I am looking to understand more about the Marketo Calendar. I want to be able to create a new tentative entry in the calendar.
However from what I am finding on the product docs I need to open Program Focus whilst in an entry.....this means the new tentative entry is going to be linked to that existing/previous campaign... I don't want this I just want to be able to create new entries unrelated to what exists.
For instance once a month create tentative campaigns so I can see where eDMs are expected/may clash etc. Then once it comes time to finalise the campaign and send I can convert & update it.
Can anyone help?
I think you want to create a New Custom entry then, see instructions here: Create Custom Entry Types - Marketo Docs - Product Docs
Indeed, you cannot create a Calendar entry in the global calendar. You only can do it in the Program Focus.
Now, why would you want event a tentative campaign exist only "in the air"? You can create a program to host these tentative campaigns. Anyhow, at some point the smart campaign will have to be set up within a program. It's really not a good practice to create a smart campaign outside a program. it's only possible for backwards compatibility with the old days before the Program object was created.
Also, from what you are writing, I have the sensation that there is confusion between a campaign and a program. A smart campaign in Marketo is just a workflow, while your Marketing campaign (the ones that in your Marketing plan) will mostly exist in Marketo as programs.
So what I would do in you case is one of the 2 approaches:
Thank you your second point answers my question. I understand a smart campaign & a program think i just used the wrong terminology. I just wanted to be able to clone & create in calendar but obviously I need to create a program in marketing activities < set the date < then it will appear in the Calendar.
When i attended the training I was able to create entries from in the calendar mode to sit in the calendar that weren't program but were important - for instance recognising a public holiday/specific other activity...but now I can't seem to do this as I can only create programs?
I do not think this was feasible during training 🙂 You have to go through program focus.
You can use a placeholder program for this if you want, that would also work.
Here's a great video from Marketo showing you how they use the calendar and how to get the most out of it: Introducing Marketo's Marketing Calendar - YouTube.
Easiest solution that we've found for this as Greg touched on, is to just create a program that is used for scheduling things on the calendar. Most of what we use the calendar for is just to have a visual of what is going out, and when. Honestly, I feel like Marketo only got part of the way there when they created the calendar as it's so limited with licensing, scheduling, etc.