Customizing Your Toolkit Templates

As outlined in the last section, all of the toolkit templates will require text and/or graphics editing software. If you are familiar with these programs, adding your company's logo is relatively simple:

  1. Open the template document in the required application (for example: to edit the statement insert, open the file in Adobe InDesign).
  2. Look for the areas within the design that are designated for logo placement. Look for text reading {FI LOGO HERE}.
  3. Delete the designation text {FI LOGO HERE}.
  4. Create a custom image box using Adobe InDesign in that location.
  5. Browse your system for an EPS (.eps) or TIF (.tif ) format of your logo, and place it into the image box. The logo must be in the appropriate color format for print applications.

Note: Remember to make sure that any SUM URL you include is live before distributing these materials (or any SUM program collateral) to your customers.

Also, as you customize the pieces, please be sure to follow the Surcharge-Free Program Graphic Standards. Download a copy of the graphic standards.

If you wish to modify any templates to align them with your brand, we recommend that you work with one of the following:

  • In-house designers: If available, an in-house designer may be the fastest and most efficient way to leverage the toolkit's adaptation.
  • Printers: A printer's prepress department uses industry-standard graphics software and should be able to work with any of your toolkit template files. Because all of the templates are press-ready, your printer simply needs your logo (in an .eps or .tif format) and any other content changes to produce these finished materials as provided. Depending on the level of expertise, the printer may also be capable of modifying and adding your brand elements to these templates.
  • Graphic designers or design firms: A contract designer or specialized design firm can bring greater resources to your overall program, allowing you to adapt and build the toolkit.
  • Advertising agency of record: If you are contracted with an ad agency, it may have graphic design and art direction services or a relationship with a contracted design firm. In either case, an agency is another strong and knowledgeable resource for further developing your promotional program.
  • IT staff: For your banner advertising, your internal IT staff may have the capabilities to facilitate changes. In some cases, your staff may also have the ability to add your brand to the electronic marketing pieces.
  • Web designers or development firms/agencies: If your internal IT team is unable to provide services for your Web site banner and Web page design, seek out a freelance contractor or Web design agency. In most cases, they will provide robust service and support.
  • Important Note: be sure to provide in-house staff or any outside firm with a copy of the Surcharge-free Program Graphic Standards to ensure that you comply with the standards in any use of the Program Marks.