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Find answers to the 30 most common questions. The FAQ responses below deliver short, concise answers to the questions. For more detailed answers along with graphics and demos, visit the subjects on the left.

Setting Up Your Account

You can set up a free Preview account which will give you full functionality for 14 days so you can test drive the platform. All you need to enter is your email address, name and phone number.

Setup your free Preview account here.

When you’re ready to upgrade to a full account, you can create it here.

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How to Use

Need guidance to solve a quick marketing problem? Tasked with creating a positioning, brand, pricing or distribution strategy? Need to write a marketing plan or design an integrated marketing campaign? Looking to validate your company’s marketing investments? Seeking to develop skills in new areas? Looking for succinct guidance for your marketing activities, tying strategy to sales and measuring marketing return on investment?

These are all reasons why our customers use Marketing MO.

Here you can dig deeper about how to use it in your daily marketing activities:

  • Campaign Validation
  • Marketing Strategy
  • Marketing Planning
  • Marketing ROI Measurement
  • Marketing Support System
  • Learning

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Accessing the Tools

You can access the tool from the Browse Tools section in the main navigation, from the Add>Tools dropdown when you’re working in your project, or from the tasks loaded in a pre-built project.

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Using the Tools

Once you’re in the tools, you’ll be focusing on your marketing task, so it’s helpful to understand how the tools work beforehand.

Here you can dig deeper in to the features:

  • Fields Displaying in Reports
  • Hiding Guidance
  • Adding Response Fields
  • HTML Editor
  • Double Input Fields
  • Triple Input Fields
  • Spreadsheets for Calculators
  • Summary Tasks
  • Outputting Work

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After you’ve entered in responses to a task, or all the tasks in a deliverable or all the deliverables in a category, click the  icon to output to a PDF.

To output all of the content in your project, or to create a project status report, click on the Reports dropdrown.

The PDFs at each level contain different formatting. Learn about:

  • Task Formatting
  • Deliverable Formatting
  • Category Formatting
  • Project Content Formatting

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Campaign Validation

Campaign outcomes are difficult to predict. There are so many variables which affect any campaign’s final result:

  • The quality of the campaign concept
  • The list quality or audience targeting
  • The value of the offer
  • The impact of the message and the creative
  • The quality of the fulfillment
  • The timing
  • Sales follow-up and conversion

And then there’s the cost – can you nail all the above elements and stay within budget?

Sophisticated marketers gain an understanding of how all these work together through experience and have a good feel for how to design a high-performing campaign.

To gain this experience, create a detailed campaign plan BEFORE running any marketing campaign. Thinking through all these key elements, and putting numbers into spreadsheets to project campaign success, or ROI.

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Marketing Strategy

Every serious marketer has a marketing strategy. It’s common, however, that the rest of the team (including the executives in the C-Suite and the VP of Sales) don’t have a clear understanding of that strategy. By committing your strategy to paper and showing how that strategy can influence your market and growth revenue, you have a better chance of gaining buy-in from the rest of your team. More>>>

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Marketing Planning

From your account, you can create detailed plans for:

  • Strategy: Positioning, branding, pricing, distribution, selling, campaigns
  • Tool Creation: Websites, messaging, literature and collateral, corporate identity, software systems
  • Demand Generation: SEO and SEM, social media, email marketing, online advertising, customer retention, direct mail, publicity, telemarketing and traditional media.
  • Measurement: Marketing return on investment, customer lifetime and customer lifetime value


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Measuring ROI

If you project your ROI BEFORE running your campaign, then measuring your actual ROI after the campaign completion isn’t difficult. Simply track down the actual numbers for each line item, add any additional costs, and see how well you performed. More>>>

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Marketing is such a broad and changing field, even the most seasoned marketers have little to no expertise in some areas of the field. Whether it’s strategy, digital marketing, creative, messaging, campaign concepting, marketing execution, using traditional media, publicity or direct response, building tools or building brands, marketers who seek to learn end up producing better results.

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Opening Tools

You can view the tools by clicking on the Browse Tools main navigation. To use the tools, you must add them to a project, then from the Project Details screen, click the Open icon and the tool will open in a new window for use.

