Role-Based Programme
RB0185

Perplexity for Marketing

Practical AI for Market Research, Competitive Intelligence & Campaign Insights

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity for practical marketing research and intelligence activities.
  • Apply structured querying techniques for market research, audience analysis, competitor intelligence, trend discovery, and campaign planning.
  • Use Perplexity to analyse current market information, customer research, marketing reports, competitor activity, and approved internal files.
  • Evaluate sources, citations, recency, credibility, and conflicting evidence before applying research findings to marketing decisions.
  • Build reusable AI-assisted marketing research workflows using Projects while maintaining accuracy, confidentiality, brand relevance, and human marketing judgement.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

  • Marketing Executives
  • Marketing Managers
  • Digital Marketing Professionals
  • Market Research Professionals
  • Brand Marketing Professionals
  • Product Marketing Professionals
  • Content Marketing Professionals
  • Growth Marketing Professionals
  • Campaign Managers
  • Competitive Intelligence Professionals
  • Marketing Communications Professionals
  • Customer Insights Professionals
  • Performance Marketing Professionals
  • Marketing Strategy Professionals

Prerequisites & Participant Readiness

  • Basic understanding of marketing, customers, markets, and campaign activities
  • Familiarity with digital marketing channels, competitor research, or customer insights is helpful
  • Basic document and spreadsheet-handling knowledge
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved customer and marketing information during practical exercises
  • External research findings should be validated before being used for customer claims, campaigns, pricing, positioning, or strategic marketing decisions

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform for Marketing
  • Understanding the difference between general AI content generation and source-backed marketing research
  • Identifying applications across market research, competitor intelligence, audience insights, campaigns, and trends
  • Understanding citations, source credibility, recency, bias, and verification requirements
Practical activities
  • Exploring Perplexity through common marketing research questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing citations behind a sample marketing answer
  • Identifying marketing activities where current external intelligence adds value

Scenarios

Market Intelligence to Campaign Strategy

Marketing Objective → Perplexity Search / Research → Market Trends → Competitor Intelligence → Audience Insights → Opportunity Areas → Campaign Brief

Participants research a selected market and combine validated trend, competitor, and audience evidence into a structured campaign brief for Marketing-team review.

Campaign Performance to Optimisation Insight

Campaign Report → File Analysis → Performance Findings → Perplexity Research → Market & Competitor Context → Improvement Opportunities → Marketing Review

Participants combine approved campaign-performance information with current external research to understand performance context and identify evidence-based questions and optimisation opportunities for the next campaign cycle.

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