibility to a piece of content, the piece of content will be visible to all of your portal users
How to Edit a Marketing Calendar Event
There are two ways to edit marketing calendar events within the portal:
- From the Content Settings
- Straight from the marketing calendar event piece of content
Editing a Marketing Calendar Event from the Content Settings
1. Login to the Allbound platform
2. Click on the Settings Gear icon within the top toolbar and then click "Content"
3. Click the "Calendar" tile
4. Use the search bar to lookup and find the calendar event you would like to edit
5. With your mouse, hover over the blue title of the calendar event and then click "Edit"
Editing a Marketing Calendar Event Straight from the Event
1. Login to the Allbound platform
2. Use the search bar in the top toolbar to find the piece of content you would like to edit
2a. Or, from the Dashboard, click the "Calendar" tab from the left-hand navigation panel
3. Click into the calendar event and then click the settings gear icon within the description box
OR
1. Login to the Allbound platform
2. Use the search bar in the top toolbar to find the piece of content you would like to edit
2a. Or, from the Dashboard, click the "Content & Resources" tab from the left-hand navigation panel
3. Hover over the piece of content's Featured Image and then click the settings gear icon
Frequently Asked Questions
Q. Can we integrate external calendars with Allbound's marketing calendar event feature?
A. Currently, our portal's calendar feature does not integrate with any external calendar applications. This includes Calendly, Outlook, Google Calendar, Monday.com, etc.
Q. What is the purpose of the calendar displayed within the "Calendar" repository?
A. The displayed calendar within the repository serves as a visual aid for your portal users. Users can easily see your upcoming events.
Q. Are there any reporting metrics for this feature?
A. At this time, we do not capture any reporting metrics for our marketing calendar events feature. We do not capture any registrations either; for example, we cannot generate a report on which users have registered for your marketing calendar events within the portal.
Q. What happens to the past marketing calendar events that we have created?
A. Our calendar event feature highlights upcoming events. When the date of your event has passed, the platform will remove your event from the Calendar repository.
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to these articles to further learn about Allbound's marketing calendar events: