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

# MedStrato for Marketing Teams

> Campaign management, content creation, opportunity tracking, and market intelligence for marketing managers and business development professionals.

## Your Role in MedStrato

Marketing and Business Development teams use MedStrato to run multi-channel campaigns, create AI-assisted content, track market trends, and identify business opportunities.

<Info>
  This guide maps your daily workflows to MedStrato features. For detailed instructions, follow the links to specific guides.
</Info>

## Your Key Workflows

### 1. Campaign Management

Create and execute email campaigns to engage KOLs and customers.

| Task                       | Where in MedStrato                                        | Guide                                                                   |
| -------------------------- | --------------------------------------------------------- | ----------------------------------------------------------------------- |
| Create a new campaign      | **Campaigns** → **New Campaign**                          | [Campaigns Overview](/guides/campaign)                                  |
| Choose campaign type       | Campaign → Select type (Product Update, Newsletter, etc.) | [Campaigns Overview](/guides/campaign)                                  |
| Build your audience        | Campaign → **Audience** tab                               | [Campaigns Overview](/guides/campaign)                                  |
| Select email template      | Campaign → **Template** selection                         | [Email Templates](/guides/campaign/email-templates)                     |
| Personalize with variables | Campaign → Edit email content                             | [Personalization Variables](/guides/campaign/personalization-variables) |
| Preview and test           | Campaign → **Preview**                                    | [Preview & Test Emails](/guides/campaign/preview-and-testing)           |
| Schedule or send           | Campaign → **Schedule** settings                          | [Campaigns Overview](/guides/campaign)                                  |
| Track performance          | Campaign → **Analytics**                                  | [Campaigns Overview](/guides/campaign)                                  |

**Campaign types:**

* **Product Update**: Announce new features or improvements
* **Event Invitation**: Invite audience to events
* **New Product Launch**: Major product announcements
* **Newsletter**: Regular updates and content digest
* **Custom**: Flexible format for any purpose

**Email tracking metrics:**

* Delivery rate
* Open rate
* Click rate
* Unsubscribe rate
* Bounce rate

### 2. Content Creation (Press & Articles)

Generate AI-assisted marketing content.

| Task                        | Where in MedStrato              | Guide                                            |
| --------------------------- | ------------------------------- | ------------------------------------------------ |
| Create a new article        | **Press** → **New Article**     | [Create Article](/guides/press/create-article)   |
| Generate with AI assistance | Article → AI content generation | [Create Article](/guides/press/create-article)   |
| Refine and improve content  | Article → **Improve** tools     | [Improve Article](/guides/press/improve-article) |
| Add SEO keywords            | Article → Keyword settings      | [Improve Article](/guides/press/improve-article) |
| Publish or export           | Article → Publish/Download      | [Press Overview](/guides/press)                  |

**Content types you can create:**

* Blog articles
* Press releases
* Product announcements
* Thought leadership pieces
* Case studies

### 3. Market Intelligence

Track trends and identify opportunities.

| Task                            | Where in MedStrato                            | Guide                                                               |
| ------------------------------- | --------------------------------------------- | ------------------------------------------------------------------- |
| Monitor market trends           | **Trends** → Dashboard                        | [Trends Overview](/guides/trends)                                   |
| View funding flows by region    | **Trends** → Geographic view                  | [Trend Details](/guides/trends/trend-details)                       |
| Track procurement opportunities | **Opportunities** module                      | —                                                                   |
| Analyze competitive signals     | **Signals** → Industry filter                 | [Signals Overview](/guides/signals)                                 |
| Generate market research        | **Investigations** → Market Analysis template | [Create Investigation](/guides/investigations/create-investigation) |

**Trend data includes:**

* Funding amounts by region
* Procurement activity
* Project timelines
* Currency conversions

### 4. KOL Engagement for Marketing

Coordinate with Medical Affairs on KOL outreach.

