Make MyTracksy Marketing part of your agency day.

1. Open MyTracksy Marketing and choose Start free. Create an account using your email and password, or continue with Google. Use Sign in if you already have an account.
2. Your marketing workspace opens straight away with the full Pro package free for 14 days. No card is needed, nothing is charged, and there is no approval wait.
3. For email registration, open the verification link sent to your inbox. Check spam too. When the verification banner appears, use Resend email or I’ve verified as needed.
4. A company registration number is optional. Open Settings only if you want it on your records; it is not required to use the workspace.

Before entering real agency information, try the public demonstration with fictional agency records.

MyTracksy Marketing is a progressive web app (PWA). You add it from your browser and open it from your home screen.

• iPhone: open the Marketing page in Safari. Choose Share (under More in some layouts), then Add to Home Screen. Turn on Open as Web App if shown, then confirm Add.
• Android: open the Marketing page in Chrome. Use Install and create shortcut → Install. Older versions may show Install app or Add to home screen.

Follow the full iPhone and Android installation guide if your browser shows a different menu. Home-screen shortcuts open Agency home, Campaigns and Retainers directly.

Installation does not activate Pro or remove the need for an internet connection for sign-in, billing, sync and the signed-in ledger.

Every new account starts with the full Pro package free for 14 days, then continues on Free unless Pro is activated — there is no approval step.

Use fictional records for your first walkthrough. Read Storage, sync and privacy before entering agency information.

1. Open Campaigns. Add Sample Client A · Brand awareness with budget LKR 250,000 and spend LKR 80,000.
2. Open Retainers and add Sample Client A with a monthly retainer.
3. Open Calendar and confirm campaign start and end dates appear.
4. If you are signed in, log extra spend so the money ledger records the ads expense.
5. On Pro, open Reports to see a CSV of the signed-in ledger.

Find your way around on a phone

Use the bottom tabs. You may need to open More for contacts, timeline, reminders and reports.

Agency home

Marketing command centre.

Today

Campaign calendar.

Money

Signed-in income and expense ledger.

More

Campaigns, retainers, contacts, timeline, reminders, reports and settings.

On a computer, these sections appear in the sidebar. This guide uses the English labels; your chosen language may translate them.

1. Choose Campaigns. Enter name, client, channel, budget, spend, start date and optional end date.
2. Status can move through draft, live, paused or done.
3. Extra spend can be logged. When you are signed in, logging campaign spend may also write an ads-spend expense to your money ledger so the two stay in step. It does not buy ads or pull Meta or Google metrics.

1. Choose Retainers. Add a client with name, monthly retainer and optional phone.
2. When you are signed in, invoicing a retainer may write matching income to your money ledger. It does not take a payment from a bank.

Retainers are saved on your device first and synced when online. In the public demo, campaign spend cannot exceed remaining budget — a teaching rule so the numbers stay honest.

Contacts

Choose Contacts to keep agency contacts you type. This is a contact list, not a CRM marketplace.

Calendar, timeline and reminders

1. Calendar shows campaign start and end dates as events you entered.
2. Timeline lists recent activity on this workspace.
3. Reminders are tasks you create, such as a follow-up call.

These records are device first, then your account. Confirm sync before relying on them on a second phone.

Money is the signed-in income and expense ledger. Record retainer income, project fees, media commission, ads spend, freelancers and software. Totals on Agency home come from these records plus your campaigns and retainers.

Reports summarises income, expenses and a CSV ledger export for your own review or an adviser.

1. Open Settings or the subscription screen from your account. Your current plan, trial end date and optional company registration number are shown.
2. To upgrade, choose the monthly or annual Pro plan and send the invoice request. The MyTracksy team confirms payment instructions by email or WhatsApp; Pro is activated manually after payment is confirmed. Online card checkout is not yet available.
3. Renewals follow the same request flow before the period ends. To cancel, simply do not renew; your records stay in your account and the workspace continues on Free.

Refunds and billing terms are described in the refund policy and terms of service.

• Campaigns, retainers, contacts, calendar, timeline and reminders are saved on your device first, so they work at the desk without signal, and sync to your signed-in account when you are online. Signing in on another device brings the synced entries across.
• Income, expenses and settings use your signed-in account. Access is limited to your profile by database and storage rules.
• Signing out keeps synced records in your account. Clearing website data before a sync completes can remove unsynced entries; reconnect first and let the sync finish.
• After the trial: your workspace never locks. Pro tools pause on Free until Pro is activated; every record stays in your account.

Read the privacy policy for the full description of processing. You remain responsible for client confidentiality, device security and record retention.

• It does not buy ads or connect to Meta, Google or other ad platforms.
• It does not pull platform metrics. ROI is from figures you type.
• It does not move money, file tax, infer rates, or replace an accountant.
• There is no tax tab, no dedicated export tab, and no AI tab on this workspace.

Campaigns, retainers and contacts are records you type. When signed in, logging campaign spend may write an expense entry to the ledger — a record, not a payment.

Reports are locked after 14 days

Your Pro trial has ended and the account is on Free. Open Settings to request Pro activation; the MyTracksy team activates it after invoice payment.

My campaign is not on the other device

Open the app on the device where you entered it while online and wait for the sync indicator, then reload the second device.

The demo refused the spend

In the public demo, campaign spend cannot exceed remaining budget. Reduce the amount, then try again.

Logging spend did not buy ads or send money to a bank

That is expected. MyTracksy records the amount; it does not buy ads or move money. When signed in it may write a matching ledger entry.

Contact

WhatsApp 070 373 6555 · info@mytracksy.com. Include your account email and the screen you were on.