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How to Access the Customizable Collateral Wizard

This feature is not available in all solutions nor for all collateral content.  For more information, contact your supplier point of contact. 

Overview
 

Collateral content provides you with the means to build, mix, and promote business engagement and conversation. It comes in many forms: audio, text, video, images, and more. This content allows you to target the interests of your audience with the most relevant content in many formats. Delivering the right content in the right format at the right time to your customers.

Suppliers can provide you with Collateral content that is customizable or downloadable or a combination of the two. Customizable content can be personalized, distributed, and shared.

  • Use Personalization to add/edit logo, phone number, email, website info, mailing address, and other supplier determined content. 
  • Use Distribute to share a PDF or URL. You might use the PDF in an email or embed the URL on a website
  • Use Share to quickly add posts to social media.

Prerequisites 

You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password

How to Access the Web Plugin Wizard

  1. There are two options, select one: 
    1. Browse Collateral
      1. Navigate to Browse Collateral > Customize and search or filter to locate the collateral.
      2. Select the collateral by clicking the hyperlinked name. You will land on the Activity Dashboard.
    2. Customizable Collateral
      1. Navigate to Customizable Collateral > Customize and search or filter to locate the collateral.
      2. Select the collateral by clicking the hyperlinked name. You will land on the Activity Dashboard.
  2. Select Edit or Review to access the Customizable Collateral Wizard.

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