Before you start
Marketing Suite is a subscription add-on. To include this add-on, please reach out to our Support Team or directly to your Success Manager or Sales Rep.
Marketing Suite is only available on the web app.
To access Marketing Suite, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
What is Marketing Suite?
Marketing Suite turns the work you're already doing into professional marketing, delivering professionally crafted, AI-generated content that outperforms typical DIY efforts. Finish a Project, tap one button, and we create beautiful showcases, social posts, Google updates, and review requests for you. Even better, it’s fully integrated into your CompanyCam workflow, so marketing happens automatically without slipping through the cracks. No marketing expertise required. Just great marketing from your great work.
Please Note
Marketing Suite provides one-tap publishing to multiple channels:
Google Business Profile
Social Media: Facebook, Instagram, LinkedIn, X, TikTok, and YouTube
Trusty Portfolio
Website embeds
Google review requests
Setup
You'll need to connect your Google Business Profile to get started. This is a one-time setup for a two-way sync between your Profile and CompanyCam. Navigate to the Marketing Suite section on the left navigation bar and select Dashboard. Then, click Connect Google to Get Started.
Click Sign in with Google.
You'll need to allow CompanyCam to access your Google Business Profile. Check the box to allow CompanyCam to "See, edit, create, and delete your Google business listings", then click Allow.
You'll be able to connect multiple locations, if needed. Select which Google Business locations you'd like to include and click Select Locations.
You will get confirmation that your Google Business Profile is connected. Click Continue.
From here, we'll let you know that your portfolio is ready. Click Continue.
Next, we'll ask you to connect your social media accounts. Click the Plus Icon to the right of the social media platform you'd like to connect to. You'll then be prompted to log in to that account to connect to your Marketing Suite. When you're finished, click Continue.
On the web
Once the setup is complete, you'll be directed to your Marketing Dashboard. From this Dashboard, you'll be able to view your Google Business Profile strength, showcase your Projects, view and respond to Reviews, and manage your connected social media channels.
To switch between different locations, click the Drop-Down in the center top of the page.
Showcase your work
Under the Ready to Showcase Section inside your Marketing Dashboard, we'll provide a selection of up to 6 Projects we think are finished and ready to promote. Hover over the Project you want to promote and click Showcase This Project.
To select a Project that is not shown, click Showcase a Project below the suggested list.
Our AI will create a Showcase including a description, project type, materials used, and recommended photos from your Project based on an aesthetic scoring model. You are welcome to make description edits by clicking into the text box or to choose your own photos by clicking Add Photos. Click the X to remove photos from the Showcase, and click the Cover Photo Icon to make that image the Showcase's cover photo.
When your Showcase is ready, click Confirm.
You will now be prompted to choose where to share this Project. Each social media channel you have connected to will automatically be selected, but you can choose to omit any by clicking the blue Checkmark Button to unselect that social channel.
For Facebook and Instagram, choose whether you want your post to appear as a Reel, Image, or Carousel.
You can create a Call to Action in your Google Business Profile by selecting Google Business and then clicking Edit Caption.
Here you can edit your caption and select a Call to Action. When you are finished, click Save.
When each social channel card is clicked on, you'll be able to see a preview of how it will display on that channel and edit the caption as you see fit.
To further customize your social media posts, click Change Template below the preview to see your options.
When you are ready, click Publish.
You'll see a confirmation of your published Project. Please note, this may take up to 20 seconds to render. Click Done.
Manage your Showcases
Click Showcases on the left navigation bar to view the Showcase history and progress. Toggle to Showcased to view the Showcases you have already created. Here you'll also be able to view whether you have already shared them on your social media channels.
Toggle to Drafts to view the Showcases you have yet to publish. To edit and publish a Showcase you've already been working on, click Review and Publish.
To choose a Project to Showcase, click Showcase in the top right of the page.
Search for the Project you want to Showcase and select it by clicking the Project Card. You will be routed to edit and publish your Showcase.
Reply to Reviews
In the Reply to Reviews section in the Marketing Suite Dashboard, you can view the newest 4 Reviews you have not yet replied to and reply directly from the Dashboard.
Click View Reviews at the bottom of the Reply to Reviews section in the Dashboard or click Reviews on the left navigation bar.
Here, you can view all of your Google Business reviews and reply to and edit replies. To reply to a Review, click Reply on the right side of the Review. For Reviews you have already replied to, you have the option to edit your Reply. Click Edit Reply.
Settings
In your Marketing Suite Settings, you can edit your Google Business information, manage your social media channels, and access quick links to your Website Gallery and Map and your Portfolio Site. To manage your Marketing Suite Settings, click Settings on the left navigation bar.
