Get-Started-with-MarketerBoard

MarketerBoard is a workplace or a collaborative customer marketing platform designed for start-ups, entrepreneurs, solopreneurs, agencies and small & medium businesses. The MarketerBoard provides platform for the following –

Team Collaboration

  • Projects
  • Tasks
  • Notes

Marketing

  • Digital Marketing
  • Content Marketing
  • PR & Communication

Analytics

  • Website

 

To get started with MarketerBoard, go to https://app.marketerboard.com/registration and create an account. You will be taken to the following page, where you have to fill all the required details. To create an account with MarketerBoard you will require a business email ID i.e. name@doimainname.com.

 

MB-signup-1

 

 

Once the user fills the necessary information and verify the Captcha, the Sign Up button will pop-up as shown in the image below:

 

Mb-signup

 

 

As soon as the user click on the Sign Up button a confirmation email will be sent on the registered email ID to verify or activate the account as shown below:

 

Activate-account-email

 

 

Once user verify the email by clicking on the Activate Account button, user will be redirected to the create password page for setting up the password as shown in image below:

 

Set-mb-password

 

 

Once the password is created successfully, user can login to the MarketerBoard platform. To login into the account click https://app.marketerboard.com/login and user will land to the login page as shown below:

 

MB-Login

 

 

Once user enter the credentials & click on the login button they will land on the dashboard. We strictly recommend users to complete the organization setting before creating the campaign. Click on the profile icon on the top-right hand side corner to see the options then click on the Settings option. You will be then redirected to the organization setting page as shown below:

 

Dashboard-setting

 

 

On organization setting page, to edit the Company Profile user has to click on the edit button as shown in image below:

 

mb-Organization-Setting

 

 

The most important part in Settings is to select the Time Zone as without selecting the time zone you will not be able to create the task.

 

 

For Website or Analytics, the users need to add the tracking code to the website to get started. For tracking code go to the organization setting from the profile icon on the top-right hand side corner and click on the setting option.

On organization setting page, click on the tracking code present under the Tracking section in left-hand navigation as shown below:

 

mb-tracking-code

 

 

Add the above tracking code to the website inside <head> section and start getting the insights in the Analytics Module.

 

Now you are all set to create your first campaign on MarketerBoard – customer marketing platform. Create, collaborate and manage your campaigns, projects, task and notes with your team.

 

Key Takeaways

    • Verify email ID after registration and create the password.
    • Complete organization profile first.
    • Set the time zone in Settings and start creating tasks.
    • Install the tracking code on the website, to get started with MarketerBoard website tracking.

 

If are you are still finding it difficult to get started with Marketerboard, do let us know in comment section or drop us an email at support@marketerboard.com.

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