1. Wells Fargo Toolkit – CreativeBuilder Reference Guide
In this guide, you will find instructions on how to use the Wells Fargo Toolkit to build creative units.
Version 1.0
Release 1.0

2. Wells Fargo Toolkit - CreativeBuilder
Table of Contents
CreativeBuilder Reference Guide
Sign In
Forgot Password
Toolkit Homepage
CreativeBuilder Homepage
Build Creative Units
–Static Banners
–Animated Banners
–ECBS Banners
–Homepage Promos
–Product Feature Areas
View Illustrations
View Photos
View Concepts
My Creative
Add to Library 3 4 5
6 – 7 8 9 10 12 13 14 15 16 17
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

3. Sign In Go to: http://wellstoolkit.com
Your Username is your Wells Fargo address. Your Password has been ed to you.
If you are a new user, click Request Username to request sign in information. Clicking this button will bring up a new message window.
In the body of the please include:
Name
Wells Fargo address
Telephone number
Supervisor’s name
After your request is reviewed, your Toolkit Username and Password will be sent directly to your Wells Fargo registered account.
Forgot your Password? If you forget your Password, click Forgot Your Password. See page 4. A B C D A
Username
Password
Request Username
Forgot your Password B C D
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

4. Wells Fargo Toolkit - CreativeBuilder
Forgot Password
Once you have chosen Forgot Password from the Toolkit Sign In screen, you will be asked to enter your Wells Fargo address.
The click Request Password and your password will be automatically forwarded to your Wells Fargo account. A A
Request Password
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

5. Wells Fargo Toolkit - CreativeBuilder
Toolkit Homepage
Once signed in to the Wells Fargo Toolkit, click CreativeBuilder. A A
CreativeBuilder
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

6. CreativeBuilder Homepage 1 of 2
On this and all subsequent pages, the Homepage button allows you to return to the Wells Fargo Toolkit homepage. You can click on Homepage at any time.
You may sign out at any time by clicking Sign Out. This will return you to the Wells Fargo Toolkit Sign In page. This button appears in the same location on all subsequent pages.* To return to the CreativeBuilder Homepage, click on the CreativeBuilder logo.* The logo appears in the same location on all subsequent pages.
If you need to contact Technical Support from any page of the site, click Help. D
CreativeBuilder Logo
Homepage
Sign Out
Help A B C D
* Please Note: You can return to these homepages at any time, but you will lose any selections that have not yet been saved.
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

7. CreativeBuilder Homepage 2 of 2
From the CreativeBuilder Homepage, you can construct creative units, access resources, or look at previously saved work.
To build a banner, select one of the unit types listed under Banners. You can choose one of three kinds of 160 x 106 banners, each with different functionality:
Static banners do not change once loaded, and contain imagery and text.
Animated banners have three frames of imagery and text that display in sequence.
ECBS banners contain only copy and a color scheme or your choosing.
You can also choose a Home Page Promo or a banner appearing in the Product Feature Area.
To access copy for your banner, click on Pre-Approved Copy under Resources. For specific usage information click found in the Guidelines.
Previously saved work is always available to you by clicking on My Creative. A
Banners
Resources
My Creative B C
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

8. Wells Fargo Toolkit - CreativeBuilder
Static Banners
First, choose a Banner Title. If you re-title a previously saved banner, you create a new banner under My Creative.
Next, you can either Select a Concept from a list of pre-designed banners or Build a Banner. If you select Build a Banner you activate the drop-down menus below it.
View launches a pop-up window displaying your options. If you click one of the options, it loads in the Preview pane.
Use the Headline, Body, and Call-to-Action Copy fields to add or modify text. The Update Text button will let you Preview the copy in layout.
Click Save to store the banner under My Creative. You must fill in all copy fields before saving a banner.
Use the Home Equity checkbox to add the Home Equity icon, if needed. A D B C E F C A
Banner Title
Select Concept or Build Banner
Home Equity checkbox D
Preview pane
Copy fields
Save B E C F
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

9. Wells Fargo Toolkit - CreativeBuilder
Animated Banners
First, choose a Banner Title. If you re-title a previously saved banner, you create a new banner under My Creative.
Next, you can either Select a Concept from a list of pre-designed banners or Build a Banner. If you select Build a Banner you activate the drop-down menus below it.
View launches a pop-up window displaying your options. If you click one of the options, it loads in the Preview pane.
Use the Copy Zone fields to add or update text. Use the Frame Tabs to access the copy fields for each frame. The Update Text button will let you Preview all of the copy in sequence.
Click Save to store the banner under My Creative. You must fill in all copy fields before saving a banner.
Use the Home Equity checkbox to add the Home Equity icon, if needed. A D B C E F
Banner Title
Select Concept or Build Banner
View
Preview pane
Frame Tabs
Save A D B E C F
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

10. Wells Fargo Toolkit - CreativeBuilder
ECBS Banners
First, choose a Banner Title. If you re-title a previously saved banner, you create a new banner under My Creative.
ECBS banners only allow you to change the color and the copy. Select a Color Scheme using the pull down menu.
Use the Body Copy and Call-to-Action Copy fields to add or modify text. The Update Text button will let you see the copy in the Preview pane.
Click Save to store the banner under My Creative. You must fill in all copy fields before saving a banner.
Use the Home Equity checkbox to add the Home Equity icon, if needed. A D B C E F
Banner Title
Color Scheme
Home Equity checkbox
Preview pane
Copy fields
Save A D B E C F
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

