Document 510533

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Transcript Document 510533

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An Introduction to Market Advantage
Basic Information
Ordering Customized Marketing Collateral
Ordering Promotional and other Material
Question Period
An Introduction
to Market Advantage
An Introduction to Market Advantage
• In today’s competitive mortgage business,
you need an edge when you communicate.
• Prospects, as well as existing clients, are
looking for companies that understand them
and communicate with their needs in mind.
An Introduction to Market Advantage
• To help facilitate One to One communication,
Market Advantage has the tools to make
customized marketing collateral simple and easy
for you to use.
• Market Advantage is your personalized marketing
collateral and promotional material support centre.
Discover how to use this simple tool to enhance
your business opportunities.
Basic Information
Basic Information
• Accessed via the iDesk system
• No additional username or password
required
• Shopping cart based, one stop shopping
• Bilingual support and easy to use
• Going Live February 4th, 2007
Basic Information
Ordering Customized
Marketing Collateral
Ordering Customized
Marketing Collateral
1. From the Market Advantage
homepage, click on the
‘Marketing on Demand’
button
This will open a browser
window with the customized
marketing collateral
interface.
Ordering Customized
Marketing Collateral
2. Enter a Job Name
and select the product
category you would like to
use a template from
Ordering Customized
Marketing Collateral
3. Choose the subcategory
of job that you would like
to make.
Some categories have
more options then others.
Ordering Customized
Marketing Collateral
4. Choose the specific
template that you would
like to use for this project
Ordering Customized
Marketing Collateral
5. Enter in any special information that the system
requests from you for use on the template. Not
all templates require additional information
Ordering Customized
Marketing Collateral
6. Click ‘Save’ to view
your changes to
this project.
When you are
happy with your
changes, click
‘Next’ to continue
Ordering Customized
Marketing Collateral
7. The back of the item will
be displayed for your
review, and may require
your input like the front.
Enter info as necessary
and click ‘save’, and
then ‘Next’ to continue.
Ordering Customized
Marketing Collateral
8. A verification page
appears showing the
front and back of your
item and prompting
you to review your
work before
continuing.
Ordering Customized
Marketing Collateral
9. Check the previews carefully to ensure they
do not have any mistakes.
When you are confident that you want the items
to print as shown, mark the check box off on the
page and click ‘Next’ to continue.
Ordering Customized
Marketing Collateral
10. The site will now
confirm your address
and provide pricing
for the item that you
have selected based
on the quantity that
you indicate. Click
‘Next’ to continue.
Ordering Customized
Marketing Collateral
11. Having approved your job and provided all of the
necessary information, you can now add the
item to your shopping cart.
This will take you back to the Market Advantage
Homepage where you can continue adding
items to your cart or proceed to the checkout.
Ordering Promotional
and other Material
Ordering Promotional
and other Material
1. Find an item that you
would like to purchase
(using the search
function or browsing by
category) and click it to
bring you to the
product details page.
Ordering Promotional
and other Material
2. Select any options
associated with the
item (such as size or
language) from the
drop-down box, and
click the ‘add to cart’
button.
Ordering Promotional
and other Material
3. If you would like to purchase additional
items, continue shopping – the shopping
cart will remember what you have
selected to purchase.
Ordering Promotional
and other Material
4. When you are ready to
place your order click on
‘view cart’. This will bring
up a listing of the items in
your shopping cart. Click
the ‘Final checkout’ button
to begin the checkout
procedure and complete
your purchase.
Question Period
Question Period