Marketing Materials cases

Updated on 18 Aug 2022

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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.

Tip

It's always a good practice to have a case notify a group, in case one or more of your users are not available - and it's also much easier to add/remove users from a single place when you have a large team.