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...
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updated about 1 month 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...
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updated about 1 month 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...
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updated about 1 month 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...
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updated about 1 month 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...
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updated about 1 month 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...
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updated about 1 month 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...
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updated about 1 month 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...
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updated about 1 month 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...
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updated about 1 month 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...
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