Getting Started

In Uptempo, the Activities section is where you plan and manage your marketing activities.

To open the Activities section:

  • In Uptempo, click Activities in the navigation menu.

    The Activities section opens.

    Note

    The name of the Activities section is customizable, so it might have a different name in your Uptempo instance.

Activities Section Overview

The Activities section consists of the following areas (as numbered in the following image):

  1. Activity Hierarchy: Your list of marketing activities, organized hierarchically (e.g. into campaigns that contain specific tactics)

  2. Timeline View/Summary View: Switch between a chronological view of your marketing activities (based on their active dates), or a table view that shows activity details at a glance

  3. Filtering and Grouping: Controls for choosing which activities are shown, and how they are displayed.

  4. Activity Setup Assistant: A setup assistant for creating a new activity that walks you through the process step-by-step.

To find out more about each area, click on the corresponding number in the image, or use the links under In This Section .

In This Section