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Using Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word Documents Postcards Table Tents Gift Certificates Sales Tracking Report It’s easy to create eye-catching yearbook sales materials using these templates. To access instructions for using a specific type of document, simply click on one of the links to the right. Have fun and happy yearbook selling! Note: If you have questions about using a particular application (Microsoft Word® or Excel®, or Adobe® Reader®), please refer to the documentation included with that software.

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Page 1: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

It’s easy to create eye-catching yearbook sales materials using these templates.To access instructions for using a specific type of document, simply click on one of the links to the right.

Have fun and happy yearbook selling!

Note: If you have questions about using a particular application (Microsoft Word® or Excel®, or Adobe® Reader®), please refer to the documentation included with that software.

Page 2: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Budget Worksheet (Excel Document)

1. Enter your expenses.

2. Enter any non-yearbook income (if applicable).

3. Your Money Needed will automatically calculate.

4. Enter the number of books you expect to sell. The Base Price Per Book will calculate.

Note: Some fields in this Excel spreadsheet have been protected so that formulas can’t be modified.

Page 3: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

PDF Sales Posters/Inserts (non-customizable)1. Open the document in Adobe

Reader.

2. Print the document on white paper.

3. Write any sales details in the spaces within the poster or flyer design.

4. Photocopy as many as you need on color paper.

5. Hang them up in the school, or send home with students in their backpacks.

Write your information in the space and make copies.

Page 4: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Customizable DocumentsMany of the tools on this CD can be customized on your computer, so that you can communicate information specific to your yearbook sale.

Customizable documents contain Variable Text Fields. These fields indicate where your customization is required.

Variable Text Fields will be indicated with brackets. For instance, <school name> appears where you will add the name.

To enter your information in a Variable Text Field, highlight the area and enter your information. Detailed instructions for using various customizable documents are on the following slides.

Variable Text Field

Page 5: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Microsoft Word documents1. Open the letter file in Microsoft Word.

2. Save your document with a new name.

3. Review the document for Variable Text Fields. For example, <your name> appears in letters where you would place your name.

4. Customize by placing your cursor in the Variable Text Field and typing the appropriate information. Be sure no text from the Variable Text Field remains. Further customize as needed. 5. Print the item.

NOTE: Word documents are fully customizable, so you can make any changes necessary to suit your yearbook selling needs.

Variable Text Field

Page 6: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Postcards (Customizable PDF)

1. Open the postcard document in Adobe Reader. 2. Review the document for Variable Text Fields. For example, <your name>

appears where you would place your name.

3. Customize the postcards. Enter information in the Variable Text Fields of the first postcard only. Information will transfer to the remaining postcards. (A message may pop up telling you that you can’t save the document. Click “ok” to continue.)

4. Print the postcards (two-sided) on heavy paper (color paper looks great!). Be sure you have selected “none” in the Page Scaling drop-down list.

5. Trim the sheet into quarters, and you’ve got four postcards!

6. Label the postcards for mailing and send them out.

Note: With Adobe Reader, you can customize and print the postcard templates, but they can’t be saved on your computer.

See asample postcard on the next page.

Page 7: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Postcard Sample

Enter text in the Variable Text Fields of the first postcard. Text will transfer to the remaining postcards.

Trim, add a mailing label and stamp, and you’re ready to go!

Page 8: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Table Tent (customizable PDF)1. Open the Table Tent document in Adobe Reader. 2. Review the document for Variable Text Fields. For example, <deadline>

appears where you would place your deadline date.3. Customize the Table Tent. Enter information in the Variable Text Fields of the

first table tent only. Information will transfer to the second table tent. (A message may pop up telling you that you can’t save the document. Click “ok” to continue.)

4. Print the Table Tents on legal size paper. Be sure you have selected “none” in the Page Scaling drop-down list.

5. Trim the two Table Tents.6. Fold the Table Tents (follow the instructions on the flap)!

Note: With Adobe Reader, you can customize the Table Tent templates, but they can’t be saved on your computer.

See asample Table Tent on the next page.

Page 9: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Table Tent Sample

Completed Table Tent

Insert your text in the Variable Text Fields (first Table Tent only)

Page 10: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Gift Certificate (customizable PDF)1. Open the Gift Certificate document in Adobe Reader.

2. Review the document for Variable Text Fields. For example, <School Name> appears where you would place your School Name.

3. Customize the Gift Certificate. Enter information in the Variable Text Fields of the first Gift Certificate only. Information will transfer to the remaining Gift Certificates. (A message may pop up telling you that you can’t save the document. Click “ok” to continue.)

4. Print the Gift Certificates (color paper looks great!). Be sure you have selected “none” in the Page Scaling drop-down list.

5. Trim the Gift Certificates and they’re ready to go.

Note: With Adobe Reader, you can customize Gift Certificate templates,but they can’t be saved on your computer.

See asample Gift

Certificate on the next page.

Page 11: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Gift Certificate Sample

Insert your text in the Variable

Text Fields (first certificate only)

Trim printed gift certificates along

these lines.

Trimmed gift certificate printed on color paper.

Page 12: Using Smart Selling Templates - Lifetouch Account Login Smart Selling Templates Budget Worksheet PDF Sales Posters/Inserts (non-customizable) Customizable Documents Microsoft Word

Using Smart Selling TemplatesBudget WorksheetPDF Sales

Posters/Inserts (non-customizable)

Customizable Documents

Microsoft Word DocumentsPostcards Table TentsGift Certificates

Sales Tracking Report

Sales Tracking Report (Excel document)

1. Enter your sale information in the appropriate fields (spreadsheet accommodates up to 500 records).

2. Total Books Soldand Total Money Collected will automatically calculate.

3. Print off the spreadsheet for a handy reference.

Note: Some fields in this Excel spreadsheet have been protected so that formulas can’t be modified.