Step-by-Step Guide for Business Partners

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1 November 15, 2011 IBM Co-Marketing Center Tool Create & Design Step-by-Step Guide for Business Partners 2009 IBM Corporation

2 Table of Contents Overview of the Co-Marketing Center Step-by-Step Instructions for Preparing and Using Customized Templates Additional Resources 2 Global Channels Marketing

3 The IBM Co-Marketing Center delivered by Pitney Bowes Provides a simple, easy-to-navigate design center to help maximize your co-marketing investment Available to all Business Partners Utilizes PartnerWorld Single-sign on No Charge Asset Development Tool Easy to use Customizable Templates Free Delivery Service to clients Low Cost Printing options 3 Global Channels Marketing

4 An Overview of the types of customizable assets available Sample templates: Generic Newsletter Customized 4 Global Channels Marketing

5 Sample Print Templates Self mailer bi-fold. outside Print Ads inside Postcards Front Front 5 Global Channels Marketing Back Back

6 Partners pick from a palette of Create and Design materials 6 Global Channels Marketing

7 IBM CMC Create and Design: Steps for Preparing and Using Customized Templates 1 Login to the IBM Co-Marketing Center via PartnerWorld, auto-redirect using Single Sign on 2 First time profile setup: Upload your company logo in your Business Partner Profile in CMC 3 Find and select your template 4 Customize your template as desired 5 Submit customized template for approval 6 Access your Image Archive of customized assets to modify, preview or place an order 7 Upload your lists: managing your master lists and sublists 8 Submit your order for or print. Order options are: 1) Downloads / Send file for local printing: execute and complete in real time 2) Print fulfillment: Prepare for Print: Upload or edit client list, Complete Shipping info bulk), schedule ship dates 3) Fulfillment.; Prepare for send, upload or edit client list, schedule delivery date 7 Global Channels Marketing

Step 1: Login to the IBM Co-Marketing Center via PartnerWorld Access the IBM Co-Marketing Center at: www.ibm.com/partnerworld/page/pw_ com_cfm_index Select Visit the IBM Co-Marketing Center.

8 Step 1: Login to the IBM Co-Marketing Center via PartnerWorld Access the IBM Co-Marketing Center at: com_cfm_index Select Visit the IBM Co-Marketing Center. You will be redirected to the IBM Co-Marketing Center powered by Pitney Bowes.site. The Single Sign-On Login feature will present you with the CMC welcome screen customized for you. 8 Global Channels Marketing

9 Step 2: Upload your company logo in your profile (1 time setup only) From the CMC Home page Select Administration > Business Partner Maintenance > Business Partner Logo Upload Company Profile is based on Company Name, Address from PPS Complete your CMC Create and Design profile by uploading your company Logo. Uploaded Business Partner Logo will be pre-populated into Customable templates Upload Logo file. File types accepted: jpg, tif, gif, png, pdf, or eps Resolution must be AT LEAST 300 dpi. Width to height aspect ratio of 2 to 1. (ex. 2" by 1") 9 Global Channels Marketing

10 Step 3: Find, Select & Customize your template There are 4 methods available to find and select your templates 1. Select from the newest templates at the bottom of the Co-Marketing Homepage. 2. Select from the drop down menu on the main menu bar. 3. Use the advanced search capabilities on the middle left-hand side of the screen. 4. Enter a key word search in the Quick Search box located in the upper right-hand corner of the Co- Marketing Center. Click Customize to continue 10 Global Channels Marketing

Palette Results Assets include customizable: Email Templates execute delivery directly through the Pitney Bowes tool Print Templates postcards, direct mailers, flyers, solution briefs, etc.

11 Palette Results Assets include customizable: Templates execute delivery directly through the Pitney Bowes tool Print Templates postcards, direct mailers, flyers, solution briefs, etc. Download approved hi-resolution PDF file at no-charge (and/or in NA - elect printing service through Rye Printing (vendor charges apply)) Templates are indicated with a blue CUSTOMIZE button below thumbnail clicking thumbnail pic displays larger preview and more asset metadata Downloads: Use-as-is Campaign Support files such as Campaign Cookbooks/Overviews, Flexible Asset Guidance Docs, Call Guides, Graphics, etc. 11 Global Channels Marketing

12 Easy Editor View (click CUSTOMIZE button on any template) 1. Zoom button 2. Logo automatically populates 3. Click thumbnail to customize each side or page 4. e in thumbnail corner indicates editable content on this side 5. Editable copy block click to edit 6. Editable image block click to edit 7. Continue (Submit for approval review) or Save As Draft buttons. Confirm on next screen. 12 Global Channels Marketing

13 Step 4: Customizing a direct mail template 1. Customize all boxes on each page Add company specific messaging Highlight Unique capabilities Offers or Call to action Select BP Emblem Partner level image Logo auto-populates if loaded in system 2. Click Continue or Save As Draft button; advance to next confirmation screen. Often overlooked is the Legal Disclaimer on lower back of templates. Remove if none. 13 Global Channels Marketing

Step 4: Customizing an email template 1.

14 Step 4: Customizing an template 1. Customize all dotted boxes on each page Add company specific messaging Highlight Unique capabilities Offers or Call to action Select BP Emblem Partner Level image Remove Legal Disclaimer if none. 2. Send a Preview/test of to colleagues for review 3. Click Continue to complete customization and submit for approval, or Save As Draft to finish later 4. Confirm button on next page 14 Global Channels Marketing

The window will open and you can enter text or update your own graphics.