11. Wells Fargo Toolkit - CreativeBuilder
Homepage Promos A D
Homepage Promos let you choose between three types of text-only homepage promotions. Use the Copy fields to add text for all three promotions. Use Enter to preview the copy.
The copy for the Homepage Promo must be long enough to occupy all four lines. The Homepage Promo doesn’t include a separate Call-to-Action.
The Left-Column Promo can occupy up to three lines of text. The fourth line is reserved for the Call-to-Action.
The Right-Column Promo has the same text options as the Left-Column Promo. The Call-to-Action, however, has a right-hand alignment, and the promo includes a colored background. B E C A
Homepage Promo
Left-Column Promo
Right-Column Promo D
Copy fields
Enter B E C
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

12. Wells Fargo Toolkit - CreativeBuilder
Product Feature Areas
First, choose a Banner Title. If you re-title a previously saved banner, you create a new banner under My Creative.
Next, use Product/Placement to select the type of Product Feature desired. This assigns the appropriate background color. Select a Photo using the pull down menu.
Use the Intro Header, Intro Copy, Call-to-Action, and Supporting Copy Copy fields to add or update copy. The Update Text button will let you preview the copy.
You can add a link to a URL by highlighting a section of copy in the Supporting Copy field, clicking the “L” (Link) button above it, and adding the Web address in the Link URL field.
Click Save to store your work under My Creative. Use the Home Equity checkbox to add the Home Equity icon, if needed. A B C D E F
Banner Title
Product/Placement
Photos
Copy fields
Link URL Save A C E B D F
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

13. Wells Fargo Toolkit - CreativeBuilder
View Photos B A
CreativeBuilder lets you preview and select approved photos from the Library using the View function.
Clicking View launches a pop-up window displaying an alphabetical list of photos available for your project. A scroll bar appears on the right if all available photos won’t fit in the window.
Clicking a photo loads it into the Preview pane. To replace it, click on another photo. Your choice isn’t saved until you click the Save button.
View
Preview pane A B
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5/4/2019

14. Wells Fargo Toolkit - CreativeBuilder
View Concepts C
CreativeBuilder lets you use preview and select creative concepts for static and animated banner ads by clicking View.
Use the Select a Concept radio button and then click View.
View launches a pop-up window displaying the approved concepts. A scroll bar appears on the right if all available concepts won’t fit in the window.
Clicking a concept image in the pop-up window loads it into the Preview pane. To replace it, click on another concept. Your choice isn’t saved until you click the Save button.
Depending on which concept you choose, some or all of the pull-down menus under Build a banner will not be accessible. A B A
Select a Concept View Preview pane B C
Wells Fargo Toolkit - CreativeBuilder
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15. Wells Fargo Toolkit - CreativeBuilder
View Illustrations
CreativeBuilder lets you use preview and choose illustrations for static and animated banner ads by clicking View.
To select an illustration, click the Build a Banner radio button, then use the View button above the Illustrations field.
You can preview or select illustrations with the View button. It launches a pop-up window displaying the available images. A scroll bar appears on the right if all available illustrations won’t fit in the window.
Clicking an illustration loads it into the Preview pane. To replace it, select another concept. Your choice isn’t saved until you click the Save button. D B C A A
Illustrations
Build a banner C
View
Preview pane B D
Wells Fargo Toolkit - CreativeBuilder
© 2004 Grey San Francisco
5/4/2019

16. Wells Fargo Toolkit - CreativeBuilder
My Creative
My Creative lets you access all of your saved creative assets.
Choose a unit to work with using the Select checkboxes. To view it, click the Banner Title. To make changes to it, use the Edit button.
The Action buttons under the list of units let’s you Delete, Download, , or Add to Library.
sends the unit to logged-in Well Fargo accounts.
Add to Library let’s you share the asset with others. It’s discussed in more detail on the page 17. You can only add one unit at a time.
If you select multiple units to download or simultaneously, they will be combined into a single Zip file. B C A D A
Select
Banner Title C
Edit
Action buttons B D
Wells Fargo Toolkit - CreativeBuilder
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5/4/2019

17. Wells Fargo Toolkit - CreativeBuilder
Add to Library
You can share assets with others through the Add to Library button in My Creative.
To begin, add the File name or use the Browse function. Add a Descriptive Title and Campaign Start Date if desired.
You can select a Product type from the preloaded list. Use the required pull-down menus to define the Status, Content Type, and Material Type of the unit.
The Folders, User Access, and Posting Alert links let you load the units to folders, give access to specific users, and let others know that assets have been posted.
You can include additional information on Photo Rights, or add Comments or Keywords, using the fields at the lower half of the form.
Save and Submit loads the unit into the Toolbox folders you have defined.
Note: Fields with asterisks (*) are mandatory. A B C D E F A
File
Product C
Pull-down menus
Links E
Fields
Save and Submit B D F
Wells Fargo Toolkit - CreativeBuilder
© 2004 Grey San Francisco
5/4/2019