Planning Canvas

Learn how to use the Marketplan canvas

Funnel Mapping Basics

When you open a plan you will be open to your "Main Canvas" where you can plot out your entire marketing plan from start to finish. This is where you and your team can mastermind together to create...

Avatar

By Junior Berdahl

updated 3 days ago

Traffic and Conversion Elements

Traffic and Conversion elements go a long way in helping you visualize the flow of traffic through your funnel or campaign. As you connect pages together, the appropriate traffic or conversion...

Avatar

By Junior Berdahl

updated 3 days ago

Line Decisions

When hovering over any connector on a module, you will see a green "Y" and a red "N" appear near the connector. These are designed to simulate decisions that a customer can make throughout a...

Avatar

By Junior Berdahl

updated 3 days ago

Making Projections

One of the most powerful features inside of MarketPlan.io is the ability to make Projections for your campaigns. In "Plan" mode you can add your target numbers for the visitors, leads, and sales on...

Avatar

By Junior Berdahl

updated 3 days ago

Canvas Settings

Inside Canvas Settings, you can toggle a minimap at the top right of your plan to easily locate and navigate to different areas of your plan. To access Canvas Settings, click on Menu at the top...

Avatar

By Junior Berdahl

updated 3 days ago

Export & Sharing

To access the Export & Sharing area of any plan, click on the Menu icon at the top right and select "Export and Sharing". Here you can export your entire funnel map as a JPEG by selecting Export...

Avatar

By Junior Berdahl

updated 3 days ago

Kanban

The "Kanban" is a dynamic, progressive to-do list manager and is used for any task that is not applicable to the other made-for-marketing modules in MarketPlan.io. To begin, click "Kanban" at the...

Avatar

By Junior Berdahl

updated 3 days ago

Saving and Loading Templates

Elements and groups of elements can be saved as Templates for later use inside any plan in your account. To do this, first select the group of elements that you want to save by ctrl+clicking...

Avatar

By Junior Berdahl

updated 3 days ago

Team Collaboration

MarketPlan.io allows you to collaborate with your team in real-time, giving you the ability to market as fast as you can think. There are several ways you can collaborate with your team in...

Avatar

By Junior Berdahl

updated 3 days ago

Pages

There's a page element for virtually every marketing situation you'll find yourself in. From simple optins, to webinar registration and live rooms, member areas, sales, upsell pages, surveys, and...

Avatar

By Junior Berdahl

updated 3 days ago