Welcome to Marklo! Pick your role below. Each guide takes about 10 minutes and covers the three tasks that get you to value fastest.
Set the cross channel Marketing Calendar for the Month ahead and set your team up for success
You’re the owner of your Marklo Workspace. Invite team members and connect to Shopify/Klaviyo/Meta.
Existing marketing calendar in a spreadsheet/Airtable/Asana? Upload it to Ask Marklo to add it to your calendar.
Refine capabilities so campaign suggestions follow brand strategy and brief are on brand
Ask Marklo to review and plan your next 30 days
→ Open the Head of Marketing guide
Plan email and SMS with the full picture, streamlining briefs for your creative partners
Connect your sends to the campaign calendar
Find the products that deserve a send
Build next month's send plan
→ Open the Lifecycle Marketing guide
End the same-day content scramble.
Connect your Instagram and Facebook and see past winners
Turn briefs into a content plan for the next 30 days
Prep your content ahead of time, supporting core campaigns
Stop reconciling data across platforms. Build campaigns from the full picture.
Connect Meta/Facebook Marketing and Google Ads to bring your paid social performance into Marklo
Open Paid Ads Analytics and use Ask Marklo to summarize your learnings
Leverage growth patterns to plan future top campaigns
→ Open the Growth Marketer guide
Ensure new, core and overstock products get the right marketing support
Add product delivery and launch dates to the calendar
Check product analytics to highlight any overstock, slow movers, and strong sellers.
Identify products that need more exposure and add to upcoming campaigns
→ Open the Merchandising guide
💡 New here? Start with your own role. You don't need the whole team in Marklo to get value in week one.
Head of Marketing — Getting started
