Subscriber Activity Export

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 using File Map. See Appendix B for the data elements available.

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:

1. Select Sub Activity Export from the Subscriber menu.

   
2. Click 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.
   ALL SOURCES	yes/no	Select 'All Sources' to include all source codes in the report.
   ALL REASON CODES	yes/no	Select 'All Reason Codes' to include all the reason codes in the report.
   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	Select processed or unprocessed payments, or both.
   FILE FORMAT	setup	Enter the ID of the subscriber activity export format that should be used. This must be defined in advance using the File Map option.
   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.
   TASK TYPE	setup	If Generate Tasks is selected, indicate which type of task should be created.
   CREATE CONTACTS	yes/no	Indicate if you want to create contact records for selected subscribers. See below for more information.
   CONTACT DATE	date	Enter the date on which the contact will be created.
   CONTACT TYPE	setup	Enter the contact type. Contact types must be set up in advance. See Contact Type in the Setup manual.
   SOURCE	setup	Enter the source code for these contact records.
   REASON	setup	Enter the contact reason. Contact reasons are associated with documents. Both must be set up previously. See Contact Reason and Documents in the Setup manual.

3. Click OK and then Continue to export subscriber activity.

Creating Contacts with the Subscriber Activity Export

Circulation can track outbound subscriber contacts, with an option to display the source documents associated with them. For example, you may wish to send a welcome or up-sell letter to new subscribers. This letter is considered a contact. Information about it, as well as the document itself (if available), will be available in Customer Service when viewing the occupant or address record. When you bring up the customer record, you will know that she received the letter, and you’ll be able to view the document she received.