See a complete view of your entire organization's emails with Workshop's communications calendar.
Overview
Workshop's communications calendar allows your team to efficiently view and plan company communications. Our expanded calendar shows your users:
- View all communications that have or are planned to be sent out of Workshop & the channel for which they'll be sent by seeing all sent & scheduled emails and text messages along with their cross-posted channels
- Plan upcoming communications that you need to create & prepare for send through placing draft emails on the calendar or utilizing calendar notes
- Outline upcoming happenings within the organization such as events, holidays, campaigns etc through calendar notes
- Create & view dates that no communications should be sent out to the organization through blackout dates
Overall, Workshop's communication calendar provides a complete look into your organization's communication plan. Our communications calendar is a perfect complement to Workshop's user-friendly dashboard.
Different Views
Within your calendar, you can easily navigate between viewing your communications from a month, week or day view.
Filters
On your communications calendar, you have the ability to apply filters and hone in on specific communications. You can apply a single filter or multiple filters to your communication calendar. You have the ability to filter on the following:
- Status
- Sent
- Scheduled
- Draft
- Shared with
- Owned by me
- Shared with me
- Shared with all company
- Channels (all that are applicable to your account)
- SMS
- Slack
- Teams
- Sharepoint
- Campaign
- Group
- List
A few ways we recommend to leverage filters to hone in on specific views within your calendar:
- Apply a list filter of 'All Employee' list to locate all planned/scheduled/sent communications that have the All Employee distribution list as a recipient
- Apply a group filter to locate all communications specifically associated with the Marketing department / Workshop group
Frequently Asked Questions
How do my emails, text messages, notes and blackout dates display on the calendar?
Emails, text messages and notes have a color-coded system that makes it easy to see and use every day.
- Sent emails & text messages are green
- Scheduled emails & text messages are purple
- Draft emails are gray
- For Notes, the user has the ability to select between multiple colors for a note
- Blackout dates are black
Can I see other delivery channels on my calendar?
Yes, users can also see if an email has been or will be cross-posted to any additional notification channels like Microsoft Teams, Sharepoint or Slack.
What will I have explicit access to view on the calendar?
As a user, you can see all emails but you can only see the specific details for emails that you have access to; you can see all text messages, calendar notes and blackout dates, including the details for each.
Why can I only see the details for certain emails?
Sharing & privacy settings are applicable to email so your calendar will take into account your organization's sharing and privacy settings for email, to ensure sensitive communications stay private even in the calendar view. Users can see placeholders for emails that they don't have access to, giving users a full view of planned and sent communications, but ensures that privacy is maintained. For users with access, they'll see full details of the email and can navigate directly to the email to continue editing or view email analytics.
Can I limit what other users see when it comes to text messages, calendar notes and blackout dates?
Sharing & privacy settings are not applicable to text message, calendar notes or blackout dates therefore, any user within your organization can see a note or text message on the communications calendar.
- For a note: The information you can provide on a note is title & description so as author of the note, you have the flexibility on what information should be shared with others.
What information about an email is included in the calendar view?
This does depend on if the user has access to the email or not!
For an email that has been shared with a user, the user can see the following email details from the calendar view:
- email thumbnail
- email owner and associated email address
- campaign associated with the email (if applicable)
- send time details
- total recipients, including distribution list names
- additional delivery channels
- navigation link to the email
- If an email will be cross-posted to another delivery channel (MS Teams, Sharepoint, Slack, etc.)
A user that does not have access to an email will see the following details:
- email owner and associated email address
- send time details
- total recipients - no distribution lists included
What information about a text message is included in the calendar view?
For a text message, a user can see the following message details from the calendar view:
- message preview
- message owner and associated email address
- send time details
- total recipients, including distribution list names
- navigation link to the email
What information about a calendar note is included in the calendar view?
For a calendar note, a user can see the following message details from the calendar view:
- note title
- note description
- note owner and associated email address
- created or last updated date
What information about a blackout date is included in the calendar view?
For a blackout date, a user can see the following message details from the calendar view:
- blackout date title
- blackout date description
- blackout date owner and associated email address
- created or last updated date
Can any user edit or delete a note on the calendar?
Only the author of a note can edit or delete that note.
Can any user edit or delete a blackout date on the calendar?
Only Admin users can create, edit or delete a blackout date. Any admin user can edit or delete a blackout date even if they are not the creator of the blackout date.