Publication in the Marketing Planner

When you publish a document in the Marketing Planner, you link the document with a planning element in the Marketing Planer module. Marketing Planner users see the document as an attachment to a planning element. A planning element may represent a campaign or a channel, for example. Note that this function is available only for finalized documents.

Note

This action is only valid for INDD and HTML documents.
It is currently not possible to publish an online document in Marketing Planner.

Note

Note that the selected year is a crucial factor when selecting the planning element. The document is displayed for Marketing Planner users only for the year selected.

  1. Search for the document that you want to add to a planning element as an attachment. See Documents.

  2. On the document, choose:

    • Under > Brand Template Builder > Documents: > ⋮ > Transfer to Marketing Planner.

    • Under > Brand Template Builder > Manager: > > Transfer to Marketing Planner.

    3. A dialog box opens.

  3. Select the year for which you want to add the document to a planning element as an attachment.

  4. Choose:

    • You want to add the document to an existing planning element as an attachment:

      1. Select the planning element in the tree structure.

      • Or:

    • You want to add the document to a new planning element as an attachment:

      1. Select the higher-level planning element in the tree structure.

      2. Choose New Subelement.

        3. The New element name dialog box is displayed.

      3. Enter the new element name.

      4. Choose OK.

        5. The new subelement is created.

      5. If necessary, repeat steps a to d to create additional subelements.

      6. In the tree structure, select the planning element to which you want to add the document as an attachment.

  5. Choose Attach.

The document is added to the planning element as an attachment.