Marketing kit: brochures, price lists and creatives for the team

What the kit is for

The Marketing kit is the one place for files the team sends to clients: project brochures, the current price list, creatives and offers. Marketing uploads them; sales, the front desk, finance and post-sales see the same list and open the latest file. It appears under Marketing › Marketing kit and, for people without the marketing menu, under CRM › Marketing kit.

Uploading a file

1. Open Marketing kit and click Upload.
2. Choose the File: PDF, image (PNG, JPEG, WebP, GIF), MP4, ZIP or an Office document, up to 40 MB.
3. Give it a Title and pick the Type: Brochure, Price list, Creative, Offer, Kit or Other.
4. Set the Project (or Any project) and the Campaign it belongs to, and write a short Description of what it is and when to use it.
5. Click Add to kit. The card appears at once for everyone.

Using the kit

• Filter with the chips at the top: All, then one chip per type with its count.
• Each card shows the title, description, project, campaign, size, who uploaded it and when. Click Open to view the file in a new tab; from there you forward it to the client yourself (WhatsApp, email) as you would any file.
• Managers also see Remove. Removing takes the card off the kit for everyone; files already sent to clients are of course unaffected.
• On the phone, a client’s screen shows Brochures & price lists for that client’s project, taken from the kit.

Related

• Campaigns to group creatives under the campaign they ran in.