Guardian Savings Bank Template Checklist (Updated 10.18.22)

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Template Name & Number

Please confirm your role

Template SpecialistClient EngagementHTML Designer

What part of the process are you on?

Reviewing Template Specialist's workMaking available to branches

What is the product type for this item?

BannerBrochureEmailFlyerNewsletterPostcardPrint AdSocial MediaYard Sign

Is the item customizable? (Please add Customizable or Non-Customizable to the CA line after the name of the template)

YesNo

Is this a print item?

YesNo

Is the contact information field setup as a Group Member Auto-Fill and the field names "Select a Contact:"?

YesNo

Is the Email Address field type set to Text Field - Email to verify the email address? 

YesNo

Is the NMLS# set as Text Field (read-only). 

YesNo

For postcards, return address fields need to be required.

Marked as requiredN/A

Photos: Did you create an if/then field with Yes/No answers that is Named "Do you want your personal photo to show on this piece?"

YesNo

Did you create two different lib blocks for the contact information. One for a photo and contact information and one Left aligned starting where the picture is if they decide to not include a photo. 

YesNo

Confirm that the section name is NOT blank

Yes, the section name is NOT blank

If there's variable rates and cities did you create global fields to auto-populate? (example template 20958) As of 9/2018 rates are not variable yet

YesNoN/A

Confirm that the send from email address is a 'Sender Email (hidden)'

YesNot applicable

Confirm that the dimensions entered in Gateway match the width and height (in inches) of the sample file (minus the bleed)

YesNo

Is the template in the Vya Only Test?

YesNo

Is the template in the GSB Corp Test Category?

YesNo

Confirm that the product type is set to Email

YesNo

Did you associate the template number in the CA Task?

YesNo

If customizable and a print item, please confirm that the Gateway Product Type is set to:  "Standard à Print and PDF as the product type"

Yes, it is set to Print and PDFNot Applicable

If non-customizable and a print item, please confirm that the Gateway Product Type is set to: "Non-customizable --> Digital --> Print and PDF"

YesNo

If print, confirm lot size is 25 for brochures, flyers, print ads and coupons

YesNo

If print, confirm banners are sold in eaches by unchecking the box next to the lot size

YesNo

Confirm that pricing, paper type, and copy info are entered and match Zendesk

YesNo, a Pricing Needed CA has been createdN/A

If the item is Non-Customizable has "Request Changes" been set to "Never Show"?

YesNo, the item is customizable

Is this item part of a kit?

Yes, make sure PDF is not markedNo

If this is a mail item, has the indicia image lib block been added and titled “mlist_indicia”?

YesN/A

If this is a mail item, has a lib block been added and named "mlist_concat_address_block_2"

YesN/A

For social posts, is the link info set up as below? (add the link URL and the rest should auto-fill)

YesNo, requested different URLN/A

If this is a yard sign, can you confirm that instead of a paper type the following dimensions are added: L: 30 W:18 Thickness: .282 Weight: .832 (this is only for 24x18 yard signs that are sold in lots of 1) 

YesNo, lot size is more than 1 (multiply the thickness and weight above by the lot size and add those dimensions instead)N/A

Confirm that the Shipping (Postage and Handling) are correct by clicking here (Make sure to right click on the link to open in a new tab)

Yes, Postage & Handling are correctNo, Postage & Handling are different for this item

If this is a new vendor, can you confirm that the vendor settings are correct? (Ex: shipping vendor, outsource vs internal, etc.)

Yes, this is a new vendor and settings are correctYes, this is a new vendor but not sure about settings - reaching out to manager to confirmN/A, not a new vendor

Please check the Guardian Savings tab on the naming convention spreadsheet (Make sure to right click on the link to open in a new tab) to ensure that the template name, description, and key terms are similar to the examples.

YesNo, the client asked for something different

Confirm that pricing is correct. Click here (Make sure to right click on the link to open in a new tab)
and locate the clients tab at the bottom of the sheet.

Yes, pricing is correctNo, pricing is different for this one itemN/A, this is not a print item

Confirm that the template is connected to the correct CPT.

Yes, the template is connected to the correct CPTNo, reach out to Katie to create one if needed

If this is a new template or updated template have you checked the box next to the date and changed the date to the current date? 

Yes NoN/A

If this is an envelope or letterhead is it setup like this?

Yes No, they asked for something differentN/A

Is the Subject line and senders information correct based on the template request form?

YesNot provided on form (please reach out to CSR)

For banners, posters, and clings 11x17 and larger (NOT on foamcore), is "pack by" set to "rolled"?

Yes this is set to "rolled"N/A this is not one of the above items