Create Materials
Create Meeting Materials once the material has been Reviewed and Approved for Production in PromoMats:
- Go to the Magic Form homepage, or use the link in the ‘Action: Send for Approval’
- Find the event submission and click “Edit”
- Create Materials: Scroll to bottom of the form, click Create Materials radio button, and confirm materials are Approved in PromoMats.
- “HH Automation” will send an email confirmation “Magic Form Creation”. This will kick-start the material creation process:
- Magic Form BOT will send an email when each selected material is created in PromoMats. Document Name, Document Number, and link to material in PromoMats:
- Each material takes approximately 7-10 min to create into PromoMats. Each material is created individually in PromoMats and will have a unique document number.
- Once a derivative material is created it will be linked in the Related Materials section of the Master Content Card. Each individual derivative material will also have a link in the Related Materials section back to the Master Content Card.
- Download html: Use the Relationship menu on right side of each email template, select Components and select the Production Package asset.
- Download the Source Document and open the html which is automatically generated for every email
- The download will appear in the computer’s Downloads folder. Unzip the file and open html:
