Marketing Section User Manual

1. What the Marketing Section Is For

The Marketing section is where the business plans, creates, tracks, and reviews anything used to attract customers, promote products, build trust, and grow brand awareness.

In simple terms, marketing means helping the right people discover the right product, service, app, or offer at the right time.

What You Can Do in the Marketing Section

• Create marketing campaigns for products, services, apps, or business announcements.
• Plan social media posts for Facebook, Instagram, TikTok, Pinterest, YouTube, and other platforms.
• Organize graphics, videos, logos, product photos, captions, and promotional files.
• Track which posts, pages, and campaigns are working.
• Plan landing pages, email campaigns, SEO tasks, and content ideas.
• Assign marketing tasks to team members.
• Create reports so the business owner or department head can see what was done and what results came from it.

Main Marketing Areas

2. Marketing Basics for Beginners

Before using the Marketing section, it helps to understand a few basic ideas. Marketing is not just posting on social media. Marketing is the complete process of helping people notice, understand, trust, and act on what your business offers.

The Simple Marketing Flow

Common Marketing Goals

• Get visitors: Bring people to a website, store, landing page, or app page.
• Get leads: Collect emails, signups, inquiries, or beta tester applications.
• Get sales: Encourage people to buy products or services.
• Build trust: Show that the business is real, helpful, and professional.
• Build awareness: Help more people recognize the brand name.
• Educate: Teach people why the product or service matters.

What Social Media Is For

Social media is used to reach people where they already spend time. Different platforms work in different ways.

3. Marketing Dashboard

The Marketing Dashboard is the main starting page for the Marketing section. It gives a quick snapshot of what is happening, what needs attention, and what results are coming in.

What the Dashboard Is For

• Seeing active marketing campaigns.
• Checking upcoming posts, emails, or promotions.
• Reviewing unfinished marketing tasks.
• Spotting overdue work.
• Seeing basic performance numbers such as views, clicks, signups, or sales.

Common Dashboard Cards

How To Use the Dashboard

1. Open the Marketing section from the main app menu.
2. Check the selected company or brand at the top of the page.
3. Review active campaigns first.
4. Check upcoming content and overdue tasks.
5. Open anything marked Needs Approval.
6. Review recent results to see whether marketing activity is helping.

4. Company & Brand Selector

The Company & Brand Selector tells the app which business, store, app, or brand the marketing work belongs to.

This is very important when the system manages more than one business. For example, marketing content for Birchstone Market should stay separate from marketing content for RJ & SD Ventures or another brand.

What This Section Is For

• Keeping marketing records separated by company or brand.
• Making sure the right logos, colors, links, and tone are used.
• Helping reports show accurate results for each business.
• Preventing the wrong content from being posted under the wrong brand.

How To Choose a Company or Brand

1. Look for the company or brand dropdown near the top of the Marketing section.
2. Click the dropdown.
3. Select the correct company, store, app, or project.
4. Confirm the dashboard updates to show the selected brand.
5. Begin adding or editing marketing work only after confirming the correct selection.

Brand Information That May Be Stored

5. Campaigns

A campaign is a group of marketing work connected to one goal. Instead of having random posts, graphics, emails, and tasks spread everywhere, a campaign keeps everything together.

Simple Explanation

Think of a campaign like a folder for one marketing mission.

What Campaigns Are For

• Organizing all work around one marketing goal.
• Keeping posts, graphics, tasks, links, and results in one place.
• Helping the department head see progress.
• Making it easier to report what was done.
• Making campaigns repeatable in the future.

Campaign Types

How To Create a Campaign

1. Open the Marketing section.
2. Click Campaigns.
3. Click New Campaign.
4. Select the correct company or brand.
5. Enter the campaign name.
6. Choose the campaign type.
7. Write the main goal in plain language.
8. Add start and end dates.
9. Choose the target audience.
10. Add any important links, files, or notes.
11. Click Save Campaign.

