Marketing materials are PDF exports such as advance information sheets, catalogues, flyers, press releases, rights guides, author info sheets, and tipsheets. Watch this livestream video for an introduction to configuring your marketing materials.
1. Create a marketing material template
Go to Data exchange & admin › Settings › Export templates › Marketing material templates ⤴.
Click the Add template button to create your new template.
2. Customise your template
Enter the details of your template.
- Enter a name for the template.
- Choose a design name. If you have commissioned a bespoke template from us, its name will appear here. Choose ‘Consonance Sans-serif’ if you do not want to commission or customise your own template. If you do want to customise data elements, header and footer banners, and text styles, choose one of the
customise
design names then complete the regions that appear. - Leave the
override key
field as it is. This is used by the Consonance team to manage complex set ups where you have multiple templates to be used in different scenarios. - Enter footer information.
- Click Save.
2. Apply your template to your imprint
Go to Data exchange & admin › Settings › Metadata › Imprints ⤴
What if I don’t see any imprints here?
Click Add imprint to set up an imprint, and then continue with the steps below.
Click the Edit link on the relevant imprint, or the first of your imprints, to open its settings.
Apply the template by following these steps.
- Upload a logo in the ‘Logo’ region. It will by default appear in the PDF’s footer.
- In the ‘Marketing materials’ region, choose your template from the dropdown.
- Click Save
3. Use your template on one of your products
Enter the name of a product in the search bar and go to the work
Click on Data exchange › PDF exports and choose the marketing material for the product you’d like to test. The PDF opens in a new tab.
Review your PDF which will have been automatically generated from live data.
4. Use your template on multiple products
Go to Insights › Reporting ⤴ and run any search.
Click Choose a display or action (40+ available). Choose Batch actions › Exports › Create marketing material PDFs
Choose the template from the dropdown.
Check your notifications and download the zip file of your PDFs when they are ready.