Help and Support - Marketing

The Help and Support panel is used to submit internal support requests from inside JMS.

Users can open this panel from the profile menu and choose the department that should handle their request.

For marketing-related requests, users should select Marketing.

Opening Help and Support

To open the Help and Support panel:

Click the user profile menu in the top-right corner.
Select Help & Support.

The Help and Support side panel opens on the right side of the screen.

Help & Support side panel

Selecting a Department

The first step is to choose the department that best handles the request.

Available departments can include:

CSS
Marketing
Tech Team

Select Marketing for requests related to marketing material, creative assets, email blasts, brochures, presentations, signage, or social media graphics.

Marketing department selected

Marketing Request Forms

After selecting Marketing, the panel shows the available marketing intake forms.

Users should choose the form that best matches the request.

Available marketing forms include:

Brochure Intake
Signage & Display Intake
Social Media Graphic Intake
Marketing Slick Intake
PowerPoint Presentation Intake
Email Blast Intake

Each form includes a note explaining that marketing requests require 2–3 business days’ notice.

The note also explains that the Marketing team does not monitor submissions on Fridays, so users should plan their submission and required due date accordingly.

Urgent or late requests may not be completed by the requested deadline.

Marketing form list

Brochure Intake

The Brochure Intake form is used to request a brochure or brochure-related marketing project.

Add screenshot: Brochure Intake form

At the top of the form, users can select Back to Selection to return to the department and form selection screen.

Required Brochure Details

The form includes required fields that must be completed before submitting the ticket.

These fields include:

Brochure / Project Title
Target Due Date
Request Priority / Turnaround Level
Brochure Type / Style
Primary Intended Use
Brochure Purpose / Category
Exact Text Copy & Image Placement

Required fields are marked with an asterisk.

Brochure / Project Title

Use Brochure / Project Title to enter the name of the brochure or marketing project.

This should be clear and descriptive so the Marketing team can identify the request easily.

Target Due Date

Use Target Due Date to select the date when the brochure is needed.

The due date should allow enough time for the Marketing team to complete the work.

Marketing requests require 2–3 business days’ notice.

Request Priority / Turnaround Level

Use Request Priority / Turnaround Level to indicate how quickly the request is needed.

Available options include:

Standard (3+ business days)
Rush/Emergency

Use Standard when the request allows normal turnaround time.

Use Rush/Emergency only when the request is urgent.

Request Priority dropdown

Brochure Type / Style

Use Brochure Type / Style to select the format of the brochure.

Available options include:

Standard Trifold (6 Panels / 8.5” x 11”)
Standard Bifold (4 Panels / 8.5” x 11”)
Custom / Other

Select the option that best matches the requested brochure format.

Primary Intended Use

Use Primary Intended Use to explain how the brochure will be used.

Available options include:

Print-Ready PDF
Digital / Email Attachment PDF
Both Print-Ready & Digital PDF

This helps the Marketing team prepare the correct final format.

Brochure Purpose / Category

Use Brochure Purpose / Category to describe the purpose of the brochure.

Available options include:

Company Overview (General)
Services Overview (Payroll & HR)
Sales Pitch / Client Prospecting
Community Event
Collaboration / Partnership
Other (Please specify in notes)

Choose the option that best describes the goal of the brochure.

Contact Details Featured on Brochure

Use Contact Details Featured on Brochure when contact information should appear on the brochure.

Select the checkbox if the brochure needs to include contact details.

Co-Branding

The form includes co-branding fields for requests that require another brand, partner, or company to be included.

Fields include:

Co-Branding Required
Co-Branding Information
Co-Branding Assets

Select Co-Branding Required if the brochure needs to include another brand.

Use Co-Branding Information to explain what branding needs to be included.

Use Co-Branding Assets to upload any related logos or files.

Exact Text Copy and Image Placement

Use Exact Text Copy & Image Placement to provide the wording and layout instructions for the brochure.

This field should include the exact text that should appear on the brochure and where images or sections should be placed.

Users can also attach supporting files.

Accepted file types include:

Up to 4 files can be attached.

Image and Asset Uploads

Use Image / Asset Uploads to attach images, logos, PDFs, or other supporting files for the brochure.

Accepted file types include:

Up to 4 files can be attached.

Additional Notes or Missed Details

Use Additional Notes / Missed Details to add any extra information that was not covered in the other fields.

This can include:

Special instructions
Missing information
Design preferences
Deadline notes
Context for the Marketing team

Users can also attach additional supporting files if needed.

Attaching Files

Some sections allow users to upload supporting files.

To upload a file, click Attach File.

Files may be used for:

Co-branding assets
Exact copy and layout references
Images or design assets
Additional notes or supporting documents

Accepted file types are usually shown under the upload section.

Submitting the Ticket

After all required fields are complete, click Submit Ticket.

