Nitrogen’s Marketing Center is your ultimate hub of content and templates, designed specifically for financial advisors to supercharge their marketing efforts and connect more effectively with prospects and clients. This article will guide you through the necessary steps to set up your firm for success.
In this article:
- Accessing Marketing Center
- How to Navigate Marketing Center
- Setting Up Your Account & Profile
- Template Customization
- Nitrogen AI
- Exclusive Offers
- Tips for Marketing Efficiency
- Best Practices for Compliance
👀 Note: Before you launch any marketing campaign or distribute any marketing collateral, it is crucial to run all materials by your compliance team first.
Accessing Marketing Center
To get started, open the email you should have received from Nitrogen and click on the link to create your login. Be sure to use the email address associated with your Nitrogen Account. The video below will walk through the process, and how you can get up and running with the full Marketing Center suite of tools.
How to Navigate Marketing Center
The Home page of Nitrogen’s Marketing Center features four main menu options: Marketing Templates, Nitrogen AI, Exclusive Offers, and Account.
Scrolling down the home page, you’ll see a comprehensive list of available resources. You can filter and sort these based on your specific needs.
Sorting options include Recent, Oldest, A-Z, and Z-A, allowing you to easily find the most relevant or newly added content. You can also filter resources based on predefined categories to narrow your search.
- For example, if you are looking for email templates, you can filter the resources to display only email-related content. The email options feature a variety of downloadable emails, each tailored for different holidays and events, making it easy to find the perfect template for your client communications.
If you want to personalize the design with your brand, name, and firm’s details, look for the design templates marked with a green square at the top right corner, accompanied by a paintbrush icon. Those templates are fully customizable.
Setting Up Your Account and Profile
The first step in using Nitrogen’s Marketing Center is to set up your account so that you can save time and keep your branding consistent throughout the available templates. Marketing Center is designed to automatically populate your branding and firm information across all of the available templates. Here are the fields you should fill in with your firm’s details:
Enter Personal and Firm Details:
- Name
- Company Name
- Company Website
- Business Address
- Phone Number
Upload Your Logo & Firm Colors:
- Upload your current logo.
Set Your Primary Colors:
- Select your firm's primary colors using RGB, HLS, or hex codes. This will ensure that all templates reflect your brand’s visual identity.
Pro Tip: If you don’t know your firm’s exact colors, click the eyedropper icon to select your firm’s color from an image or other visual reference.
The My Designs section, is your hub to view and manage all your design templates.
To update your account details, simply go to the account settings and modify information such as your name, email, company information, logo, and primary colors. Click Update to apply these changes to all templates, ensuring that all your marketing materials remain consistent and professional.
Pro Tip: You can update any of these fields and your logo at any time. So, if you open a new office or want to change your logo, you can easily make those updates whenever you need.
Template Customization
The templates in Marketing Center can be customized to fit your specific needs. You’ll always have access to the original if you ever need to refer back to a starting point.
The first step in customizing a template is to click and select the template you’d like to use. Once you’re on that resource’s specific page, click the “Start Designing” button. From here, you can name the project. We recommend adding the date or the specific use case in the name for easier organization.
Steps to customize your templates:
- Name Your Project: Provide a name for your project, such as the date or specific use case, for better organization.
- Upload Your Firm’s Logo: Click on the designated buttons to upload your firm’s logo. Alternatively, you can use the icon finder to select from a variety of icons to enhance your design.
- Add and Customize Elements:
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- Text: Add and customize text to fit your needs.
- Images: Upload and place images to align with your branding.
- Background: Change the background color or design to match your firm’s visual identity.
- Shapes: Add different shapes to make your design more engaging.
- Preview Your Design: On the right-hand side, you can see a preview of your design. This includes pre-loaded information from your account, such as your name, title, email, phone number, and office address.
- Review Both Front and Back Pages: Ensure you review both the front and back pages of your design to ensure consistency and completeness.
- Export or Clone Your Design:
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- Once you’re satisfied with the design, you can export it for use.
- If you need to create additional templates for other members of your firm, click “Clone” to start a new design using all the same elements you’ve uploaded in the original version. This allows for efficient replication and customization of your marketing materials.
Nitrogen AI
Nitrogen AI is a powerful marketing content generator built directly into the Marketing Center, allowing you to streamline your content creation process so you can focus on other strategic initiatives. Whether you need content for emails, press releases, social media, or more, Nitrogen AI generates high-quality outputs that you can use in your templates.
Here’s how to leverage Nitrogen AI:
- Explore Pre-Populated Templates: We’ve provided six different templates to get you started. These templates cover a variety of common marketing needs.
- Edit and Submit: Edit the content prompt to suit your specific needs. Once you’re ready, press the arrow button to submit your request to Nitrogen AI.
- Review and Use Outputs: Nitrogen AI will generate a response based on your prompt thatyou can copy and paste into your desired format, be it emails, press releases, social media posts, or any other marketing materials.
Pro Tip: Custom Content Requests: Don’t let the predefined templates limit you. You can request any type of content you need. Simply enter your custom request
Exclusive Offers
Over the years, we’ve heard from countless firms that they want reliable marketing experts to help design, develop, and deliver their marketing vision. Nitrogen’s Marketing Center provides access to a host of exclusive trusted partners, at deep discounts on top marketing services so you can delegate your marketing tasks to professionals.
To access a list of these services, navigate to your account in the Marketing Center where all your designs live.
Pro Tips for Marketing Efficiency
- Use predefined categories and sorting options to save time.
- Organize designs with specific project names and dates for easy retrieval and organization.
- Double-check the template details before exporting or submitting content. “Measure twice, cut once,” as the old saying goes.
- To create similar templates, you can utilize the “clone” feature.
- Create consistency by regularly updating the account details for accurate branding across your assets.
By following these steps, you can effectively utilize the Nitrogen Marketing Center to enhance your marketing efforts and connect more effectively with prospects and clients.
Best Practices for Compliance
By prioritizing compliance in your marketing efforts, you safeguard your firm’s reputation, build trust with clients, and ensure that all your marketing collateral adheres to regulatory standards.
- Early Involvement: Engage your compliance team early in the content creation process to identify potential issues before they become problematic.
- Documentation: Keep detailed records of all compliance reviews and approvals. This documentation can be critical if any questions or issues arise later.
- Regular Updates: Stay informed about changes in regulations and ensure your marketing materials are updated accordingly. Regular training for your marketing team on compliance requirements can be beneficial.
- Clear Communication: Maintain open lines of communication between the marketing and compliance teams. Regular meetings and updates can help ensure everyone is on the same page.
Like you, Nitrogen believes that being compliant is not just a box to tick—it’s a critical component of effective and responsible marketing.