AI Marketing Agent: Understanding the Marketing Plan

• Idea: Any idea that the agent has not yet generated as content for review.

• Draft: Content awaiting your approval or dismissal.

  Note: Drafts pending your approval also show up in the dashboard as tasks for you. Once you approve or dismiss them, they are removed from the dashboard but always remain in the content plan.

• Passed: Content whose publishing date has passed but was not approved by you.

• Scheduled: Content that you approved and set for publication.

• Published: Content that is live - posted on social media, sent via email, or published on your site.

• Dismissed: Generated content that you dismissed and will not be published.

• Couldn't publish: Content that was scheduled but wasn't published or delivered to recipients (e.g. due to a technical issue, connection error).

  Tip: Go to the post in your dashboard to check the specific reason it failed.

Tip: Social posts can show multiple statuses, depending on if a post has been reviewed. For example, an approved Instagram post will show as Scheduled while other social channels that haven't been reviewed yet will show as Draft.

Click the drop-down at the top right to switch between your Current content plan and Next content plan.

Planned content is grouped by week for easy browsing. Click any week to expand or collapse its details and see all content scheduled for that time.

Note: New content plans are generated once a month, on the third Wednesday of the current month.

Focus on the content that you need to check by filtering the content plan:

• Click the All Statuses drop-down and select the relevant statuses (e.g. Draft, Published, Dismissed).

• Click the All Types drop-down and select Social, Email, and/or Blog.

Review generated content for social posts, email campaigns, and blog posts.

1. Hover over an item and click Review and Approve.

2. (Optional) Edit the content or change the date it's scheduled for.

3. Select Dismiss or Approve for each item.

   Tip: Approve all tasks in bulk by clicking Approve all at the top of the window.

The agent will offer you ideas for content, which you can review and edit before it starts generating content.

1. Hover over an item with an Idea status and click Edit to make changes.

2. Edit details as needed:

   • Blog: Edit the publish date.

   • Social media marketing: Edit the date, subject, and post details.

   • Email marketing: Edit the campaign send date, email subject, and email description.

Delete an idea you don't want the AI Marketing Agent to generate.

1. Hover over the relevant item with an Idea status.

2. Click the Delete icon

   

3. Click Delete Idea to confirm.

Note: If you delete a social media post or email marketing campaign, you can't generate a new one to replace it. You will need to wait until next month for new posts.

A new content plan is automatically generated every month, on the last Wednesday of the month.

The marketing agent uses your strategy to shape the content it creates, keeping your messaging and goals consistent.

You can update your marketing strategy and keywords at any time. Click Settings at the top and choose what to update:

• Manage settings: Update your goals, content focus, brand voice, and more.

• Edit keyword research: Update your keywords to improve SEO.

The AI Marketing Agent dashboard is where you'll find items that require your attention. For example, the agent will bring up posts that are pending your approval or any issues that need to be fixed.

Your content plan gives you the full picture on the posting schedule - it includes every stage from the initial idea to generating a draft, Scheduled, Published, or Dismissed. This way, you always have a bird's-eye view of everything that has happened or is planned for your marketing.

If you want to create new content from scratch, go to the relevant app's tab in the dashboard (e.g. the Blog tab) and create and post the new content from there.

This is helpful if you thought of a new idea that the AI Marketing Agent did not include, but it doesn't add the content to the AI Marketing Agent's posting schedule.