Getting Started

Learn how to hop into Marketplan

Creating Projects & Plans

A "Project" contains several of your "Plans". Project examples are business, larger product groups, clients, etc. In your main dashboard, hover over "Projects" on the left side menu and click on "New Project". Title your Project and click...

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By Tyler

updated over 1 year ago

Feature Requests & Road-Map

Have awesome ideas on how to make MarketPlan.io even more useful for you?? We want to hear it! That's why we have a "Feature Board" available for you to submit your feature requests and have other MarketPlan.io users vote on your feature request....

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By Tyler

updated over 1 year ago

Getting Started with Templates

To import a funnel template into any plan, click on the Menu at the top right and select "Templates/Export/Sharing". Select Load under "Load Template". Click "Use" under the template you'd like to put in your plan. If you make any changes to an...

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By Tyler

updated over 1 year ago

Managing Your Team

To manage your team, click on the "Team" button on the top right of your Project. To add a team member, click "Add Member" and enter the email address of the teammate you want to bring in to this Project.  You can set whether they are an admin or...

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By Tyler

updated over 1 year ago

Setting Permissions for Team Members

For all of your new and existing team members in a project, you can set permissions for admins and regular users. To get started, click on the Settings icon at the top right of the project you'd like to set permissions for. Once you're in, you'll...

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By Tyler

updated over 1 year ago

White Label Settings

Before you connect your domain or subdomain to Marketplan, it's advised to customize your Agency Settings beforehand, so that your site will look and feel like your own brand. To access your Agency Settings, click on your icon at the top right of...

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By Tyler

updated over 1 year ago

Setting Up a Custom Domain

Before you click "Verify", make sure DNS is already pointed and propagated. In your Domain Registrar settings, point your domain to the MarketPlan domain name: dns.marketplan.io by making a CNAME edit on your DNS Table. As an example, we will be...

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By Tyler

updated over 1 year ago

Updating Your Account

To update your account settings click on your profile picture at the top right of the Projects screen and then "Account Settings" in the dropdown below Once clicked, you can update your profile picture and any of your personal info. Click on...

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By Tyler

updated over 1 year ago

Using the Team Chat

To chat with your team click on the "Team Chat" button on the right side of any window in MarketPlan.io. Click on the pencil icon at the top of the modal to start a new chat. You will see the list of all your teammates of all of your Projects. If...

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By Tyler

updated over 1 year ago

Image Collaboration

In the team chat area of Marketplan, you can share and collaborate on images. To share an image, go into a conversation and click on the paperclip icon to the right of the messaging field. To collaborate on the image, hover over any shared image...

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By Tyler

updated over 1 year ago

Project & Plan Settings

Project settings allow you to change the name, thumbnail, currency, stats and task completion percentage for plans within a project. To access project settings, click on the settings icon next to your project name and select Project Settings from...

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By Tyler

updated over 1 year ago

Billing/Plans

You can view your billing area either by clicking on your icon at the top right and selecting "Billing/Plans" or by clicking here . The plans we have available are the S olo  plan, the Starter plan, the Pro plan, and the Agency plan. If...

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By Tyler

updated over 1 year ago