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Entering Values

After opening a tool from your project, type directly into the field to input your responses. You don’t have to answer every question – if you leave it blank it won’t display in your report. Double and triple entry fields display in a table in your report. Click the green plus to the right to add more fields, and click the paper icon to view any previous entries for the field.

Make sure to click Save before closing. More>>>

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Adding Tools

To add tools to your project, click the Add dropdown from the Project Details screen to open the Browse Tools window. Select the tasks, deliverables or categories you’d like to add and click Add Selected to Project.

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Modifying Descriptions

To modify the description of the task or deliverable, click the Edit icon and enter/modify the text in the Description field. These descriptions will display when you output your work to a PDF report.

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Outputting Results

To output the results of your work, in the Project Details screen click the green PDF icon to publish to a PDF. You can out the results of a task, a deliverable (which includes all the tasks), a category (which includes all the deliverables) or a project (which includes all the categories). To output a project content, select the Reports dropdown and the Project Content.

The PDFs at each level contain different formatting. More>>>

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Adding Activities

To add your own Categories, Deliverables or Tools, click the Add dropdown and select the type of activity to add. Enter in the details in the pop-up screen.

To add tools to your project, click the Add dropdown and select Tools. This will open the Browse Tools window. Any tools you select will be added to your existing project.

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Editing Activities

There are two ways to edit an activity: Click the Edit icon and change it in the pop-up box or  double click the activity line and use the in-line editing feature to change it.

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Sorting & Reordering

There are two ways to sort activities: Manually moving them with the drag and drop feature or sorting activities via column headers.

To drag and drop activities in your project, click and hold the activity and drag and drop it to your desired position.

You may also sort by any particular column by clicking on the arrow to the right of the column header and choosing your sort option.

You may wish to change your view by selecting the View dropdown and selecting your view option. The column header sorting will then apply to your new view.

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Changing the View

You have the option to hide the project details so you have more screen real estate to view your project activities.

Simply click the Collapse option in the top black bar to hide the details and view more Activities. Click the Expand option to return to the normal view.

You may wish to change your view if the activities by selecting the View dropdown and selecting your view option. The column header sorting will then apply to your new view.

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Attaching/Downloading Files

You may wish to attach files to your project for future access. To do so, in your Project Details screen select the Files dropdown and then Add or Download files from here.

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Preview Accounts

You may create a free Preview account to test drive the app. Preview accounts expire automatically after 14 days. Only one Preview account per email address.

You may upgrade from a free Preview account at anytime. Click the Upgrade link in the upper right of your account (login here).

Or, create a new account here.

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How to Upgrade

You may upgrade from a free Preview account or from one paid account level to another at anytime. Your credit card will be charged the new monthly payment, or the discounted annual payment (at your choice) upon upgrading. You may upgrade here.

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If you’re on a monthly subscription, your credit card will be invoiced at signup and every 30 days after. We currently use Chargify to handle our subscription management, using their API to allow you to update and modify your credit card information from the My Account link within your account. If you select the discounted annual payment option, you card will be charged once per year at your account creation date.

We use Authorize.Net as our payment gateway.

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Exporting Data

You may export your data in three ways: outputting your task, deliverable, category or project reports to PDF and saving them locally, outputting Project Reports, and by downloading any files that you’ve uploaded to our servers.

When you close your account we promise to keep your data safe and secure for 12 months in case you wish to re-activate your account. After 12 months we permanently delete all data from closed accounts.

You also have the ability to delete all of your projects before closing your account.

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Closing/Cancelling Your Account

If you’re on a month-to-month plan, you have the option to close your account at anytime without penalty. Simply submit your cancellation request through the Feedback link within your account. This is secure way to ensure that you’re not billed for any future service, as this method is far more reliable than email or phone requests. Once you cancel we’ll close your account and you will not billed for any future service. Since we’re a pay-as-you-go service, we don’t issue refunds for closing your account before your paid subscription period expires.

If you’re on a pre-paid plan, you may cancel at anytime, but your account will stay open until the end of your plan. We do not issue refunds for early cancellation.