Campaign Fields Explained

Campaign Statuses

• Draft: Campaign is being planned but not active yet.
• Ready: Campaign is prepared and waiting to start.
• Active: Campaign is currently running.
• Paused: Campaign is temporarily stopped.
• Complete: Campaign is finished.
• Archived: Campaign is saved for records but no longer active.

6. Audience & Customer Profiles

The Audience section helps define who the marketing is meant for. This matters because not every person cares about the same product, problem, or message.

What an Audience Is

An audience is the group of people you want to reach. A customer profile is a simple description of one type of person in that audience.

What This Section Is For

• Helping writers and designers understand who they are speaking to.
• Making social posts more useful and less random.
• Helping choose the right platforms.
• Helping create better headlines, captions, and offers.
• Keeping campaigns focused.

Customer Profile Fields

How To Add an Audience Profile

1. Open Marketing.
2. Click Audience or Customer Profiles.
3. Click New Profile.
4. Choose the company or brand.
5. Name the audience profile.
6. Describe the person in simple words.
7. Add their problem, goal, and preferred platforms.
8. Save the profile.

How To Use Audience Profiles

When creating a campaign, post, email, or landing page, choose the audience profile first. This helps the app and team write content that fits the reader.

7. Content Calendar

The Content Calendar shows what marketing content is planned and when it should be created, reviewed, posted, emailed, or published.

What Content Means

Content is any marketing material people can read, watch, hear, click, or share.

Examples of Content

• Facebook posts
• Instagram graphics
• TikTok videos
• Pinterest pins
• YouTube videos
• Blog posts
• Email newsletters
• Product announcements
• Landing page updates
• Promotional graphics

What the Calendar Is For

• Planning content ahead of time.
• Avoiding last-minute scrambling.
• Making sure campaigns have enough posts and reminders.
• Seeing what is due today, this week, and this month.
• Helping teams know who is responsible for each item.

Calendar Views

How To Add Content to the Calendar

1. Open Marketing.
2. Click Content Calendar.
3. Click the date where the content should go.
4. Click Add Content.
5. Choose the content type.
6. Select the related campaign if there is one.
7. Enter a title.
8. Choose the platform.
9. Add the caption, link, image, or notes.
10. Assign the content to a person if needed.
11. Set the status.
12. Save.

Content Statuses

• Idea: A possible content idea that is not ready yet.
• Draft: Content has been started but needs more work.
• Needs Review: Content is ready for someone to check.
• Approved: Content has been approved for posting or scheduling.
• Scheduled: Content has been scheduled in a social tool or platform.
• Posted: Content has been published.
• Repurpose: Content can be reused in another format or platform.

8. Social Media Planner

The Social Media Planner organizes content by platform. This helps because each social platform has different strengths, formats, and audience behavior.

What the Social Planner Is For

• Planning what to post on each platform.
• Keeping captions, hashtags, links, and images together.
• Making sure the same post is adapted correctly for each platform.
• Tracking what has already been posted.
• Reviewing social performance by platform.

Platform Tabs

The Social Planner may have separate tabs for platforms such as Facebook, Instagram, TikTok, Pinterest, YouTube, X, LinkedIn, or others.

How To Plan a Social Post

1. Open Marketing.
2. Click Social Planner.
3. Choose the platform tab.
4. Click New Post.
5. Choose the company or brand.
6. Attach the post to a campaign if needed.
7. Add the caption or post text.
8. Add the image, video, or graphic.
9. Add the link people should click.
10. Add hashtags if the platform uses them.
11. Set the post date.
12. Set the status.
13. Save.

What Makes a Good Social Post

• Clear hook: The first line should make people want to keep reading.
• One main idea: Do not overload the post with too many points.
• Helpful or interesting value: Give people a reason to care.
• Simple call to action: Tell people what to do next.
• Correct link: Make sure the link goes to the right page.
• Good image or video: The visual should match the topic.

9. Post Builder

The Post Builder helps create individual posts. It brings together the words, image, link, platform, hashtags, and approval status in one place.

What the Post Builder Is For

• Writing captions or social post text.
• Choosing a graphic, image, or video.
• Adding the correct link.
• Adding hashtags or keywords.
• Preparing posts for review.
• Saving finished posts for reuse.

