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: 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: Use the Campaigns Calendar.