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Master Planner Overview. August 2010. Agenda. Master Planner Overview Getting Started A Brand Specific Walkthrough Example Postcard Ordering Process A Campaign Specific Walkthrough Example Email template Getting the Word Out Special Offer – 50% Off Any Order. Benefits of Master Planner.

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Agenda
Agenda

  • Master Planner Overview

  • Getting Started

  • A Brand Specific Walkthrough Example

    • Postcard

  • Ordering Process

  • A Campaign Specific Walkthrough Example

    • Email template

  • Getting the Word Out

  • Special Offer – 50% Off Any Order


Benefits of master planner
Benefits of Master Planner

  • 24-hour access to free marketing and public relations materials

  • Advertising templates for traditional and on-line media

  • Campaign specific advertising templates – just upload your business logo and location!

  • Ability to send custom e-newsletter emails

  • Flexibility to customize advertising and public relations materials

www.mbcimasterplanner.com


Getting to master planner
Getting to Master Planner

  • Option one: http://mbcimasterplanner.com

  • Option two: http://mbci1touch.com


First step set up your personal profile for future access and easy ordering
First step: set up your personal profile for future access and easy ordering


Select the brand or campaign guidance button
Select the Brand or Campaign Guidance Button

Brand-specific marketing pieces, including advertising templates and in-store signage

Strategic campaign ideas with collateral guidance and recommendations



Master planner overview
Select a Document to customize from the available items on the page. Click on the desired thumbnail image to begin.


Customizing a template piece branded postcard
Customizing a template piece the page. Click on the desired thumbnail image to begin. - Branded Postcard


Customizable
Customizable the page. Click on the desired thumbnail image to begin.

Form Filling Fields: Use your company’s information to populate the form filling blanks on the template.


Customizable1
Customizable the page. Click on the desired thumbnail image to begin.

Copy: Choose from a “pull-down” menu containing several pre-written copy choices or customize by typing copy into the form filling fields.


Customizable2
Customizable the page. Click on the desired thumbnail image to begin.

Logos: Upload a logo to a pre-determined position and size.

For best results, provide logo files as .tif, .eps or .jpg with a minimum resolution of 200 dots per inch. Substandard logo files will yield substandard print quality.


Customizable3
Customizable the page. Click on the desired thumbnail image to begin.

Images: Choose from a variety of images* by selecting the “Click here to select the postcard image”.

* Images are from the MBCI Master Image Library


Updating the view
Updating the View the page. Click on the desired thumbnail image to begin.

Most fields will update automatically as field data in entered.

Clicking the “Update” button will ensure that the changes have been applied.

Review the item using the On-Screen preview, or click “Larger View” to download a scalable preview image.


Moving forward
Moving Forward the page. Click on the desired thumbnail image to begin.

Once satisfied with the content of the document, move forward by choosing Editing Step “2) Printing” on the left of the screen or clicking the “Next Step” button.


Order quantity
Order Quantity the page. Click on the desired thumbnail image to begin.

Fill in the desired number of copies under “Quantity”.

After filling in the quantity select “3) Finish” from the Editing Steps menu or click “Next Step”.

FREE PDFdownloads are available.


Finishing the custom order
Finishing the Custom Order the page. Click on the desired thumbnail image to begin.

Rename the flyer to uniquely identify it from others that may have been ordered; once complete click “Add to Shopping Cart”.

Other options include “Quit Without Saving” which will eliminate the piece altogether, and “Larger View” to review the piece before submission.


Verify or save the order in the shopping cart
Verify or Save the Order in the Shopping Cart the page. Click on the desired thumbnail image to begin.

Once the Order is transferred to the Shopping Cart it is Saved.

From the Shopping Cart we can Edit, Preview, Duplicate, Delete or Hold for Later. To Checkout click “PROCEED TO CHECKOUT”.


Checkout steps shipping address
Checkout Steps – Shipping Address the page. Click on the desired thumbnail image to begin.

Print Products will require a Valid Street Address – PO Boxes cannot be shipped to for package delivery


Checkout steps payment
Checkout Steps – Payment the page. Click on the desired thumbnail image to begin.

Print Products will require Payment via Credit Card. VISA, MASTERCARD or AMERICAN EXPRESS are accepted.

After filling in info select “2) Order” or “Next Step”.


Place order
Place Order the page. Click on the desired thumbnail image to begin.

The final step in the ordering process – Click the “PLACE ORDER” button to finalize and submit the order.


Orders tab
Orders Tab the page. Click on the desired thumbnail image to begin.

The Master Planner Tab Menu allows the User to see the general status of their order. The Orders Tab is also where PDF files can be collected, after approval.

The RED Arrow/Document icon indicates a downloadable file is available


Delivery time on printed materials
Delivery Time on Printed Materials the page. Click on the desired thumbnail image to begin.

From our Print Production Facility we can reach 141 Million People within Two Business Days using UPS Ground.


Order approval
Order Approval the page. Click on the desired thumbnail image to begin.

All orders (pdf, email or printed) will be reviewed by MBCI marketing team.

Order acknowledgement will be sent once order is approved.

For PDF downloads, you must reaccess the site to download your PDF file.


Select the campaign guidance button
Select the Campaign Guidance Button the page. Click on the desired thumbnail image to begin.


Select a campaign for total program support materials
Select a Campaign for total program support materials. the page. Click on the desired thumbnail image to begin.


Master planner overview

Select a Document the page. Click on the desired thumbnail image to begin.to customize from the available items on the page. Click on the desired thumbnail image to begin. Download the “checklist or guides” and support materials to get you started.


Html email templates
HTML Email templates the page. Click on the desired thumbnail image to begin.

Before starting an HTML Email Build be sure to download the HTML Email Walkthrough available from any of the Branded or Campaign Guidance Email Templates.


Html email templates1
HTML Email Templates the page. Click on the desired thumbnail image to begin.

Email Templates are available under each Brand Section as well as in the Campaign Guidance section

  • To create an HTML Email –

    • Start with a simple database saved as a .CSV file

    • Include Company Logo? – Be sure you have it available for upload

    • Gather all of your contact info

      • Name

      • Address

      • City – State – Zip

      • Phone Number

      • Web Address

      • Email Address


Email database
Email Database the page. Click on the desired thumbnail image to begin.

Keep it simple – use the Recipient FirstName, LastName and Email Address and Save As a .CSV file from Excel BEFORE starting to build your Email.


Include your logo
Include your Logo? the page. Click on the desired thumbnail image to begin.

If your want to include your company logo have it available for upload from your computer BEFORE starting to build an HTML Email


Email creation
Email Creation the page. Click on the desired thumbnail image to begin.

Start building your HTML Email – Fill in the open fields with the necessary information

Note – HTML Products do not have thumbnails.To see a Preview click the HTML PREVIEW button.


Load the email database
Load the Email Database the page. Click on the desired thumbnail image to begin.

Upload and Map your .CSV file database of Names and Email Addresses

After uploading and mapping data fields click “Finish” and submit the order for Approval