How Do I Search For Specific Templates I Want to Use?
Click HERE to learn more.
What Should I Do If I Cannot Find the Correct Print Piece?
Please reach out to your internal marketing team if you have searched for a certain print piece but cannot find it. It is possible that the piece has not yet been created or is not under the name you are searching for.
Please reach out to Support@TotalExpert.com for assistance if you do not know how to contact your internal marketing team.
I Cannot Find the Template That I Published
Published print marketing templates are found under your saved templates. Toggle between Drafts, Pending Approval, Approved, or Denied sections while searching.
- On the left navigation, click Print Marketing > Saved Templates.
- Use the search bar to quickly find your print piece.
Why Can I Not Access Certain Marketing Pieces?
Sometimes your internal marketing team will require you to request access to a certain print piece. Please reach out to your Marketing Administration team to learn more.
What is the Difference Between Saving a Draft and Publishing?
Saving a print piece as a draft allows you to make updates at a later time and add additional draft notes for co-marketers.
Publishing your print pieces means that they are live for your customers to view. This allows you to generate a PDF from this print piece.
Can I Make Updates to a Published Print Piece?
No, you cannot make changes to print pieces that have already been published. You need to recreate the print piece to make adjustments.
Your print piece would need to be saved as a draft in order to make updates.
How Often Are Emails Sent on a Pending Order?
Pending payment emails are sent upon initial order. Reminder emails are not sent.
If a Marketing Piece Is 100% Paid by One Party, Is There a Way To Have the Other Party Approve Orders That Are Submitted?
Right now there is no way to approve a print piece if the cost share is at 100% of one party.
Can Two Loan Officers Collaborate on a Marketing Piece?
This is not a current function.
Do I Get Notified When a Co-Marketing Partner Edits a Print Flyer?
No. Co-marketing partners are not notified when edits and draft notes are made to a flyer template by another party.
How is Cost Determined for Print Orders on a Mailing List With Potential Invalid Emails?
Total Expert filters down the list to contacts that have email addresses (valid and invalid). That total is used to charge the LO for the printing before it is sent to the printer.
- Note: Total Expert does not refund at a later time if some of the addresses were invalid.
Are Tags on Templates Accessible to All Co-Marketing Partners Across My Organization?
No. Only the user that created the tag and their co-marketing partners are able to see the tags. Tags are not accessible to co-marketing partners that are not affiliated with the user that created the tag.
How Can I Print a Print Marketing Piece?
There are two options:
- You can print and ship print marketing orders. Click HERE to learn how.
- You can convert your print piece into a PDF and print from a printer. Click HERE to learn how.