Great news! Microsoft acquired MarketingPilot

Did you hear? MarketingPilot announced today that it was acquired by Microsoft Corporation! We are absolutely delighted and excited about the opportunities that this will bring in accelerating our vision to create powerful and innovative integrated marketing management software for you, our valued customers.

In the coming weeks and months we will be following up with our customers, jointly with Microsoft, regarding this news. Microsoft’s first priority will be to continue to take care of our existing customers while we pursue continued growth together.

More Details

– MarketingPilot will operate as a wholly owned subsidiary within Microsoft.
– The entire MarketingPilot team are becoming Microsoft employees.
– MarketingPilot products and services will continue to be available for purchase as before.
– For now, MarketingPilot will continue to sell our products and services under the MarketingPilot brand.
– Support remains unchanged.

How can I find out more information?

– Please contact your MarketingPilot account manager or sales representative with any questions.
– Visit the MarketingPilot website.


Post on Facebook and Twitter with MarketingPilot: Social Media Series #1

Watch MarketingPilot’s expansion in the social media arena. Our initial phase of this exciting new capability designed to help you integrate your social media campaigns with the rest of your marketing activities, achieving streamlined processes, tracked performance metrics, and an increased return on investment.

  • Quickly create Facebook and Twitter messages, with the option to embed a 3rd party tracking URL and/or attach a file
  • Route your messages for approval if desired
  • Post messages immediately or schedule them for future delivery
  • View your message history

Please contact your MarketingPilot trainer for specific instructions and for more detail.

General Process:

  1. Turn on the “Social Media” user role
  2. For each Social Site (Facebook page, Twitter account) create a Media Outlet, indicating that the “Type” is “Social.”
  3. Activate the Media Outlet.
  4. Create and send Social Media Messages from the “Social Media” section in the navigation bar.

Good to Know:

  • Expanded functions will be available in future releases.
  • Social media functions are available in the Enterprise and Professional editions of MarketingPilot Release 13.2 and higher, Social Media Option.
  • Your site must have at least one Media Buyer license to create social media outlets.

Here’s how to get more in MP with Silverlight 5 Trusted Mode

Beginning in MarketingPilot Release 13.0, using MP with Silverlight 5 in “Trusted Mode” enables you to extend system functionality in the following two ways*:

  1. You can edit Markup comments in full-screen mode.
  2. Save time when exporting to Excel Files data and Journal Entries…they will open directly in Excel bypassing the need to first save.

To get more in MP, take a few minutes to follow these two steps: (Step 1) install (or upgrade to) Silverlight 5. (Step 2) Install MarketingPilot in Trusted Mode.

Step 1: Install (or Upgrade to Silverlight 5) —> Skip to Step 2 if Silverlight 5 is installed.

1. Log in to MP and click About.

2. Click Upgrade to Silverlight 5 next to Silverlight Setup.

3. Click Save File.

4. Locate and open the saved file (if necessary), and click Run.
5. Click Install now. Silverlight 5 will install.
6. Silverlight 5 installation is complete when the “Installation successful” prompt appears.  Click Close.

7. Completely close all windows of your Internet browser.

Step 2: Install MarketingPilot in Trusted Mode

1. Log in to MP and click About.

2. Right-click to install Trusted Mode next to Silverlight Setup.

3. Click Install MarketingPilot Trusted Mode onto this computer…

4. Click Install.

5. Click Install.

6. Click Yes to continue.

7. Click OK in the Registry Editor diaglog box.

8. Click Refresh in MarketingPilot. The Silverlight Setup field now shows Trusted Mode Active.

That’s it!

Good to Know

  • Using Silverlight as a trusted app for MP is available beginning with Release 13.0.
  • Microsoft Silverlight is required for multi-file uploads, advanced digital asset management functions, and markup function.
  • *Note that these are the only two ways that MarketingPilot uses the granted “Trusted Mode” permissions.
  • To remove the application after installation, return to the About page and right-click on “Right-click to Install Trusted Mode.” Click Remove this application.

Employee Business Expenses/Reimbursements

Typically when you process an employee business expense, the reimbursement is made payable directly to the employee. In MarketingPilot, checks are make payable to the contact “Company” rather than the contact’s first and last name. As such, to write or print a check directly to an employee  you must first create a Vendor account for each employee. Note that this is in addition to the employee’s MarketingPilot user contact record.

Step 1: Create a Vendor account for the employee.

  1. Click “Contact” in the Quick link bar at the top left of the page. (Alternatively expand Vendors in the navigation bar, click Contacts, and then click New.)

    Adding a new Contact

  2. Enter the employee’s full name in the Company field. Leave First Name and Last Name blank.
  3. Optional: Choose Remit to as the Role.This will make the record easier to identify.

    Enter employee's name in Company field and choose Role

  4. Check the Vendor box to indicate Group, and click Submit.

    Select Vendor group

Step 2:  Create an Expense using the Employee’s vendor record as the Vendor.

