Log in to your brokerage's system as a System Admin user. 

Hover your mouse over "Invoices" in the dashboard Menu. Click "Marketing & Services" from the dropdown menu. 

Locate the desired marketing opportunity in the table and click the button located under the "Action" column. 

Scroll to the bottom of the page and click the "View in Instruction Editor" button in the lower left corner. 

Scroll to the bottom of the next page and click the "Add New Instruction" button. 

Review the "Add Instruction" window and fill-in the blank fields. Start by entering the instruction's name in the "Instruction Name" field.

Enter descriptive details in the "Instruction Description" field.

The "Instruction Type" field includes a dropdown menu where you can specify the instruction type you wish to add to the marketing opportunity. 

For this example, we will add instructions utilizing cost checkboxes by clicking the "Cost Checkbox" option from the dropdown menu. For future instructions, feel free to select one of the other options.

The "Cost Mode" field prompts you to select whether you want to specify the opportunity's cost per order or per quantity.

Now you will define the cost parameters for each checkbox. For the first checkbox name the first option in the "Title" field. 

Click the "Value" field and type the value of the first option. 

Click the "Description" field and enter a description of the first option.

If you need to add more than one option, click the "Add" button under the first option to trigger a new row. 

Repeat the same steps to fill in the fields for the second option. 

Once the fields for the second option have been filled you're ready to save your new set of instructions. Click the "Add" button in the lower right corner. 

You'll notice your new instructions have been added to the instruction table. However, if you need to edit the instructions you can click the "Edit Instruction" icon under the action column. 

This icon reopens the "Add Instruction" page where you can make the necessary edits and click "Update" to save your changes. 

If you decide you need to delete an instruction you can click the "Delete Instruction" icon under the Action column. 

This video reviews how to add instructions to a pre-existing marketing opportunity. 

Add a Marketing Opportunity Instruction