- On the left navigation, click Print Marketing > Create New.
- This page shows you all of the material available to you by your organization or from your co-marketing partner.
- Use the search bar or tags to look for infographics, print flyers, postcards, or EDDM postcards.
- Next to the print material you want to use, click Actions > Select.
- Under Step 1: Select Media Options, choose the lender AND/OR agent profiles then click Customize and Publish.
- (Optional) Update the template.
- Once satisfied, click Save First Draft.
- You receive a notification if your print material needs to be approved by your admin.
- Click Publish.
- Choose Ok to proceed.
- The marketing material to your saved folder.
Click HERE to watch a best practice video on infographics.