Overview

You can use advanced filters to filter your Editorial Calendar for Campaigns, Sub-campaigns, Paid Initiatives, and Events according to customizable criteria or conditions. Advanced filters allow you to filter your Calendar using IF/AND/OR operators to set up complex rules. For example, you can create a custom date range to view Campaigns or Sub-campaigns that have started at a specific date, rather than all Campaigns active during that period. You can also create multiple advanced filters for filtering the Editorial Calendar according to your specific requirements.

Create Advanced Filters in Editorial Calendar

1. Click New Page and select the Marketing tab under Sprinklr Marketing. Select Editorial Calendar from Planning and Reuse.

2. Click the Add Filter icon. Select the entity you want to filter (Campaign, Sub-campaign, Event or Paid Initiative) and then select Advanced Filters.

3. You can create conditions for each of your filters and create complex filters by adding multiple conditions. You can also create Filter Groups.

4. You can layer filters by using multiple advanced filters. For example, you can filter for Campaigns starting between a specific date range. You can then further refine this by filtering for Events belonging only to specific Sub-campaigns

Filter by Custom Date Range

1. Click New Page and select the Marketing tab under Sprinklr Marketing. Select Editorial Calendar from Planning and Reuse.

2. Select either Year or Quarter view.

3. Click the Add Filter icon, select the entity you want to filter by, and select Advanced Filters.

4. Select Start Date as the first filter and specify the date you want.

5. Click Add Filter to add another filter and choose End Date as the filter. Specify the date you want and click Apply to apply the filter.

6. You can add additional filters by clicking Add Filter or Add Filter Group and adding more filters to further refine your Calendar.