Master Planner Overview
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Transcript of Master Planner Overview
![Page 1: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/1.jpg)
Master Planner Overview
Start an email Campaign
![Page 2: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/2.jpg)
Go to MasterPlanner section of OneTouchSelect the Branded Document Section
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![Page 3: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/3.jpg)
Select Brand
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![Page 4: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/4.jpg)
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Select an email template to customize from the 2 available on the page. Click on the desired thumbnail image to begin.
![Page 5: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/5.jpg)
Email Contact List
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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.
![Page 6: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/6.jpg)
Include your Logo?
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If your want to include your company logo have it available for upload from your computer BEFORE starting to build an HTML Email
![Page 7: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/7.jpg)
Email Creation
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Start building your HTML Email – Fill in the open fields with the necessary information. Choosing “Custom” under Select Version, will give you open Headline and Body fields for your message.
![Page 8: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/8.jpg)
Email Creation
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Select Images where appropriate (multiple pages of images to choose from)
![Page 9: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/9.jpg)
Preview Email
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Note – HTML Products do not have thumbnails.To see a Preview click the HTML PREVIEW button.
![Page 10: Master Planner Overview](https://reader036.fdocuments.us/reader036/viewer/2022062301/568136d3550346895d9e71ec/html5/thumbnails/10.jpg)
Load the Email Database
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Upload and Map your .CSV file database of Names and Email Addresses
After uploading and mapping data fields click “Map Changes” and proceed to checkout to submit the order
Emails are FREE via MasterPlanner