Marketing Hub User Manual

1. Introduction

The Marketing Hub module is part of the Elinom ERP platform. Marketing Hub — Social Media Integrator, Dashboard, Campaigns, Contacts & Leads, Email Campaigns.

Open the module from the ERP shell sidebar (#marketing) or directly at public/marketing.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Marketing Hub administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Marketing Hub access.
2. Open Marketing Hub from the ERP sidebar (#marketing).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Social Media Integrator and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Social Media Integrator

Social Media Integrator — workspace for day-to-day social media integrator tasks and records.

How to use Social Media Integrator

1. Navigate to Marketing Hub → Social Media Integrator from the sidebar or #marketing?section=social-accounts.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Dashboard

Dashboard — workspace for day-to-day dashboard tasks and records.

How to use Dashboard

1. Navigate to Marketing Hub → Dashboard from the sidebar or #marketing?section=overview.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Campaigns

Campaigns — workspace for day-to-day campaigns tasks and records.

How to use Campaigns

1. Navigate to Marketing Hub → Campaigns from the sidebar or #marketing?section=campaigns.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. Contacts & Leads

Contacts & Leads — workspace for day-to-day contacts & leads tasks and records.

How to use Contacts & Leads

1. Navigate to Marketing Hub → Contacts & Leads from the sidebar or #marketing?section=contacts.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Email Campaigns

Email Campaigns — workspace for day-to-day email campaigns tasks and records.

How to use Email Campaigns

1. Navigate to Marketing Hub → Email Campaigns from the sidebar or #marketing?section=email.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Content Assets

Content Assets — workspace for day-to-day content assets tasks and records.

How to use Content Assets

1. Navigate to Marketing Hub → Content Assets from the sidebar or #marketing?section=content.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Events

Events — workspace for day-to-day events tasks and records.

How to use Events

1. Navigate to Marketing Hub → Events from the sidebar or #marketing?section=events.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

10. Budgets

Budgets — workspace for day-to-day budgets tasks and records.

How to use Budgets

1. Navigate to Marketing Hub → Budgets from the sidebar or #marketing?section=budgets.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

11. Integrations

Marketing Hub integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

12. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Marketing Hub add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.