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Plan
Your SharePoint marketing calendar in Zenia, with the emails and posts built against each planned activity.
Marketingabout 5 min
By the end you'll be able to
- Read the marketing calendar without leaving Zenia
- Draft the email or LinkedIn post a planned activity calls for
- See at a glance what is planned, drafted, approved and done
Walk through it
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An admin opens the marketing calendar in SharePoint, copies its share link, and pastes it under Settings → Marketing calendar. Zenia reads the worksheet with the week-number and start-date rows — the wide one where each column is a week.
Good to know
- The spreadsheet stays in charge. Zenia re-reads it every fifteen minutes and never edits your rows.
- Plan shows the brand you are currently in. One workbook can carry several brands — switch brand to see another plan.
- Activities are pinned to a WEEK, not a day, because that is all the sheet says. Drafting one pencils it in for the Tuesday of that week; you can move it before it sends.
- If a row disappears from the sheet it is marked "removed from sheet", never deleted. Anything already drafted or approved for it survives.
- Renaming a lane in the spreadsheet starts a new activity and retires the old one. Retitling the activity text inside a lane is safe — the drafts stay attached.
- Reading the workbook needs Zenia’s Microsoft 365 app to be granted access to the SharePoint site by a Global Admin. Connecting Microsoft 365 for calendars does not grant it. Until it is granted, the settings page says exactly that instead of failing quietly.
- Writing status back into the workbook needs the read/write form of the same grant, so it can be turned on separately once reading works.
Common questions