Use the STP marketing strategy model
Preview Segmentation, Targeting, and Positioning, then open Edit to change those three choices.
2 steps · About 2 minutes
Preview STP
Open STP 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 STP
A saved STP model starts in Display. Choose Edit (pencil) to show the form. Change the Segmentation 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
I see No STP strategy filled in yet.+
Write Segmentation first, then Targeting, then Positioning. Save a version. Do not skip to Positioning if the segment is still u201ceveryoneu201d.
If I fill STP 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 STP for this client does not overwrite another client.
Does Edit also publish STP 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 STP 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.