Planning Calendar

From Marketing and Communications, select Planning calendar to view and manage your appeal mailings over an extended period of time.

From the calendar, you can view and manage planned activities related to your organization or community, such as to help schedule and coordinate appeal mailings. For example, at the end of the year, you can plan your communication effort for the upcoming year and use the calendar to help avoid conflicts with other activities at your organization.

The calendar automatically displays any scheduled appeal mailings. Under Filters, you can select the items and activities to view on the calendar, such as scheduled calendar items, events, or mailings scheduled during the selected period of time. You can also select the appeal mailings to display based on the recipient selections. To help you navigate through the information on the calendar, each type of calendar item or activity is color-coded. To adjust the color of an item type, click Customize style. To view more information about an item or activity, select it on the calendar and click Go to activity.

After you select the activities to view, you can apply filters to further define the activities that appear. To apply filters to a selected activity type, click the down arrow next to the activity type and select the criteria of the items to view. The calendar updates to display the activities that meet the selected criteria.

From the calendar, you can add and manage appeal mailings, such as when you plan the future communication efforts.