Manage Dynamic Campaigns in the Admin Planner

The Admin Planner allows you to see all the different campaigns and campaign posts together in a calendar view. This calendar makes it easier to visualize all your campaigns in one place and identify any scheduling conflicts or cadence issues.

Click below to jump to a section:

Weekly View

Monthly View

Rescheduling or Deleting a Post

Filtering the Planner

    Post Filtering

    Campaign Filtering 

To access the Planner, in the Administration side menu, click Plan. 

The Planner defaults to the weekly view, and you can use the toggle to change it to monthly.

Navigation from side menu and weekly/monthly toggle

Weekly View

In the weekly view, you can:

• View all the campaign posts scheduled for the week. 
• Click on a post, a group of posts on the same day, or a summary cover card to make scheduling changes. 
  • Posts appear to overlap when multiple posts are scheduled for the same day. When four or more posts are scheduled, a cover card with a summary appears on the day.
• Use filters to view only posts from certain campaigns, or only specific kinds of posts (regardless of the campaign). 

Weekly view

Monthly View

In the monthly view, you can: 

• See a high-level overview of all the campaigns over a month.
• See a list of posts scheduled to be published on a certain day.
• See which campaigns are live, expired, pending, or in a draft status.
• Click on a post to view it in the scheduling popup, or click on a campaign to see it on the Campaigns page.
• Use filters to see only specific campaigns. 

Monthly view

Rescheduling or Deleting a Post

You can reschedule one or more upcoming campaign posts within the Planner. This can be beneficial if there are too many posts scheduled to be published on the same day or at the same time.

1. In either the weekly or monthly view, click on one or more posts you want to reschedule. 
   • If multiple posts are scheduled for the same time, click on a post/cover card (weekly view) or time block (monthly view) and all posts appear in the scheduling popup.
2. In the popup, you can do any of the following for one or more posts:
   • Change the time
   • Change the day
   • Delete the post 
3. Click Save.

Clickable day with multiple posts and clickable a cover card in weekly view

Filtering the Planner

You can filter for results within the calendar based on the post criteria or the campaign. 

The Planner defaults to showing campaigns and posts for all hierarchies. If you need to change the hierarchy or region, change it in the Hierarchy drop down.

Post Filtering

The Campaign Post filter works the same way as the filter in the Post Library, where you can find posts based on criteria like type, status, or channel. 

To filter for posts in the Planner:

1. On the Plan page, in either the weekly or monthly view, click Filter. 
2. Select which filter criteria to apply to the posts.
3. Click Save.

In the weekly view, only posts that meet the specified criteria are visible. 

In the monthly view, posts that meet the specified criteria and their campaigns are visible.

Campaign Post filter options

Campaign Filtering 

The Campaigns filter allows you to only populate specific campaigns, and posts from specific campaigns, in the calendar. 

To filter the Planner by campaign:

1. On the Plan page, in either the weekly or monthly view, click Campaigns. 
2. Select which campaigns you want to see. Campaigns are organized by current status.
3. Click Save. 

In the weekly view, only posts belonging to the selected campaigns are visible. 

In the monthly view, the specified campaigns and their posts are visible.

Campaigns filter options