| Task                          | Where in MedStrato                  | Guide                                               |
| ----------------------------- | ----------------------------------- | --------------------------------------------------- |
| View KOL database             | **KOL** → Dashboard                 | [KOL Management](/guides/kol)                       |
| Filter KOLs for campaigns     | **KOL** → Filters (tier, specialty) | [KOL Management](/guides/kol)                       |
| Add KOLs to campaign audience | **Campaigns** → Audience → Add KOLs | [Campaigns Overview](/guides/campaign)              |
| View KOL engagement history   | **KOL** → Profile → Activity        | [KOL Profile](/guides/kol/kol-profile-and-insights) |

<Warning>
  Coordinate with Medical Affairs before reaching out to Tier 1 KOLs to ensure messaging alignment.
</Warning>

### 5. AI-Assisted Workflows

Use MedStrato AI to accelerate marketing tasks.

| Task                       | How to Access                        | What It Does                     |
| -------------------------- | ------------------------------------ | -------------------------------- |
| Create newsletter campaign | `/campaign newsletter to [audience]` | Draft newsletter content         |
| Launch product campaign    | `/campaign launch [product]`         | Generate product launch sequence |
| Cold outreach to KOLs      | `/outreach cold to [specialty] KOLs` | Draft introduction emails        |
| Follow-up with contacts    | `/outreach followup`                 | Generate follow-up sequences     |

Access these via the **AI** module or type `/` in the command bar.

## Quick Start Checklist

Get set up in MedStrato as a Marketing user:

<Steps>
  <Step title="Create your first campaign">
    Go to **Campaigns** → **New Campaign** and select a campaign type. [Guide](/guides/campaign)
  </Step>

  <Step title="Build your audience">
    Add KOLs from the database or import external contacts to your campaign audience.
  </Step>

  <Step title="Set up email templates">
    Explore available templates and customize for your brand. [Guide](/guides/campaign/email-templates)
  </Step>

  <Step title="Register your products">
    Go to **Products** → **New Product** to add your product portfolio for campaign association. [Guide](/guides/products)
  </Step>

  <Step title="Explore market trends">
    Go to **Trends** to see funding and procurement activity in your target markets. [Guide](/guides/trends)
  </Step>
</Steps>

## Metrics You'll Track

| Metric              | Where to Find                      | Why It Matters                     |
| ------------------- | ---------------------------------- | ---------------------------------- |
| Campaign open rates | **Campaigns** → Campaign analytics | Measure subject line effectiveness |
| Click-through rates | **Campaigns** → Campaign analytics | Measure content engagement         |
| Audience growth     | **Campaigns** → Audience tab       | Track list building progress       |
| Content production  | **Press** → Article list           | Monitor content output             |
| Market trends       | **Trends** → Dashboard             | Identify opportunity timing        |

## Campaign Planning Calendar

MedStrato helps you plan campaigns around events and product milestones:

| Timing               | Campaign Type       | Audience             |
| -------------------- | ------------------- | -------------------- |
| 4 weeks before event | Event Save the Date | Target attendees     |
| 2 weeks before event | Event Invitation    | Target attendees     |
| 1 week before event  | Event Reminder      | Registered attendees |
| Post-event           | Thank You + Content | Attendees            |
| Product launch       | Launch Announcement | Full list            |
| Monthly              | Newsletter          | Subscribers          |

## Related Resources

<CardGroup cols={2}>
  <Card title="Email Templates" icon="envelope" href="/guides/campaign/email-templates">
    Choose and customize email templates.
  </Card>

  <Card title="Personalization Variables" icon="code" href="/guides/campaign/personalization-variables">
    Dynamic content for personalized emails.
  </Card>

  <Card title="AI Prompt Tips" icon="wand-magic-sparkles" href="/best-practices/ai-prompt-tips">
    Get better results from MedStrato AI.
  </Card>

  <Card title="Event Invitation Best Practices" icon="calendar-check" href="/best-practices/event-invitation-best-practices">
    Optimize timing and messaging.
  </Card>
</CardGroup>