Frequently Asked Questions
Frequently asked questions
Section 1: About MRPLN
Section 2: Registration & Account
Section 3: Brand Management
Section 4: Template Creation Guide
Section 5: Content Management
Section 6: Customer Management
Section 7: Campaign Launcher
Section 8: Automation & Deployment
Section 9 :Customers Consent & Data Management
Section 10 : Technology provider services
Section 11: Zapier Integration
Section 12: Calendar & Scheduling
Section 1: About MRPLN
1.1 What is MRPLN and what services does it provide?
An advanced AI-powered SaaS platform designed to support the businesses and professionals to; 1- Develop Marketing Planning powered by AI, 2- Automation of the deployment of plan’s tactics and digital execution, 3- provide Analytics of the deployed marketing campaigns,4-provide powerful AI insights, support and recommendation
MRPLN provide different tiers of subscriptions each with deferent level and limits of features eligibility to know more review the tiers Pricing | MRPLN. policies and terms at www.mrpln.com
1.2 What is the Planning Service?
AI-generated marketing plans tailored based on Users brands goals, marketing channels & content available, and user’s customers personas & segmentation.
Also considering business different factors like reach frequency, type of business and time frame of plan, etc.
1.3 What is the Automation Service?
MRPLN supports the business and marketer after generated the AI- Powered plan by Automating the campaign deployment across three main channels (depend on the user subscription level eligibility) Email, WhatsApp, and SMS, with intelligent scheduling and optimization as per the plan generated.
Tech Provider Capabilities:
- WhatsApp Business API Integration: Complete WABA management or creation through MRPLN at sender management page.
- Email Automation: Integration add and verify your email at sender management page with advanced deliverability.
- SMS Automation: Integration add and verify your SMS approved number at sender management page with intelligent routing.
- Multi-Channel Coordination: Unified dashboard for all communication channels
- Real-time Analytics: Comprehensive performance tracking and insights
WhatsApp , Email and SMS number verification and integration done through Sender manganate Tab, which is only accessible for Eligible tiers Business+ see at Pricing page .
Automation depends on the content inventory the user provides, and the customers inventory user provides so user responsibility to make sure the accurateness of the data provided and to obtain required consents from the customer.
MRPLN provide different tiers of subscriptions each with deferent level and limits of features eligibility to know more review the tiers Pricing | MRPLN. policies and terms at www.mrpln.com
MRPLN can support planning but not the deployment of non-deployable tactics like Face2Face, virtual meeting or phone calls done by customers.
1.4 What is the Analytics Service?
AI-generated insights and reports to analyze the deployed tactics and campaigns performance, customer engagement, and ROI.
The service provided for (Business and Enterprise tiers only )
1.5 What AI Services do we provide?
• Content Studio for AI-generated WhatsApp, SMS, and Email templates (Enterprise tier upon request )
• Marketing Insights / Analytics AI-Agent (Business and Enterprise tiers only )
• Campaign Planning AI-Agent (All Tiers)
• Smart Suggestions and Automation (Business and Enterprise tiers only )
1.6 What are the roles and responsibilities of using AI in marketing?
You are responsible for content approval, customer consent, data provided for brand ,content , customer , business accuracy and verifying campaign compliance with local laws. MRPLN ensures secure AI processing and data protection.
1.7 Where can I find the privacy policy and terms of use?
You can review our Privacy Policy and Terms & Conditions which include data processing agreements and user rights. Visit:
https://mrpln.com/privacy-policy . https://mrpln.com/terms-and-conditions
Section 2: Registration & Account
2.1 How to register and what fields are required?
Step-by-step instructions including: name, email, password, and plan selection.
2.2 What are the subscription tiers and pricing?
Refer to Pricing Pricing | MRPLN or contact us at Contact@mrpln.com for custom plans.
Current Prices start from $75/month annually billed. please refer to home page and pricing section to know latest offer and prices for different tiers
MRPLN provide different tiers, Professional (For Marketers scaling the marketing efforts) mainly planning only, Business (Best for Small & Medium Businesses!) deployment and analytics with limitations and Enterprise (Enterprise plan with unlimited AI- Empowering and full features. Full APP customized available to your needs, branding and Compliance) of subscriptions each with deferent level and limits of features eligibility to know more review the tiers Pricing | MRPLN . policies and terms at www.mrpln.com
2.3 What is the authentication process?
Secure login via email/password and email 2FA verification .
