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In this guide, we'll review:
- How to share a calendar to non-users
- Managing Shared Calendar links
- Adding notes visible to viewers (external comments)
How to share a calendar to non-users
1. Go to Calendar and on the upper right-hand of the page, click the Export/Share icon and click Share.
2. Create a shared calendar link by defining the parameters:
- Link title - name of the shared calendar
- Timezone - the publish time of the published/scheduled posts in the shared calendar
- Post status - indicates whether the post has already been published, scheduled, in review, drafted, etc.
- Post authors - the team member who scheduled/published the post
- Content type - set which type of post (link, text, image, video) is going to be shown in the calendar
- Labels - set which post and queue labels are going to be shown in the calendar
- Boost status - set whether you want to show boosted/not boosted posts in the calendar
- Date From/To - date range of the scheduled posts that you want to show in the calendar
- Expiration date (optional)- you may set an end date on the accessibility of the shared calendar
- Link password (optional) - you may set a password so it will only be viewed by anyone who has the password
- Posts not scheduled in Vista Social - allows viewers to see native posts when toggled on
- Viewer approval - allows viewers to be able to approve/reject posts when toggled on
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Viewer comment (external) - allows viewers to leave comments when toggled on
Note: Your shared calendar (external) comments will remain separate from your internal team comments, ensuring only the right eyes see the right feedback.
Click Save once you are done.
3. The shareable link will be generated for you to copy - send it to anyone who needs to view the calendar!
4. The shared calendar will have two view options: List view and Calendar view:
5. Viewers reviewing posts will be able to approve or reject posts in review and leave a note with it. We'll just ask for their name/email so you can track who reviewed the post. Click here to learn how to enable post approvals in your shared calendar!
Managing Shared Calendar links
1. To manage your shared links, click Share in Calendar page.
2. Here you will see all Active and Expired links that you have created:
3. You may edit each link, copy it (to share it again to someone else), copy password, or complete remove it from your list.
Adding notes visible to viewers (external comments)
Post discussions are an essential part of ensuring a common understanding, gaining diverse insights, improving communication, and fostering teamwork with your team members, clients or partners.
Learn how to collaborate on posts through post comments here!
There are two types of notes that you can add to posts:
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Internal Comments: These are private comments that only your team members can see. Use internal comments for team discussions, planning, and feedback. This keeps all sensitive and internal information secure within your team.
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External Comments: These comments are visible to users outside of your team, such as clients or partners. External comments are perfect for gathering feedback from clients or collaborating with partners. Viewers can only see these comments (internal comments are not visible).
To add external notes visible to your shared calendar viewers, just click on the post you want to add a note to, then click on the comment bubble at the top right.
It will open up the post comments panel from the right side. Click on External comment and add your note.
Leaving external notes (viewer's end)
When the viewer clicks on the comment bubble of a post in the shared calendar, they'll see your external comment and will be able to add their own comments ('viewers can comment' option must be enabled).
When leaving a note, they will be asked to leave their personal information (name and email address).
If you run into any issues or have questions, don't hesitate to reach out to support! 🙌🏻
Related Reading:
Creating, managing, and approving draft posts
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