Navigating through my Opportunity Calendar
Opportunity Calendar
is your entry point to Splio's platform and gives you a calendar view of your opportunities.
You can switch between the monthly view and the weekly view of your Opportunity Calendar by clicking on the Month
and Week
buttons at the top left of the calendar.
The monthly view gives you a high-level overview of your Opportunity Calendar.
The weekly view gives you a more precise view and allows you to act on your opportunities.
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💡 Tips
The
<
and>
buttons allow you to navigate through the calendar and view both your past and upcoming opportunities.You can also use the calendar next to the
Month
andWeek
buttons.The
Today
button takes you back to the current week or month.
The monthly view of your Opportunity Calendar
The monthly view provides you with a macro overview of your opportunities.
👉 For each day of the selected month, it allows you to identify the distribution of One-Shot and Recurring opportunities.
👉 The Create opportunity
button and the +
icon that appears in the top right-hand corner when hovering over a day of the month allow you to create your opportunities.
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💡 Tips
Click on today's date for details of the opportunities that will be arbitrated today and sent to your customers the next day. You will be redirected to the
Running Opportunities
tab of theMy Opportunities
menu (find out more).Click on a date in the future to explore the list of upcoming opportunities. You will be redirected to the
Upcoming Opportunities
tab of theMy Opportunities
menu (find out more).Click on a past date to access the reporting of past dispatch. You will be redirected to the
Past Opportunities
tab of theMy Opportunities
menu (find out more).
The weekly view of your Opportunity Calendar
The weekly view will give you a more precise overview of your opportunity calendar.
👉 For each day of the week, you will find your scheduled opportunities. You can identify key information at a glance such as name, tag, channel, as well as audience volume for One-Shot opportunities.
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👉 When you click on a One-Shot opportunity, a Opportunity Details
side panel appears and allows you to:
view opportunity details : selected offer(s), audience filter, volume, etc.
edit or delete your opportunity.
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👉 The Create opportunity
buttons above the calendar and in the planning allow you to create your opportunities.
Filter the Opportunity Calendar views
On each view of your Opportunity Calendar, you can apply and combine filters on channels, tags and/or opportunity creator.
You have AND
and NOT
operators to create a wide range of filters.
When you do not activate any of the buttons, you can filter on one or more tags. If you combine several filters, they will be linked by an OR.
When you activate the
AND
button, you combine your filters, which will be linked by an AND.When you activate the
NOT
button, you exclude one or more tags. If you combine several filters, they will be linked by an OR.When you activate the
NOT
andAND
buttons, you combine your filters, which will be excluded if they meet all the conditions (AND).