Campaign calendar - best way to see *more* information here?

[dhejl]

Hi,

I'm looking for some advice here from anyone who may have been in a similar situation. 

We're using the marketing campaign calendar quite heavily, to track the various events/emails/tasks that are happening on any given day. 

When you click on any of these items within the calendar view, it will open a pop-up with certain fields: created by, campaign, scheduled date, etc. 

I'm wondering if there is a way to customise this pop-up to include custom properties as well. We'd like people to be able to add more information to the items in the calendar as our teams use it quite a bit to track marketing activities and updates.

[BérangèreL]

Hi @dhejl,

Thank you for reaching to the Community!

I understand that your customer wants to add a customized property on the "Calendar" tab of Marketing Campaigns, is that right?

First, I'd like to share this article "Introducing HubSpot’s CRM Record Page Editor" that might be of interest to you.

I also wanted to invite a couple of subject matter experts to this conversation @danmoyle, @Jnix284 and @Phil_Vallender, do you have any suggestions to help achieving this, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you and have a great day!

Best,
Bérangère

[Jnix284 · Accepted solution]

Happy to help @BérangèreL , unfortunately @dhejl there isn't a way to customize the properties visible on the Campaign Calendar tool.

One option would be to include standard formatting in your Notes field for tasks.

You could create a base template that gets copied into the notes as a starting point. I like to use emojis for quick recognition and bold for the property name - that way you have consistency for everyone creating tasks and makes it easier to skim at a glance.

Once you save it, you would be able to see everything easily from the calendar:

I also recommend sharing your idea in the discussion here so the product team can consider this as a feature in the future. If you share the link back here, I'll be happy to upvote.

[danmoyle]

Nothing to add that @Jnix284 hasn't answered. Just giving a +1 for the solution, including the Ideas Forum advice.