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Protecting Your Data

We protect the customer area of this website with the most secure SSL encryption technology available today — up to 256 bits — to protect your confidential and proprietary data. SSL encrypts communications between your computer and our servers. This keeps your data protected from virtual prying eyes.

We use Amazon’s Web Services to host our application and store your data. Amazon has many years of experience in designing, constructing, and operating large scale data centers. This experience has been applied to the AWS platform and infrastructure. AWS data centers are housed in nondescript facilities, and critical facilities have extensive setback and military grade perimeter control berms, as well as other natural boundary protection.

Physical access is strictly controlled both at the perimeter and at building ingress points by professional security staff utilizing video surveillance, state of the art intrusion detection systems, and other electronic means. Authorized staff must pass two-factor authentication no fewer than three times to access data center floors. All visitors and contractors are required to present identification and are signed in and continually escorted by authorized staff.

Amazon provides data center access and information only to employees who have a legitimate business need for such privileges. When an employee no longer has a business need for these privileges, their access is immediately revoked, even if they continue to be an employee of Amazon or Amazon Web Services. All physical and electronic access to data centers by Amazon employees is logged and audited routinely.

Security within Amazon EC2 is provided at multiple levels: The operating system (OS) of the host system, the virtual instance operating system or guest OS, a stateful firewall and signed API calls.

Each of these items builds on the capabilities of the others. The goal is to ensure that data contained within Amazon EC2 cannot be intercepted by non-authorized systems or users and that Amazon EC2 instances are themselves as secure as possible without sacrificing the flexibility in configuration that customers demand.

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SSL Encryption

SSL stands for Secure Sockets Layer. SSL encrypts communications between your computer and our servers. This keeps your data protected from virtual prying eyes.

We protect the customer area of this website with the most secure SSL encryption technology available today — up to 256 bits — to protect your confidential and proprietary data.

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Hosting With

We use Amazon’s Web Services to host our application and store your data. AWS uses a Cloud Architecture, which means underlying computing infrastructure is used only when it is needed (for example to process a user request), to draw the necessary resources on-demand (like compute servers or storage), perform a specific job, and then relinquish the unneeded resources, (often disposing of themselves after the job is done).

Amazon currently has five cloud computing zones: the United States East, the United States West, Europe, Asia Pacific – Singapore and Asia Pacific – Tokyo. We currently use both the United States zones, Europe and Asia Pacific – Singapore.

Amazon’s EC2 offers a highly reliable environment where replacement instances can be rapidly and predictably commissioned. The service runs within Amazon’s proven network infrastructure and data centers. The Amazon EC2 Service Level Agreement commitment is 99.95% availability.

For more information visit Amazon Web Services.

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Data Backup

We use Amazon’s S3 service to backup your data. S3 provides a highly durable storage infrastructure designed for mission-critical and primary data storage. Objects are redundantly stored on multiple devices across multiple facilities in an Amazon S3 Region. To help ensure durability, Amazon S3 PUT and COPY operations synchronously store your data across multiple facilities before returning SUCCESS. Once stored, Amazon S3 maintains the durability of your objects by quickly detecting and repairing any lost redundancy. Amazon S3 also regularly verifies the integrity of data stored using checksums. If corruption is detected, it is repaired using redundant data. In addition, Amazon S3 calculates checksums on all network traffic to detect corruption of data packets when storing or retrieving data.

Amazon S3’s standard storage is:

  • Backed with the Amazon S3 Service Level Agreement.
  • Designed to provide 99.999999999% durability and 99.99% availability of objects over a given year.
  • Designed to sustain the concurrent loss of data in two facilities.

Amazon S3 provides further protection via Versioning. We use Versioning to preserve, retrieve, and restore every version of every object stored in our Amazon S3 bucket. This allows us to easily recover from both unintended user actions and application failures. By default, requests will retrieve the most recently written version. Older versions of an object can be retrieved by specifying a version in the request. Storage rates apply for every version stored.

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We allow you to enter in your password when you create your account. You may also change your password from within the My Account area of your account.

If you forgot your password, you may reset your password here.

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