Brand Services
Content for Brands
23 articles
How do I submit my new collection to be featured?
CRM Best Practices for Tracking Material Bank Leads
Dashboard & Metrics
Editing images and PDF documentsEnsure your product pages have the latest installation images and technical documents.
Email Automation and Follow-Up Best Practices for Material Bank Leads
Getting Your New Products Live and Marketed on Material Bank
How do I schedule a rep training?How to register for a weekly brand orientation.
How do I update product information?How to nake updates to product information.
How to Add Assignment Rules in Brand CentralAssignment Rules allow you to automatically route leads to the correct sales representative based on defined criteria such as location, project type, and more.
How to Add, Remove, or Update a Rep in the Material Bank Rep Directory
How to Download Your Leads
How to Ensure Your Products Appear in Search and Filter Results on Material BankHow to ensure your products are discovered on Material Bank.
How to Order Samples on Brand CentralOrdering samples through Brand Central allows you to quickly request materials for firms you may be working with, and client presentations.
How to Prioritize Leads for Follow-UpHow to determine which leads to focus on first
How to submit Advanced Shipping Notice (ASN)How to submit an ASN or advanced shipping notice
How to Update Your Brand Page on Material BankA brand page is a templated landing page created for each partner.
Leads & Assignments
Process for Adding Products to Material BankBelow is the process for adding new product to Material Bank.
Process for Removing Products from Material BankIf you need to discontinue products, you can request their removal to keep your catalog accurate and up to date.
Receiving GuidelinesInstructions on how to send my shipment
Replenishment Report AssistanceHow to Read Your Replenishment Report
Brand Central Team Setup & Login Troubleshooting Guide
What is Material Bank's Barcode Process?Instructions on how to barcode samples