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 4 months ago
Feature Requests & Road-Map
Have awesome ideas on how to make MarketPlan.io even more userful 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 4 months ago
Getting Started with Example Plans
To import an Example Plan into any plan, right click anywhere on the canvas and select "Load Template". Browse to whichever Example Plan you'd like, and click "Load" to the right of it. Left click...
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updated 4 months 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 4 months 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 4 months ago
Agency 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 2 months 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 4 months 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 4 months 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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