Post Builder Fields Explained

How To Build a Post

1. Open Post Builder.
2. Select the company or brand.
3. Choose the platform.
4. Write the hook.
5. Write the main caption.
6. Add the call to action.
7. Add the correct link.
8. Choose or upload the image or video.
9. Add hashtags if needed.
10. Preview the post.
11. Save as Draft, send for Review, or mark Approved.

Beginner Post Formula

Example Post

10. Marketing Asset Library

The Asset Library stores marketing files so the team can find and reuse them easily. This prevents images, captions, logos, and videos from getting lost in messages, downloads, or random folders.

What Counts as a Marketing Asset?

• Logos
• Brand graphics
• Product photos
• App screenshots
• Video files
• Social post graphics
• Ad graphics
• PDFs
• Brand color guides
• Caption templates
• Landing page images
• Blog images

What the Asset Library Is For

• Keeping all marketing files organized.
• Helping staff use approved graphics and logos.
• Avoiding duplicate files.
• Making it easier to reuse successful content.
• Keeping files separated by company, campaign, or platform.

Recommended Folder Structure

How To Upload an Asset

1. Open Marketing.
2. Click Asset Library.
3. Select the correct company or brand.
4. Choose the correct folder.
5. Click Upload Asset.
6. Select the file from your device.
7. Add a clear file name.
8. Add a description if helpful.
9. Add tags such as Facebook, logo, product, ad, or campaign name.
10. Click Save.

Good File Naming

Use clear names so other users can understand the file without opening it.

11. SEO Section

SEO means Search Engine Optimization. It is the process of improving pages, products, blogs, and images so search engines can better understand and show them to people searching online.

Beginner Explanation

When someone searches Google for something, Google tries to show helpful pages. SEO helps your page explain what it is about so it has a better chance of appearing for relevant searches.

What the SEO Section Is For

• Tracking SEO work for products, pages, blogs, and landing pages.
• Saving page titles and meta descriptions.
• Organizing keywords.
• Checking image alt text.
• Tracking internal links and backlinks.
• Recording which pages need SEO updates.

SEO Fields Explained

How To Add an SEO Task

1. Open Marketing.
2. Click SEO.
3. Click New SEO Task.
4. Select the company or brand.
5. Add the page or product URL.
6. Add the current page title if known.
7. Add the new or suggested page title.
8. Add the meta description.
9. Add keywords.
10. Add notes about images, links, or missing content.
11. Set the task status.
12. Save.

Beginner SEO Checklist

• Does the page title clearly explain the page?
• Does the meta description make someone want to click?
• Does the page use words customers would actually search?
• Do images have helpful alt text?
• Does the page link to related products, blogs, or collections?
• Is the page useful, clear, and not stuffed with repeated keywords?

12. Landing Pages

A landing page is a page made for a specific goal. It may be used for a product collection, beta signup, free download, promotion, ad, or campaign.

Beginner Explanation

A normal website may have many different links and distractions. A landing page is more focused. It is designed to guide the visitor toward one main action.

What Landing Pages Are For

• Promoting one product, service, app, or offer.
• Sending visitors from social posts or ads to a focused page.
• Collecting signups or leads.
• Selling a specific product collection.
• Testing different messages or offers.

Landing Page Fields

How To Add a Landing Page Record

1. Open Marketing.
2. Click Landing Pages.
3. Click New Landing Page.
4. Select the company or brand.
5. Add the page name.
6. Add the page URL.
7. Choose the related campaign if there is one.
8. Add the main goal.
9. Add the audience.
10. Add notes about graphics, SEO, and links.
11. Set the status.
12. Save.

Good Landing Page Checklist

• Clear headline.
• Simple explanation of the offer.
• Strong image or graphic that matches the topic.
• Clear button or next step.
• No confusing links.
• Mobile-friendly layout.
• SEO title and description completed.
• Tracking added if needed.

13. Email Marketing

Email marketing is used to communicate with people who have joined a list, signed up for updates, downloaded something, bought something, or requested information.

