QuickStart Guide
Overview of the Setup Process
Welcome to the Keen Platform! We’re here to help you kick off your journey. This guide will lead you through the important steps to set up and enhance your marketing strategy. By following along, you’ll create a personalized model, make the most of your data, and develop flexible marketing plans that suit your needs. Here’s a simple overview of the steps we’ll cover together:
1. QuickStart
Goal: Let’s create your first model using some basic information.
What You’ll Do: Start by entering simple financial details like total revenue, profit margins, and your marketing budget. This will give you a solid foundation to work from.
Next Steps: After setting up this initial model, you can dive deeper by adding more detailed data to make your model even better.
Additional Resources:
2. Adding Environment Factors
Goal: Let’s include important outside influences like holidays, market trends, seasonal changes, and unexpected events (like COVID-19) in your model.
What You’ll Do: To get started, go to the Factors page on the left side of your screen and click the green “Add Factors” button. You can select from over 150 ready-made options, upload your own list, or create custom factors right here in the platform.
Why It Matters: Adding these factors helps your model understand what changes come from your marketing efforts and what’s influenced by outside events. If you don’t have this data ready, it’s perfectly fine to skip this step and come back to it later.
Click here for the Adding Environment Factors Step-by-Step Guide.
Additional Resources:
3. Adding Monthly/Weekly Data
Goal: Let’s improve your model by adding detailed information about your sales and marketing activities.
What You’ll Do: Upload 1-2 years of weekly or monthly data to help reflect the ups and downs of your marketing efforts. This will make your model more accurate and help it recognize patterns and seasonal changes.
Key Tip: Don’t worry if you don’t have data for every single tactic; the platform will still benefit from whatever details you can share.
Click here for the Adding Monthly/Weekly Data Step-by-Step Guide.
Additional Resources:
4. Updating Your Model
Goal: Let’s refresh your model with the new data you’ve uploaded.
What You’ll Do: Simply take a snapshot of your updated data in the platform and re-estimate your model. This way, you ensure that your optimization strategy uses the most current information.
Options: You can choose to update your model with just the new data or enhance it further by adding additional research for more tailored insights.
Additional Resources:
Optimizing Your Marketing Spend (How to Improve Your Results)
Predicting Future Success (How Keen’s Predictive Tools Help You Plan Ahead)
5. Updating Your Plans
Goal: Let’s create and improve your marketing plans using your updated model.
What You’ll Do: Start by setting your goals, like optimizing your budget, reaching a revenue target, or maximizing profits. Then, define any limitations and consider outside factors to build a flexible plan.
What You Can Do: You can adjust your investments, timing, and review the results to see how different strategies affect your overall approach.
Additional Resources:
This setup process is designed to help you create a marketing strategy that fits your needs perfectly. Each step builds on the last, guiding you toward a plan that you can keep improving over time. If you want more detailed help for each stage, just check out the links provided.