Navigating the App
Learn your way around Market Trak: the sidebar on a computer, and the five-tab app on your phone.
Market Trak has a clean, sidebar-driven layout that keeps every feature one click away.
Sidebar navigation
The sidebar on the left is your main navigation. Dashboard sits at the top, and the rest of your tools are grouped to follow your workflow: Create your content, Share it, Nurture the people it brings in, then Measure how it is all performing. The AI Assistant is not a sidebar destination: it travels with you as the Ask Market Trak button at the bottom centre of every page (see the assistant overview).
| Group | Item | Description |
|---|---|---|
| Top | Dashboard | Your command centre with metrics, awareness score, and quick wins |
| Create | Swipes | A small deck of ready posts every day: keep, save or pass. The card is pink while there are swipes waiting and white once you have done today's |
| Create | Content Pack | Generate a ready-to-use set of posts plus a report for an area you cover |
| Create | Property Pack | Pick one of your properties and get six branded posts about it |
| Create | Report | Generate a property market report |
| Share | Content Calendar | Plan and schedule your posts across the week and month |
| Share | Ad Launcher | Launch a Facebook or Instagram lead ad for a property |
| Share | Library | Your packs, reports and posts in one place |
| Nurture | Leads | Manage the people you have captured |
| Nurture | Emails | Write, schedule and repeat emails to your leads, and see every email you have sent (Emails) |
| Measure | Analytics | See your report engagement, email opens, and where your leads come from |
Some items may show a lock icon if they need a higher subscription tier, such as the Ad Launcher.
Collapsing the sidebar
Click Collapse at the top of the sidebar (next to the logo)to shrink it to icons only. Click the expand arrow to bring it back. Your preference is remembered.
The menu
Click Menu at the bottom of the sidebar to open a popover (the button reads Close while it is open) with:
-
Your name (Profile & preferences) - your personal details and notification preferences
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Settings (Leads, workspace & billing) - every setting, grouped into Workspace, Capturing leads and Account (subscription management and credit purchases live under Billing)
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Pricing (Choose the right plan for you) - only during your free trial
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Get help - opens live chat support (see Getting help for email too)
-
Sign out
On your phone
Your phone gets its own app rather than a shrunken version of the sidebar. A bar across the bottom holds five places, and your initials sit in the top-right corner.
| Tab | What is there |
|---|---|
| Today | Your dashboard: what to do next, today's swipes, your numbers and what has just happened |
| Content | Everything you make: Swipes, Content Pack, Property Pack, Report and, on plans that have it, the Ad Launcher |
| Assistant | The round pink button in the middle. It opens over whatever you are looking at, so you never lose your place |
| Share | Your calendar for the week, anything waiting for approval, and your library of packs, reports and posts |
| People | Everyone you have captured, with Import, Add, Export and Emails, which opens the Emails page |
Two of these are named differently on a computer: Today is the Dashboard and People is Leads. They are the same pages. On a computer, Emails has its own place in the sidebar, just under Leads.
Gestures
- Pull any screen down to refresh what is on it.
- Drag a person's row to the left to email or delete them.
- Press and hold a person, a saved post or a report to start selecting several at once, then tap the others to add them. A bar appears at the bottom with what you can do.
Your account and settings
Tap your initials in the top-right corner to open Account. Everything is in one list, grouped by what things are:
- Capturing leads - your Bio link, Embeddables, Lead capture and Email settings. The first two are things you hand to other people, which is why they have their own entries rather than sitting inside a settings tab.
- Workspace - Brand & logo, Integrations, your team, Billing and Plans.
- Account - your profile, Assistant memory, and help.
Tap Offices on the same screen to switch between workspaces or add a new one.
A few things are kept to a computer on purpose. Email templates and repeating emails are changed on a computer, because they involve a lot of fiddly text and merge fields. On your phone you can still write and send an email from any template or draft on Emails, and pause, resume or delete a repeating email from its card. There is no New email button on a phone: start from Drafts & templates.
Locked features
If a sidebar item shows a lock icon, it means your current plan does not include that feature. Click through to see upgrade options, or visit Billing to change your plan.