Editing New Campaign Calendar View

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= New Campaign Calendar View =

== Introduction ==

The **New Campaign Calendar View** is a powerful and highly requested feature introduced by ActiveCampaign in September 2024. It provides a **visual calendar interface** within the Campaigns section, enabling users to effectively **plan, manage, and review email campaigns**. With dynamic viewing options (by Day, Week, and Month), built-in filtering, and easy access to campaign editing, this feature is designed to boost campaign planning efficiency and strategic execution.

The calendar view is particularly useful for marketing teams seeking a clear, at-a-glance understanding of their campaign timelines, helping them avoid overlaps, fill gaps, and ensure consistent messaging across their email strategy.

== How to Access the Campaign Calendar View ==

ActiveCampaign users can access the **Campaign Calendar View** directly from the **Campaigns** tab on the platform. Depending on your account plan, the visibility range of the calendar may vary:

* **Starter tier** users can view email campaigns scheduled for the current and upcoming month.
* **Plus tier and above** users gain access to past and future campaigns across a full 12-month timeframe.

This view is seamlessly integrated into the existing Campaigns section, without requiring any separate activation.

== Step-by-Step Instructions ==

=== 1. Navigate to the Campaigns Tab ===

Log in to your ActiveCampaign account, and from the main navigation panel, click on the **Campaigns** tab.

=== 2. Open the Calendar View ===

Once you're in the **Campaigns** section, navigate to the **Calendar View** option. The calendar will display your email campaigns in a traditional grid layout that supports Day, Week, or Month views.

=== 3. Viewing Modes ===

You can toggle between different display options using the view selectors:

* **Day View** – Focuses on individual days, ideal for dense campaign schedules.
* **Week View** – Offers a balanced medium-range overview.
* **Month View** – Best for long-term planning and gap analysis.

Use these modes to align your viewing experience with your strategic needs.

=== 4. Creating a New Campaign from the Calendar ===

To create a new campaign:

1. Click on **today’s date** or any **future date** directly within the calendar.
2. This will launch the **New Campaign** workflow with the chosen date pre-selected as the scheduled sending date.

This shortcut enhances productivity by removing the need to manually assign dates later in the process.

=== 5. Editing an Existing Campaign ===

To edit any scheduled campaign:

1. Click on the campaign block displayed within the calendar.
2. A quick-access preview will appear.
3. From here, click **Edit** to modify the campaign details, schedule, or content.

Campaigns that are part of a split test will feature clear indicators for easy identification.

=== 6. Reviewing Past Campaigns ===

You can view summaries of already completed campaigns:

1. Click on any **past date** with a campaign.
2. You’ll be presented with the campaign **preview** along with relevant **campaign details**, such as send stats and settings.

=== 7. Filtering Campaigns ===

To control visibility and minimize clutter:

* Use the **Time Filter** to narrow campaign results based on a specific date range.
* Use the **List Filter** to focus on campaigns targeted to specific **Contact Lists**, helping reduce email fatigue and improve relevance.

These filters ensure you always have a clear and concise overview tailored to your campaign goals.

== Configuration Options and Settings ==

The **Campaign Calendar View** offers several configurable options designed to personalize and optimize your experience:

* **View Mode (Day/Week/Month)** – Customize how campaigns appear based on your planning needs.
* **Time Filter** – Limit the calendar display to specific time intervals.
* **List Filter** – Show only the campaigns targeted to selected contact lists.
* **Clickable Dates** – Launch new campaigns from selected dates.
* **Editable Blocks** – Directly access and edit scheduled campaigns through visual campaign entries.
* **Split Test Indicators** – Visually identify A/B test campaigns in your calendar layout.

These settings help ensure a streamlined, personalized, and efficient interaction with your campaign planning process.

