Helix is your trusted marketing strategist within MortarAI. With this functionality, you can create a complete marketing strategy powered by Helix.
Key highlights:
Helix can create a full marketing strategy tailored to your needs.
The generated strategy includes all essential sections (e.g., objectives, target audience, channel mix, budget allocation, and KPIs).
See the screenshot below for an example of a marketing strategy created by Helix.
You will only see the Strategic Insights Section for the Marketing strategies created for the same business which you have created integrations in MortarAI. You will not be limited to creating marketing strategies in Helix only for that business. With Helix, you can streamline strategy creation, reduce manual effort, and align your campaigns with data-driven recommendations.
How to Create a Marketing Strategy with Helix
Access Helix and switch on the Marketing Strategist
Click on the “Helix” icon and select the “marketing strategist”
2. Create a Marketing strategy for the Same Business of which you have integrated all the data.
a. Provide the brief and ask Helix to create a marketing strategy. In the brief mention your business name with the exact name to let Helix know that you are creating a marketing strategy for your business.
b. Select the MMM Model (If Mortar MMM is used for your business, if not contact your account manager to discuss about Mortar MMM).
c. Answer the Clarification questions on marketing strategy. This will help Helix to understand the context clearly.
d. Your marketing strategy will be generated.
3. Create a marketing strategy for a different business
Also, you can create a marketing strategy for a different business. Process will be same other than, giving the client's name or name of the business.
4. Report view for Marketing Strategy
You can switch back to the Question-and-answer view by clicking on the cross icon.
Also, you can switch back to the marketing strategy by clicking on the expand icon as displayed in the below screenshot.
5. To export a Marketing strategy, simply click on the export icon. Then select PDF or Word format to export.
Hope to see you create your own marketing strategy using Helix.