Click Cancel to close the form without submitting the request.

Once submitted, the request is sent to the Marketing team for review.

Important Notes for Marketing Requests

Marketing requests require 2–3 business days’ notice.

The Marketing team does not monitor submissions on Fridays, so users should plan their submission and required due date carefully.

Urgent or late requests may not be completed by the requested deadline.

Signage & Display Intake

The Signage & Display Intake form is used to request signage, display materials, or other visual marketing assets.

Use this form when Marketing needs to create or prepare signage for events, offices, displays, vendor setups, or branded spaces.

Add screenshot: Signage & Display Intake form

Like other marketing request forms, signage requests require 2–3 business days’ notice.

The Marketing team does not monitor submissions on Fridays, so users should plan their submission and required due date carefully.

Urgent or late requests may not be completed by the requested deadline.

Required Signage Details

The Signage & Display Intake form includes required fields that must be completed before submitting the ticket.

These fields include:

Signage Title / Project Name
Target Due Date
Display Date
Request Priority / Turnaround Level
Signage Type & Dimensions
Signage Purpose / Category
Contact Details Featured on Sign
Exact Text / Copy on Sign
Vendor Template / Spec Sheet Upload
Supporting Image / Logo Uploads
Image Placement Instructions

Required fields are marked with an asterisk.

Signage Title / Project Name

Use Signage Title / Project Name to enter the name of the signage request.

This should clearly describe what is being requested, such as the event name, display name, or signage purpose.

Target Due Date

Use Target Due Date (Design Completion) to select when the design needs to be completed.

This date should allow enough time for design review, printing, vendor preparation, or setup.

Display Date

Use Display Date to select the date when the signage will be used or displayed.

This helps the Marketing team understand the final deadline and plan the request correctly.

Request Priority / Turnaround Level

Use Request Priority / Turnaround Level to indicate how urgent the request is.

Available options can include:

Standard
Rush/Emergency

Use Standard when the request allows normal turnaround time.

Use Rush/Emergency only when the request is urgent.

Signage Type and Dimensions

Use Signage Type & Dimensions to describe the type and size of signage needed.

Examples can include:

Banner
Pull-up banner
Poster
Table display
Window decal
Directional signage
Custom display item

Users should include the exact dimensions if available.

Supporting files can also be attached in this section.

Accepted file types include:

Up to 4 files can be attached.

Signage Purpose / Category

Use Signage Purpose / Category to explain what the signage will be used for.

This helps the Marketing team understand the context and prepare the correct design style.

Examples can include:

Event signage
Office display
Promotional signage
Directional signage
Sales or client-facing display
Internal communication display

Contact Details Featured on Sign

Use Contact Details Featured on Sign when contact information should appear on the signage.

Select the checkbox if the sign must include contact details such as a phone number, email address, website, or staff contact.

Co-Branding Required

Use Co-Branding Required when another brand, partner, vendor, or company needs to appear on the sign.

Select the checkbox if co-branding is required.

If co-branding is needed, attach any related brand assets in the Co-Branding Assets section.

Co-Branding Assets

Use Co-Branding Assets to upload logos or other brand files that must be included in the signage.

Accepted file types include:

Up to 4 files can be attached.

Exact Text or Copy on Sign

Use Exact Text / Copy on Sign to provide the wording that must appear on the signage.

This field should include the final text or message exactly as it should appear.

Users should check spelling, names, dates, and contact details before submitting.

QR Code Attachment

Use QR Code Attachment if the signage needs to include a QR code.

Attach the QR code file or any document that explains where the QR code should link.

Accepted file types include:

Up to 4 files can be attached.

Vendor Template or Spec Sheet Upload

Use Vendor Template / Spec Sheet Upload to attach any vendor templates, print specifications, sizing guides, or production requirements.

This field is required when signage must follow a vendor’s layout, size, or print format.

Accepted file types include:

Up to 4 files can be attached.

Supporting Image or Logo Uploads

Use Supporting Image / Logo Uploads to attach any images, logos, icons, or visual assets that should be used in the signage.

This field is required.

Accepted file types include:

Up to 4 files can be attached.

Image Placement Instructions

Use Image Placement Instructions to explain where images, logos, QR codes, or design elements should appear on the sign.

For example, users can specify whether a logo should appear at the top, bottom, left, right, or center of the design.

Clear placement instructions help reduce revisions.

Additional Notes or Missed Details

Use Additional Notes / Missed Details to include any extra information that was not covered in the other fields.

This can include:

Event details
Vendor notes
Printing instructions
Design preferences
Deadline context
Special placement instructions

Users can also attach supporting files if needed.

Submitting the Signage Request

After all required fields are complete, click Submit Ticket.

Click Cancel to close the form without submitting the request.

Once submitted, the ticket is sent to the Marketing team for review.