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Module guide

Marketing

An introduction to campaigns, audiences, consent, automation and attribution, and how they connect to sales.

12 articlesUpdated 3 October 2026

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What the Marketing module does

An introduction to campaigns, audiences, consent, automation and attribution, and how they connect to sales.

Set up Marketing for the first time

What to prepare, in order, before your team runs the first campaign.

Daily operations

Plan a campaign and its structure7 min›Add ad accounts and record delivery and spend7 min›Build an audience from ERP data8 min›Record and respect consent8 min›Create automation rules8 min›Build and run a customer journey8 min›

Setup & configuration

Configure Marketing settings and features6 min›

Reports & controls

Read the dashboard, attribution and campaign ROI8 min›Track conversions and send them to ad platforms6 min›

Troubleshooting

Marketing messages and what to do4 min›

Reference

Screens and menus

Where everything is and what each screen is for.

Field reference

Every field, its limits and what is refused.

Actions and results

What each button does.

End-to-end workflows

Whole processes, step by step.

Access and permissions

Who may do what.