Select from a wide variety of ready-to-go marketing pieces, including personalized print and email activities.

Creating a Marketing Activity (Print/Mailings)

Step 1) Login to your MACH3 account.

Step 2) Select (1) My Marketing, then select (2) Activities Library.

Step 3) Select the tab where you would like the new activity to be stored. (i.e. Select the (3) Personal tab if you are creating a marketing activity that will be used by you alone, or as a branch manager select the (4) Company tab to have the new activity available to all users in your branch) Select the

(5) Marketing-Toolbox tab if you want to choose from our existing library of marketing activities.

Note: Based on permissions set up at your company you may be limited to the creation of activities. It is possible that no Create Activity link appears for some users, if this is the case contact your regional office for information on how to proceed with creating new materials.

Creating a New Activity

Step 1) Click on the (3) Personal tab to create a new activity (at corporate level, you will select the  Company tab).

Step 2) Click (4) Create Activity.

Step 3) You will be presented with fields collected to help identify and categorize your activity.

Step 4) (7) Name, (8) Code, and (9) Description - Providing a name is mandatory, a code and description will allow for ease in identification, searching and tracking. You can use your own coding system to keep track of your activities created, or simply use a date code for your reference.

Step 5) (10) Audience - Select the audience for this activity. You must select one, but can select up to all four audiences.

Step 6) (11) Addressed - Select whether the Primary, Secondary contact or both will be addressed in this mailing.

Step 7) (12) Category - Use the drop down list to add the new activity to an existing category or type in the text box a description for a new category of your choosing.

Step 8) When complete, click (13) Choose your format to continue.

Choosing Your Format

Step 1) Select the (14) radio button next to the format you would like to use. The format is determined by the physical attributes of the selected piece. Basic information such as size, price and volume discount is provided for each format.

Step 2) When you have made your selection, click (15) Select your layout to continue.

 

 

 

 

 

 

Selecting Your Layout

Step 1) The available layouts for your chosen format are presented with a brief description below the (16) Title Description. Additional information about any particular layout can be accessed through the (17) view sample/how to use link.

Step 2) To scroll through the pages of layouts available, use the (18) navigation buttons.

Step 3) Click (19) select layout to the right of the layout you wish to use.

Note1: Some formats have only one (1) layout option, and therefore may skip this screen of the wizard. If you do not find a layout that suits your project visit our print services page for information on how to submit a brief for creative services.

Note2: If you have chosen the an email format, go to Section 2 now.

Adding Your Message

Step 1) You may use an existing message from your library by selecting (20) choose this message.

Step 2) If you choose to write a new message, click the link (21) write new message.

Note1: When creating a new message a text editor will appear on screen allowing you to type your message in the space provided.

Note2: Some formats may require additional text beyond the message. If this is the case you will be prompted to supply this, such as the

(22) Headline field in the example above. Also some rare formats may not require a message at all, in this case the wizard may skip this step.

Step 3) To add merge fields use the(drop down list of merge-able fields from your personal database. Simply select an option from the dropdown list and click add this merge field. The merge will be placed at the location of your text cursor. If no data for the chosen field is available you will be alerted so that you can adjust your message/database.

Step 4) To add an alternative message in Spanish, enter text after clicking the top tab marked (24) Message to Spanish speakers.

Note: As with all other communications, MACH3 identifies the borrowers who have the language preference of Spanish on the loan details page and will address only those borrowers in Spanish while your other borrowers receive English text.

Step 5) There is a spell check engine which you can use by clicking (25) check your spelling after completing your message.

Step 6) Once satisfied with your message click (26) save/choose at the bottom of the page to continue.

Step 7) Proceed to the next step by clicking (27) add your graphic.

Adding Your Graphic

Step 1) To Select an existing graphic from the library by clicking (28) select artwork next to your selection. To view a full size preview simply click (29) enlarge to the right of the image.

Step 2) In order to scroll through the pages of layouts available, use the (30) navigation buttons.

Step 3) To upload a new image from your computer click (31) upload new graphic . Choose a category for the graphic from the (32) dropdown list or type in a new category in the (33) text box . Hit (34) Browse to open a dialogue box which you can use to locate the file on your computer. Once you have selected the file, click (35) upload . This will upload your new image to the library which is sorted alphabetically by name and select it for use in your piece.

Step 4) When you are satisfied with your image selection click (36) review your activity to continue.

Note: Please refer to the Layout Guide of your format to ensure best quality.

Reviewing Your Activity

The final step of the activity creation wizard presents all the information about your marketing piece for your final review.

Step 1) If you would like to change any of the selections that you have made in creating your activity, simply click (37) edit to bring you back to the appropriate step in the wizard to make your changes.

Step 2) When you are satisfied with your selection click (38) add to personal library (or add to company library).

 

Your activity is now available in your library

Step 1) You will be redirected to the corresponding tab of your activity library with your new activity presented in the top of the panel.

Step 2) To preview your click (39) enlarge which will open your sample as a PDF in a new window. Review your sample carefully.

Step 3) If you would like to make changes to your activity at any point you may click (40) review/edit which will take you through the steps of the wizard where you can make your changes.

Step 4) You may notice that the activity may be marked (41) unauthorized and the (42) run campaign button disabled. You will need to select (43) request authorization , which will notify Corporate that your activity is ready for authorization (at the Corporate level you will only need to select authorize, there is no requesting of authorization). Once the authorization process is complete, your activity will be marked authorized and the run campaign button will become enabled for you to use in a campaign

Step 2) To preview your click (39) enlarge which will open your sample as a PDF in a new window. Review your sample carefully.

Step 3) If you would like to make changes to your activity at any point you may click (40) review/edit which will take you through the steps of the wizard where you can make your changes.

Step 4) You may notice that the activity may be marked (41) unauthorized and the (42) run campaign button disabled. You will need to select (43) request authorization , which will notify Corporate that your activity is ready for authorization (at the Corporate level you will only need to select authorize, there is no requesting of authorization). Once the authorization process is complete, your activity will be marked authorized and the run campaign button will become enabled for you to use in a campaign