What is the Marketing Activity?
The Marketing Activity tool helps you efficiently plan, track, and manage your marketing efforts. Whether you're logging activities throughout the day or summarizing them at the end, this feature ensures you stay on top of your daily marketing goals. Click here to access your Marketing Activity.
Use it to organize your outreach, measure progress, and maintain consistency in your marketing strategy.
Step 1: Access the Marketing Tab
Go to the Scoreboard page.
Click on the Marketing tab. You'll find two sections:
Marketing and Showcase, designed to help you organize and track your activities.
Step 2: Quickly Add an Activity
Each category has a recommended activity count displayed next to it.
To add an activity, click on an empty grey box in the Marketing section.
Step 3: Enter Activity Details
A pop-up window will appear.
Select the Activity Type (Marketing).
Choose the Date of the activity.
Under Marketing, select a relevant marketing type (e.g., Video Marketing).
Enter a brief description (up to 255 characters) of what you did.
Click Save to add the activity to your tracker.
Step 4: View Activities on the Dashboard
Once saved, your activity will appear on the Marketing Cards within the Marketing Dashboard.
Step 5: Customize Your Benchmarks
Click on the number next to each category to modify the recommended number of activities.
Enter your preferred activity count.
Click Save, and your updated benchmarks will be reflected on the dashboard.
Step 6: View Past Activities
To check activities from a previous week, use the date filter above the tracker.
Select a date and click Filter.
The Scoreboard will update with activities from the selected week.
Step 7: Remove an Activity
If you need to delete an activity, click the close (X) button next to it.
The activity will be immediately removed from the Marketing Dashboard.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.