CONTENTS. System Requirements 2. Marketing Materials Selector Interface 3. Editor Interface 9. Editor Features 15

Transcription

1 PRODUCT UPGRADES OVERVIEW MARCH 2011

2 CONTENTS System Requirements 2 Marketing Materials Selector Interface 3 Editor Interface 9 Editor Features 15 2

3 System Requirements Upgrade Overview Plug-ins / Additional Software MICROSOFT SILVERLIGHT Users must have Microsoft Silverlight 3 or higher installed to access and use the new SharperAgent Editor. A current edition of Silverlight will be available for download by users if it is not already installed on their machine when they try to enter the editor. To pre-install Microsoft Silverlight on your computer, or your company computers, visit: ADOBE ACROBAT READER Users must have Adobe Acrobat Reader version 9.0 or later to view, print or save any marketing piece from the SharperAgent library. Browser Compatibility SharperAgent is now compatible with and can be utilized on all popular Internet Browsers. Support is available for the following browsers: Internet Explorer Mozilla Firefox Safari Chrome SharperAgent is no longer supporting operation on Internet Explorer Version 6. Operating System Compatibility SharperAgent is now supported on all current, popularly used Microsoft and Apple operating systems for personal computers. Device Compatibility SharperAgent users will be able to access their accounts from tablet devices. The Editor section of the product will be disabled for tablet devices that do not support a Microsoft Silverlight plug-in. 3

4 Marketing Materials Selector Upgrade Overview New Interface The new SharperAgent Marketing Materials selector was designed to help product users better navigate the marketing materials library. It s appearance more closely resembles an online shopping cart experience and gives our users an opportunity to quickly view pieces in any section of the marketing materials tree. 4

5 Search Users can find any marketing piece in the marketing materials library by using the integrated search feature. Please be aware that search is based on pre-written keywords. SharperAgent will be monitoring search trends among its user base to improve search functionality on an on-going basis. Sort Users will also be able to Sort through any materials in the marketing materials library 1. Alphabetical Materials are pre-sorted alphabetically 2. Most Used Sort pieces by popularity in any given section of the tree based on their use ( , print, online web post) in the past two months. 3. Newest Sort pieces by when they were added to the Marketing Materials library. 5

6 My Saved Pieces Tab The marketing materials library has been reorganized so that users can more easily find and access their saved pieces. All unedited templates are available on the Marketing Materials tab. All saved pieces are available on the My Saved Pieces tab. Marketing Materials Tab My Saved Pieces Tab 6

7 The Template Action Window Designed to resemble a typical online shopping experience, the new marketing materials selector includes a template action window for each marketing piece in the library. There are several additions in functionality that are contained in the templates action window. 1. Other Sizes On postcard templates, if a piece is available in multiple postcard sizes the user will see this information displayed in the Template Action Window. Clicking on the Other Sizes link will pull up the smaller or larger sized template for the user. On folded greeting card templates if a piece is available in multiple greeting card sizes the user will see this information displayed in the Template Action Window. Clicking on the Other Sizes link will pull up the smaller or larger sized template for the user. 2. Keywords A complete list of keywords for every marketing template is listed in the keywords section of the Template Action Window. Users can click on any of these keyword links to discover other pieces with matching search terms. 3. Preview The new Template Action Window allows the user to Preview the Version or Print Version of a marketing piece. 7

8 4. Add to Campaign Button A new action type has been added for users in the new Template Action Window. You now have the ability to create a custom campaign series directly from the Marketing Materials or Saved Pieces libraries. Clicking on the Add to Campaign button adds a marketing piece to the Campaign Cart. Users can access the Campaign Cart via a text link above the Marketing Materials selector section of the product. 8

9 Editor Interface Upgrade Overview New Interface The editor interface has been completely updated and was designed to help users quickly and easily make edits on any marketing material template. 9

10 Inline Text Editing In contrast to the old editor interface, users now have the ability to edit any text part of a marketing piece inline. This essentially means that a user will see words typed or edited directly on the marketing piece rather than in a separate window. 10

11 Editable Elements List To clearly show our users all of the editable or changeable areas of a marketing piece, the new editor includes the Editable Elements list on the left hand side of the Editor. All parts of a marketing piece that can be changed in some way including text, images, maps or shapes are shown in this list. 11

