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Getting started

Get started with Marxx

Finish setup in three short screens, work through the Getting started checklist on Home, and learn where help lives in the app.

Setup takes a few minutes. After it, Home shows a short checklist that gets you to your first useful result.

Finish setup

You see three screens the first time you sign in.

  1. About you. Under What best describes you? choose Brand, Agency, Solo (a freelancer or consultant) or Other. Then pick your goal under What's your primary goal? Both are required before Continue turns on.

    The About you screen with Brand and Return on ad spend chosen and the Continue button on

  2. Your brand. Enter your Company website, choose your Industry (pick Other to type your own) and set your Monthly ad spend (USD). Marxx uses this to suggest competitors.

    The Your brand screen with a website, the Food & beverage industry and a monthly ad spend filled in, and the Industry field highlighted

  3. Choose competitors to follow. Follow at least one brand from Suggested for you, or search by name. You can follow up to 10 here. If a brand is missing, use Can't find a brand? Add it. Then press Finish setup.

    The Choose competitors to follow screen with two brands followed and the Finish setup button highlighted

Finishing needs a verified email. If yours isn't verified, the screen says "Verify your email to finish" and shows Resend email. Open the link in your inbox, then press Finish setup again.

The competitors screen with the message Verify your email to finish and the Resend email button highlighted

If you reload partway, Marxx picks up where you left off. You can change your competitor list later.

The Getting started checklist

Home opens with a Getting started card. Each row links to the place where the step happens and ticks itself when done. A row only appears if your plan includes the page it opens.

The Getting started card on Home with four steps, one of them ticked

Step Where it takes you What to do
Connect Meta Settings, Integrations Connect your ad account so Marxx can show your own performance. See Connect Meta.
Follow 3 competitors Research, Competitors, Following tab Follow brands to see every ad they run.
Save an ad to a board Research, Competitors Use the bookmark button on any ad card (Save to a board).
Run a report Reports, Create report Choose a Competitive report, Trends report, Meta data report or AI report, then save it.

Press Dismiss on the card to hide it. It is hidden per person and per client, so a new client shows it again.

Where to find help

Select the Help icon (the question mark) at the top right of a page. The menu has three items:

  • Guides opens this help centre in a new tab.
  • Book a call opens a calendar to book time with us.
  • Talk to support opens the support assistant. Choose Hide support to close it.

The Help menu open at the top right of a Marxx page

On a phone, Talk to support is in the navigation drawer.

The sidebar

The sidebar on the left is your map. Items with a padlock are not in your plan.

  • Home. Your account, your competitors and what to do next.
  • Research. Competitors, the 100M+ Ads Library, Marxx Playbook, Influencers, Brand kit, Personas and your Moodboard of saved ads.
  • Create. Workflows, Templates and the Video editor for making ads.
  • Scorecards. Score an ad before you launch it.
  • Performance. How your ads perform: overview, analysis, creative fatigue, alerts and more.
  • Reports. Every saved, built, AI and scheduled report.
  • Leads. Lead-form submissions and WhatsApp conversations from your Meta ads.
  • Settings. At the bottom. Profile, Clients, Members, Integrations, API keys, and Plan & usage.

The sidebar with a padlock beside Scorecards and Leads, which are not in this plan

If you manage several businesses, a client switcher sits at the top of the sidebar. See How Marxx is organised.

Still stuck?

Email apurv@marxx.ai with a screenshot of what you see, or book a call and we will walk through it with you.