Marketing
Campaigns

Campaign Planner

7min

AIQ's Planner feature streamlines event management with an intuitive interface and powerful tools, helping you stay organized, collaborate efficiently, and optimize your workflow.

Key Benefits

  • Efficiently manage your events and tasks in one centralized location.
  • Collaborate seamlessly with your team members for improved coordination.
  • Gain insights into ongoing events, campaigns, and discounts at a glance.
  • Customize filters to focus on specific events and streamline your view.

How it Works

The Planner feature leverages state-of-the-art technology to deliver a seamless event planning experience. It combines intuitive design with powerful algorithms to simplify the management of your events. Here's a brief overview of how it works:

  • Event Filters: The Planner offers expanded filters, allowing you to easily find events based on specific criteria. 
  • Ongoing Events List Drawer: With the ongoing events list drawer, you can quickly access ongoing campaigns and discounts. Tabs for co-marketing, campaigns, discounts help you navigate between different event types.
  • Full Flow: The Planner presents a comprehensive view of your events, including those without specific times. This design approach ensures all elements are accounted for and organized.
  • Week and Day View: The Planner offers both week and day views, allowing you to stack events that occur at the same time. This feature improves visibility and helps you plan your day effectively.

How to Set Up Planner

To enable the Planner feature within AIQ, follow these simple steps:

  1. Log in to your AIQ account.
  2. Use the left navigation menu to navigate to the Planner page.
  3. Click on “Create New” to create a new event (campaign/discount) to add to your planner. 
  4. Customize your filters and preferences to match your specific event management needs.

Additional Planner Information

Filters

Use the Filters button at the top right of the planner to customize your view to meet your needs.

Abilities:

  1. Filter based on events (Campaigns, Co-Marketing, Discounts).
  2. Filter based on Communication channels (Text, Email, Push, Browser, Direct Mail).
  3. Filter based on Store Location. 
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FAQs

Q: Can I collaborate with my team members using the Planner feature?

A: Absolutely! The Planner feature allows seamless collaboration by enabling team members to access and contribute to the planning process.

Best Practices

To make the most out of the Planner feature, consider implementing the following best practices:

  • Regularly update your events and tasks to ensure accurate planning.
  • Customize filters to focus on specific event types or categories.
  • Collaborate and communicate effectively with your team members using the Planner's collaborative features.