Docs

Marketing

Campaigns, content, the signals worth acting on, and the forms and sites that bring leads in.

/marketing

What it is for

Marketing is where you bring work in: the campaigns and newsletter you send, the content you plan and post, the signals worth a reply, and the forms and sites that turn visitors into leads. The rail down the side lists every page, grouped under Campaigns, Content and Engage.

How to

See what is working

Marketing > Dashboard shows where your leads come from and how your content is moving.

Run a campaign

Click New campaign, in the rail or on Marketing > Campaigns. Send an issue from Marketing > Newsletter with New issue, and manage who gets it in Marketing > Subscribers.

Plan content

Capture an idea in Marketing > Ideas with New idea. Write it up in Marketing > Library with New content, and schedule it on Marketing > Calendar with New post.

Post on LinkedIn

Marketing > Posts is where you write a post, keep your voice and hooks, and follow your messages and people.

Act on signals

Marketing > Signals lists conversations worth acting on. Accept or dismiss each one. Marketing > Research sets what to listen for.

Capture leads

Build a form in Marketing > Capture forms with New form. Connect your website in Marketing > Sites with Connect a site.

Good to know

  • Marketing > Places to be listed tracks the directories and lists you want to appear on, as a board.
  • Marketing > YouTube is a placeholder for now.

Screens

Read from the app map, so this list is always the app as it ships.

ScreenTabs
Dashboard
/marketing/dashboard
Where your leads come from and how your content is moving.
None
Campaigns
/marketing/campaigns
None
Newsletter
/marketing/campaigns/newsletter
None
Subscribers
/marketing/campaigns/subscribers
None
Ideas
/marketing/ideas
None
Library
/marketing/library
None
Calendar
/marketing/calendar
None
Places to be listed
/marketing/visibility
None
Signals
/marketing/signals
ProposedAll newAcceptedDismissed
Research
/marketing/listening
None
Posts
/marketing/posts
This monthWriteVoiceHooksMessagesPeople
YouTube
/marketing/youtube
None
Capture forms
/marketing/capture
None
Sites
/marketing/sites
None