Build your first multi-channel campaign in MartechAI — choose a template, set your audience, schedule delivery, and let AI optimize performance.
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Build your CRM database — add contacts manually, import from CSV, and organize with segments and custom fields.
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Link your email, Google Analytics, Search Console, and social accounts so MartechAI can pull real data and power your marketing workflows.
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Personalize your MartechAI account — set your name, avatar, timezone, notification preferences, and keep your password secure.
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Learn how to create and configure workspaces in MartechAI — the top-level organizational unit that keeps client and brand data siloed.
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The Hierarchy MartechAI uses a Tenant > Workspace > Users > Data structure. Your tenant is your organization, workspaces are team/client environments, and data is completely isolated between workspaces. What is a Tenant? Your tenant represents your entire organization. It has a unique slug, one or more workspaces, and your billing subscription. What is a […]
Top Bar At the very top of every page you will find the Global Search bar, Notifications bell, Report a Bug button, Dark Mode toggle, Support link, and the Settings gear icon for workspace management. The main dashboard with KPI cards (Campaigns, Pipeline Value, Contacts, Deals) and monthly calendar Sidebar Navigation The left sidebar organizes […]