12 Page Controls The user is able to control which page they are viewing in a marketing piece by using the Page Control buttons below the Toolbar Area of the editor. All pages that are pre-built or pre-existing for a template are shown in this bar. The user can switch between pages by clicking on the page button or using the Jump To list. Add a Page Adding a page a second flyer page, postcard back, business card back, etc. - has been moved into the Page Control section of the editor. Templates that are permissioned for the Add a Page functionality will display the Add a page button in the Page Controls section of the editor. Once Add a Page is selected, the user will be brought to a window inside the editor to select a page that is the same size as the piece they are working on. 12

13 Zoom Users have the ability to change the Zoom setting of the editor at any time when working with a piece. The new Zoom functionality and interface change allows our users to more easily work with smaller sized pieces, work in detail, or view their overall work while in the editor. Undo / Redo All editing steps are saved during the editing process so that users can utilize new Undo / Redo functionality when working with a marketing piece. Managed Toolbars To better utilize space and help with the editing process the new editor uses Managed Toolbars for the various editing scenarios. The Main Tools toolbar is fixed and always appears. Other toolbars will only appear when a corresponding editable element is selected by the users. Managed Toolbars include Text Editing Tools Article / Text Management Image Editing Tools Map Editing Tools 13

14 Shape Tools Alignment Tools 14

15 Features / Upgrades Upgrade Overview Google Maps Users now have the ability to add a Google Map to any marketing piece. Once the user creates the Google Map by adding it to a marketing piece and selecting the appropriate address pinpoint, the map can be modified several ways. The users can change the map to one of four Google Map types: Roadmap, Satellite, Terrain or Hybrid. 15

16 The user can change the Zoom of the Google Map to get closer or farther away from the address pinpoint. The user can add or remove a pinpoint label of the maps address. This label s color and be customized by the users. Shapes Users now have the ability to add geometric shapes to their marketing pieces. A Circle, square or line shape may be added to your marketing piece. After adding the shape to their marketing piece, the user can edit the shapes in several ways. Options include modifying the shapes : Size Color Border Color Border Thickness Opacity Layering New, more robust layering features will allow the user to control and maintain the precise layering of editable elements. These new tools allow our users and our designers to create pieces with editable elements stacked one on top of the other, something the previous editor did not allow. Alignment End users who are looking to build their own marketing pieces or get creative with our standard templates can use the Alignment tool to maintain a more professional, symmetric look for all of their marketing pieces. Multiple options allow you to align any editable element Text Box, Image Box, Map, or Shape with any other (or others). 16

17 Advanced Image Editing Crop Tool An integrated photo cropping tool is included into the editor. The crop tool allows the user to crop a photo so that it fits exactly in Image Box. 17

18 Mirror Image Users now have the opportunity to use the Mirror image button if they d like to reverse an editable image they use in their marketing pieces. Stock Photo Library The new editor includes an integrated stock photo library accessible to all users. You can access the Stock Photo library by selecting or adding an Image Box and clicking on the Replace Image button. Stock Photos are saved in their own tab in the Upload Image Window in the editor. These photos are owned by SharperAgent and have been licensed for use by our product s clients. Categories of images include: Animals Flowers and Gardens Food and Cooking Holidays and Seasons Homes Ideas and Concepts Miscellaneous Money and Finance Nature Backgrounds People Sports and Activities Travel 18

19 Advanced Text Editing New advanced text editing features are included in the product upgrade. New features include: Paragraph Spacing Text Highlighting Insert Symbol Superscript, Subscript Additionally, certain product bugs that were unresolved in the previous editor iteration have been fixed with the product upgrade. These fixes include: Bullet creation / alignment Numbering creation / alignment Copy and paste from Microsoft Office applications* (MS Word, MS PowerPoint, etc.) *Please note that the copy and paste feature in the enewsletter editor is not affected by the upgrade. Potential problems may still occur in that product feature. Article Management Load Article Users can now load pre-written articles from SharperAgent s article library onto any marketing piece, not just build your own newsletters. Save Article Users now have the ability to Save an article of text in the editor so that it can be used on any other marketing piece created in their account. Self created articles will be saved in the My Articles folder in the Article Library. Find and Replace Use the find and replace text editing feature to easily update or change marketing pieces. Users will need to click on a text box to search for certain words or phrases. Default Backs / Footers Adding a Page 19