2.4 How can I contact MRPLN support?
Through the contact form at our home page www.mrpln.com , or support email (shown in-app and on the website).
Section 3: Brand Management
3.1 What are the brand limits per plan?
Based on subscription tier: 1-3 brand (Free & Prof), 5 brands (Business), up to 50 brands (Enterprise).
please refer to pricing table or contact us to know more Pricing | MRPLN.
3.2 How to add or edit brand details?
Add: Objectives, key messages, description, market insights, type of tactics.
Tactics metadate you enter – affects planning and automation quality.
MRPLN provide different tiers of subscriptions each with deferent level and limits of features eligibility to know more review the tiers . policies and terms at www.mrpln.com
MRPLN can support planning but not the deployment of non-deployable tactics like Face2Face , virtual meeting or phone calls done by customers.
Refer to automation section
Section 4: Template Creation Guide
This Section provides instructions and examples for creating Email, WhatsApp, and SMS templates within the MRPLN platform.
1. General Rules for All Templates
Use {{Customer_Name}} as a required variable in all templates.
Use either {{User_Name}} or {{Display_Name}} as the sender variable.
You may include optional placeholders like {{CTA_Link}} or {{Product_Name}}.
Content can be written directly in the app or uploaded as a .docx file (as directed on template creation page)
2. Email Template Creation
Required Inputs:
Subject Line
Display Name (optional)
Email Body (type in-app or upload a .docx/.pdf)
Instructions for Upload:
Use a Word or PDF document , as directed on the platform on the trmplate creation wizard with:
A greeting (e.g., Dear {{Customer_Name}})
Body content (text, images, headers)
A closing with either {{User_Name}} or {{Display_Name}}
A disclaimer: If you prefer not to receive future communications, click Unsubscribe.
Dear {{Customer_Name}},
Navigating today's marketing landscape is harder than ever. Marketers face growing challenges... [body content]
Best regards,
{{User_Name}} or {{Display_Name}}
Legal Notice: This email is intended for marketing communication. Sent using MRPLN service on behalf of {{Display_Name}} .
3. WhatsApp Template Creation (Meta-Compliant)
Required Inputs:
Message Body (text with available variables)
Image (optional)
CTA URL (optional)
Display Name (optional)
Template Requirements:
Must include {{Customer_Name}} and optionally {{User_Name}} or {{Display_Name}}.
Must follow Meta rules: no spam, no clickbait, no offers without value.
Header: Optional text or image
Footer: Optional CTA but mandatory disclaimer (Reply STOP to unsubscribe)
WhatsApp Template Sample
Hi {{Customer_Name}},
We’re excited to share new updates.
Check more: {{CTA_Link}}
Best regards,
{{Display_Name}}
Reply STOP to unsubscribe
4. SMS Template Creation
Required Inputs:
Message Text (160 characters recommended) – 160 English Character other language will be less than 160
Must include {{Customer Name}}
Opt-out clause mandatory (Reply STOP to unsubscribe)
SMS Template Sample
Hi {{Customer_Name}}, check out our new launch! Visit {{CTA_Link}} — from {{Display_Name}}. Reply STOP to unsubscribe.
5. Content Assignment and Automation
Once you create and save your template, go to the Content Creation section and assign content to the correct template (Email, WhatsApp, or SMS). Use content metadata to Help AI planning and to track format, objective, industry, and customer persona. This preparation streamlines the automated deployment process.
All templates and contend related to it is subject to review first before used for deployment.
You can create content with metadata direct on content management and still will be used for AI planning service but in order to use it in the automation services in needs to be connected to an approved template. if not connected to approved template so it is only go planning and will not deployed.
Section 5: Content Management
5.1 What content types are supported?
you add digital tactics metadata only in the content inventory Email, WhatsApp, and SMS content .
you can chose non digital tactics like (face 2 face , virtual call , etc. ) these content by any way not subject to connect to template , also will not by automatically deployed ,however still part of the AI marketing plan.
in order to Automate /Deploy (in case you tier eligible for automation) you need to connect these metadata to one of the preapproved template you have.
