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 "Projects". To go to the project's area Click "New P...
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. ...
Getting Started with Templates
To import a funnel template into any plan, click on the Menu at the bottom and select "Templates". Click "Use" under the template you'd like to put in your plan. If you make any changes to an existing template and would like those changes to be us...
Managing Your Team
To manage your team, click on “Account Settings” on the left side menu. Once you are inside the account settings click on "User Management" If you are wanting to invite a user and are a White Label Agency client, then you need to make sure you inv...
Setting Permissions for Team Members
For all of your new and existing team members in a project, you can set permissions for members and client users. To get started, click on the "Account Settings" on the left side menu. Click on "User Management" then click on "User Permissions". O...
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 ...
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...
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 or on the left side menu. Once clicked, you can update your profile picture by clicking "Change...
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 ...
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 a...
Project & Plan Settings
Project settings allow you to change the name, thumbnail, stats and task completion percentage for plans within a project. To access project settings, click on the cog icon next to the share button and a pop up will open. Plan settings allow you ...
Billing/Plans
You can view your billing area either by clicking on your icon at the top right and selecting "Billing/Plans" . The plans we have available are the Free 30 Day Trial plan, the Starter plan, the Pro plan, and the Agency plan. If you are on...