Breakfast Seminar: In 30 Minutes

Whether you attended our webinar and would now like to access the notes (and your free gift), or missed it and are curious to learn more, you can find the webinar’s tips here:

Tip 1: Keep everything in one place

There are many ways to handle this. You could use a content portal where users download their materials, or keep everything directly within the software, on the intranet, in SharePoint, or on OneDrive. The key is that everyone should know where to find whatever they’re looking for—and that you can easily update the content. A single location means a single update, which minimizes the risk of missing anything.

Keep it up to date and comprehensive. Add presentations, elements, and icons, infographics, templates, Excel documents, and reports—if it’s going to be used more than once, it belongs here! Consider the needs of the entire organization. Will HR, Sales, IR, and IT be able to find everything they need here? The less your colleagues have to search, the more likely they are to use the materials.

Staying relevant is crucial. Keep updating regularly!

Tip 2: Maximize the effectiveness of existing contact points

Email signatures

Use the communication channels you already have: email! Email is a communication channel that reaches a wide audience and is an incredibly effective way to market your business.

Create a template for your email signatures and make sure everyone uses it. Ideally, the marketing team should automatically manage employees’ email signatures. If that’s not possible, upload a signature template to your asset library and ask your colleagues to update their signatures themselves. Don’t forget to involve HR! The onboarding process should always include an introduction to your asset library and email signature.

Email footers

In emails, your marketing isn’t perceived as intrusive, and the open rate is high. We recommend a template optimized specifically for footers. Email requires some special considerations to avoid issues with display and email filters.

Footers can be managed centrally. This allows you to control users’ footers without them having to do anything at all. Tip: Plan all of this year’s campaigns in advance, set the schedule, and let the publishing take care of itself. If that’s not possible, you can instead share clear instructions on how users can change their footer (found further down the page!), along with a reminder when the time comes.

Add tags to any links in your footers so you can measure the impact of your efforts!

Tip 3: Stop starting from scratch every time

Master slides are pre-designed PowerPoint slides intended for use in a presentation, where the user can customize the content as needed. They work much like a good template, except that master slides step in where a template (due to technical limitations) falls short.

Start by assessing the need. What kinds of workarounds are people using today, and why? Timelines, charts, infographics, and maps often come up in this context. Then create the page templates. Always do this using your template! A good template already includes the functionality your organization needs. Feel free to use the layout page called “Heading Only,” as it offers the most flexibility.

The template page must be user-friendly and functional. Consider, for example, vectorized maps and easily editable timelines. Test the functionality before launching the template page. The template pages can then be embedded directly in your template. That way, they’ll be available every time a user opens a new presentation, and can be deleted when they’re no longer needed.