Use the See-Think-Do-Care model
Preview the four intent stages, then open Edit to set audience, message, channels, and KPIs for each.
2 steps · About 2 minutes
Preview See-Think-Do-Care
Open See-Think-Do-Care 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 See-Think-Do-Care
A saved See-Think-Do-Care model starts in Display. Choose Edit (pencil) to show the form. Change the Audience field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
See, Think, Do, and Care have no audience or KPIs.+
Fill audience, message, channels, and KPIs per stage. Save a version. The list stays Not configured until that save.
If I fill See-Think-Do-Care 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 See-Think-Do-Care for this client does not overwrite another client.
Does Edit also publish See-Think-Do-Care 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 See-Think-Do-Care 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.