Role-Based Programme
RB0186

Perplexity for Marketing

Research, Analyse & Build Smarter Marketing Intelligence Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Perplexity across market research, audience intelligence, competitor analysis, trend discovery, content research, campaign planning, and marketing decision support.
  • Apply advanced query-engineering and research techniques to generate focused, current, source-backed, and commercially relevant marketing insights.
  • Use Research Mode, web sources, uploaded files, and approved organisational information to investigate markets, customers, competitors, channels, and emerging opportunities.
  • Build reusable Perplexity Projects for recurring market intelligence, campaign research, competitor monitoring, and marketing-analysis workflows.
  • Apply source validation, copyright awareness, privacy, brand governance, evidence quality, and human judgement when using AI-generated research for marketing decisions.

Tools covered

PerplexityPro SearchResearch ModeWeb SearchFile AnalysisFile UploadsProjectsProject FilesFile Connectors & Research-Based Asset Creation

Who should attend

  • Marketing Managers
  • Digital Marketing Professionals
  • Brand Managers
  • Content Marketing Professionals
  • Campaign Managers
  • Product Marketing Managers
  • Growth Marketing Professionals
  • Marketing Communications Professionals
  • SEO & Content Strategy Professionals
  • Social Media Professionals
  • Market Research Professionals
  • Customer Insights Professionals
  • Marketing Analysts
  • Marketing Team Leads

Prerequisites & Participant Readiness

  • Basic familiarity with marketing, campaigns, audiences, or customer communication
  • Understanding of target markets, competitors, content, and marketing channels is helpful
  • Basic web-research and business-information interpretation skills
  • Familiarity with marketing reports or spreadsheets is beneficial
  • Basic understanding of Generative AI is helpful but not mandatory
  • Completion of a shorter Perplexity programme is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search, research, and evidence-synthesis platform
  • Understanding the role of current external information in modern marketing decisions
  • Differentiating source-backed research from generic AI-generated marketing suggestions
  • Understanding hallucinations, outdated information, incomplete evidence, and research limitations
Practical activities
  • Mapping recurring marketing activities to suitable Perplexity-assisted research workflows

Scenarios

Market Intelligence to Integrated Campaign

Business Objective → Perplexity Research → Market & Trend Intelligence → Audience Insights → Competitor Analysis → Positioning → Campaign Strategy → Content Briefs

Participants use Perplexity to investigate a market opportunity, validate customer and competitor evidence, develop positioning and messaging directions, and convert the research into an integrated campaign brief.

Campaign Performance to Optimisation Plan

Campaign Reports → Perplexity File Analysis → Performance Patterns → External Benchmark Research → Improvement Hypotheses → Content / Channel Actions → Management Summary

Participants combine campaign-performance information with external research to identify evidence-based optimisation opportunities and create a structured improvement plan for marketing review.

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