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Accessing the Campaign Calendars
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Missing one of the fields below will prevent your campaigns and activities from syncing to the calendar. Please review your campaign tickets and details to ensure all information is accurate and populated. |
Required Fields:
Due Datedate: This is the date the campaign activity is live.
Brand: Brand needs to equal Relias.
If Brand is empty or another Relias property, the campaign activity will not sync to the calendar.
Audience: Prospects, Customers, Partners, or combination of the three.
Audience Type: Audience Type needs to equal B2B.
If Audience Type is empty or B2C, the campaign activity will not sync to the calendar.
Vertical: ACU, BCH, PAC, or REL.
If REL is chosen, the campaign activity will populate all three vertical calendars.
Note: These fields are also required by your marketing counterparts to ensure they create and/or execute the activities correctly.
Updating Information on the Campaign Calendar
If you want to update a record on the calendar, you have to update the associated Jira ticket.
For example:
If you want to move an email send to another date, you’ll need to open the associated ticket and change the due date on the ticket.
If you want to update the Vertical, you’ll need to open the ticket and adjust the vertical selection.
If you want to add additional emails or activities, you’ll need to submit tickets through the approved process, ensure the tickets have the required calendar