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How to Customize Collateral

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 is provided by suppliers to partners. It provides you with the means to build, mix, and promote business engagement and conversation. Collateral is meant to support and facilitate the promotion of company, product, or service either with Zift123 or without Zift123. It comes in many forms: audio, whitepapers, eBooks, case studies, microsites videos, images, banners, datasheets, PDFs, and more. This content informs and entertains the people who consume it.

Suppliers can provide you with Collateral content that is either customizable or download-only. With download-only content, you will not have the option to make changes.

With customizable content, you can personalize, distribute and share the collateral.

  • 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 share on social media.

Prerequisites 

You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password

How to Customize Collateral Content

  1. From Collateral, select Customize.
  2. Use the filters in the left navigation to limit content by the supplier to easily find the content you need.  
  3. Select Customize.
  4. Select PersonalizeThe personalize content page will display. Scroll to the bottom of the page to see additional options for customizing the content. Make changes to the content.
  5. Preview the content.
  6. Save and Publish the content. Content must be published to be Distributed via a URL or PDF, or click Share to post on social media.

How to Distribute Collateral Content

Content must be published to be Distributed via a URL or PDF, or click Share to post on social media.

  1. From Collateral, use the filters in the left navigation to limit content by supplier and easily find the content you need.
  2. Select View Existing Customization or Customize.
  3. Select the content.
  4. Select Distribute.
  5. Copy the link to use with other marketing activities or use the link to save the content as a PDF.

How to Share Collateral Content

Content must be published to be Distribute via a URL or PDF, or Share to post on social media.

  1. From Collateral, use the filters in the left navigation to limit content by supplier to easily find the content you need.
  2. Select View Existing Customization or Customize.
  3. Select Share to post your linked social media accounts. 
    1. Add an image to the shared post.
    2. Add a social form to the shared post.
    3. Schedule when the post will go out to social media contacts.
    4. Select Create Post.

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