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Tentative scheduling w/Marketo Calendar

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Anonymous
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Tentative scheduling w/Marketo Calendar

Hi guys,

How do you mark campaigns/emails/etc. as tentative? I want to add a few upcoming things to the Calendar but not sure how to mark them as tentative without scheduling. 
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hena_wells
Level 5

Re: Tentative scheduling w/Marketo Calendar

Hi Mariah,

There are a couple of pieces to this.

You can create an entry in the Program Schedule View and then create a Smart Campaign or a Email Blast Program by changing the "Type" of the basic entry. This will create a tentative entry connected to the Smart Campaign or Email Blast Program. 

In the case of an email blast program a tentative entry will also get automatically created if you populate the date in them but have not yet approved the program.

Let me know if I can help with more info.

Aj

 

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hena_wells
Level 5

Re: Tentative scheduling w/Marketo Calendar

Hi Mariah,

There are a couple of pieces to this.

You can create an entry in the Program Schedule View and then create a Smart Campaign or a Email Blast Program by changing the "Type" of the basic entry. This will create a tentative entry connected to the Smart Campaign or Email Blast Program. 

In the case of an email blast program a tentative entry will also get automatically created if you populate the date in them but have not yet approved the program.

Let me know if I can help with more info.

Aj

 

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Anonymous
Not applicable

Re: Tentative scheduling w/Marketo Calendar

Perfect, got it! Thank you! 
Anonymous
Not applicable

Re: Tentative scheduling w/Marketo Calendar

Hi AJ,

What do you mean "populate the date" but not approve the program? I am also trying to figure out how to use the tentative functionality


Anonymous
Not applicable

Re: Tentative scheduling w/Marketo Calendar

What AJ means is that for an email program (the type of program with the 4 boxes) you would schedule a date in the box in the lower left but not approve in the box in the lower right.0EM50000000SPHY.jpg