Follow this quick video tutorial or follow the steps below.
Step 1: Click the Roadmap Tab.
Step 2: Click the 'Create' dropdown button and select 'Create Roadmap'.
Step 3: Select the start and end dates for your roadmap, as well as which of our products it is for (Engage/Destinations). You can then select a name for your roadmap.
Step 4: Click Save!
Step 5: You will see a confirmation message.
Step 6: Start planning your year of Campaigns! For help creating a campaign, see our help article here.
Customising your Roadmap
Changing the length of your roadmap
Navigate to the Roadmap Settings in the top right hand corner of your roadmap. Here you can extend the length of your roadmap.
Archiving your roadmap
From within the Roadmap Settings, you will be able to Archive your selected roadmap. This helps keeps your roadmap list clutter-free, making navigation easier. Archiving your roadmap will also archive any campaigns associated. You can restore the roadmaps (and subsequently campaigns) from the archive at any time.
Cloning your roadmap
Here you can take some (or all) of your campaigns and input them into a new roadmap. Ideal for taking successful campaigns from last year and adding them to this year's roadmap - saving you time by not needing to set up individual campaigns.
You will be prompted to create the new roadmaps information, such as name and length. Then, you will be able to select the campaigns to add to the new roadmap.
