Getting StartedYour First Welcome Flow

Your First Welcome Flow

What to expect the first time you sign in. Paste your website, review your branding, and generate your first Content pack.

The very first time you sign in to a new Market Trak workspace, you go through a short full-screen welcome experience that gets your branding set up and produces your first Content pack before you ever see the main dashboard.

The whole thing takes around two minutes. You can't skip past it on your first visit, by design. By the time you reach the dashboard, your workspace is already branded and you have your first Content pack to use.

Step 1: Paste your agency website

You'll see a single field asking for your agency website. Paste in your full URL (the same one your customers visit) and click Find my brand.

If you'd rather skip this and enter everything manually, you can click Skip for now below the input. Most people are better off pasting the URL, Market Trak does the work for you.

Step 2: We read your site

While you wait, Market Trak visits your website and pulls out three pieces of information:

  • Your logo

  • Your primary brand colour

  • Your agency name

This usually takes 5 to 15 seconds.

Step 3: Review what we found

You'll see three editable cards with what we pulled from your site. Anything we got wrong, you can fix here before moving on:

  • Agency name: type over what we found if it isn't quite right.

  • Brand colour: click the swatch to open a colour picker, type a hex code directly, or click one of the four suggested shades next to it (slightly lighter or darker variants of what we detected).

  • Logo: we show the logo we picked from your site. If you'd rather use a different one, drag a file onto the Upload your own tile (or click it to open a file picker). PNG, JPG, or WebP up to 2MB. To clear the logo entirely (and start your workspace with no logo), click the small X in the top-right corner of the logo preview, then continue without uploading a replacement.

We don't accept SVG files because they can't be safely used on the social post images we generate later. If your website only has an SVG logo, we'll skip it and ask you to upload a PNG or JPG version instead, or you can continue without a logo.

If we couldn't read your site (rare, usually because your site blocks automated visits or didn't load in time), you'll land on this step with empty fields and a small note. Just type in your agency name, pick a colour, and upload your logo manually.

When everything looks right, click Looks good, let's build your first pack.

Step 4: Your first Content pack

We save your branding to your workspace (including the website you pasted in Step 1, kept on file as your business website) and drop you straight onto a full-screen Content Pack canvas. Type in a postcode you want to target, choose the report style you'd like, and Market Trak builds:

  • A local market report for that postcode (with your logo and brand colour applied)

  • Three social posts in different visual styles

This usually takes around 90 seconds. The logo and brand colour you just set are already applied to the report.

When the pack lands, you'll see a small Welcome to Market Trak banner at the top and a confetti burst. If you've already subscribed, a Continue to your dashboard button at the bottom of the canvas opens the full app. If you haven't yet, the button at the bottom opens a full-screen plans page where you can compare every plan, see everything a subscription unlocks, and start when you're ready.

Need to leave halfway?

A small Sign out icon sits in the top-right corner of the welcome flow and the Content Pack canvas. If you want to switch accounts or leave without finishing, click it to sign out cleanly. You can come back any time and continue from where you left off.

After the welcome flow

From this point on, signing in takes you straight to the dashboard like normal. Your first report and three posts are saved automatically:

  • The report lives on your Reports page

  • The three social posts live in your Drafts under Social Media

You can edit any of them, post or schedule them, or generate more packs at any time from the Content Packs page in the sidebar.

What if I want to change my branding later?

Everything you set during the welcome flow can be edited later from Workspace Settings > Branding. Your logo, brand colour, agency name, and business website are all editable at any time.