Embedded Files
Open the My Portfolios Table in PowerCRM
Select a Portfolio from the table
Navigate to the PowerMarketing tab
Select a Campaign Type
After selecting a Portfolio, apply additional settings and customize your report
Additional Settings
Additional Settings
Group Parcels By Owner : This setting ensures that a Land Owner with ownership of multiple parcels in the portfolio only receives one mailer about all of their parcels
Exclude Business: This setting excludes defined Business entity parcels from the mailing list
# of Parcels : Number of parcels in the portfolio
# of Mailers : Number of mailers being sent
This number will change based on additional settings selected
Customize Report
Customize Report
Logos
Logos
Upload your own Logo(s) to be displayed at the top of the report
.jpg or .png file
**If no logo is uploaded, a LandGate logo will be in place**
Click on Logos
Select Upload Company Logo
In the file upload window, browse to the location on your computer where the file is stored
Select the file you want to upload then click the Open button
The uploaded logo will populate under the Uploads: section
Click on Preview to view your uploaded file
After uploading your logo, you can utilize your logo in the report
Click on dropdown to select your uploaded file to use
Biography
Biography
Create a Biography(s) to be displayed on Page 2 of the report
This section can be used to tell a Landowner about who you are and what services you provide
.jpg or .png file
**If no Biography is created, this page will be removed from the report**
Click on Biography
For a biography section to show up in the report a 'Personal Picture' must be uploaded'
Click on Upload Personal Picture
In the file upload window, browse to the location on your computer where the file is stored
Select the file you want to upload then click the Open button
The uploaded personal picture will populate in an editor mode
Crop and size your picture to fit within the dotted boundary on the left and view a preview of adjustments on the right
Click and drag the corner points or midpoints to adjust
Once adjusted to desired view, click on Upload Image
The uploaded profile picture will populate under the Uploads: section
Click on Preview to view your uploaded file
After uploading your personal picture, update the other Biography fields with your information
Name:
Title:
Phone:
Email:
Text:
Once updated, click on Update Biography
After updating your biography, you can utilize your biography in the report
Click on dropdown to select your uploaded personal picture file name to select your biography
Sticky Note
Sticky Note
Customize a sticky note message that will be displayed on the first page of the report as a CTA ( Call to Action )
Update:
Sticky Note Background Color
Sticky Note Text Color
Name on Sticky Note
Phone on Sticky Note
Sticky Note Message
As you update these fields, the Sticky Note Preview will also match to show you a preview of your input
Editing Sticky Note Background Color and Sticky Note Text Color
Click on the color box to the right of each field to customize the color
Customize by choosing a color from the color palette OR insert your own #RGB color code
View Draft of Report
View Draft of Report
View Draft
View Draft
View a draft of your customizations before creating your campaign order
**You will also receive a confirmation email with all reports for your review after creating your campaign.
After customizing your Logo, Biography, and Sticky Note, you can view a draft of your report
Click on View Draft
A new tab will open with a preview of your report
Create Campaign
Create Campaign
Select 'Create Campaign' to begin the process of creating, printing, and shipping a mailer.
You will receive an email with a link to the Mailer Preview (.zip file) and the option to confirm or cancel the mailer
Reply YES to confirm, or reply CANCEL to cancel the order
If the 'Create Campaign' button is greyed out, it is because the mailer is still being generated
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