5.2 How to add and format content types?
chose content type Email, SMS ,WhatsApp (digital tactics) enter the metadata , in case want to use it in the future for automation it need to be connected for one of the preapproved templates from you inventory with the same type.
The accuracy and review of final version of the content or the templates is the users responsibility ,
MRPLN do periodic review for the Content to make sure it doesn’t violate the MRPLN policies and terms of use
5.3 How to view, edit, or delete content?
Content management tabs allow to shows all uploaded content inventory , to filter , search and can click the edit or delete icon , also usually will find tab to add new up to the approved tier limit
5.4 What’s template creation and how to us it ?
Check Content and template guide section 4 , content page is used to add placeholder for content metadate that can help generating you AI powered marketing plan in order to automate the digital tactics/content you entered it need to be connected with preapproved eligible template.
Section 6: Customer Management
6.1 How does MRPLN protect customer privacy?
Data we collect on customers of the users we practice high caution to be encrypted.
No customers personal data is exposed/transferred to other users or parties unless stated in our privacy poly and data processing agreement.
All content and customer interactions follow our Data Processing Agreement.
You can review our Privacy Policy and Terms & Conditions which include data processing agreements and user rights. Visit:
https://mrpln.com/privacy-policy . https://mrpln.com/terms-and-conditions . Consent & User Data | MRPLN
6.2 How to manage customers?
Add manually or upload CSV or Excel using exact format our data saving controls, please reach us to provide you with the same table format template. Also the Customer management tab allow Add, Edit or delete options
6.3 Is customer consent required? (refer to section 9)
Yes. Users must obtain customer consent for WhatsApp, Email, SMS before using customer contact data to send content or using a communication channel.
if want to use MRPLN SMS Toll free: User should add to the consent" You Agree to Receive Marketing massages through MRPLN Toll free Number "
Review Content status it will show approved, rejected or pending after we conduct a content review, same for customer after confirming your customer is opted in / Consented it will show opt in is the customer at any point opted out the status will be changed to opted out / unsubscribed this will not send content to him on the opted-out channel
6.4 do i need to consent all my customer?
No some scenarios like if you want only to plan or will not eligible tier for deployment we highly recommend not to add any customers personal data use identifier for name and no contact information needed in such case , consented contact information needed when you are planning to deploy and automate tactics or campaigns to the customer
Section 7: Campaign Launcher
7.1 How to use the campaign launcher?
Default will plan for all brands , content and customers however, you still have option to select brand, if need specific (content or customers) default is use all brand , content and customers. , start date and duration of plan ( up to 3 months) . Set working hours
AI will generate the plan. Combining the provided metadata from brand , content inventory , customers inventory and information provided in the campaign launcher.
Review the plan , then you can save or download the plan , then automation decision in case the content and customer are eligible for deployment and your subscription tier eligible for deployment .
7.2 Can I use specific content or customers for the planning?
Yes, filter manually before generation. Using the campaign launcher tab.
7.3 What if I want to include physical or virtual meetings in the plan?
Add them as “non-deployable tactics” in the content management . entered as metadate only in content with no template and not deployable.
7.4 Can I save the plan as a file?
Yes, export as PDF or CSV/Excel.
7.5 How many times can I refresh a plan?
As long as your tier level allow , Refresh counts as a plan and consumes your AI token quota and number of remaining plans count.
7.6 What should I check before saving or deploying?
Check delivery channels, content-customers matching, date and time vs working hours and frequency. The content final view can be done in previous stage when adding the content to the content management view.
7.7 How to edit or remove tactics before deploying?
Go to Campaign history , filter to specific campaign/plan you need , Click on the tactic inside the plan view > Edit/Delete.
Section 8: Automation & Deployment
8.1 What channels can be automated?
MRPLN only automate Email, WhatsApp, and SMS,
Based on : Subscription tier limit Pricing | MRPLN, Template and content approval , Customer data consent, confirmation by users.
8.2 How does deployment automation work?
MRPLN schedules and sends content based on plan settings and the AI generated date and time for each tactic in the plan. refer to "1.3 What is the Automation Service?"
8.3 What are the differences between subscription plans in automation?
Only Business & Enterprise support full automation. (SMS only Enterprise)
Free and Pro limited only planning service.
