TUTORIAL. HOW TO: - Edit with Microsoft Word - Send with Microsoft Outlook

Transcription

1 TUTORIAL HOW TO: - Edit with Microsoft Word - Send with Microsoft Outlook Programs used for example images: Firefox Web Browser, Microsoft Word and Microsoft Outlook using Microsoft Windows A red arrow will appear in most screenshots to point out the location of important buttons, links and other items. Open your web browser and go to: lovemycreditunion.org/partner-center-main Using your id and password, log into the Love My Credit Rewards Partner Center. Go to the Marketing Materials section by clicking the orange Marketing Materials button in the top right area of the web page. Click the marketing materials program link that you wish to use. For this example, we will use the All Bundle Marketing Materials link. 2018

2 Click on the gray s accordion to display the list of available s. Choose an template by clicking on the text link. For this example, we will use All Bundle Template - Rewards - with TruStage. Next, click the Download HTML File button. Choose to save the file to your computer and click the OK button.

3 OPENING THE IN MICROSOFT WORD Open Microsoft Word. Choose Open Other Documents. Next, choose Computer to open a file. Click the Browse button.

4 When the window opens to browse for a file, locate the Downloads folder in the left pane and click on the Downloads folder. After you click on the Downloads folder in the left pane, the contents of the Downloads folder will appear in the right pane. Locate the HTML file that you downloaded earlier (AllBundle- _ b.html), select it, and click the Open button. Before you can edit the in Microsoft Word, you will need to click the Enable Editing button at the top of the screen.

5 You can edit parts of the that you opened like you would a Microsoft Word document. CHANGING THE LOGO IN THE In order to insert your credit union s logo, you will need to have the logo file saved on your computer. To change the logo in the , right click with your mouse on the CU Logo placeholder image. A pop-up menu will appear. Select Change Picture. Next, find the location of your credit union s logo on your computer. After you find it, select the image and then click the Insert button.

6 UPDATING THE TEXT After you have changed the logo, you can update the text of the and replace the CREDIT UNION NAME placeholders with the name of your credit union. Move your mouse to the end of the placeholder text and click the left mouse to put the cursor at the end of the word you wish to change. Then hit the backspace key to delete the word and type in the name of your credit union. To change the color of the text from bright pink to black, you need to select the pink text and then right click on it with your mouse to cause a small menu to appear. Click on the button that has an A with a line underneath it. A color palette menu will appear. You can then select black from the available colors. COPYING THE FROM WORD Click and hold down the left mouse button near the top left of the and then move it down towards the bottom of the to select the contents of the . After the contents have been selected, hit the CTRL and C keys on the keyboard at the same time to copy the to the computer s clipboard.

7 CREATING THE IN OUTLOOK Open Microsoft Outlook. In the top left of the Microsoft Outlook window, click the New button. Next, paste the contents of the clipboard into the new message. Click in the large pane in the new message window. Hit the CTRL and V keys on the keyboard at the same time to paste the contents into new message window pane. Next, type in the address(es) of who you want to send the to, as well as the subject of the message. For this example, the subject of the is Enjoy More Rewards. If you have completed all of the changes that you wish to make and the is ready to send, you can click the Send button to send the message to your designated recipient(s).