FAQ

Purchasing resources

What is a "Premium" Resource?

All AM-Insider Resources have been created with Account Managers in mind, but a Premium Resource is extra-special. It has been dreamt about, sweated over, tweaked and re-tweaked to make a unique resource that is perfect for use in the advertising, design and print industries. These resources share meaty goodness that has been distilled from decades of learning...just for you!



What if the resource I bought isn't right for me?

AM-Insider offers you a no-risk, 100% money back satisfaction guarantee. As a purchaser of any AM-Insider product (e.g. resource, ebook, etc) you have 30 days to see if your AM-Insider product makes a difference to your account management career. If you feel that it wasn’t worth your money, email us with your name, email address, date of purchase and product name and we will issue you a full, 100%, no hassle refund for your investment  - guaranteed! 

I have a discount code, how do I use it?

Excellent! We'd love you to use your discount code. Here are some things to keep in mind:

  • For purchases made through PayPal Express, you will be sent through to PayPal.com to log in and authorise your payment. Once completed, you will return to your checkout page, where you can enter your discount code, and complete the sale.
  • Only one discount at a time will be valid, and you won't be able to "stack" discounts. For example, if you have a 10% off discount, you won't also be able to use a "$20 off" coupon. 
  • For discounts with an expiry date, the discount will expire at 11:59:59 pm on that day.
How does the PayPal purchase work?

To pay for your AM-Insider Resources you will be using PayPal Express. Prior to the order being completed, you will be sent over to PayPal to authorise the purchase either on your credit card or on your PayPal account. Once the steps are completed on the PayPal portion of the payment process, you will be sent back to the AM-Insider website where your order will be completed.

How secure is the PayPal site? (note: this information is supplied from PayPal)

The PayPal site is highly secure. PayPal uses industry-leading technology (such as SSL) to keep your information safe. PayPal automatically encrypts your confidential information in transit from your computer to theirs using the Secure Sockets Layer protocol (SSL) with an encryption key length of 128-bits (the highest level commercially available). Before you even register or log in to the PayPal site, the PayPal server checks that you're using an approved browser - one that uses SSL 3.0 or higher.

Once your information reaches the PayPal site, it resides on a server that is heavily guarded both physically and electronically. PayPal servers sit behind an electronic firewall and are not directly connected to the internet, so your private information is available only to authorised computers.

PayPal is committed to protecting the privacy of their users. When you send money using PayPal, recipients (such as AM-Insider) never see your bank account numbers or credit card numbers. They only see your email address, date of sign-up, and whether or not you have completed PayPal's Verification process.

For New Zealand residents only

The prices on the AM-Insider website are shown in US dollars and include GST of 15%.

 

Using Resources

What software has been used to create the resources?

All Word documents were created in Word for Mac 2011 (.docx). All Excel documents were created in Excel for Mac 2011 (.xlsx). The files have been designed to be cross-compatible with Word and Excel for PC.

If you encounter any issues with opening the resources, please let us know straight away (including: your name, date purchased, the resource code number, Word or Excel, Mac or PC and the software version number) via the contact form or email.


What size have the resources been set up as?

All Word documents are set up to A4 size, but should resize well to US Letter (changed via File > Page Setup > US Letter).

The Excel files are of no particular size, so you can specify the paper size you want when you send the document to print. If you find the Excel file is not printing the area that you would like, select the group of cells that you wish to print, then File > Print > click on Selection. You can then tick the Fit box to constrain the print to 1, 2 or more pages. If you wish to change orientation (e.g. portrait to landscape), then this is accessed through the Page Setup screen.


Can I make changes to the resource templates?

Yes, you sure can! No part of any template is locked, and all elements are fully customisable. You can change the template to suit your own workflow and clients. We recommend that you keep the original template file as the ‘master’ and make changes to copies of the file.

Examples:
Changing tables (Word):
Left click/ctrl click in the part of the table you wish to change > Table Properties (from here you can change Borders and Shading, row height, column width, cell margins, etc).
You also have a lot of control over tables from the Table Layout area of the main menu. From here you can split or merge cells and tables, add and delete cells, rows and columns, etc.

Formatting cells (Excel): Select the cell (or group of cells) that you wish to change. Left click/ctrl click and select Format Cells. From here you will be able to change a myriad of things such as borders, fills, text alignment, fonts, the type of numbers you're working with, etc.

Changing footer section: View > Header and Footer. We recommend keeping the version code (right hand side) so you’ll know if you are using the most up-to-date version of the resource.
Changing footer in Excel: View > Header and Footer, click on Customize Footer for full control of what appears at the left, centre and right of the footer when the page is printed (you cannot see this information on the screen).

If you would like to know how to change something that is not covered under the FAQ section, then we'd like to hear from you! Please use the contact form to ask your question.


The colours don't suit our company, can we change them?

Absolutely! We encourage you to do just that to keep your resources in line with your company brand. You should also add your own company logo instead of the temporary AM-Insider one.

Changing background colour (Word): Layout > Page Background > Colour

Changing footer colour (Word): The AM-Insider green base has been included as a graphic. View > Header and Footer. Click on the green background and delete. We recommend keeping the version code (right hand side) so you’ll know if you are using the most up-to-date version of the resource.
To put a new colour into the footer area you can Insert > Text Box (resize it to fit), then give the text box a colour (Format > Fill), and then send it to the back of the other elements in the footer (Format > Arrange > Reorder > Send to Back - NOTE: you may have to click off, then click back on to the text box to do this last action).

Changing table border colours (Word): Select the cell (or group of cells) which you would like to change. Table > Table Properties. Click on Table, then Borders and Shading. Select the colour you would prefer from the dropdown menu.

Changing text colours (Word): Select the text you would like to change, then select your preferred colour from the Home > Font Colour (dropdown menu).

If you would like to know how to change something that is not covered under the FAQ section, then we'd like to hear from you! Please use the contact form to ask your question.


Why are the colours in the header and footer of the Word templates greyed out?

It's a Microsoft Word "thing" and there is no way around it, unfortunately. It's Microsoft's way of saying "this is your header and footer (in grey) and here is the rest of your document." We agree...it's annoying!

When you look at the file on-screen you will see the colours greyed out. However, when you create a pdf file, or print to a colour printer, the colours will be full-saturation, as you would expect to see them.


The "total" number in my spreadsheet no longer totals correctly

We have purposefully kept the complexity of the spreadsheets to an absolute minimum to eliminate the chance of errors. You have found one of those times when an error can occur.

The calculations in the spreadsheets have been tested thoroughly, therefore the most likely reason is that the original "total" formula (for the calculation) has been accidentally deleted while you've been filling in the sheet.

You can either type in the calculation again. This would look something like:

=sum(B7:B20)  if you wished to total up all figures in column B, rows 7 to 20; or
=sum(B3+F10+C20)  if you wished to total up particular cells only.

OR, you could manually select the cells that you wish to total together, then select the cell where you want the total to show. Lastly, click the "sum" button on the main menu.

Our gift to you!

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