> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketing

> Email marketing, social media scheduling, ad campaigns, affiliate management, reputation management, brand boards, and prospecting tools.

The Marketing section gives you a full suite of tools to reach your audience across every channel. From social media scheduling to email campaigns to affiliate tracking, everything is connected to your CRM contacts for seamless marketing workflows.

<Frame caption="Marketing overview — social planner, email campaigns, ad manager, and affiliate tools">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/zfKs7gXq08wU33xh/images/marketing-email-campaigns-overview.png?fit=max&auto=format&n=zfKs7gXq08wU33xh&q=85&s=07ae1d3c8848762443f9e29f5cd35fed" alt="Marketing overview" width="1569" height="631" data-path="images/marketing-email-campaigns-overview.png" />
</Frame>

<CardGroup cols={2}>
  <Card title="Email marketing" icon="envelope" href="/marketing/email-marketing">
    Design and send email campaigns using a drag-and-drop builder with templates, RSS feeds, and analytics
  </Card>

  <Card title="Social planner" icon="calendar" href="/marketing/social-planner">
    Schedule and publish posts across Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Google My Business, and more
  </Card>

  <Card title="Ad manager" icon="rectangle-ad" href="/marketing/ad-manager">
    Launch and manage Facebook and Google ad campaigns directly from the platform
  </Card>

  <Card title="Affiliate manager" icon="users" href="/marketing/affiliate-manager">
    Automate the tracking of referrals, commissions, and payouts for your affiliate program
  </Card>

  <Card title="Reputation and reviews" icon="star" href="/reputation/overview">
    Collect reviews, manage listings, and track your brand's digital presence across Google and Facebook
  </Card>

  <Card title="Brand boards" icon="palette" href="/marketing/brand-boards">
    Create and manage brand kits with logos, colors, and fonts for consistent on-brand content across all clients and channels
  </Card>

  <Card title="Prospecting tool" icon="magnifying-glass" href="/marketing/prospecting-tool">
    Search for local businesses, audit their online presence, and add them as contacts or leads with one click
  </Card>
</CardGroup>

## Getting started

<Steps>
  <Step title="Connect your channels">
    Go to **Settings > Integrations** to connect your email sending service, social media accounts, Google Ads, and Facebook Ads accounts.
  </Step>

  <Step title="Set up email marketing">
    Open **Marketing > Email Marketing** to create your first campaign. Choose a template, customize with the drag-and-drop builder, and set your sending domain for deliverability.
  </Step>

  <Step title="Schedule social posts">
    Open **Marketing > Social Planner** and connect your social accounts. Use the calendar view to plan, schedule, and publish posts in bulk across all platforms.
  </Step>

  <Step title="Launch your first ad campaign">
    Open **Marketing > Ad Manager**, connect your Meta or Google Ads account, and create a campaign. Attribution data ties back to your CRM contacts automatically.
  </Step>

  <Step title="Set up affiliate tracking">
    Open **Marketing > Affiliate Manager**, create a campaign, and generate unique tracking links or coupon codes for each affiliate. Commission rules are configured per campaign.
  </Step>
</Steps>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What marketing channels does the HoopAI Platform support?">
    The platform covers email marketing, social media scheduling, paid advertising (Facebook and Google), affiliate marketing, reputation management, and SMS — all tied to your CRM contacts.
  </Accordion>

  <Accordion title="Do I need separate tools for social media and email?">
    No. The Social Planner, Email Builder, and all other marketing tools are built into the platform, so you can manage all channels from a single dashboard without third-party integrations.
  </Accordion>

  <Accordion title="Can I connect my existing email sending service?">
    Yes. You can connect Gmail, Outlook, SendGrid, Mailgun, or any custom SMTP provider. You can also set up a dedicated sending domain for improved deliverability.
  </Accordion>

  <Accordion title="How does the affiliate manager work?">
    The Affiliate Manager lets you create campaigns, assign unique tracking links or coupon codes to affiliates, and automatically calculate commissions when sales are made through those links. Payouts can be processed manually or via PayPal.
  </Accordion>

  <Accordion title="Can I run ads directly from the platform?">
    Yes. The Ad Manager lets you create and manage Facebook and Google campaigns without leaving the HoopAI Platform. Campaign performance data is tied to your CRM contacts.
  </Accordion>

  <Accordion title="What is a trigger link?">
    A trigger link is a special URL that, when clicked by a contact in an email or SMS, automatically fires a CRM workflow — such as tagging the contact, sending a follow-up, or moving them through a pipeline stage.
  </Accordion>
</AccordionGroup>