15 Additional detail on customization Customizable graphic and text areas are designated with a dotted line. To customize, use your left-hand mouse button and select an area. The window will open and you can enter text or update your own graphics. Note: you can change the appearance of the fonts and add hyperlinks in templates by selecting the text and highlight the attribute to apply (font, size, color, hyperlink, etc) Many templates also allow you to modify an existing image or insert your own images! 15 Global Channels Marketing

16 Step 5: Submit customized template for Approval 1. Click on Asset thumbprint to preview 2. When customization is complete, click Continue and submit asset for approval. A note on approvals: All templates are reviewed by a designated IBM approver to ensure appropriate messages and consistency with IBM brand guidelines. Approvals take approximately 3 business days, by 2 teams, PB & IBM. During this time, you may access, edit and modify the artwork. However you will need to resubmit changes for approval prior to placing an order. 16 Global Channels Marketing

Step 6: Access your Image Archive of customized assets View all Images Created by your firm Navigation: Resources > My Campaigns > Image Archive Each saved instance of a template is called an Image

17 Step 6: Access your Image Archive of customized assets View all Images Created by your firm Navigation: Resources > My Campaigns > Image Archive Each saved instance of a template is called an Image and has a unique ImageID Clicking the thumbnail opens a full size preview of the template. Copy & Edit pulls in existing customization and allows new edits. Modify pulls in existing customization for edit/overwrites. Click Send Draft to send a preview of a submitted print template to a colleague Status indicates where the image is in the approval queue or if it is In Process (draft) Once templates are approved Click Order to work with an approved or direct mail piece 17 Global Channels Marketing

Step 7: Upload your lists Managing your master lists and sublists CMC Maintains Master lists and Sublists (for Print), and Email Master Lists and Email sublists of your client email and client mail

18 Step 7: Upload your lists Managing your master lists and sublists CMC Maintains Master lists and Sublists (for Print), and Master Lists and sublists of your client and client mail lists All records in a sublist is automatically added to your master list Use the List Management Tool to upload your client lists and to edit lists already uploaded From the CMC Home page Select Resources> My Campaigns > List Management 18 Global Channels Marketing

19 Additional detail on List Management Uploading a new list Work with client lists: Master and Sublists for Print / Direct Mail Master and Sublist for Choose from 4 list types: 2 for Print (Master & Sublist) or 2 for (Master & Sublist) Upload lists are Excel spreadsheets that contain the necessary data fields to send either a print or order. If your list contains separate first and last name columns, simply add a new column, use the Excel Concatenate function to join the first and last names together for the tool. Country is a required field, add this column to your spreadsheet if missing. Empty cells will cause the upload to stop on that row/record. Place either Generic data for names like IT Manager in every cell. A Sample list can be downloaded from the Pitney Bowes Website here 19 Global Channels Marketing

CMC counts the number of records and calculates the print cost.

20 Additional detail on List Management Uploading a new list Check the Box First Row Has Headings Match the required field in leftmost column to your column name in Column 2 Optionally, name this list for future reference Save the list. CMC counts the number of records and calculates the print cost. lists only require Full Name, Address Confirm the data field mapping based on your column headers In cases where the column headers are not an exact match, you must select the mapping 20 Global Channels Marketing

Additional detail on List Management Managing Sublists You can upload and maintain multiple and separate sublists If you delete details from a sub list the record still remains on the

21 Additional detail on List Management Managing Sublists You can upload and maintain multiple and separate sublists If you delete details from a sub list the record still remains on the master list. Master list deletions will carry through to all sublists Individual records can be flagged for Opt-Out status directly by the business partner 21 Global Channels Marketing

22 Step 8: Submit your order for delivery Click on Image to preview image Select Delivery Options Select PB Vendor - Select from Master or Sublist client lists From the CMC Home page Select Resources > My Campaigns > Image Archive > Select approved Asset with Order Option Follow menu prompts to schedule send date, complete order, View Cart and Check Out 22 Global Channels Marketing

23 Step 8: Submit your order for print Print Delivery options: 1) Download the PDF print file for local printing 2) the final asset to local vendor for production 3) Order Printed asset through your regional printer: Choose Direct Mail, Bulk Shipments or a combination of Direct Mail and Bulk. (If no vendor name appears under Option 3, a local vendor is not setup in the tool and you should use Download or for your finished print PDF.) Click through the menus to choose your print deliver options, select your lists (if applicable), make bulk quantity selections and schedule shipments From the CMC Home page Select Resources > My Campaigns > Image Archive > Select approved Print Asset with Order Button Global Channels Marketing

24 Additional detail: View your cart and checkout to finish order 24 Global Channels Marketing

Express Seller Quarterly Promotion: Enter Promotion Code USXXXX during checkout and finish order Note: A promotion code may be used only once Applies only to

25 Express Seller Quarterly Promotion: Enter Promotion Code USXXXX during checkout and finish order Note: A promotion code may be used only once Applies only to Quarterly Express Seller template Promotion Valid in United States only Expiration dates and Promo Codes contained in the template descriptions. 25 Global Channels Marketing

26 Additional Detail: Check on your order history 26 Global Channels Marketing

27 Additional Resources Access the IBM Co-Marketing Center after August 30 th, 2010 via PartnerWorld: Click Learn More at the link above to access online education materials Quick Reference Guide, Create and Design Step-by-Step Instructions FAQs. To submit feedback, questions or obtain more information, please contact 27 Global Channels Marketing

Customization Program Easily customize your Toshiba Microsite and a Variety of Marketing Materials

Customization Program Easily customize your Toshiba Microsite and a Variety of Marketing Materials Toshiba is excited to launch our enhanced customization program. The program allows Dealers to customize