Marketing Calendar
& Project Collaboration

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How Via can help

Whether you have a large, distributed team or a few people wearing lots of hats, Via can bring visibility and clarity to your marketing plan, projects, advertising, and budgets.

The Via marketing calendar gives your team a clear picture of the plan.

Marketing Calendar

  • Quickly understand who's working on what and when tasks are due.
  • Filter the marketing calendar by tasks, milestones, team member, events, and more.
  • See all the campaigns, events, projects, advertising, and tasks during the selected time period.
  • See how much you're spending on digital and traditional advertising.
  • Track with recent activities across your team.
  • Preview upcoming initiatives or look back to see completed projects and campaigns.

Organize your efforts with goal-oriented campaigns.

CAMPAIGNS

  • Group events, projects, and media placements around specific goals and audience segments.
  • See a roll-up view of the total spend across a campaign.
  • Filter and sort campaigns by timeframe, target audience, marketing category, and more.

Organize your projects and tasks with precision and clarity.

PROJECTS

  • Create clarity around the project scope, timeline, and budget.
  • Invite team members and assign roles in specific projects.
  • Coordinate efforts through in-project messaging that pushes communications to team members through email.
  • Organize work through intuitive task lists and a project calendar.
  • Track time throughout the project to better understand resource allocation and profitability.
  • Consolidate project assets through a “Files & Links” repository.
  • Connect advertising spend to projects.
  • Track production costs and allocate expenses to specific budget cycles.
  • See parallel projects and tasks in the company-wide marketing calendar.
  • Create project templates to standardize workflows.

TASK LISTS

  • Tasks are displayed in the marketing calendar and project calendar, conveying who owns the task and when it's due.
  • Set time estimates and track time for specific tasks.
  • See late tasks; empower team members to “block” tasks and provide input on why the task is incomplete.
  • Add messages and replies; attach files and links.
  • Create task list templates for recurring work.

Plan your digital and traditional media strategy.

PROMOTIONS

  • Add digital and traditional media buys to your marketing calendar.
  • Document all of your media channels; associate specific contacts with media channels to maintain continuity.
  • Associate a file or link with a specific media buy to identify the creative or content that is running with a specific placement.
  • Organize your media spend by marketing category, media channel, target audience, and more.
  • Manage your budget by allocating media spend to a specific timeframe.
  • Connect media buys to specific campaigns and projects.

Organize marketing assets for quick reference.

ASSETS

  • Add finished and approved creative to the asset vault for future reference.
  • Upload and tag files and links.
  • Reference the assets as you plan your marketing calendar.
  • See where specific assets are being used in your marketing calendar.
  • Store logo files, brand guidelines, color standards, etc. to encourage consistency across the organization.

Get a monthly, quarterly, and yearly overview of your marketing spend.

BUDGETS

  • Set a topline month-over-month budget.
  • See spend across all marketing projects and media placements by month, quarter, and year.
  • Step backward or forward to compare budgets.

Consolidate your marketing partners and vendors into a single view.

PEOPLE

  • Share key contacts across your marketing team.
  • Document key vendors, partners, and influencers, such as: agencies, media contacts, freelancers, journalists, bloggers, web development partners, signage vendors, printers, etc.
  • Reference your contacts when adding production costs to projects or ad spends in media placements.
  • Segment contacts into groupings related to agency, organization, and external (or third party).

Get clarity on where your team is spending time.

TIMEKEEP

  • View daily time run-ups, to assist in scheduling and maintaining work to be done.
  • Track time against specific tasks.
  • Estimate the time required to complete a task or entire task list.
  • Filter time entries by team member, campaign, project, task, tags, and timeframe.
  • Export reports to Google Sheets or Excel.

Fine-tune Via to fit your team.

PROJECT & TASK LIST TEMPLATES

  • Organize recurring projects and tasks into standardized workflows.
  • Share project and task templates among team members.

MARKETING CATEGORIES

  • Define the various types of marketing categories your team uses: paid search, social media, blogging, trade shows, direct mail, print advertising, TV, radio, speaking engagements, word-of-mouth, open houses, etc.
  • Assign marketing categories to specific projects and media placements to track spend and effectiveness.

AUDIENCE SEGMENTS

  • Identify your target audiences to create clarity around whom you’re targeting.
  • Assign target audiences to specific campaigns, projects, and media placements to track resource allocation and effectiveness.

TEAM MEMBER ROLES

  • Set up the various roles represented across your team.
  • Assign team members to specific roles on specific projects.
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