How can we help?
Expert Hours: Click here to attend an Expert Hours session and connect with Allocadia’s Training & Enablement Team
Become Allocadia Savvy
- What is Strategic Planner?
- Allocadia Packages (as of July 1, 2019)
- What is Allocadia?
- Why Use Allocadia?
- Navigating Allocadia
- Accessing Your Activity Plan
- Navigating the Activities Tab
- Adding your Marketing Activities
- Organizing Your Spend
- Holding Funds for Later Allocation
- Planning Best Practices
- Using Allocadia to Calculate Currency
- Tracking your Forecast Using Tags
- Investment Planning Summary Report
- Understanding Allocadia User Roles
Expert Hour Recordings
Want a replay of any of the Expert hour sessions? Watch recordings of past sessions here.