Navigating Planful for Marketing

Learn how to find what you need in Planful for Marketing

Planful for Marketing provides three levels of access to cater to the user's requirements: 

• Admin
• Read-Write
• Read-Only

Navigating, viewing, and modifying objects in Planful for Marketing depends on your level of access. If any element or functionality is not visible or editable to you, described in the Knowledge base, or if you are unable to make changes to objects or other aspects of Planful for Marketing, it is most likely that your access is limited. Contact your Planful for Marketing administrator to check and/or change your access rights. 

Admins

Admins in Planful for Marketing have the ability to manage and make changes to all settings and objects, with the primary responsibility being to manage settings under the settings wheel.

Read-Write

Team members with Read-Write access in Planful for Marketing can only view and manage the segments assigned to them. These segments represent a portion of the total marketing budget that has been assigned to the team member for management.

Read-Write access enables team members to create or edit campaigns, expense groups, expenses, and more, within their assigned segments and assign metrics to campaigns. However, they are not authorized to make any changes to the Planful for Marketingsettings, including modifying the overall marketing budget and allocations.

Read-Only

Team members with Read-Only access will only be able to view the segments assigned to them, which are a portion of the total marketing budgets assigned to someone to manage. Read-Only access does not allow for changes to Planful for Marketing object details or any Planful for Marketing settings, including modifying the overall marketing budget and allocations.

The Navigation Bar

The Navigation bar is designed to help you quickly navigate to the section you need.

Home

The Home page of Planful for Marketing provides a summary of important information and prioritizes actions related to the expenses and campaigns that you own by quickly accessing the information you need.

Create

The Create menu in Planful for Marketing allows you to create new New Expenses, New Campaign, New Expense Groups, and New Goal, and Import/Export Data with ease.

Manage

The Manage page provides a mechanism to manage your plan. View, edit, and collaborate with your team by getting a thorough view of your goals, campaigns, and expense groups. The Manage page provides a number of views and options to customize the information displayed so you can focus on specific areas of performance, budget allocation, and spending. Learn More

Calendar

The marketing Calendar page is an excellent way to collaborate with your marketing team because it gives you an easy way to see what is happening and when with marketing campaigns. Learn More

Filter

The Filter option is one of the most powerful and most used tools in Planful for Marketing.  Filtering allows you to customize what you are seeing in Planful for Marketing by a number of criteria including timeframes, segments, campaigns, tags, and a whole lot more. Learn More

Search

Search is another powerful tool that allows you to find any object that relates to your search term.  For example, if you have an invoice number or if you know of even one word contained anywhere in an expense record, then you can quickly find it and related objects. Enter the words or numbers to search in the search window and hit enter. Planful for Marketing will quickly find what you are seeking!