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Plan Campaigns with the Marketing Calendar

Learn how to use the Marketing calendar to see scheduled and sent campaigns next to your deals and spot days when marketing overlaps.

Written by Valerie

The Flowhub Marketing calendar shows your scheduled and sent campaigns on each store's local day, with the deals running alongside them. In this article, we'll guide you through reading the calendar, spotting overlaps, and checking for other marketing before you send a campaign.

Note: The Marketing calendar is available with Flowhub Marketing. To see the calendar, your role needs Can View in the Marketing section.


Open the Marketing Calendar

  1. Navigate to Marketing > Calendar.

    • The calendar opens in Month view on the current month.

    • Today follows your selected store's time zone.


Change the View and Dates

  1. Select Month, Week, or Day at the top of the calendar.

    • Weeks start on Sunday.

  2. Select Previous month or Next month (the arrows beside the month name) to move through the calendar.

    • In Week and Day view, the arrows move by a week or a day.

  3. Select Today to return to the current day.


Filter the Calendar

  1. Select Channels, then choose Email, Text, or Push.

    • Only the channels your account sends on display.

    • Text includes text and picture messages.

  2. Select Stores, then choose one or more stores.

    • The Stores filter displays only when you have access to more than one store.

  3. Select Clear to remove your filters.

šŸ’” Tip: Filter to one store before a busy weekend to see everything that reaches its customers.


Read Campaigns and Deals

  • Campaigns appear on the day they send, in send-time order. Each shows its send time and name. Sent and scheduled campaigns use different colors.

  • Hover a campaign to see its send time, time zone, status, and channels.

  • Deals appear as bars across the days they run. The calendar shows active deals with an end date.

  • Month view shows up to three deal bars per week, and Week view up to six. Extra deals display as a count, such as "+2 more deals".


Review One Day

  1. Select Day.

  2. Review the overlap details at the top of the day, when marketing overlaps.

    • They match the Overlap window. See Spot Overlapping Marketing below.

  3. Review the Campaigns list.

    • Each campaign shows its send time and time zone, its name, and Sent or Scheduled.

  4. Review the Deals running list.

    • Each deal shows its dates, or "Until" its end date.


Spot Overlapping Marketing

An Overlap badge displays on a day when more than one campaign or deal reaches the same store that day.

  1. Select Overlap on the day.

    • A window opens with the campaigns and deals that overlap that day.

    • Stores that share the same campaigns and deals are listed together, with the largest group first.

    • Each group shows a store name, "All stores", or a count such as "6 stores" with the store names below it.

    • Each campaign shows its send time. Each deal is marked "Deal".

  2. If a group lists only some of its store names, select Show 2 more (the number matches the hidden names) to see the rest.

    • Select Show less to hide them again.

  3. Select Overlap again, or press Esc, to close the window.

ā˜ļøNote: "All stores" means every store you have access to.

What counts as an overlap:

  • Two or more campaigns that send to the same store on that store's local day.

  • A campaign and a deal that runs at the same store that day.

  • A campaign and the deal it promotes do not count.

  • Two deals on their own do not count.

  • When you filter by Channels or Stores, only the selected channels and stores count.


Open a Campaign from the Calendar

  1. Select a campaign on the calendar.

    • If you can edit it, the campaign opens in the builder.

    • Otherwise, a summary opens with its Status, send time, Channels, and Stores, plus the reason it can't be edited here.

    • Channels shows each channel with its icon, such as Email or Text message.

    • Stores shows a store name, "All stores", or a count with the store names below it.

  2. Select Close to return to the calendar.

A campaign opens as a summary when it has already sent, isn't scheduled, sends within 15 minutes, or also sends to stores you can't access. It also opens as a summary when your role can't edit campaigns.


Check for Other Marketing Before You Send

When you select Schedule campaign or Launch campaign, a confirmation window opens. Flowhub checks for other campaigns and deals that reach the same stores on the send day.

  1. Review the Heads up note in the window.

    • It lists the other campaigns and deals on that day.

    • Stores that share the same campaigns and deals are listed together, as in the Overlap window.

    • If no other marketing reaches those stores, no note displays.

  2. Select Schedule campaign or Launch campaign to continue, or close the window to pick a different time.

āœļø Note: The Heads up never stops a send. If the check can't run, the window says "Couldn't check for other marketing on this day." You can still continue.

āœļø Note: The Heads up never stops a send. If the check can't run, the window says "Couldn't check for other marketing on this day." You can still continue.


Set Up Marketing Calendar Permissions

  1. Navigate to Employees > Roles.

  2. Select the Role you want to update, then select Edit.

  3. Scroll to the Marketing section and enable Can View.

  4. To show deals on the calendar, scroll to the Deals section and enable Can View.

  5. To open scheduled campaigns from the calendar, enable Can Edit and send communications in the Marketing section.

  6. Select Save.

šŸ’” Tip: Without Can View under Deals, the calendar shows campaigns and the note "Deals aren't shown because your role can't view deals."


Frequently Asked Questions

Why don't I see my automated campaigns on the calendar?

  • The calendar shows one-time campaigns that are scheduled or have sent. Automated campaigns, drafts, and campaigns that were stopped before sending don't appear.

Why don't I see some of my deals?

  • The calendar shows active deals with an end date. Deals with no end date and loyalty rewards don't appear. If you see "Some deals may not be shown," your account has more than 1,000 active deals, and the deals that end last are left off.

Why isn't Text or Push in the Channels filter?

  • The filter lists only the channels your account sends on. Text displays once texting is set up for your account, and Push displays when your account has Passes. Until texting is set up, campaign details don't show Text either, even for campaigns that sent texts. If Flowhub can't check your account's channels, the filter lists all three.

Does the Heads up stop my campaign from sending?

  • No. It lists other marketing on the same day so you can decide. You can always schedule or launch the campaign.

Why can I see a campaign on the calendar that isn't on my Campaigns page?

  • If your role covers only some stores, the calendar shows every campaign that reaches one of your stores and names only your stores. You can view it, but only someone with access to all of its stores can edit it. These campaigns appear on the calendar but not in your Campaigns list.

Does the Overlap badge check a deal's hours?

  • No. A deal that runs on a day counts for that whole day, even if it only runs during certain hours.

Can I move a campaign by dragging it on the calendar?

  • No. Select the campaign to open it in the builder, then change its date under Campaign Timing.


Great work! 🄳 You can now see your campaigns and deals in one place and catch overlapping marketing before it reaches your customers.

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