> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stchat.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketing

> Marketing overview: where your customers come from, forms, links, link in bio, media library and Refer and earn.

## What it is for

**Marketing** brings together what brings new customers to your service: forms, links that count clicks, the bio links page, the team's files and the referral program. The opening screen shows, in one place, where each contact came from.

## Who can do it

Anyone with access to the screen sees Marketing. The Operator can only view: creating a form or link is for anyone who is not an Operator, and sales by source appear only for the Owner and Admin.

> [!NOTE]
>
> Each tab can sit behind a submodule. If a tab does not appear in your menu, the agency has not enabled that submodule for your organization. Talk to the agency.

## Where to click

In the side menu, click **Marketing**. The tabs are at the top (the ones that do not fit go under **More**):

| Tab | What it does | Appears if |
| - | - | - |
| **Overview** | Shows where your customers come from. | Whenever you have access to Marketing. |
| **Forms** | Creates and publishes forms. See [Forms](https://docs.stchat.app/en/subcontas/formularios.md). | Whenever you have access to Marketing. |
| **Links** | Short links with a QR code and the **Link in bio** page. See [Links and Link in bio](https://docs.stchat.app/en/subcontas/links-e-link-na-bio.md). | The agency enabled the Tracked links or Link in bio submodule. |
| **Refer and earn** | Referral program. See [Refer and earn](https://docs.stchat.app/en/subcontas/indique-e-ganhe.md). | The agency enabled the Refer and earn submodule. |
| **Library** | Team files. See [Media library](https://docs.stchat.app/en/subcontas/biblioteca-de-midia.md). | Your profile can see this tab in the menu. |

## Step by step

**1. Open the Overview**

Click **Marketing**. You land on **Overview**, titled "Where your customers come from".

**2. Choose the period**

Use the **Period** field to change the number of days analyzed.

**3. Read the sources table**

Each row shows the source (a form or a link), the leads, the sales and the revenue. A sale here is a won deal in the Kanban.

**4. Follow what the screen suggests**

Under **What to do now**, the screen tells you, for example, that a form received no responses or that an active link had no clicks.

## What happens next

Every contact that comes in through a form or a trackable link is recorded with its source. The more sources you create, the more complete the table gets. Contacts from before collection started appear with no source recorded.

## Common errors

* **I do not see a tab:** its submodule was not enabled for the organization.
* **"No sources yet. Create a form or a tracked link.":** there is no form or link with contacts yet.
* **"No leads between ... and ...":** your sources are active, but no one came in during the period. Use **See last 90 days**.
* **"Couldn't read the capture data.":** try again in a moment.

## Next step

* [Create and publish a form](https://docs.stchat.app/en/subcontas/formularios.md)
* [Short links and Link in bio](https://docs.stchat.app/en/subcontas/links-e-link-na-bio.md)
* [Media library](https://docs.stchat.app/en/subcontas/biblioteca-de-midia.md)
* [Refer and earn](https://docs.stchat.app/en/subcontas/indique-e-ganhe.md)


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