This article will cover all of the steps necessary to create high-quality flyers, including set up of the Design Catalogue and Branding.
Anatomy of a Flyer
What parts of the above are customizable?
Every part of the flyer outlined above is customizable. To create a flyer, you'll need to be familiar with the Design Catalogue, Branding, and Services tab. Continue reading for details on each of these sections.
How do I set up the Design Catalogue for a Flyer?
- To access the Admin section Click on your name on the top right of the screen.
- Select Admin from the options.
- Click on Design Catalogue.
- Click on the relevant Build-Type for the design you'd like to build a flyer for in the grey banner at the top of the screen.
- Find and then hover over the design. The design card will turn green. Click on the small grey Stacked Dots icon to the right of the design price.
- Click on Edit Item.
- See the below guide for information on which parts of the Design Catalogue will be visible on a Flyer.
Please see "How to upload and scale a basic design" for information on how to load new designs into your account.
Please see "How to add or replace a facade" for information on how to add a 3D render, facade, or live image to your account.
- Click on Attributes in the grey banner at the top of the Edit Design screen for more flyer details.
How do I set up Branding for a Flyer?
- Click on your name on the top right of the screen.
- Select Admin from the options.
- Click on Branding in the green panel on the left side of the screen.
- Confirm Flyer is selected from the options in the grey banner at the top of the screen.
- See the below images for information on editing branding information for your flyers.
The example flyer on the left side of the screen will change in real time to reflect any edits in the Branding section.
Please see "How to edit the user profile" for information about how to edit Salesperson Name and Salesperson Image.
- Click Save to enable all edits.
How do I order a flyer?
- Go to a client's address or APN.
- Place a design (for which information has been edited in the Design Catalogue).
Please see "How to place and manage a design" for instructions about how to place a design or "How to find, filter for, and place a design" for instructions about to use filters to easily find a design.
- Complete the site plan as desired but doing so is not necessary for a flyer. Simply placing the desired design is sufficient to have a finished flyer.
- Order your flyer!
Please see "How to order documents" for instructions about how to order flyers (and other documents).