Top Producer® 8i CRM: Editing a Personal Postcard Template

Once you’ve created a personal postcard template, you can open it to make format and content changes. For more information on creating a personal postcard template see: Creating a Personal Postcard Template.

Follow the steps below to access your personal postcard templates.

  1. Click the Marketing main menu icon to open the Marketing landing page.
  2. Click the Postcard Library link. This will give you access to all of the postcard templates.
  3. From the Postcard Library page select your personal category from the Show Category drop-down list. Personal templates are indicated with a personal-icon icon.
  4. Hover over the copied template and click the Edit Postcard link to open the personal template in Edit Mode. If you’d like to preview the template with sample information, click the Preview button.

    postcard-popup

Editing the Template

Note: Mac users are currently able to edit email and letter templates, but no other template types. Windows users are able to edit most templates using Firefox or Chrome, but must use Internet Explorer 10 or 11 to edit Postcards, Labels, and Envelopes.

Once in the edit mode you will be able to adjust the Page Setup, Edit Text, Modify Images and Add/Remove Merge codes to one or both sides of the personal postcard template. Once you have completed your changes, click the Save and Close button at the bottom to return to the Postcard Library.

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Page Setup

 

Editing Text

 

Modifying Images

 

Add/Remove Merge Codes

 

Saving your Changes

 

Log in to edit a personal postcard template.


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