8.4 Is 2-way communication supported?
NO in general , but the feature can be customized and enabled for WhatsApp and Email in Enterprise tier upon request.
8.5 How do I confirm my campaign was sent?
Deployment dashboard / Analytics shows success/fail logs. Plus, other analytics parameters, Dashboard available for Business and Enterprise plans for deployed tactics only,
8.6 What are deployment limits per plan?
please check for latest limits on Pricing | MRPLN
Always refer to the recent price / Subscription tables on our Pricing | MRPLN or contact us
Currently:
• Business: 1000 emails + 1000 WhatsApp (monthly)
• Enterprise: 10K emails + 10K WhatsApp + 2K SMS (monthly)
Enterprise customization for more limits and features is available on request.
8.7 When are automation limits renewed?
Monthly from the subscription date.
8.8 What email / What’s App or SMS number used to send to the customer?
(Private label Branding)
check below Sender management setup guide
The Enterprise tier users can request private label customization and use the user specified email, domain and number for user branding and compliance purposes if needed.
8.9 Sender Management Setup Guide
Sender management is automation enablement service that is only available for Business and Enterprise Tiers
A. Email Sender Setup
1. Configuration Options:
- SendGrid Integration (Recommended)
* Higher deliverability rates
* Advanced analytics
* Automated bounce handling
- Custom SMTP Server (managed by the user )
* Use your own email server
* Full control over email infrastructure
* Manual bounce handling required
2. SendGrid Setup Process:
- Go to Sender Management → Email Tab
- Enter your business email
- Click "Verify with SendGrid"
- Complete email verification (check inbox)
- Wait for domain verification (24-48 hours) done by user optionally
- Start creating email templates
B. WhatsApp Business Account Setup
1. Initial Setup:
- Go to Sender Management → WhatsApp Tab
- Enter business information:
* Business name
* Business email
* Phone number
* Website URL
- Click "Connect with Meta"
2. Meta Integration:
- Complete Meta's business verification
- Grant necessary permissions to MRPLN
- Select or create WhatsApp Business Account
- Wait for account review (typically 1-5 days)
3. Post-Setup:
- Monitor account health score
- Create message templates
- Configure business profile
C. SMS Sender Setup
1. Configuration Options:
- Your Own Number (10DLC)
* Must be registered for A2P 10DLC
* Higher trust and deliverability
* Your brand recognition
* You handle compliance
- MRPLN Toll-Free (required Consent from your customers as stated in consent management section)
* Ready to use immediately
* Shared with other users
* MRPLN handles compliance
* Lower setup complexity
2. 10DLC Setup Process: done by the user (reach us we can support on the process )
- Register with Campaign Registry
- Complete brand verification
- Submit campaign details
- Wait for carrier approval (5-14 days)
- Configure in MRPLN
3. Toll-Free Setup:
- Select "Use MRPLN Toll-Free"
- Accept terms of service and collect the required Consent from your customers as stated in consent management section
- Start creating SMS templates
D. Best Practices
1. Email Best Practices: Use authenticated domains, Maintain good sender reputation, Follow anti-spam guidelines, Monitor bounces
2. WhatsApp Best Practices: Keep quality rating high, Use approved templates, Respect messaging windows, Monitor opt-out rates
3. SMS Best Practices: Follow TCPA guidelines, Respect quiet hours, Clear opt-out instructions, Monitor delivery rates
E. Monitoring & Analytics
1. Email Monitoring: Delivery rates, Open rates, Click rates, Bounce/complaint rates
2. WhatsApp Monitoring: Message status, Template approval rates, Quality rating, Customer engagement
3. SMS Monitoring: Delivery confirmation, Response rates, Opt-out tracking, Cost analysis
F. Troubleshooting Guide
1. Common Email Issues: Bounces, Spam folder placement, Authentication failures, Template rendering
2. Common WhatsApp Issues: Template rejections, Quality rating drops, Message failures, API connectivity
3. Common SMS Issues: Delivery failures, Carrier filtering, Number validation, Rate limiting
Section 9 :Customers Consent & Data Management
MRPLN is a B2B platform built for marketers and businesses to manage their Marketing campaigns and communications responsibly.
This page explains how consent is collected and confirmed, how opt-out is handled, and how customer data is stored and processed, in line with MRPLN’s Privacy Policy, Terms of Use and User Guide, and data protection laws.
