Use the 7P Marketing Mix
Add 7P to the agency stack if it is missing, then edit Product through Physical evidence and preview the mix.
2 steps · About 2 minutes
Preview 7P Marketing Mix
Open 7P Marketing Mix from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here u2014 choose Edit (pencil) to change fields.
Edit 7P Marketing Mix
A saved 7P model starts in Display. Choose Edit (pencil) to show the form. Fill Product, then Price, Place, Promotion, People, Process, and Physical evidence. Save writes a draft. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
I do not see 7P Marketing Mix on Models.+
An agency owner adds 7P in Settings u2192 Agency u2192 Marketing models (see Manage agency marketing models). After Add, the row is Not configured until someone saves a version in this workspace. Capture already keeps 7P on the stack with a published sample.
If I fill 7P Marketing Mix here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings u2192 Agency u2192 Marketing models). Each workspace saves its own versions. Filling 7P Marketing Mix for this client does not overwrite another client.
Does Edit also publish 7P Marketing Mix for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview 7P Marketing Mix but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.