Subscriber Activity

The Subscriber Activity Export will find all subscribers with a certain type of transaction (start, billing change, stop, etc.) within a given date range and export occupant, address and subscription information to an ASCII file. The export format is user-defined, and must be set up in advance in File Map.

For example, all billing changes for the current month could be exported, including the subscriber’s current billing method and renewal delivery method, and then imported into a subscriber billing software program. The billing software could use this information to turn on or off renewal notice distribution, or switch from carrier delivery to e-bill.

To export subscriber transaction activity:

• Select Subscriber Activity from the Export menu to display the Subscriber Activity Export screen.

  
• Select Add and complete the following fields.

  Field	Type	What to enter
  PRODUCT	setup	Enter the publication for which subscriber activity should be exported, or enter “*” to multi-select publications.
  TRAN TYPE	predefined	Select the transaction type to be exported (press F2 for a listing of transaction types).
  SOURCE, REASON	setup	Transactions can be selected based on the source and reason codes entered. Enter the source and reason codes to use, or enter “*” to multi-select codes.
  START DATE END DATE	date	Enter the date range to use in selecting transactions.
  DATE TYPE	predefined	Indicate how transactions should be selected for the date range above: based on the create, process, publish or transaction date. The create date is the date the transaction is created on; the process date is the date it is processed by Transaction Processing; the publish date is the publishing date on which the transaction goes into effect; and the transaction date is the actual date entered with the transaction.
  PROCESS OPTION	predefined	Indicate if you want processed transactions, unprocessed transactions, or both kinds of transactions to be included in the report.
  FILE FORMAT	setup	Enter the ID of the subscriber activity export format that should be used. This must be defined in advance in File Map.
  FILE NAME	open (30)	Enter the file name for the export. Subscriber activity will be exported to this file in the /dti/exchange/cm directory. The file name may default from the file format.
  FILE OPTION	predefined	Indicate whether to replace the file above, if it exists, or append it. If set to “append”, the export will append the new activity to the existing file. This could allow, for example, multiple transaction types to be exported to the same file.
  GENERATE TASKS	yes/no	Indicate whether tasks should be created. In order to create tasks, a task type and event must be defined for the report in Task setup.
  TASK	setup	Select the task that should be generated.
  CREATE CONTACTS	yes/no	Indicate whether contacts should be created.
  CONTACT DATE	date	Enter the date of the contact.
  CONTACT TYPE	setup	Enter the type of contact to be created (e.g., email, letter, phone call).
  SOURCE	setup	Identify the source of the contact.
  REASON	setup	Identify the reason for the contact.

• Select Continue to export subscriber activity. When the export is complete, a processing report will display the number of records that were exported.