Quick Links
Create a plan
To create a Plan click the START A PLAN or the NEW PLAN
Button.
Select the plan type.
Initiatives
High-level strategic directives
Initiatives may have sub-campaigns and activities
Campaigns
Tactical plans to achieve your marketing plans
Campaigns my have sub-campaigns and activities
Activities
Small tactical operations aimed at specific goals.
Activities may not have sub-campaigns or activities
Add plan details
Name
Give your plan a name. You'll be able to sort and filter by your plan name.
Name is a required field
Description
Give the goals of the plan in more detail to let others know what the outcome of the plan might be.
Optional.
Make Sub plan of...
For Campaigns and Activities, the option to make sub-of is available.
This will link the activities in the Overview - Gantt view and link timelines.
For Initiatives, this option is not available.
Optional.
Reference number
If you have billing or reference numbers you want to associate with the plan you can add those here.
Optional
Start Date
Start dates will add your plan to the timeline view of the Plan overview.
End Date
End dates will add end the plan in the timeline view of the Plan overview
Create Another
If there are multiple campaigns and activities that need to be created, check Create Another.
If selected when your plan is created, you will be sent back to create the select a plan type screen to create multiple plans.
Adding plans in bulk is not available at this time
Add Users and Permissions
Collaboration permissions
Owners
May edit the plan and add more collaborators
Owners may only be individuals within your organization.
Editors
May edit the plan
May be applied to a team within your organization.
Optional
Viewers
May view but not edit the plan.
May be applied to a team within your organization.
Optional
