Learn how to share your marketing calendar with stakeholders

In this blog post, you'll learn how to use your marketing calendar to create and share read-only links.

There are two different types of people who will use CoSchedule - a user and a stakeholder.

Read-only views allow stakeholders to gain marketing visibility without paying for an additional user.

Rather than inviting these people to be a "user" in CoSchedule, you can have them access the tool through a read-only view.

Users vs. Stakeholders in CoSchedule

Users are the people you need to invite to CoSchedule. These are the people, usually in your marketing team, who need to get their jobs done by accessing their projects, tasks, and social posts right in CoSchedule.

Stakeholders are people who do not need to useer CoSchedule to run their daily work, but might benefit from being aware of what the marketing team is working on. Usually these are managers, CEOs, or other parts of your organization, such as the sales team.

Step 1: create a read-only link

Read-only links allow you to share non-editable versions of CoSchedule with whoever you want. To create a read-only link:

1. Click the share icon in the top right corner of your calendar.

2. C click on the "Enable sharing" option in the pop-up window.

3. Copy the link and send it to anyone who needs to know what your team is doing.

Step 2: Create a specialized view to share

Sometimes stakeholders don't need to know everything your team does.

If you need a specialized view for a member ofcompany, you can create and share a filtered view of the calendar that only contains relevant projects, such as only social media posts or blog posts.

Here's how to create a saved filter of your calendar that only contains certain things.

How to create a saved filter for blog posts

Here's how to set up a saved view that only contains your blog posts.

• Click on "All " located in the breadcrumb menu. Then choose " Create New Saved View " .

• Name your new calendar filter " Blog posts "and check the box " Share the view with my team ".

• Activate the option " Filter content " and choose to add a filter category.
• Choose " Type ” from the drop-down menu.

• Then choose the " Blog Posts " option. You now have a saved custom filter from your calendar that only contains your blog posts.

To access this view, click on "All " in the drop-down menu, then choose " Blog post " in the drop-down menu.

To share this view with a stakeholder , click on the share icon and activate the read-only link on the " Blog positions t " option.

How to create a saved social media filter

To create a filtered view of all your social media posts, follow the steps above, but choose:

• " Type " as the filter category.
• " Social message " AND " Social campaign "from the drop-down list.

• Under " Show settings ", make sure that the " Social Messa ges ”is checked.

To share this view with a stakeholder, click on the share icon and activate the read-only link in the 'option " Social networks ".

How to create a saved filter for each of your Clients

Read-only views are a great way to allow clients to quickly see everything your team is working on for them and when each of their projects will be delivered.

To create a saved filter for each client, follow the steps above, but choose :

• "Color label" as filter category.
• Then choose the customer color label for which you are creating the filtered view for the account.

April 10, 2020