Editing a Postcard Template

The default system templates that come with every Top Producer 8i account cannot be deleted or modified in any way. You can, however, make personal copies of any template, and modify them using the built in Top Producer Editor.

Important: If you are copying a LivePost template and want to edit the template after copying, you can only modify page 2. Do not modify or remove page 1 or 3. Page 1 contains the graphic for your postcard, while page 3 contains the LivePost print instructions that are required in order to process your print job. Page 3 will be removed once your print job has been processed.

To edit a postcard template:

1. Open the Marketing Library landing screen. How?

   • From the Main Menu bar, click the Marketing icon.

2. Click the Postcard Library link.

3. From the Show Category drop-down list, select the category containing the template you want to edit.

4. Hover your mouse over the postcard, and then click Edit Postcard to open it in the Top Producer Editor. If the template is a default template, click Preview Postcard. You will be prompted to create a personal copy after editing.

5. You can do the following:

   • Use the Top Producer Editor to change formatting, style and content.

   • Add and remove merge codes.

   • Add marketing links.

   • Replace the displayed template's content with content from another template by clicking Use Template. Select the Category and Template, and then click Apply.

   Warning: Only select the Use Template option if you want to remove the current content and use another template as a starting point.

6. When finished, click the Save & Close button.