Personalise Calendar using Visibility Settings

Campaign Visibility in Calendar provides visibility through multiple campaigns across days, months, weeks, and a number of days. You can use various customisation features of the calendar and can schedule your posts for specific campaigns seamlessly. With this feature, you can plan and streamline your campaigns and keep a check on the campaign performance effectively and efficiently.

There are a number of actions you can directly perform from the Calendar that allows your teams across the globe to collaboratively create and review content. With easy actions in the Visibility Settings to help you visualise, create, and take action on the content, you are sure to have consistent and up-to-date insight into content planning.

How to Navigate to Campaign Visibility?

1. Click on the Publishing icon on the left side of the Sprinklr Self-Serve home page.

   
   

   

   
   

2. Click on the Calendar icon on the left pane and you will view the Calendar page where all the campaign posts are segregated by Days, Months, Weeks, Number of days, and Schedule View.

   
   

   

   
   

3. Click Visibility Settings (Wine glass icon) in the top right corner of the Campaign page. The look and feel of the Campaign page are different for Day, Week, Month, Number of Days, and Schedule View. Each view has different Post Card styles and Visibility Settings. 

   
   

4. Visibility Settings have different configurations based on different views.

Let's go through all view environments and understand their respective visual appearance and behaviour semantics:

1. Day View: The posts are divided by time in chronological order. It hosts a number of items such as:

   
   

   1. Events - You need to Toggle On to tag events for a specific post and day respectively. Click on any of the events to view the details in the third pane.

      
      

      

      
      

      To create a new Event, you need to click on the + icon on any specific day.

      
      

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         The Add Event page will appear where you need to provide the Event name, date, and description.  You can click on any of the Events to view details in the third pane

   

   
   

   2. Best time to post - It shows the best time to publish the post in a day view. It shows the Account name and the time at which the post should be published. You can Toggle On if you want to view the best time to post.

You can click on Customize to toggle on and off the specific Accounts that you want to show in the Calendar. Click Save at the bottom.

Publishing Queue - You can Toggle On to fix the publishing queue of the post for a specific account. The post is scheduled to be published in 2 hours gap. You can view the post’s name, time, and the name of the platform on which the post will be published. Click on any of the posts to see the details on the third pane.

Campaigns - You can Toggle On to tag campaigns to the posts and tag the campaign by any color and view details of the same in the third pane by clicking on any of the campaigns scheduled for a specific day. You can view the campaign duration by hovering over the campaign bar.

Click on the Campaign bar to view the details in the third pane. The Overview tab will open in the third pane where you can view the campaign insights, posts, insights, tags, and campaign, etc.

Color Messages: Visually identify postcards based on conditions. You can click on Customize icon and decide color code based on - Created by, Campaign, and Status.

Important Note: The shortcut key to navigate to Day View is D or 1. There is a previous key and the next key to go to the next post.

Click on the three dots icon by hovering over a specific post in the top right corner. You can also click on View Details and View the account name icons.

You can take the following actions by clicking on the 3 dots icon:

Preview: You can preview the post in the publisher tool on the right side.

Edit: You can make modifications to the post.

Duplicate: You can create a similar post through a publisher tool.

Copy URL: You can copy the link to the post to the clipboard.

Collaborate: You can collaborate on the post by writing down notes, tagging anyone, and attaching anything relevant to the post.

Activity: You can review the activity of the post.

Important Note:

The shortcut key to navigate to Day View is D or 1.

Week View- The posts are divided by week. You can click the forward and backward shortcut keys to Visibility Settings -  It has a list of items such as:

Events - You need to Toggle On to tag events for a specific post and day respectively. Click on any of the events to view the details in the third pane. To create a new Event, you need to click on the + icon on any specific day. The Add Event page will appear where you need to provide the Event name, date, and description. You can click on any of the Events to view details in the third pane.

Best time to post - It shows the best time to publish the post in a week's view. It shows the Account name and the time at which the post should be published. You can Toggle On if you want to view the best time to post. 

You can click on Customize to toggle on and off the specific Accounts that you want to show in the Calendar. Click Save at the bottom.

Publishing Queue - You can Toggle On to fix the publishing queue of the post for a specific account. The post is scheduled to be published in 2 hours gap. You can view the post’s name, time, and name of the platform on which the post will be published.

