Configure marketing text

Goal and overview

The goal of this guide is to show you how to configure marketing copy in Solicitor. You can create templates (e.g. Print Delivery Text or Digital Access Text) and then use them in your Offer Groups.

Best practice note: we suggest you use attributes when configuring your marketing text templates. Doing so will reduce duplication and complexity in the long run!

Before you start

Make sure you meet the following pre-requisites before starting the tutorial steps:

• Reach out to your Naviga Implementation Manager to get your Solicitor application up and running.

Create marketing text

In this section, you will learn how to create/edit/delete a marketing text template, as well as how to use attributes and add images.

Create a marketing text template:

1. Select the inventory menu in the Solicitor dashboard, then choose Marketing Text.

2. Select the + button. The creation screen will appear and display a series of WYSIWYG text fields.

3. Choose a name for your marketing text template, (e.g. Digital Only).

4. Write your desired text for the title, body, and price fields. Use the WYSIWYG editor to format your text.

5. Add an internal description, a confirmation name, and any search tags.

6. Optionally, select set as default then select either physical/digital. Doing so will make this template the default of the same category when you create Offer Groups.

7. Select save.

Note: by the end of configuration, there must be at least one default digital and print marketing text.

Here is an annotated image that displays a title, body, and price.

Title, Body, Price

Attributes

Using attributes is highly recommended and will save you a lot of time. Think of attributes like placeholders for publication-specific text, similar to a phone number or address. When a phone number or address changes, you won't need to update every marketing text template since you're using an attribute as a placeholder. You only need to update the attribute once in the CMS. An attribute might look like this:

Unlimited digital news at {{NewspaperName}}. Call now at {{PublicationPhoneNumber}}

Add attributes:

1. Select +Attributes & Images. The tab appears to the right.

2. Select the attributes tab.

3. Drag your desired attribute into the WYSIWYG editor. Alternatively, you can simply type your attribute if you know its format and name.

Images

Add images:

1. Select +Attributes & Images. The tab appears to the right.

2. Select the images tab.

3. Double-click or drag your image into the add image box.

Delete or edit a marketing text template:

1. Select the inventory menu in the Solicitor dashboard, then choose Marketing Text. Any existing templates will display.

2. Navigate to the desired marketing text template and select edit.

3. If editing, make your changes then select either save or save as new. If deleting, select the trash can icon.

What you've learned

To review, you've learned how to create/edit/delete a Marketing Text template. You will use these templates when you create an Offer Group. You've also learned how to add attributes and images to your template.