  1. Expand Financial, click Expenses, and click New.
  2. In Vendor, begin typing the employee’s name and select their Vendor record(if you entered Remit To as the Role, you will see it in after the employee’s name).

    Choose the newly added Employee record as the Vendor

  3. Complete the remainder of the Expense.

Step 3: Process Accounts Payable.

Step 4: Print the Check. The employee’s name will appear as the Pay To.

Good to Know: An option is to have the employee create a Purchase Order. As a point of managerial review, either the employee’s manager or Accounting can then review the Purchase Order prior to converting it to an expense.

Moving a File from One Folder to Another Folder

A File can be moved from one folder to another folder. A file can also be stored (made available) in multiple folders. This feature is handy when you wish to frequently view or reference several files often. For example, perhaps you send a standard email and frequently attach several files, but each file is stored in a different folder or location. Creating a new folder and adding the existing files to that new folder means that you can find your favorite files faster.

In this example, we will move the “MarketingPilot_at_a_Glance.pdf” file from the main Job folder of the “File Training Job” to the “Artwork” folder that is located withing the “File Training Job.”

Original File Location

A file located within the Files tab of a Job. You would like to move the file to the Artwork folder.

Step 1: Decide where you want to move the file to.

We are moving this file to a folder named “Creative” that is located within a Job named “File Training Job.” There are many ways to search for this folder: by folder name, by job name, by a keyword in the job’s description, by folder ID, etc. We will search by Folder ID, so in this case 100135.

Step 2: Open the File. If necessary, click the file’s thumbnail (or name of the file). The file’s view page opens.

Step 3: If necessary, click the File’s Folders tab to display the Folders tab. Then, click the Add icon (blue plus).

Folders tab of the file

File's Folders tab is displayed. Click the Add icon.

A search box pops up.

Step 4: Enter the search criteria (in this case the Folder ID of 100135), click Go. The search results display. Check the box to the left of the desired folders to add the file to. Click Add. If you are finished, click Close.

Enter search criteria.

Enter search criteria, and click OK. Check the box of the appropriate folder and click Add.

The file is now located in its original folder as well as all folders selected.

The file is added to the selected Folder(s).

The file is added to the selected Folder(s). Delete Folders as desired.

Optional Step 5: To remove the file from its original folder, within the Folders tab of the file, check the box to the left of the original location and then click Delete (red x).

Release 11: Coming Soon – New Email Marketing and Requests for Quotes

MarketingPilot’s next major release is just around the corner and brings two exciting new functionalities: Email Marketing and Requests for Quotes (RFQs). This post describes the functionality at a high level. Upcoming posts will focus on the specifics. Customer education webinars on these topics will be announced shortly.

Email Marketing: An Overview

MarketingPilot’s Email Marketing functionality has been greatly expanded to fully integrate with many areas of the system such as Campaigns, Workflow, Lists, Leads, and Landing Pages. MP’s add-on Email Marketing service enables you to compose, edit, test, route for approval prior to sending, and finally send email marketing messages while managing your email subscribers and recipient lists. A full array of performance analytics is also included.

Requests for Quotes (RFQs): An Overview

MarketingPilot’s new Request for Quotes functionality streamlines the existing Vendor Quote process by enabling your users to fully manage the RFQ process from a single page. Create the request indicating various line items to be quoted, add an unlimited number of vendors, and then send the request to the vendors for review. Using the web portal, vendors respond to the request, attach supporting files if desired, and “Tender/Finalize” the RFQ response. Easily compare all vendor responses side-by-side, and “Award” the project with a single-click. Finally, create a Purchase Order or directly Expense the awarded project.

Good to Know

Requests for Quotes (RFQs) is available is MarketingPilot Enterprise Edition Version 11 and higher. The Professional and Standard editions continue to contain the Vendor Quotes module.


Please contact your account representative with any questions or to schedule a demo.

Mark up Web Pages and Video with MarketingPilot

MarketingPilot’s Release 10.1 brings Web Page and Video markup capabilities. Keep your eye on this space. More exciting changes are coming.

Web Page Markup

Web page markup leverages the existing Approval/Review capabilities. Rather than attaching a file to an Approval, click the new “Web Page” icon that appears in the upper right of the Approval screen, and then type in the full URL. MarketingPilot creates a thumbnail of the page. To include additional web pages, repeat the process. You’re ready to route the web pages for approval.


Web page icon on Approval Page



Two thumbnailed web pages


When the Reviewer click the Markup icon, the web page opens full size and the full reviewing toolbar is available to markup the page. There is also an option to toggle between the actual live web page and the markup page.

Video Markup

MarketingPilot enables users to mark up audio and video files by attaching comments to the files at specific points during their playback. Simply attach a video file as you would any other file and route for approval.

Good to Know

  • Web page and Video mark up are available in MarketingPilot releases 10.1 and higher.