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How to Personalize 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 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 Personalize Collateral 

2017-11-07_PersonalizeCollateral.jpg

To customize the visual style and content, do the following:

  1. Use the filters in the left navigation to easily find the content you need.
  2. Select one of these options:
    1. Browse Collateral, select the collateral by clicking Customize
    2. Customizable Collateral, select the collateral to Customize
  3. Select Edit or Review to access the Personalization tab. Note that not all collateral can be personalized.
    1. Edit any fields inside of dotted-line boxes. Areas that can be edited vary by partner. Here are a few examples: Logo, Value Proposition, Company Name, Company Address, Company Phone Number, and Company Website URL.
    2. Edit or add items in the Properties box such as Social Accounts, Social Account URL, Terms of Use statements, Privacy Statement, button colors, and data privacy policy are examples that you may find here. These options vary based on need. 
  4. Select Apply to see the changes.
  5. Select Save. Once you have finished personalizing, review the changes as they will appear on a smartphone, tablet, or desktop. This gives you the opportunity to view the collateral and correct errors.

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