1. Consent Collection & Opt-In Process (User Responsibility)
MRPLN does not collect or request customer consent directly.
The sole responsibility for obtaining valid consent lies with the business or marketer (the MRPLN user).
Before uploading or adding a contact to the platform, users must:
Collect clear and verifiable consent from the individual to receive communication through the selected channel (WhatsApp, SMS, Email) .
Confirm this consent in the MRPLN interface by manually checking the consent confirmation box during customer creation (via web form or Excel upload).
Ensure that the consent was informed, specific, and compliant with applicable laws.
To use MRPLN SMS Toll-Free number user include this in the consent " You Agree to Receive Marketing massages through MRPLN Toll free Number "
This confirmation means that:
The user's customer explicitly agreed to receive communications from your business or marketing messages from MRPLN and SMS on your behalf
You, as the user, are accountable for storing proof of this consent. MRPLN may require Valid documentation of how users collected the needed consents.
MRPLN records your confirmation of consent for compliance purposes but does not verify or manage consent collection on your behalf.
✅ Consent Confirmation is a mandatory step before saving or uploading any customer. No data will be added to the MRPLN system unless the user explicitly confirms that prior consent has been obtained.
How Consent is Collected by Users
Before a marketer adds a customer to MRPLN, they are required to collect consent through one or more of the following methods:
✅ A checkbox on their website or landing page
✅ A sign-up form where the customer agrees to receive Marketing communication from your business or through MRPLN on your behalf.
✅ Verbal or written confirmation (e.g., during a sales call or clinic visit)
This opt-in occurs before any data is uploaded to MRPLN. When uploading customer data, users must explicitly confirm they collected proper consent (as seen in the screenshot above). MRPLN retain the right at any time to ask for documented Consent collected from the user's customers.
📎 Screenshot of consent confirmation checkbox is provided below for reference.
2. Opt-Out & Unsubscribe (MRPLN Managed)
While consent collection is your responsibility, MRPLN helps enforce opt-out controls to protect end customers and comply with anti-spam laws:
MRPLN automatically appends unsubscribe instructions to outbound emails when the user has not included them.
For SMS and WhatsApp, we recommend and support using keywords like "STOP" or "Opt-out".
If an end customer opts out, MRPLN will:
Flag and exclude the contact from future communication.
Remove them from the active contact list uploaded by the user.
Ensure no further messages are delivered to that contact from the same business.
⚠️ MRPLN users are expected to respect opt-outs and should not re-upload the same contact unless fresh consent is collected.
3. Data Management & Security
MRPLN applies strict security measures to protect all customer data:
Customer records are visible and accessible only to the user who uploaded them.
Data is encrypted at rest and in transit, stored on secure infrastructure (e.g., AWS in UAE / USA).
Default Data storage region is United States (AWS USA).
Enterprise users can request Data storage Localization by contacting us before plan start and registration.
MRPLN does not use, share, or sell any customer data beyond the nature of data processing on behalf of our users. Data Processing Agreement
Users can delete contacts at any time and request full removal for compliance purposes.
4. Your Responsibility as a User
By using MRPLN, you acknowledge and agree to:
Collect and confirm valid opt-in consent before adding any customer.
Not upload any customer without explicit permission for the intended communication channel.
Handle all regulatory duties related to customer data and consent.
Respect MRPLN’s policies and privacy commitments.
Data will be stored in United States region, unless you user are on Enterprise plan and request another region.
Section 10: Tech Provider Services
10.1 What is MRPLN's Tech Provider Role?
MRPLN acts as your technical provider for WhatsApp Business API integration, eligible for Business+ Tiers
visit Marketing automation page to know more
Handling:
- WABA setup and configuration
- Template creation and submission to Meta
- Account health monitoring and optimization
- Compliance management and quality assurance
- Real-time analytics and reporting
10.2 WhatsApp Business Account Management
- Setup Process: Complete WABA setup through our embedded signup flow through META form MRPLN app
- Account Health: Monitor quality ratings, messaging limits, and verification status
- Template Management: Create, edit, and manage WhatsApp message templates
- Analytics Dashboard: Track message delivery, engagement, and account performance
10.3 Multi-Channel Sender Management
- Email Senders: Verify the Business email and Configure Email with advanced deliverability features
- SMS Senders: Provide a eligible and approved SMS numbers and configure for better analytic and health checks.
