Planning

The first step in planning is to record how your marketing activities are structured (structural planning). This structure takes into account features such as regions, brands and products as well as campaigns or channels.

For scheduling, the calendar defines when events and activities take place.

For financial planning, it is possible to record the planned and target budgets for each marketing activity and reschedule them if necessary.

This chapter consists of the following sections:

• Structural Planning: In the Planner, your marketing activities are represented by planning elements in a hierarchical structure. In this section you will learn about the properties of planning elements and how to manage planning elements. Structural planning must be carried out in any case and is the prerequisite for scheduling or financial planning.

• Scheduling: The time when the marketing activities take place is represented in the calendar by timelines and tasks. You will get to know the calendar with its functions for scheduling and learn how to manage timelines and tasks.

• Financial Planning: For financial planning, you enter planned and target budgets for the marketing activities. In this chapter you will learn how to enter the data and how to change it if necessary.