Creating A Brochure Template From Scratch
Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

A "brochure" in Aisle Planner can be anything you want it to be when it comes to sharing information with your prospective clients. To get started, we recommend creating one beautiful brochure that introduces prospective clients to you, your company and your client experience, so that you can quickly and easily share this information with any new lead that comes your way. 

When it comes to creating brochure templates in Aisle Planner, you have two options:

  • You can upload your own pre-designed brochure PDF to use as a template =OR= 

  • You can create / design a brochure from scratch

To learn how to create a brochure template by uploading your own pre-designed brochure, click here

To learn how to create a brochure template from scratch, read on below!

To create a brochure template from scratch, head on over to the Settings menu, which you'll find towards the top right of your Pro Dashboard and follow the steps below!

Step 1:
Click on the Templates tab towards the top of your screen and select the Document option, which you'll see on the left.

Step 2:
Click on the gold Add New Button.

Step 3:
Chose the Brochure option from the menu. 

Step 4:
The first thing you'll want to do is give your new template a name for future reference. Naming your templates is SUPER important, so you won't have any challenges finding the right template that you need down the road.  

Pro Tip:  Since all documents, including proposals, contracts, questionnaires AND brochures are all housed here as document templates, we recommend starting your template name with some indication of WHAT type of document this is, just to make it super easy and straightforward - and since templates are organized alphabetically, it helps to see each type of document grouped together.

For example:  

Brochure // Your Company Name 

Step 5:
Add an optional description for this template. 

Note: This description is completely optional and is used as an internal reference for you and your team - your clients won't have access to see this!  

We recommend only adding a description if your template name isn't obvious for your team to understand what the template is for.  For example, "Platinum Planning" (vs. Full Service Planning) could be confusing to certain members of your team, so you'll want to note that in the description area that the Platinum Package is for Full Service Planning.  

Step 6:
Click the gold Edit Document button.

Step 7:
If you've already set up your company branding, we'll automatically pull in your company logo at the top.  But if your brochure template has a great big white space at the top of your document, take a moment to head over to your branding center, where you can upload your logo for a better branded experience in Aisle Planner.

As a Side note: You also have the option to hide this heading if you prefer to get creative and use your own custom heading. Just uncheck the "Show heading" box on the brochure template set up page for this template.

Step 8:
Next, click into the editable area of the document space shown.

Step 9: Add In Your Content
This will open the document editing window for this text block, where you can add in the content of your brochure. You can type in your content from scratch, or copy and paste text into the document editor, and then use the rich text menu towards the top for formatting. 

Once you've completed your updates, click on the gold Save and Close button to close this menu and return to your document template.

Step 10:
Once you've added content and completed formatting, we recommend that you take the time to Preview and Print (or just view as PDF) to be sure that everything looks just right, and that page breaks are exactly where you want them.

To preview and print, click on the gold arrow button towards the top right of your screen, then click on the Preview and Print button.

Step 11:
Now that you're set, click on the gold Done button to your top left, and you're set!

What Next?

Now that you've set up this brochure template, you'll be able to use this template to quickly and easily send your brochure to prospective clients within a lead record.

Learn more about sending brochures to prospective clients within leads records in your lead manager here. (Link coming soon)

Learn how to automatically send brochures to new lead inquiries here.

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