How to add a new persona in Margo
Margo helps you identify and build out your target personas, so you can focus on the opportunities that matter most. When you get started, Margo will automatically create…
How to add a new ideal customer profile (ICP) in Margo
Margo helps you identify and build out your ideal customer profiles (ICPs), so you can focus on the opportunities that matter most. When you get started, Margo will…
How to get Margo off to the best start
The more context you give Margo, the better she can support you. A great place to start is during onboarding — when you’re adding a company, portfolio, or…
How to create your first plan in Margo
Margo helps you build clear, actionable marketing plans in minutes. Here’s how to create your first plan in Margo. 1. Head to the plan generator To get started,…
How to edit and approve Margo content
Margo works hard to give you accurate, high-quality information, but we always recommend a quick sense check before you sign things off. Only Administrators and Editors can edit…
How to add new members in Margo
Depending on your plan, you can invite other members to access your Margo dashboard. Only Administrators can add and invite new users. 1. Invite a new member Head…
How to add a new company in Margo
Adding a new company in Margo is easy peasy. 1. Log into your Margo account Head over to: https://app.askmargo.ai/accounts/login/ 2. Create the company Click + Create company and…
How to upgrade to a Margo subscription
If you’re on the Starter plan, you can manage and pay for your Margo subscription directly in the platform. After your trial Your free trial lasts 7 days.…
How to log into your Margo account
Margo login is quick and simple. Head over to: https://app.askmargo.ai/accounts/login/ That’s you in. If you don’t receive your code, reach out to the team at help@askmargo.ai and we’ll…
How to start your free Margo trial
1. Sign-up for Margo To sign up for your free Margo trial, head over to: https://app.askmargo.ai/accounts/signup/ That’s you in. 2. Create the company Click + Create company and…