Event types
Explain why a date matters through public holiday, industry, company, operations or custom types.
Planning / Event operations
Organize public holidays, industry, company and operational dates with importance, preparation time, recurrence and communication needs.
PRODUCT VIEW
Add details to each event, including its type, country, city, industry, importance and notes. Annual recurrence, preparation days and reminder status support follow-up. Communication preparation uses saved audiences or contact selection, previews and explicit confirmation steps. Each channel remains subject to its technical requirements and provider conditions.
FROM NEED TO OUTCOME
A date alone does not explain which preparations are needed or which customers are relevant.
Consider the important date together with team preparation and the appropriate communication scope.
STEP BY STEP
Save the event with type, start date, location, industry and importance.
Set preparation days, recurrence and reminders, then assess the relevant audience scope.
Check content, recipients and preview for a suitable channel before proceeding with the relevant sending permissions.
INSIDE THE MODULE
Explain why a date matters through public holiday, industry, company, operations or custom types.
Clarify business context through country, city and industry.
Track upcoming work using preparation days and annual recurrence options.
Use saved audiences and contact selection in supported flows.
Assess content previews and available outreach measurements alongside the event record.
IN EVERYDAY WORK
Organize date, preparation and audience in the same record context.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Event planning is included in every plan. Marketing, sending and channel actions depend on the relevant plan and separately defined provider scope.
YOUR QUESTIONS
The event form includes annual recurrence, managed alongside preparation days and reminder status.
No. Recording a date and its preparation is separate from reviewing content and recipients and performing a channel-specific send.
RELATED WORKFLOW GUIDES
MODULES THAT WORK TOGETHER
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Connect meetings, events and appropriately configured appointments to the team’s daily work.
Manage campaign preparation, templates, audiences and delivery records in one place.