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How do I create a Marketing Piece?

CREATING A MARKETING PIECE

1. Go to Marketing Materials > Create Marketing Pieces

2. Click Create New Marketing Piece

3. Click on the template title that you wish to duplicate.

4. Make changes and click SAVE and CONTINUE!

5. Review, run an Inbox Preview, and click Save and Continue again.

6. Click Publish Marketing Piece.

7. Complete the Scheduling Details page. Click Save.

* You are creating a STATIC version of a marketing piece.

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