Marketing Materials cases

Overview

The back-and-forth process for getting marketing approvals is often something that occurs over email or external channels, resulting in challenges when it comes to maintaining an audit trail or ensuring all the proper channels have been engaged. With Synctera, everything occurs within the platform, ensuring all changes and approvals are kept relative to the partnership in context.

When to use the Marketing Materials case type

The Marketing Materials case type is intended for partnerships that require a seamless experience for sharing for getting approvals on FinTech marketing materials when creating a product offering or updating an existing products' marketing.

A workflow example for a typical Marketing Material Case 

Setup

Creating groups and users

You can create a number of user groups and users that will automatically be notified of any new marketing material case. 

Configuring assignees and escalations for marketing materials 

Configuring drop down fields

Creating cases

Initial case creation

Title description and urgency

Attaching files to a comment and submitting for review