- WhatsApp Senders: Manage or create WABA accounts with template creation capabilities and real time anayltics.
Section 11: Zapier Integration
11.1 What is the Zapier Integration?
The MRPLN Zapier integration connects your MRPLN account with 5000+ apps like Google Sheets, HubSpot, Salesforce, Typeform, and more. Automate customer imports, trigger messages based on external events, and sync data bidirectionally.
11.2 How to Set Up Zapier Integration
Click "Connect MRPLN"
Enter your MRPLN API Key (found in Settings → API Keys)
Start creating Zaps with MRPLN triggers, searches, and actions
11.3 Available Triggers
New Customer: Triggers when a new customer is added to MRPLN (via manual entry, import, or API)
11.4 Available Searches (Find or Create)
Find Customer by Email: Search for customers by email address
Find Customer by Phone (SMS): Search for customers by phone number
Find Customer by WhatsApp: Search for customers by WhatsApp number
All searches support "Find or Create" to automatically create customers if not found.
11.5 Available Actions
Create Customer: Add a new customer to MRPLN with minimal required data (name + at least one contact method)
Update Customer: Modify existing customer information using Customer ID
Send Message to Customer: Send Email, SMS, or WhatsApp messages immediately or schedule for later. Templates are dynamically filtered by selected channel.
And other Actions to be released soon,
feel free to reach us if need guidance how to use our Zapier's actions
11.6 Use Cases
Import leads from Google Sheets, Apollo, LinkedIn Sales Navigator or HubSpot
Send order confirmations from Shopify or WooCommerce
Trigger appointment reminders from Calendly
Sync CRM contacts from Salesforce , HubSpot or Pipedrive
Send personalized follow-ups based on customer actions
Many more use cases and scenarios can be tailored elaborating Zapier Integration, Contact us if need more support
11.7 API Documentation
For developers, full API documentation is available at: Help center API section
Section 12: Calendar & Scheduling
12.1 What is the Calendar Feature?
The MRPLN Calendar provides a visual timeline of all your planned and scheduled marketing tactics. View AI-generated tactics, manually added messages, and bulk sends in one centralized calendar view. also used to track your communication and activities from different data sources
12.2 Calendar Views
Month View: Overview of all tactics by month
Week View: Detailed week-by-week breakdown
Day View: Hour-by-hour schedule for precise timing
Filter by Brand: See tactics for specific brands only
Filter by Channel: View only Email, SMS, or WhatsApp, etc. tactics
Double click on the day to expand the day view to see tactics in details
12.3 Adding Manual Tactics
Click "Add Manual Tactic" on the Calendar page
Select: Customer, Channel (Email/SMS/WhatsApp/face to face/Phone call/Other or Note), Template (if you have Approved / Active Template for the chosen channel)
Choose customers (by category, brand, or individual selection)
Set send date and time (in YOUR time zone or your market time zone if not auto detected by the app)
Review and save
Use notes from channels if you want to add notes or to record other activities
12.4 Editing or Deleting Tactics
Click any tactic on the calendar to view details
Edit send time, customer list, or template or delete
Changes apply immediately
Cannot edit tactics already sent , can delete from the calendar but this don't undo the sent/automation status
12.5 Duplicating Tactics
Right-click any tactic → "Create Duplicate"
Modify date, customers, or template
set new date and time
Useful for recurring campaigns
12.6 Deploy Checkbox
Each tactic has a "Deploy" checkbox
Only checked tactics will be sent (automation eligible users only for deployable tactics)
Unchecked tactics remain as tactic to be manually excited by user
12.7 Time-zone Handling
All dates/times are displayed in YOUR account time zone
Set time zone in Settings → Profile
check you time zone on the top bar of the app
Tactics send at the exact local time you specify
Critical for global campaigns
12.8 Calendar Integrations
AI Planning: View AI-generated tactics on calendar
Bulk Send: Scheduled bulk sends appear as calendar entries
Zapier: Zapier-triggered messages (if scheduled) show on calendar
Direct Messages / Manual tactics : Manually scheduled messages from calendar page
Direct messaging or replies on message history page not count on calendar
Full Calendar guide: Calendar Help center
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