Using Focus3

Marketing Collateral

Overview

• Focus3 allows Properties to track their general inventory of marketing collateral. Marketing Collateral items may be entered with the total quantity and related to Correspondence. As Correspondence is fulfilled, Focus3 will calculate the general quantity of Marketing Collateral remaining.
• Users must have the "Manage Sales & Marketing Attributes" Permission to manage Marketing Collateral.

Related Tasks

• Adding and editing Marketing Collateral
  1. Click on the "Admin" tab to display the Admin page.
  2. Click on the "Marketing Collateral" link to to display the Marketing Collateral page. The Marketing Collateral page lists all active Marketing Collateral by default. All Marketing Collateral may be displayed by selecting "All Marketing Collateral" in the drop-down menu on the upper-right.
  3. Complete the fields as desired. See the Field Descriptions below for detailed field descriptions.
  4. Click the "Save" button.

Relating Marketing Collateral to Correspondence

1. Click on the "Admin" tab to display the Admin page.
2. Click on the "Correspondence/Emails" link to to display the Correspondence/Emails page.
3. Click on the name of the desired Correspondence to display the Correspondence/Email Details page.
4. Click on the "Add Marketing Collateral" link in the "Related Marketing Collateral" section bar.
5. Select the Marketing Collateral Name from the "Name" drop-down menu.
6. Enter the number of collateral items sent per Correspondence in the "Quantity Per Letter" field.
7. Click the "Save" button.

Field Descriptions

• Marketing Collateral
  • Collateral ID
    • System-generated value.
    • Unique Correspondence identifier. (ex. 1)
  • Collateral Name
    • Required text input.
    • Descriptor of collateral. (ex. Brochures)
  • Campaign
    • Optional drop-down value.
    • List of Campaigns that may be related to collateral (ex. Web Promo)
  • Total Quantity
    • Required numerical input.
    • Total number of collateral units. Total number of related Correspondence fulfilled is subtracted from this number to calculate the available quantity. (ex. 10000)
  • Date Started
    • Required date input.
    • Date Collateral was originally added. (ex. 1/23/2006)
  • Active
    • Required drop-down value.
    • Activates or deactivates the Collateral. (ex. Yes or No)
  • Description
    • Optional text input area.
    • Description of Collateral. (ex. Originally printed by ABC Printing Company.)

Related Items

• Correspondence