Master Planner Overview Start an Campaign

Go to MasterPlanner section of OneTouch Select the Branded Document Section 2

Select Brand 3

4 Select an template to customize from the 2 available on the page. Click on the desired thumbnail image to begin.

Contact List 5 Keep it simple – use the Recipient FirstName, LastName and Address and Save As a.CSV file from Excel BEFORE starting to build your .

Include your Logo? 6 If your want to include your company logo have it available for upload from your computer BEFORE starting to build an HTML

Creation 7 Start building your HTML – Fill in the open fields with the necessary information. Choosing “Custom” under Select Version, will give you open Headline and Body fields for your message.

Creation 8 Select Images where appropriate (multiple pages of images to choose from)

Preview 9 Note – HTML Products do not have thumbnails. To see a Preview click the HTML PREVIEW button.

Load the Database 10 Upload and Map your.CSV file database of Names and Addresses After uploading and mapping data fields click “Map Changes” and proceed to checkout to submit the order