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How to Set Up a Direct Marketing Editorial Calendar for Your Brand

Choose the Right Channels: Email, SMS, or Both

n direct marketing, improvisation is the fastest way to lose effectiveness. Email and SMS only truly work when they are part of a planned, coherent, and measurable strategy.

That’s why creating a direct marketing editorial calendar is not a secondary activity, but a strategic tool to improve engagement, conversions, and the relationship with your audience.

In this guide, we’ll explore how to set up an effective editorial calendar, which elements to include, which mistakes to avoid, and how to make the most of email and SMS within a multichannel strategy.

What Is a Direct Marketing Editorial Calendar?

A direct marketing editorial calendar is a structured plan of the messages a brand sends via email, SMS, and automations, with the goal of:

  • communicating consistently over time
  • avoiding overlaps or long periods of silence
  • supporting marketing and business objectives
  • improving the customer experience

It’s not just about “deciding when to send a newsletter”, but about designing a communication journey with clear and specific goals.

1. Start from Objectives (Not Content)

One of the most common mistakes is starting from what to send. The right question is: why are we sending it?

Ask yourself:

  • do I want to increase sales?
  • improve retention?
  • re-engage inactive contacts?
  • educate my audience about my service?

Each objective requires different types of messages and different sending frequencies.

For example:

  • onboarding → email automations
  • limited-time promotions → SMS
  • relationship building and value → recurring newsletters

2. Define the Audience and Customer Journey Moment

An effective editorial calendar always considers who receives the message and where they are in the customer journey.

You can segment your audience by:

  • new subscribers
  • active customers
  • inactive customers
  • cold leads

And connect content to the different stages of the customer journey:

  • awareness
  • consideration
  • conversion
  • retention

Remember: the same content doesn’t work the same way for everyone. It must be adapted.

3. Choose the Right Channels: Email, SMS, or Both

Email and SMS are not interchangeable — they are complementary.

Email marketing is ideal for:

  • value-driven content
  • storytelling
  • structured updates
  • complex automations

SMS marketing works best for:

  • urgent messages
  • reminder
  • time-limited offers
  • short, direct communications

A good editorial calendar balances channels instead of making them compete. And if you haven’t read it yet, check out our previous article on ​ email e SMS marketing!

4. Include Key Dates, Seasonality, and Strategic Moments

A direct marketing calendar should include:

  • relevant holidays and observances (here you can find a calendar of international awareness days to inspire your content)
  • peak periods (sales, Black Friday, product launches)
  • strategic moments (start of the year, post-holiday periods, end of quarter)

This allows you to:

  • plan content in advance
  • avoid last-minute communications
  • maintain a consistent but non-intrusive presence

5. Plan Automations and Recurring Flows

One of the most underestimated aspects of editorial planning is the inclusion of automations.

Examples include:

  • welcome series
  • post-purchase follow-ups
  • automated reminders
  • re-engagement flows

These messages don’t need to be rewritten every time — they should be designed once and integrated into the overall strategy (and this is exactly where a modular platform like Conny Line really makes a difference).

6. Define KPIs and Review Moments

An editorial calendar is never static. You should always plan review moments to monitor:

  • open rate
  • click-through rate
  • conversions
  • unsubscribes

This helps you:

  • optimize frequency and content
  • improve performance over time
  • make your communication increasingly relevant

Mistakes to Avoid

Direct marketing works when it builds a relationship — not when it feels like an intrusive interruption.


Avoid:

  • sending only promotional messages
  • using the same message for every audience
  • communicating only when you “need to sell”
  • lacking a long-term, monthly, or quarterly vision

How ConnyLine Helps You Manage Your Editorial Calendar

ConnyLine is a platform designed for those who want to plan email and SMS marketing strategically, activate simple yet effective automations, and adapt brand communication to different targets and goals — without unnecessary complexity.

Want to create a truly effective direct marketing editorial calendar, without overcomplicating things?

Discover how Conny Line can help you manage email, SMS, and automations in a simple, modular, and measurable way. Visit our website to learn more about our services!

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Email and SMS Marketing: a complete guide and effective strategies