Make your marketing app useful

Practical setup, briefs, handoffs, access, portability, and reporting.

7 guides · Start with the overview, then choose the job you need to do.

1. Before You Pick a Marketing App, Give It a Real WeekChoose a marketing app with a seven-day practical test. Evaluate setup, daily work, handoffs, reporting, and cost before making it part of your team's routine.6 min
2. Set Up Your Marketing App Around the First Finished JobUse this marketing app setup checklist to define records, owners, naming, and a first workflow. Build a useful workspace without importing unnecessary clutter.5 min
3. Your Marketing App Needs a Brief Someone Can Disagree WithWrite a campaign brief for your marketing app that makes audience, promise, proof, ownership, and measurement clear enough to review and act on.5 min
4. Can Your Marketing App Explain the Campaign Without You?Test a marketing app team handoff with a real campaign. Check current assets, ownership, context, and exceptions so another teammate can continue the work.5 min
5. Before You Choose a Marketing App, Test the Exit DoorEvaluate marketing app data portability with a representative campaign export. Check context, attachments, identifiers, and the effort required to change tools.5 min
6. Marketing App Permissions: Give Everyone a Clear Job and a KeyUse this marketing app permissions checklist to connect team roles with real work. Evaluate access, approvals, connected accounts, and changes in responsibility.5 min
7. Ask Your Marketing App a Question Its Dashboard Might AvoidUse this marketing app reporting checklist to test definitions, source data, campaign context, and decisions. Find out what the dashboard can really answer.5 min