Create a marketing plan with the IQ chat

What is a marketing plan in CustomIQ?

It is the complete strategy for a period: the bet, the budget and its split between paid advertising and organic content, the chosen channels with their reasons and expected results, and the concrete campaigns with their message angles. From idea to live campaign: it asks, plans, you approve and it produces.

How do I ask for it in the chat?

Type "Help me create a multichannel marketing plan for this quarter." in the IQ chat. The chat asks only for what it is missing (goal, budget, timeframe, who you target and what you offer) and prepares your brand and segment. Then the STRATEGY card arrives: open it, ask for changes if you want and press "Approve and execute". The strategist turns the plan into campaigns and shows you the Campaign summary; when all are ready, press "Approve and generate assets".

Can I decide which channels the plan uses?

Yes. Say it in the chat in your own words: "no TikTok", "nothing on LinkedIn", "only Instagram and email" or "3 reels a week". CustomIQ saves those preferences, shows them on the review card so you can correct them if needed, and the plan follows them: it leaves out the channels you rule out and splits the budget across the ones you want. If it has to remove or adjust a campaign to respect them, it tells you in the plan's notice. You can change them at any time, also while reviewing the plan ("remove Instagram", "add TikTok").

How do I use a product or segment I created a while ago?

Type its name, or part of it, when the chat asks what you promote or who you target. CustomIQ searches all your products and segments, not only the most recent ones, ignoring case, accents and word order. If it finds one, it asks whether to use it; if it finds several, it lists them and you choose by replying with the number or the name. If it finds none, it offers to create it or take another name. It never chooses for you.

What do I do from the dashboard?

The plan's campaigns appear in Campaigns, where you review creatives, approve budget and deploy. The plan itself is created and approved in the chat; the dashboard has no form to create it.

What do I need first?

Having completed the initial assistant (audience, brand and offer). To deploy paid campaigns you will also need the ad accounts connected; the chat asks for them at the right moment.

What does it cost?

Approving the plan reserves each campaign's goal (about 50 credits per campaign). Approving the campaigns and angles costs nothing. Creative production is charged when produced, never before, and publishing is free. The ad budget is paid in your Google, Meta, TikTok or LinkedIn account.