Beginner Explanation

Social media reaches people when the platform shows your post. Email lets you contact people more directly, as long as they gave permission to be contacted.

What the Email Marketing Section Is For

• Planning newsletters.
• Writing promotional emails.
• Tracking signup forms and lead magnets.
• Planning follow-up emails.
• Recording email results such as opens, clicks, and signups.

Email Types

How To Plan an Email

1. Open Marketing.
2. Click Email Marketing.
3. Click New Email.
4. Select the company or brand.
5. Choose the email type.
6. Add the subject line.
7. Write the email body or notes.
8. Add the main link.
9. Choose the audience or list.
10. Set the send date.
11. Save as Draft or send for Review.

Good Email Checklist

• Subject line is clear.
• Email explains why the reader is receiving it.
• Message is short enough to understand quickly.
• One main call to action is included.
• Links are correct.
• Spelling and grammar are checked.
• Email follows permission and unsubscribe rules.

14. Paid Ads & Boosted Posts

The Ads section is used to plan and track paid promotions. Paid ads can include Facebook ads, Instagram ads, Google ads, Pinterest ads, TikTok ads, or boosted posts.

Beginner Explanation

A paid ad means the business spends money so a platform shows content to more people. A boosted post is usually a regular social post that has money added to increase reach.

What the Ads Section Is For

• Tracking ad budget.
• Recording ad copy and graphics.
• Saving ad links and campaign notes.
• Measuring ad results.
• Comparing which ads worked best.

Ad Fields Explained

How To Add an Ad Record

1. Open Marketing.
2. Click Ads or Paid Promotions.
3. Click New Ad.
4. Select the company or brand.
5. Choose the platform.
6. Add the ad name.
7. Add the campaign it belongs to.
8. Enter the budget.
9. Add the ad text, image, link, and target audience.
10. Save.
11. After the ad runs, return and enter results.

Beginner Ad Metrics

15. Competitor Tracking

Competitor tracking helps the business learn what similar businesses, products, or brands are doing. This does not mean copying. It means understanding the market and finding ways to improve.

What Competitor Tracking Is For

• Seeing what similar businesses are promoting.
• Learning what types of posts get attention.
• Finding gaps where your business can be better.
• Tracking prices, offers, designs, or landing page styles.
• Saving ideas for future campaigns.

What To Track

How To Add a Competitor

1. Open Marketing.
2. Click Competitors.
3. Click Add Competitor.
4. Enter the competitor name.
5. Add website and social links.
6. Add notes about what they sell or promote.
7. Add screenshots or files if useful.
8. Save.

16. Analytics & Results

Analytics means the numbers that show what happened after marketing work was posted, sent, or published. This section helps the business stop guessing and start learning from results.

Beginner Explanation

Marketing analytics answer questions like: Did people see it? Did they click? Did they sign up? Did they buy? Did the campaign help the business?

What the Analytics Section Is For

• Tracking views, clicks, visits, signups, leads, and sales.
• Comparing which posts or campaigns performed best.
• Finding weak spots in the marketing flow.
• Helping decide what to do more of and what to stop doing.

Common Metrics Explained

How To Record Results

1. Open Marketing.
2. Click Analytics or Results.
3. Select the company or brand.
4. Choose the campaign, post, email, ad, or landing page.
5. Add the date range.
6. Enter numbers such as views, clicks, signups, sales, or engagement.
7. Add notes explaining what may have helped or hurt results.
8. Save.

How To Understand Results

17. Tasks, Reviews & Approvals

The Tasks and Approvals area keeps marketing work organized and prevents unfinished or unapproved content from being posted by mistake.

What This Section Is For

• Assigning marketing work to team members.
• Tracking who is responsible for each task.
• Setting due dates.
• Reviewing content before it is posted.
• Approving or requesting changes.

Common Marketing Tasks

• Create campaign plan.
• Write social captions.
• Create graphics.
• Prepare landing page copy.
• Check SEO title and description.
• Schedule posts.
• Record analytics.
• Create weekly report.

