Bibby Marketing Portal. How to Guide

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Amelia Armstrong
5 years ago
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1 Bibby Marketing Portal How to Guide

2 Contents P3 P4 P5 P6 P7 P8 P9 P14 P18 P19 P22 Login Screen Catalogue Page Editing your details Searching for products Saved projects Order History How to order standard products How to order business cards How to order banners from stock How to order editable products (adverts) Further assistance P2

Login Screen Visit www.bibbymarketingportal.co.

3 Login Screen Visit Enter your address and password and click Login If you have forgotten your password, click on the link P3

4 Catalogue Page Upon login you are taken to the catalogue page by default. See notes below for explanation on links. View saved projects and see approved adverts Return to this page to see all categories Update your contact details, delivery addresses and password See your order status and reorder if required See the items you are ready to order Enter keywords here and press enter key to display results Click in the folders to see subcategories and products P4

5 Edit My Details On this page you have the ability to edit your contact and delivery addresses as well as your address. You can also change your password on this page P5

6 Search Utilise the search box for faster results Use either keywords ( Birmingham ) or the product reference (BIB424) and hit enter to see results P6

7 Saved Projects On this page you will be able to see any adverts you have created and perhaps are awaiting approval for P7

8 Order History Here you can find information on your previous orders as well as the status of any ongoing ones. P8

9 How to order standard products - Step 1 There are two ways to find a product, one is to navigate via the catalogue and clicking through the relevant sub folders to reach your desired product. Alternatively you can utilise the search function using relevant keywords. CATALOGUE PAGE EXAMPLE SUB FOLDER PAGE EXAMPLE SUB PRODUCT PAGE P9

How to order standard products - Step 2 On the product page you are presented with an image of the product as well as a brief description, quantities available and relevant prices.

10 How to order standard products - Step 2 On the product page you are presented with an image of the product as well as a brief description, quantities available and relevant prices. Simply type in the quantity you require and the price will automatically update (after a very short delay). Quantities are fixed to those shown in the description box and will be rounded up or down automatically. When you are happy with the amount and price, click Add to Basket Product Image Deacription and Pricing Add to basket here Enter quantity required here Price auto updates to match quantity entered P10

How to order standard products - Step 3 After adding a product to the basket you will be taken to the Order Summary page where you can delete items, see a total and also edit quantities.

11 How to order standard products - Step 3 After adding a product to the basket you will be taken to the Order Summary page where you can delete items, see a total and also edit quantities. If you wish to order other items then navigate to the Open Catalogue button or use the search box and hit enter When you are satisfied with the order summary click Continue Order Edit product detail Click here to continue the order process P11

How to order standard products - Step 4 You are now presented with the order number, and delivery/billing addresses (as well as the ability to edit them) When satisfied with your

12 How to order standard products - Step 4 You are now presented with the order number, and delivery/billing addresses (as well as the ability to edit them) When satisfied with your information, the items ordered and the total cost click Send for approval (if you are a manager or nominated approver for your office then your button will say Place order (Pay on invoice) P12

13 How to order standard products - Step 5 You will then be greeted with the Order Confirmation screen. If you have clicked Send for approval then an requesting approval will be automatically sent to your manager or nominated office approver. When they approve the order you will receive an confirmation. ORDER CONFIRMATION PAGE ORDER CONFIRMATION (AFTER APPROVAL) P13

How to order business cards - Step 1 Using the methods mentioned earlier to navigate to the required business card you will find yourself on a page similar to the one below Simply edit your details

14 How to order business cards - Step 1 Using the methods mentioned earlier to navigate to the required business card you will find yourself on a page similar to the one below Simply edit your details in the fields on the right of the page and click Save text and update and the preview window on the left will automatically update to show your details Once you are happy Click to go to Page 2 Click here to show a revised preview Enter your details into the relevant fields Click here to continue the order process and view the reverse of the business card P14

15 How to order business cards - Step 2 You will now be shown the reverse of the card Business cards are only available in a quantity of 250, so when you are satisfied, click Add to Basket Click here to continue the order process P15

16 How to order business cards - Step 3 On the Order Summary page you will notice that there is another box that says Approve. This is a required step and as such the ability to place the order is blocked until this takes place. Click on the Approve button to progress Click here to continue the order process P16

17 How to order business cards - Step 4 On the approval page you will be shown both sides of the business card and you will need to check them carefully before ticking the Approve tick box When you are satisfied with both sides and have ticked both boxes you will be able to continue your order as per a standard product (see P9 for details) Click here to edit the artwork if you spot an error Click here to tick the box for approval P17

18 How to order banners from stock To order banners, order them as you would for a standard product (see P9 for details) These are charged at 0 and orders are automatically sent to marketingrequests@bibbyfinancialservices.com P18

19 How to order editable products - Step 1 Using the methods mentioned earlier to navigate to the required advert/edm you will find yourself on a page similar to the one below Simply edit your details in the fields on the right of the page and click Save text and update and the preview window on the left will automatically update to show your details Click here to show a revised preview Enter your details into the relevant fields Text on preview updates when you click Save text and update P19

How to order editable products - Step 2 To edit the image used, click on the image selection icon A pop up window will appear, simply click on the required image and the window will close,

20 How to order editable products - Step 2 To edit the image used, click on the image selection icon A pop up window will appear, simply click on the required image and the window will close, automatically updating the preview to match When you are satisfied with the preview, click on Seek Approval from Bibby Marketing. This will automatically send an to the Marketing Team asking them for their approval. Select your image here Click here to continue the order process Click here to show the image selection P20

How to order editable products - Step 3 You will notice that the Seek Approval from Bibby Marketing button has now changed to say This item is under approval with Bibby Marketing You will receive an

21 How to order editable products - Step 3 You will notice that the Seek Approval from Bibby Marketing button has now changed to say This item is under approval with Bibby Marketing You will receive an advising if your advert has been approved or rejected by the Marketing Team. If approved, you will be able to order as you would for a standard product (see P9 for details) and the button text will change to say Add to Basket When you finalise your order it will then be sent for approval via your line manager or nominated office approver. Upon their approval you will receive an order confirmation and finally an with a download link to receive your print ready artwork P21

22 For further assistance For further assistance on any printed product or advice on the portal: Call: For further assistance on ordering banners from stock: For further assistance on advert approvals and queries: Call:

Ordering promotional items and literature

Ordering promotional items and literature A guide to using your Brand Centre rsc.li/brand-centre The Royal Society of Chemistry is the world s leading chemistry community, advancing excellence in the chemical