Marketing Plan Integration in Dash SaaS

Introduction

Introducing the detailed documentation for Marketing Plan Integration in Dash SaaS, this feature offers a robust framework for businesses to develop, implement, and monitor their marketing strategies effectively. With Marketing Plan Integration, users can seamlessly create comprehensive marketing plans that align with their business goals, track performance metrics, and adjust tactics in real-time. This integration enables businesses to outline key marketing initiatives, set measurable objectives, allocate resources efficiently, and ensure cohesive execution across all marketing channels. The documentation aims to provide step-by-step guidance on integrating, configuring, and utilizing the Marketing Plan module within Dash SaaS. Users will learn how to craft strategic marketing initiatives, optimize campaigns, and analyze performance data to drive growth and achieve their marketing objectives. By leveraging the Marketing Plan Integration, Dash SaaS empowers businesses to enhance their marketing efforts, improve ROI, and foster stronger connections with their target audiences.

Workflow

Installation

So, the following is the installation process of the Marketing Plan Integration in Dash Saas with the help of which you can easily access this add-on.

Step 1: Super Admin Access:

The super admin must first add the Marketing Plan Integration in Dash Saas by following a few steps.

• Log in to the Super Admin side of Dash SaaS using your credentials.
• Once logged in, navigate to the Add-On Manager module by clicking on it from the admin dashboard or sidebar menu.
• In the Add-On add-ons module, click on the “+” button to initiate the process of adding a new add-on.
• After clicking the “+”, you’ll be prompted to upload the ZIP file of the particular add-on you wish to install. Drop down the ZIP file as instructed.
• Once the ZIP file is uploaded, the add-on will appear on the Add-On Manager Page.
• Simply enable the module by toggling the appropriate switch or button, making it visible to end users.

Step 2: Company Login Steps:

Once the Super admin enables the add-on, the team members will be able to use that add-on easily.

Step 3: How to use the Marketing Plan Integration in Dash Saas

• First, navigate to the Marketing Plan in the Planning section of Dash SaaS. Then, the Marketing Plan page will open. After, click on the plus button located on the right side to access the “Create Marketing Plan” page. Fill out your Marketing plan information and click the “Create” button to finalize the process.
• Secondly, return one step and click on the “Kanban view” button located near the plus button to view the detailed information of Marketing plans.
• Thirdly, click on the “Grid View” button next to the List View button to switch to the grid view of business plans.
• Lastly, click on the button next to the Grid View button to view the tree view of business plans. The tree view includes an additional feature of challenges.

So, this is how you can have access to the Marketing Plan Integration in Dash Saas