Calendar

Managing Your Communications Schedule

The Calendar in the Communicate App is the central hub for viewing and managing your
scheduled communications. It provides a visual representation of your communications
across various channels and allows for easy adjustments to ensure everything is on track.

1. Layout

The Calendar is organized into rows and columns that represent your communication
Channels and the dates of your communications, respectively.

• Channels:

  • Each row in the Calendar corresponds to a different Channel (e.g., Email,
    Social Media). These rows are labeled above and to the left of each row.
  • You can collapse or expand each Channel by clicking on its header. This can
    help you navigate the Calendar more easily by hiding rows that aren’t
    immediately needed.
  • Communications within each Channel row will inherit the color of the
    campaign they are associated with, making it easy to visually distinguish
    between different campaigns.

• Columns:

  • The columns in the Calendar represent dates. Depending on your view, each
    column can represent either a single week or a single day (more on this in
    the Week/Day Mode section).

2. Adding and Adjusting Communications

Scheduling and adjusting communications in the Calendar is intuitive and flexible.

• Adding a Communication:

  • Hover over an empty portion of a cell within the Calendar, and a “+” button
    will appear. Click this button to quickly add a communication for that
    specific date and Channel.
  • Once added, the communication will appear in the color of its associated
    campaign.

• Dragging and Dropping Communications:

  • You can easily move communications to different dates by dragging and
    dropping them within the Calendar. This can be done both in Week and Day
    mode.
  • Please note:
    • You can only drag communications within the visible columns. To
      move a communication to a date not currently visible, use the
      navigation tools to scroll to the desired week or day before moving it.
    • Communications cannot be moved to a date outside of their
      campaign’s date range. If attempted, a warning message will
      appear, and the communication will remain in its original position.
  • If a communication is accidentally dropped in the wrong cell, simply drag it
    to the correct date.

• Editing a Communication:

  • Clicking on any communication in the Calendar will open a modal where you
    can view and edit the communication’s details, including content. You can
    also delete the communication from this modal if necessary.

3. Week & Day Mode

The Calendar offers two viewing modes to help you manage your communications
effectively: Week Mode and Day Mode.

• Week Mode:

  • In Week Mode, each column represents a full week (Monday to Sunday),
    providing a broad overview of your schedule.
  • This view displays up to 8 weeks at a time, allowing you to see your
    communications across multiple weeks.

• Day Mode:

  • In Day Mode, each column represents a single day, offering a more detailed
    view of your schedule.
  • This view displays 7 days at a time, letting you focus on the specific
    communications scheduled for each day.
  • A red dot next to a day or week indicates the current day or week, helping
    you quickly identify today’s schedule.

• Switching Modes:

  • The Calendar clearly indicates which mode is active through both visual
    layout changes and a blue circle next to the active mode’s button.
  • When switching between Week and Day mode, the Calendar maintains your
    current position, ensuring that the relevant dates stay in view.

4. Navigation

The navigation tools within the Calendar allow you to easily move forward or backward in
time.

• Date Range Display:

  • The center of the navigation bar shows the current date range you are
    viewing.

• Scroll Buttons:

  • Use the single scroll button to move one column (week or day) at a time. The
    double scroll button jumps the entire page (8 columns in Week mode, 7
    columns in Day mode).

• Today Button:

  • Clicking the “Today” button brings the current day or week into view. This
    action does not reset any active filters or other settings—it simply refocuses
    the Calendar on today.

• Indefinite Scrolling:

  • There are no limits on how far you can scroll forward or backward in time,
    allowing you to plan or review communications across any date range.

5. Filtering

The Calendar includes powerful filtering options to help you focus on specific
communications.

• Filter Dropdown:

  • Clicking on the “Filter” button opens a dropdown with three main filtering
    options: Categories, Channels, and Campaigns.
  • Activating a filter will highlight communications that match the filter criteria
    while graying out all others.

• Layering Filters:

  • You can apply multiple filters simultaneously. For example, you might filter
    by both a specific Category and a specific Channel, showing only the
    communications that match both criteria.

• Active Filters:

  • Active filters are displayed next to the dropdown, and the Calendar
    automatically updates as you turn filters on or off. No manual refresh is
    needed.
  • All communications not matching the active filter will turn light gray, fading
    into the background but remaining visible.

6. Drafts

Managing drafts within the Calendar helps you control the visibility and status of your
communications.

• Draft Toggle:

  • The Drafts toggle is off by default. Turning it on will display all
    communications currently in draft mode within the Calendar.
  • Communications in draft mode are indicated by a gray “Draft” label, and
    they appear in a lighter shade of their campaign color.

• Persistence:

  • The Drafts toggle resets each time you navigate away from the Calendar
    and return.

• Changing Draft Status:

  • To change a communication’s status from draft to active (or vice versa),
    click on the communication to open the details modal and adjust the status.
  • The Calendar will automatically update to reflect the change, removing the
    draft label and changing the color back to the campaign color when a draft
    is made active.

Additional Resources

For more detailed guidance, explore our Documentation. If you have further questions, reach out to us at [email protected].

Start organizing your communications more effectively today.