Getting Started
Get your MarketScale Studio bearings fast.
26 articles
2026.01.15 - AI Visibility: Getting Value in the First 30 MinutesAI Visibility is a content decision engine for Generative Engine Optimization (GEO). Track "Mentioned" vs "Cited" metrics across AI models, analyze sentiment, and generate prioritized content tasks to ensure your…
Getting Started with AI VisibilityGet started with AI Visibility in minutes. Learn to access your GEO dashboard, track mentions and citations, define competitors, audit prompts, and use Content Recommendations to launch your strategy.
Creating Your First Playbook: 2-Minute QuickstartLearn to create MarketScale Task Playbooks in under 2 minutes. This quickstart guide covers the pre-flight checklist, setting date offsets, and building subtask workflows to standardize your business operations and…
What is Ready to Share?Ready to Share is the showroom in MarketScale for finished, approved content. Upload media and documents, package them into Collections, and share with anyone in seconds. No login required for…
New MarketScale Users
For new users invited to a Studio channel.
Accepting a New User Invite to MarketScaleNew to MarketScale & trying to accept an invitation to your new Channel? Keep reading to learn how!
How to Respond to a Request on MarketScaleLearn how to quickly answer and submit your response to a MarketScale request in just a few easy steps. No logins, no fuss. Just simple, fast content submission.
Using the Inbox: Why It Exists and How to Approve MediaLearn why the Inbox exists and how to use it to review, approve, or decline incoming media. See pending uploads, manage approvers, track sent requests, and keep community content flowing…
What is a Media Card?New to MarketScale? Learn what a media card is, where to find it, and why it's your starting point for editing, proofing, and more.
Media Studio Overview: Core Workflows (Record, Upload, Request)An overview of the Media Studio's three core content-creation paths. Record, Upload, and Request, plus how folders, editing, and publishing fit together.
MarketScale 101
Get familiar with the basics of the platform.
Home Page Tools & FeaturesGet a fast, simple tour of the MarketScale home page. Get the lay of the land: Inbox, Tasks, where to find features. Learn the tools: Upload, Record Media, Surveys, Book…
Profile Dropdown Tools & FeaturesClicking your profile icon opens up a whole suite of tools. Here's a quick overview of each one and how they work.
VIP Guest, Member, and Admin: Understanding Your Channel’s User Roles and Access LevelsMarketScale has three simple roles: VIP Guest, Standard, and Admin. Use this guide to assign the right permissions so your team can scale.
Inviting & Adding Users to Your ChannelThere’s no UGC without creators. Here’s how to add users to your MarketScale Channel and start building your network of contributors. . ✅ How to Invite Users. 1. Click Invite…
How to Upload Media to Your ChannelLearn how to upload videos, audio, and images to MarketScale, fast and self-serve. This guide covers file limits, cloud uploads, mobile workflows, organizing folders, raw footage handling, and how to…
Groups: How to Organize Your Teams and Filter the Home Feed with GroupsGroups in MarketScale help you filter content, organize projects, and streamline collaboration with public or private hubs for your team.
What is the Media Studio?Turn raw footage into assets. Fast. Media Studio handles proofing, professional edits, AI writing, and translations in one place. Use Saved Orders for brand consistency and Docs for collaboration. Replace…
When do videos leave the video status view?Videos auto-complete after 14 days, or you can manually complete them anytime to clear your status view.
How do I control the logo that appears on my public request forms?The logo on public request forms is controlled by your Channel branding settings, not Brand Books.
Videos from my phone's photo library don't appear after I select themIf videos from your phone's photo library don't appear after selection, it's usually a browser permission issue. Here's how to fix it.
How do I add subtitles to a video in MarketScale?Add subtitles to any video in MarketScale, in the same language as the audio, or translated into another language, using the built-in AI transcription and translation tools.
Starting Your Campaign
Your first steps for launching your campaign with MarketScale.
MarketScale KickoffFrom platform login to content leadership, here’s how we activate your people and turn business goals into real content.
Supported Identity Providers for MarketScale SSOComplete list of identity providers supported by MarketScale SSO, including Azure AD, Okta, Google Workspace, and more. Covers SAML 2.0, OIDC protocol options, and SCIM directory sync compatibility for each…
Directory Sync (SCIM) with MarketScaleHow MarketScale directory sync (SCIM) works with your identity provider to automatically create, update, and deactivate user accounts. Covers setup steps, how it relates to SSO, and when to use…
SSO Troubleshooting and FAQTroubleshooting guide for MarketScale SSO and directory sync issues. Covers domain verification errors, expired setup links, login failures, SCIM provisioning problems, and answers to frequently asked questions.
Admin Role Requirements for SSO SetupPermissions and access required to set up SSO for your MarketScale channel. Explains the two roles needed: MarketScale channel admin and identity provider administrator, with guidance for common scenarios.
Setting Up Single Sign-On (SSO) with MarketScaleThis guide provides instructions for IT administrators to set up Single Sign-On (SSO) for MarketScale for access management and security.