Salesforce Marketing Cloud: Calendar

Summary

This article will discuss the functionality and attributes of the Salesforce Marketing Cloud (SFMC) calendar and information contained within.

Salesforce Marketing Training Video

 

How-To

The calendar can be used to view information on past or future sends. The SFMC Calendar defaults to items in the your business unit. Any days with events from an additional business unit displays a small blue indicator in the upper-right corner of that day on the Calendar. Hover the mouse cursor over these events to view additional information. Any changes you make in the filters on the left persist through additional logins. You must actively clear these filters to change the Calendar view.

 

Task: Accessing the Calendar

Instructions

Step 1 - Log onto the SFMC

Step 2 - When you log in, you will be able to see a single week of the calendar based on the current date. You can use the arrows to the right to access the entire month. 

calendar preview

 

Step 3 - You can then choose to navigate to see the entire month by clicking the Calendar menu at the top of the screen. 

Step 4 - You can select criteria on the left pane of the screen in order to help filter the items on the calendar in order to make it easier to find what is needed. 

all activity and filter information

Step 5 - Once in the full month mode, you will be able to see any and all emails that have been sent or scheduled to be sent, on the respective date to which they are scheduled.

Step 6 - If you move your cursor over one of the items on the calendar, you will be able to get additional information. You can then choose to edit or remove the item using the dialog.

 

Outcome

You will understand how to access the calendar within the Salesforce Marketing Cloud application.

 

Need additional help?

Please fill out the Salesforce Marketing Cloud Webform with as much information as possible, or contact the Technology Help Desk.

For additional Training please visit the TLT Docs & Training site