== Best Practices and Tips ==

To maximize the utility of the **Campaign Calendar View**, follow these best practices:

* **Use Month View for Strategic Planning:** Get a bird’s-eye view of your marketing communications and spot gaps in engagement coverage.
* **Regularly Apply Filters:** Use **List Filters** to avoid sending repetitive emails to the same audience and maintain audience segmentation integrity.
* **Plan in Advance:** Use the calendar to pre-schedule seasonal or promotional campaigns. This can help improve coordination across teams and align with sales or product launches.
* **Click to Edit, Not Navigate Elsewhere:** Take advantage of the **click-to-edit** functionality—no need to switch screens or go through multiple menus.
* **Leverage Past Campaigns:** Reuse successful content by referring to previously completed campaigns visible in the calendar to replicate strategies that worked.
* **Monitor Split Test Placement:** Use **Split Test Indicators** to track performance tests, ensuring they’re evenly distributed and don’t cluster across similar time frames.

== Common Use Cases with Examples ==

Here are some real-world use cases for the **Campaign Calendar View**:

=== 1. Monthly Campaign Planning ===
Save time and reduce manual error by pre-loading promotional emails for the whole month in **Month View**, confirming all dates in one place.

=== 2. Avoiding Overlaps in Multi-Team Environments ===
Marketing, Sales, and Product teams can reference the same calendar to prevent email overload to shared lists and coordinate timing across departments.

=== 3. Holiday Campaign Scheduling ===
Identify prime sending days for holidays weeks in advance using **future-date campaign creation**. Ideal for Black Friday, Cyber Monday, and seasonal promotions.

=== 4. Reviewing Campaign Gaps ===
Look back at **past views** to identify low-volume cadence periods and fill them with targeted re-engagement campaigns.

=== 5. Managing Split Test Launches ===
Spot all A/B test campaigns using **split test indicators**, helping fine-tune scheduling and analysis without switching views or dashboards.

== Troubleshooting ==

Although intuitive, the calendar view may present occasional issues. Here are some possible scenarios and tips to address them:

* **I don’t see the Calendar View option:** Ensure you are in the **Campaigns** tab. If the view is still missing, check your account tier—only Starter and above have access.
* **Future months are not visible:** This limitation is expected for **Starter** tier users; upgrade to **Plus or higher** to unlock a full year view.
* **Can’t click to create a new campaign:** Ensure you are clicking on **today's date** or a **future date**, and not a past date, which is intended for review only.
* **Split test indicators missing:** Make sure the campaign is indeed configured as a **Split Test**. Only those will have visual markers in the calendar.

== Related Features ==

* [[ActiveCampaign Release Notes]]
* [[2024 Release Notes]]
* Learn how to use this feature in the dedicated article: [https://help.activecampaign.com/hc/en-us/articles/15500186574364-Use-the-Campaigns-Calendar Use the Campaigns Calendar]

== FAQ ==

=== 1. Is Campaign Calendar View available to all users? ===
No. **Starter tier** accounts can only view campaigns from this month and next month, while **Plus tier and higher** accounts have access to the full yearly calendar.

=== 2. Can I create a new campaign directly from the calendar? ===
Yes. Simply click on **today’s date** or any **future date** on the calendar to begin creating a campaign immediately with the date pre-populated.

=== 3. Can I edit existing campaigns directly from the calendar? ===
Yes. Click on any scheduled campaign to access a preview and select **Edit** to make changes on the spot.

=== 4. Can I view past campaigns in the calendar? ===
Yes. Clicking on any **past campaign** reveals its preview and details. However, these cannot be edited.

=== 5. How can I filter campaigns in the calendar? ===
Use the built-in **Time Filter** and **List Filter** options to display only the campaigns relevant to a specific date range or contact list.

=== 6. Will split tests appear differently in the calendar? ===
Yes. Campaigns configured with **split tests** will include **clear on-calendar indicators**, helping you distinguish them from regular sends.

=== 7. Can I change the view mode of the calendar? ===
Yes. Display modes include **Day**, **Week**, and **Month** views, allowing for granular or high-level planning depending on your preference.

== Conclusion ==

The **New Campaign Calendar View** offers a cleaner, more intuitive way to organize and visualize your email campaigns. Whether your goal is higher efficiency, more strategic planning, or easier team coordination, this tool is a valuable addition to any ActiveCampaign user’s workflow.

For complete guidance on using the feature in your account, visit the official documentation: [https://help.activecampaign.com/hc/en-us/articles/15500186574364-Use-the-Campaigns-Calendar Use the Campaigns Calendar].