Master Planner Overview

1. Master Planner Overview

2. Benefits of Master Planner • 24-hour access to free marketing and public relations materials • Advertising templates for traditional and on-line media • Campaign specific advertising templates – just upload your business logo and location! • Ability to send custom e-newsletter emails • Flexibility to customize advertising and public relations materials

3. Master Planner • Login to OneTouch • http://mbci1touch.com • If you don’t have a login, click on Login help for instructions on how to register • Advertising agencies can access via http://mbcimasterplanner.com • Navigate to the Marketing Center tab • Navigate to Master Planner • A new window will open up NOTE: if you do not get new window, you may need to turn your “pop up blocker” off

4. First step: set up your personal profile for future access and easy ordering

5. Master Planner Navigation Left side navigation Thumbnail navigation via meaningful categories

6. Category – Logos/Images All images are 300-400 dpi high resolution images (left click and download to get high res)

7. Category – Advertising & Promotions

8. Example Template – Lawn Sign (Design)

9. Example Template – Lawn Sign (Choose Output and Acknowledge Content)

10. Example Template – Lawn Sign (Add to Cart & Checkout)

11. Example Template – Lawn Sign (Place Order)

12. Example Template – Lawn Sign (Retrieve Order

13. Example Template – Lawn Sign!

14. Category – Brochures & Handouts The Designer Profile and Dealer Timeline Project Template (all 4 templates from Consumer Compass) are in this section

15. Master Planner – Designer Portfolio Designer Portfolio Template A front and back single sheet to showcase a designer’s credentials with photos of a cabinet project they designed. Customize with before and after photos and add copy on the unique features with price ranges. Create more than one sheet to develop a portfolio of your projects to review with potential clients.

16. Master Planner – Design Process & Timeline Design Process & Timeline Template A four page brochure to tell the story of your company’s years in business, expertise and then a six step design process overview. You customize the copy and photos to explain to potential clients your company’s approach to the design process to get new clients ready to begin their remodel with your company.

17. Master Planner – Thank You Thank You Card Template A folded card a designer can personalize with their name, business logo and contact information to say thank you to a recent client. Add a personal note inside and a note to visit you again for any new projects.

18. Master Planner – Invitation Open House Invitation Postcard Template A postcard that a designer can create to send as an invitation to attend a reveal of a newly remodeled kitchen at a client’s home.

19. Customizing a template – Branded Postcard

20. Customizable Form Filling Fields: Use your company’s information to populate the form filling blanks on the template.

21. Customizable Copy: Choose from a “pull-down” menu containing several pre-written copy choices or customize by typing copy into the form filling fields.

22. Customizable Logos: Upload a logo to a pre-determined position and size. For best results, provide logo files as .tif, .eps or .jpg with a minimum resolution of 200 dots per inch. Substandard logo files will yield substandard print quality.

23. Customizable Images: Choose from a variety of images* by selecting the “Click here to select the postcard image”. * Images are from the MBCI Master Image Library

24. Updating the View Most fields will update automatically as field data in entered. Clicking the “Update” button will ensure that the changes have been applied. Review the item using the On-Screen preview, or click “Larger View” to download a scalable preview image.

25. Moving Forward Once satisfied with the content of the document, move forward by choosing Editing Step “2) Printing” on the left of the screen or clicking the “Next Step” button.

26. Order Quantity Fill in the desired number of copies under “Quantity”. After filling in the quantity select “3) Finish” from the Editing Steps menu or click “Next Step”. FREE PDFdownloads are available.

27. Finishing the Custom Order Rename the flyer to uniquely identify it from others that may have been ordered; once complete click “Add to Shopping Cart”. Other options include “Quit Without Saving” which will eliminate the piece altogether, and “Larger View” to review the piece before submission.

28. Verify or Save the Order in the Shopping Cart Once the Order is transferred to the Shopping Cart it is Saved. From the Shopping Cart we can Edit, Preview, Duplicate, Delete or Hold for Later. To Checkout click “PROCEED TO CHECKOUT”.

29. Checkout Steps – Shipping Address Print Products will require a Valid Street Address – PO Boxes cannot be shipped to for package delivery

30. Checkout Steps – Payment Print Products will require Payment via Credit Card. VISA, MASTERCARD or AMERICAN EXPRESS are accepted. After filling in info select “2) Order” or “Next Step”.

31. Place Order The final step in the ordering process – Click the “PLACE ORDER” button to finalize and submit the order.

32. Orders Tab The Master Planner Tab Menu allows the User to see the general status of their order. The Orders Tab is also where PDF files can be collected, after approval. The RED Arrow/Document icon indicates a downloadable file is available

33. Delivery Time on Printed Materials From our Print Production Facility we can reach 141 Million People within Two Business Days using UPS Ground.

34. Category - Website Promotional Web Banners coming soon!

35. Category - Email New email templates have been added for each brand with text announcing the new websites! Emails Ready to Go! These email templates have “custom” content capability. You determine content!

36. HTML Email Templates • To create an HTML Email – • Start with a simple database saved as a .CSV file • Include Company Logo? – Be sure you have it available for upload • Gather all of your contact info • Name • Address • City – State – Zip • Phone Number • Web Address • Email Address

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

38. New Template – Website Email HTML Preview will allow you to look at pre-populated text. There are other email templates that are free form – you determine content

39. New Template – Website Email (Create/Load Email List) Email List MUST be in .csv format (Excel file save as .csv)

40. Load the Email Database Upload and Map your .CSV file database of Names and Email Addresses After uploading and mapping data fields click “Finish” and submit the order for Approval

41. New Template – Website Email (Add to Shopping Cart)

42. New Template – Website Email (Order & Checkout)

43. New Template – Website Email (Order Approved & Completed)

44. New Template – Website Email! Text on this email template is Consumer Targeted introducing new website

45. Category – Showroom Signage/Graphics

46. Category – Marketing and Advertising Tips This area is still under construction. We’re updating the materials here and will make it more of a “Google” like small business resource area.