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Marketing Planner

Written by Support Team

The Marketing Planner helps you plan and manage all marketing activity for an event in one calendar, including emails, SMS, automations, data captures and external marketing activities.

Why use the Marketing Planner?

The calendar helps you see:

  • What marketing is planned

  • What has already been sent

  • What still needs to be created

  • How activity is spaced around the event

  • High-level performance of completed campaigns

Activities are displayed in the calendar by type, making it easier to see the full campaign timeline from announcement through to event day.

Tip: The Marketing Planner is designed for email planning and high-level visibility. Detailed campaign reporting remains available in the relevant Email, SMS and Data Capture reporting areas.

What can you create?

You can use the Marketing Planner to plan different activities across your event campaign:

šŸ“§ Email

Create an email draft directly from the calendar.

For example:

  • Event announcement

  • Presale announcement

  • Ticket reminder

  • Last-minute event reminder

  • Post-event follow-up

You can save emails as drafts and schedule them later.

šŸ“± SMS

Create SMS campaigns from the calendar to plan key communications.

For example:

  • Presale access

  • Ticket on-sale reminder

  • Event-day reminder

  • Last-minute ticket availability

āš™ļø Automations

Create an automation to support your event campaign.

For example:

  • Follow up with contacts after they sign up

  • Send communications based on event activity

  • Automate reminders as the event approaches

šŸ“ Data Capture

Plan and monitor data capture activity around your event.

For example:

  • Presale signup

  • Competition entry

  • Event registration

  • Collecting additional customer information

šŸ“Œ Custom Activities

Add marketing activities that happen outside AudienceView Digital Marketing.

For example:

  • Facebook/Instagram advertising

  • Billboards

  • TV or radio advertising

  • Media campaigns

  • Internal marketing milestones

This gives your team one calendar view of the full event campaign, not just activity created within AudienceView.


How to view the marketing planner in events

  1. Go to Events.

  2. Select the event.

  3. Click the Marketing Planner tab.

  4. See the events scheduled in your marketing planner.

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