Table of Contents
Getting Started with Your Shared Marketing Center for Teams
Welcome to your shared Marketing Center for Teams! Your Marketing Center is where you and your team can share and collaborate on marketing materials like email, postcards, flyers, and campaigns. Everything you create will be available to everyone else on your team, so there’s no need to duplicate efforts. Let's review how the Marketing Center functions for teams.
Helpful Tip: For an overview on Marketing Center capabilities, see here. For more details on how to design materials within the Marketing Center, see here.
Go to Marketing on the top navigation and select Marketing Center to get started.
Shared Image Manager
To locate your image manager, select Marketing Center from the Marketing menu. Then click on My Images on the main Marketing Center page.
The Image Manager is the image library tied to your team’s Marketing Center. You can upload images directly on this page, or while editing your marketing designs and composing emails. All the images that your team uploads will appear here and will be available to everyone while editing marketing designs and composing emails. Use the “Created By” column to see who uploaded what. If you want to edit or delete an image from your library, this is the place to do it. Your team shares image storage space, so the “My Storage Space %Full” indicator reflects images and saved designs for the entire team.
Learn more about the Image Manager.
Shared Mailing Lists
To locate your shared mailing lists, select Marketing Center from the Marketing menu. Then click on My Mailing Lists on the main Marketing Center page.
You can utilize mailing lists to send direct mail postcards to your sphere or to farm for prospects. All the mailing lists that your team uploads will appear here and will be available to everyone to use. Use the “Created By” column to see who uploaded what.
Learn more about Mailing Lists
Shared Campaigns
To locate your shared campaigns, select Manage Campaigns from the Marketing menu.
Campaigns are a great way to stay in touch with your sphere, past clients, and to engage new leads with minimal effort. All the campaigns that your team saves or activates will appear on the Manage Campaigns page and will be available to everyone to edit or add their contacts to. Use the “Created By” column to see who created what. Click the “Add New Campaign” button to browse our large library of pre-built campaigns.
To facilitate sharing of campaigns, campaign emails have a dynamic sender. The sender and signature are determined by who the contact/recipient is assigned to. This allows multiple team members to add their contacts to the same email campaign and avoid having to create duplicate versions.
Ex: Ellen creates a holiday greeting email campaign. She adds her contacts to it, and her team member, Jim, also adds his contacts to it. When each campaign email sends, Ellen’s contacts will see her as the sender and see her footer on the emails, and Jim’s contacts will see him as the sender and see his footer on the emails.
Shared Designs
To locate your shared designs, select Marketing Center from the Marketing menu. Then click on Manage Designs.
All designs created by the team will appear in the Saved Designs folder and will be available to everyone to use and edit. This allows you the ability to use other team members’ designs as templates and collaborate more efficiently as a team. You’ll notice each design specifies who the design was created by.
