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How do I create a Marketing Piece? (Agent)

Create_New_Marketing_Piece.jpg

CREATING A MARKETING PIECE

1. Go to the Marketing Materials page and click Create New Marketing Piece

2. Click on the template title that you wish to use.

3. Make changes and click SAVE and CONTINUE!

4. Review, send a Test Email, and click Save and Continue again.

5. On the Distribute step you can:

    a. click "Select Email Recipients" to send or schedule the piece via email.
    b. click "Create Link" to get an online link to the piece.
    c. click "Share on Social Media" to share your piece on various social media platforms

 

Don't forget to check out our Training Calendar for an upcoming "Let's create a marketing piece!" webinar: General Training Calendar

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