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Communications

Learn to schedule, manage content, and control the status of communications within the Communicate App.

#scheduling #content-management #communications #draft-mode

Communications

Scheduling, Content Management, and Status Control

Communications are the individual messages, posts, emails, and other forms of outreach that are tied to your campaigns. In the Communicate App, scheduling and managing these communications efficiently is key to executing a successful campaign.

1. Scheduling Communications

Communications can be scheduled in two main areas of the Communicate App: the Calendar view and the Communications Schedule within a Campaign Page.

Using the Calendar

  • Adding a Communication:

    • To add a new communication, hover over the cell in the Calendar that corresponds to the week or day and the Channel (e.g., Email, Social Media) where you want to place your communication.
    • Click the “+” button that appears, type the name of the campaign the communication belongs to (the app will help you by filtering campaign names as you type), and click “Save.”
    • Once added, the communication will automatically inherit the color assigned to its campaign, making it easy to spot related communications.

  • Drag-and-Drop Functionality:

    • You can drag and drop communications to new dates within the visible columns of the Calendar. This allows for easy rescheduling across different weeks or days.
    • Note: Communications cannot be moved outside of the campaign’s date range. Attempting to do so will trigger a warning, and the communication will remain in its original position.

  • Editing a Communication:

    • Clicking on a communication in the Calendar opens a modal where you can view and edit the content associated with that communication. More details on content management are covered in the Content section below.

Using the Communications Schedule (Inside the Campaign Page)

  • Quick Scheduling:

    • The Communications Schedule at the bottom of the Campaign Page provides a streamlined way to schedule multiple communications for a single campaign.
    • Above the calendar, you’ll find a bank of icons representing each of your Channels. Drag a channel icon into the desired date cell to schedule a communication. The Channel icon remains in the bank for you to schedule additional communications on other dates as needed.

  • Removing Communications:

    • To remove a communication from the schedule, click the “X” inside the communication entry.

  • Template Application:

    • If you have templates set up, you can click the “+ Apply Template” button. Select a template from the dropdown list to automatically add all associated communications to your schedule. You can still manually adjust or remove any communication added by the template after it’s applied.

2. Content Management

Effective content management ensures that your communications are consistent and visually appealing. The Communicate App makes it easy to add and edit content for each communication.

Adding and Editing Content

  • Accessing Content:

    • Clicking on a communication in either the Calendar or the Communications Schedule opens a modal where you can manage the content.

  • Titles:

    • You can add a specific title to the communication to help differentiate between similar communications. For example, if you have multiple Facebook posts, you might label them “Image Carousel” or “Invite Graphic.”

  • Quick Info:

    • The modal displays quick information, including the date of the communication, the Channel, and the associated Campaign (clicking on the campaign name takes you to the Campaign Page).

Images

  • Adding Images:
    • Click on the campaign content to view all images already added to the campaign. Selecting an image assigns it to the communication.
    • You can also upload a custom image directly to the communication. Note that this image will be entirely isolated within this specific communication and won’t be available for other communications or campaigns. The maximum file size for images is 10MB.

Copy

  • Adding Copy:
    • Similar to images, you can add text copy to your communication. You can either use copy that was added to the campaign or create custom copy for this specific communication.
    • If you choose to use campaign copy, you can preview and edit it within the communication’s modal. Any changes made to the copy within a communication will not affect the original campaign copy; the modified version is saved only to the communication.

3. Draft, Active, and Delete

The status of a communication—whether it is in draft mode, active, or deleted—affects its visibility and readiness for execution.

Draft Mode

  • Setting to Draft:

    • By default, all communications are set to active. However, if a communication needs more preparation or isn’t ready for deployment, you can set it to draft mode within the details modal.
    • Communications in draft mode will appear gray in the Communications Schedule and won’t be visible in the Calendar unless you toggle the drafts view.

  • Activating Drafts:

    • To activate a draft communication, simply open the details modal and switch it to active. This will restore its visibility in the Calendar and change its color to match the campaign.

Deleting Communications

  • Deleting from the Schedule:
    • To delete a communication, either open the details modal and click the “Delete” button, or click the “X” next to the communication entry in the Communications Schedule.
    • Important: Deleting a communication will also delete any custom content associated with it, such as unique copy or images that weren’t part of the campaign’s general content. Only the content originally added to the campaign will be retained for future use.

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.

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