The Calendar is the first page you see when you sign in. It shows every email you've sent and everything that's coming up, so you can see whether your emails are spread out evenly or bunched together.

The Daily view, with campaigns, a Cruise email, a note and the Ideas panel.
The Daily view, with campaigns, a Cruise email, a note and the Ideas panel.

What's on a day

  • Campaigns show their name. Click one to see its design, who it's going to and when it goes. From there, View campaign opens it, and Unschedule takes a scheduled campaign off the Calendar and back to a draft.
  • Cruise emails say where they're up to, such as Cruise · Scheduled, Cruise · Approve or Cruise · Sent. A chip with a warning sign, such as Cruise · Cruise is off, means that email won't go out as things stand. Click one to read it, approve it, change it or skip that day. See Approving and changing Cruise emails.
  • Notes are ideas you've placed on a day. See Planning emails with ideas.
  • On days when emails went out, a line such as 12 sent · 7 opens · 2 clicks counts every email sent that day, drip emails included. Click it to see what went out.

When a day has more than fits, click the more link, such as +2 more, to see the rest.

Adding something to a day

Click an empty day, today or later, and choose one of these:

  • Send an email starts a new campaign scheduled for that day.
  • Add an idea pins a note to that day. Nothing is sent.
Click an empty day to schedule an email or add an idea there.
Click an empty day to schedule an email or add an idea there.

New Campaign, at the top of the page, starts a campaign with no date set yet.

Moving things

Drag a scheduled campaign or a Cruise email to another day to reschedule it. A campaign keeps its time of day. Emails can only move to a day after today, and notes can move to today or later. A message at the bottom of the screen confirms the move and offers Undo.

Emails that have already been sent can't be moved, and a Cruise email can only be moved once it's written and isn't going out.

The figures at the top

The strip above the calendar sums up the period you're looking at, such as October at a glance.

  • Sent, Opened and Clicked count the emails that went out and how many of them were opened and clicked, counting each email once. Each one shows the change from the period before as a percentage.
  • Revenue adds up orders from your Shopify store that were linked to your emails, and Per email divides it by the number of emails sent. See How email attribution works.
  • Scheduled counts what's still to go out in the week or month you're looking at: Cruise emails and scheduled campaigns, from today on.
  • Pace shows how often the same person hears from you over the last four weeks of the period you're looking at. Light touch means fewer than two emails a week each, Just right means two to four, and Getting heavy means more than four.

The buttons on the strip, Cruise, Campaigns, Drips and Ideas, show or hide each kind. Hiding one also leaves its emails out of the figures, apart from Pace, which always counts every email you sent.

The strip sums up the month and compares it with the month before.
The strip sums up the month and compares it with the month before.

Views

Use the buttons at the top right to change the view.

  • Daily is one long scroll of weeks, starting with this one. Scroll up and down, or use the arrows beside the month's name. Today brings the current week back to the top.
  • Weekly shows a single week with more room on each day. The arrows move a week at a time.
  • Monthly shows a card for each month of the year, with its sends, opens, clicks and revenue. Click a month to open it in the Daily view.
  • Quarterly shows the four quarters of the year, broken down by where the emails came from. Click a quarter to see its months.
  • Annual shows the last five years. Click a year to see its months.
Monthly shows the whole year on one screen. Click a month to open it.
Monthly shows the whole year on one screen. Click a month to open it.

Happening now

Below the Ideas panel, Happening now opens a live feed of opens, clicks, sign-ups, unsubscribes and purchases from the last 48 hours. It updates every 30 seconds. Use the buttons at the top of the feed, such as Opens or Purchases, to see one kind at a time.

Happening now shows opens, clicks and sales as they come in.
Happening now shows opens, clicks and sales as they come in.

The Ideas panel and Happening now appear in the Daily and Weekly views. On a narrower screen, click Ideas at the top of the calendar to open them from the side.

Exporting

Click Export to save what's in the current view. Under Include, choose Sent, Scheduled or Everything, then pick CSV, Excel (.xlsx) or PDF report. Calendar view (PDF) saves a snapshot of the calendar as it looks on screen.