Campaigns - You can Toggle On to tag campaigns to a specific post for a specific week.  Besides that, you can tag the campaign by any color and view details of the same in the third pane by clicking on any of the campaigns scheduled for a specific week. You can view the campaign duration by hovering over the campaign bar.

Color Messages: Visually identify postcards based on conditions. You can click on Cusotmize icon and decide color code based on - Created by, Campaign, and Status.

Configure Start Date: You can configure the Start date for every week in a monthly view. If you configure a start date as Sunday, the week will start from Sunday.

Important Note

The shortcut key to navigate to the Week view is W or 7.

Month View: This calendar view is segregated into monthly view

Visibility Settings -  It has a list of items such as:

Events - You need to Toggle On to tag events to a specific post. 

To create a new event, you need to click on the + icon on any specific day of the week. The Add Event page will appear where you need to provide the Event name, date, and description. You can click on any of the Events to view details in the third pane.

Campaigns - You can Toggle On to tag campaigns to a specific post for a specific month.  Besides that, you can tag the campaign by any color and view details of the same in the third pane by clicking on any of the campaigns scheduled for a specific month. You can view the campaign duration by hovering over the campaign bar.

Color Messages:  Visually identify postcards based on conditions. You can click on Customize icon and decide color code based on - Created by, Campaign, and Status.

Configure Start Date: You can Toggle On to configure the Start date for every week in a monthly view. If you select the starting date as Tuesday, the week will start from Tuesday.

Important Note:

The shortcut key to navigate to the Month view is M.               

Number of Days

This calendar view is segregated into (2 - 6) day views. It shows the content of the post, time of publishing, media, account name, and channel.

Visibility Settings -  It has a list of various features such as:

Events - You need to Toggle On to tag events to a specific post. 

To create a new event, you need to click on the + icon on any specific day of the week. The Add Event page will appear where you need to provide the Event name, date, and description. You can click on any of the Events to view details in the third pane.

Best time to post - It shows the best time to publish the post in a 2/3/4/5/6 day view. It shows the Account name and the time at which the post should be published. You can Toggle On if you want to view the best time to post.  

You can click on Customize to toggle on and off the specific Accounts that you want to show in the Calendar. Click Save at the bottom.

Publishing Queues: You can Toggle On to fix the publishing queue of the post for a specific account. The post is scheduled to be published in 2 hours gap. You can view the post’s name, time, and the name of the platform on which the post will be published. 

Campaigns -  You can Toggle On to tag campaigns to a specific post for a 2-day view. Besides that, you can tag the campaign by any color and view details of the same in the third pane by clicking on any of the campaigns scheduled for a 2 days. You can view the campaign duration by hovering over the campaign bar. 

Color Messages: Visually identify postcards based on conditions. You can click on Customize icon and decide color code based on - Created by, Campaign, and Status.

In the top right corner of the post of any day, you‘ll view the Platform icons and Platform options( draft post, dark post, stitches, etc.) for different platforms such as Instagram, Facebook, and other supported channels. 

If you view the Black icon in the top right corner of any post, it means the Platform Options are enabled. 

If you don't see the Black icon in the top right corner of any post, it means the Platform Options are not enabled.

Important Note:

The shortcut keys to navigate to the 2-day view is 2, the 3-day view is 3, and so on and so forth.

Schedule

This view is similar to Day or list view. The Posts are listed in a single order.

Visibility Settings -  It has 1 item:

Color Messages: Visually identify postcards based on conditions. You can click on Customize icon and decide color code based on - Created by, Campaign, and Status.

Important Note:

The shortcut key to navigate to the Schedule view is S.               

You can add multiple filters such as choosing the specific Account, Channel, Status, Created By, and Campaign to narrow down the Schedule view.  You can club 2 accounts together under the Account group filter. Besides that, you can add custom filters as well to streamline your calendar view.

You can edit the newly added Calendar view also by modifying the filters and saving it again. As soon as you modify the filters, you can Reset or Save the view.

You can delete the newly created Calendar view by clicking on the 3 dots icon in the top right corner and selecting the Delete View option and the view will be deleted and it will redirect you to the default Calendar view.