How To Create a Marketing Task

1. Open Marketing.
2. Click Tasks.
3. Click New Task.
4. Select the company or brand.
5. Choose the related campaign if needed.
6. Enter the task title.
7. Write clear instructions.
8. Assign the task to a person.
9. Add a due date.
10. Set priority.
11. Save.

Approval Statuses

18. Marketing Reports

Marketing Reports summarize what marketing work was done and what results came from it. Reports help the owner, manager, or department head understand progress without digging through every post, task, or file.

What Reports Are For

• Showing completed work.
• Tracking active campaigns.
• Reviewing results.
• Spotting problems or missed tasks.
• Helping make better marketing decisions.

Report Types

How To Generate a Report

1. Open Marketing.
2. Click Reports.
3. Select report type.
4. Select company or brand.
5. Choose date range.
6. Choose campaign or platform if needed.
7. Click Generate Report.
8. Review the report for missing or incorrect information.
9. Save, export, print, or email the report.

What a Good Report Includes

• What was done.
• What is still pending.
• What results came in.
• What worked best.
• What needs improvement.
• Recommended next steps.

19. Templates & Repeatable Workflows

Templates help the marketing team avoid starting from scratch every time. A template is a reusable structure for posts, campaigns, reports, emails, or landing pages.

What Templates Are For

• Saving time.
• Keeping content consistent.
• Helping beginners know what to include.
• Making repeat campaigns easier.
• Reducing mistakes.

Useful Marketing Templates

Simple Weekly Marketing Workflow

1. Review active campaigns.
2. Check last week’s results.
3. Choose this week’s main marketing goal.
4. Plan posts in the Content Calendar.
5. Create or upload graphics.
6. Write captions and emails.
7. Send content for approval.
8. Schedule or post approved content.
9. Record results.
10. Create the weekly report.

20. Troubleshooting

Use this section when something does not look right or you are not sure what to do next.

I Added a Post to the Wrong Brand

1. Open the post.
2. Check whether the company or brand can be changed.
3. If allowed, select the correct brand and save.
4. If not allowed, copy the post into the correct brand and delete or archive the incorrect one.
5. Notify the department head if the wrong post was already approved or posted.

I Do Not Know What Platform To Choose

Choose the platform based on the goal and the audience.

• Use Facebook for community, local, groups, and broad updates.
• Use Instagram for visual content and reels.
• Use TikTok for short videos and discovery.
• Use Pinterest for product discovery, blogs, and evergreen traffic.
• Use YouTube for tutorials, demos, and trust-building content.
• Use LinkedIn for professional business updates.

I Do Not Know What To Write

Use this beginner formula:

The Link Does Not Work

1. Copy the link.
2. Open it in a browser.
3. Check that it goes to the correct page.
4. Make sure there are no extra spaces or missing characters.
5. Replace the link in the post, campaign, email, or landing page record.
6. Save and test again.

Results Look Low

Low results do not always mean failure. It may mean the content needs more testing, a stronger image, a clearer offer, or a better platform.

• Check whether enough people saw it.
• Check whether the image matched the topic.
• Check whether the hook was strong.
• Check whether the link worked.
• Check whether the call to action was clear.
• Compare against other posts before deciding.

21. Beginner Glossary

This glossary explains common marketing words in plain language.

22. Quick Start Checklist

Use this checklist when starting marketing work for a new campaign or brand.

Before Creating Content

• Choose the correct company or brand.
• Confirm the campaign goal.
• Choose the audience.
• Confirm the main link.
• Check whether graphics already exist in the Asset Library.
• Decide which platforms will be used.

When Creating Content

• Use a clear hook.
• Keep the message focused.
• Use a matching image or video.
• Add the correct link.
• Add a clear call to action.
• Save the post to the right campaign.

Before Posting

• Check spelling and grammar.
• Test all links.
• Confirm the right brand is selected.
• Confirm the image matches the topic.
• Make sure approval is complete if approval is required.
• Schedule or post the content.

After Posting

• Record the post date.
• Track views, clicks, signups, sales, or engagement.
• Add notes about what worked or did not work.
• Use results to improve the next post or campaign.
• Add completed work to the marketing report.