Marketing Materials

A shared library of the things your team hands to customers: brochures, one-pagers, images, slide decks, price lists. One copy, one place, everyone using the current version.

What you'll find here

• The Materials Library — how it's organized and what belongs in it
• How to Upload a Material — adding a file
• How to Create or Import a Canva Design — if your team designs in Canva
• How to Browse and Filter the Materials Library — finding something
• How to Organize Materials into Folders and Collections — folders are where a file lives; a collection is a set assembled for a purpose
• How to Download or Share a Marketing Material — getting it to a customer
• How to Approve and Track a Material's Performance — reviewing before circulation, and seeing what actually gets used

Folders and collections

A material lives in exactly one folder — that's its home. It can appear in any number of collections — a set pulled together for a campaign, an event or a particular kind of customer. The same brochure can be in three collections without being copied three times.

Why approval is worth using

Without it, a library becomes three versions of the same brochure and nobody knowing which is current. With it, there's one answer.