How to create a multichannel marketing plan with the CustomIQ chat

0:00Introduction

In this tutorial you'll ask the IQ chat for a complete marketing plan, with budget, channels and campaigns, in a single message. Start a new conversation.

0:15Ask for the plan

Describe what you want. The more you include, like your goal, segment, product and budget, the fewer questions the chat asks. And send it. First, the chat checks your setup, your brand, segment and offer, so the plan starts from the right data. If it's right, continue.

0:43The strategy

The strategist prepares the plan and sends it as a strategy card. Open it. Here's the full plan, as a draft. Nothing has been created or charged yet. It shows the monthly budget and how it's split between paid ads and organic content. Below, the chosen channels, why each one, the results to expect, and the concrete campaigns with their message angles.

If you want something different, ask for changes in the chat in your own words, and the plan is updated.

1:14Approve and execute

When you're happy, Approve and execute turns the plan into campaigns. The creatives are only produced, and charged, when you approve each campaign, and your ad budget is paid on each platform. From idea to plan in a couple of minutes. In the Meta, Google, TikTok and LinkedIn tutorials you'll see what happens after approving.