More Tools

Learn about some of the elements in the Tools submenu

Custom Media Module

Similar to how a page module can show live pages, the Custom Media element can show almost any page output, given its URL. This is useful for sharing key documents with other team members, all in...

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By Junior Berdahl

updated 3 months ago

Notes Module

The "Notes" module is exactly just that. Put detailed notes in here for you and your team to view. Title your notes in the top right so you can reference it from the main canvas. The editor is...

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By Junior Berdahl

updated 3 months ago

Sticky Module

The "Sticky Notes" module is a simple note that can be read directly from the main canvas. You can title the note at the top, and put the text content below the title line. The sticky note will be...

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By Junior Berdahl

updated 3 months ago

Task Module

The "Task" module is much like the Notes module, but is used for the purpose of placing miscellaneous tasks in the flow of your plan. At the top left, title your Task so you can reference it from...

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By Junior Berdahl

updated 3 months ago

Plan Portal

The Plan Portal Module is used to direct you or your clients to another plan inside your Marketplan account. To use the Plan Portal, click on the settings icon at the bottom right of the module. In...

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By Junior Berdahl

updated 3 months ago

Line

The Line Element is used to denote a break in a funnel, a separate funnel within the same plan, or separate elements that aren't a part of the main funnel flow. To extend, shorten or move the line,...

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By Junior Berdahl

updated 3 months ago