1. Create a New TM Product
To create a new TM product:
Complete the following fields.
Field Type What to enter PRODUCT
open (8)
Enter an ID for the TM product (must be alpha-numeric).
DESCRIPTION
open (30)
Enter a description of the Targeted Marketing product.
START DATE END DATE
date
Enter the date range during which this product can be distributed. The end date is not required when defining a new product but should be entered when the product is no longer used.
PRODUCT TYPE
predefined
Select the type of product: Regular, Combined, or Sub-Product. Note: If you are setting up a sub-product, you need to select “Sub-Product” here, and specify the parent product in Delivery Product. You’ll also need to indicate that the sub-product allows draw changes, draw adjustments and returns, as well as entering the returns rules (Return After and Return Days).
COMPONENTS
setup
If this is a combined product, select the components from this combo box. Enter “*” to select multiple components.
DELIVERY PRODUCT
setup
Indicate which publication should be used to determine the routes, trucks, etc. for distributing this TM product.
If, in delivering TM products, route boundaries differ from your publication route boundaries, you must set up a “dummy” publication for this TM product. See About “Dummy” Publications for more information.
ALLOW INSERTS
yes/no
Indicate whether the product can have inserts.
Note: This field is active only if you have InsertPlus installed. If you select this checkbox, the Inserts tab will be available. This tab allows you to specify an insert for the product.
IP SELECTION
predefined
If ALLOW INSERTS is selected, identify the occupants to whom this product should be delivered.
ALLOW DELIVERY CREDITS
yes/no
Indicate whether accounts should receive credit for delivering this product. Note that you must have an account rate set up with a route rule of TM Draw and that accounts can be allowed or disallowed credits on an individual basis in Account Setup. Also, the CREATE TM DRAW checkbox must be selected during TM Processing in order to create delivery credits.
CREDIT FORMAT
predefined
Indicate if the carrier’s bill should include detailed information or only a summary of the delivery. A detailed bill lists the credit earned for each day’s delivery, while a summary shows only the total credit earned for the product during that billing period.
MINIMUM CREDIT
decimal (7)
If applicable, enter a minimum delivery credit for the product. The minimum delivery credit is the least amount of credit a carrier who delivers this product can earn. For example, if a carrier earned 2.00 delivering a soap sample, and the minimum was 3.00, the carrier would be credited 3.00. This may be overridden at a route level, if necessary.
SHOW AS AVAILABLE
yes/no
Indicate whether this product should be shown in Customer Service and iServices as an available product.
ESCALATE COMPLAINTS
yes/no
Indicate whether complaints for this product should be escalated.
ALLOW DISPATCHING
yes/no
Indicate whether complaints and shortages related to this product will be dispatched. If you select this checkbox, the Dispatch Cutoff tab will be available. This tab allows you to enter the cutoff time, in military format, for dispatching complaints and shortages for the TM product on each day of the week.
ALLOW DRAW CHANGES ALLOW DRAW ADJUSTS ALLOW RETURNS
yes/no yes/no yes/no
Indicate whether draw changes, draw adjustments and returns are allowed with this TM product.
RETURN AFTER RETURN DAYS
integer(5)
If Allow Returns? is selected, enter the number of days after the publishing date in which this deliverable can be returned and the number of days it can be returned. When entering a return, these values are added to the publish date of the return to calculated the dates on which a return is considered “authorized”.
RETENTION DAYS
integer (3)
Enter the number of calendar days’ history (records of the selected addresses and occupants) that should be retained for this TM product. For example, if a TM product is delivered on 7/12 and has 10 retention days, history of the 7/12 delivery will be retained until at least 7/22. TM product history is purged as part of TM Processing if Purge Selection is selected and the specified number of retention days has elapsed. The default is 999. At least 3 retention days is recommended.
PLACEMENT
setup
A delivery placement refers to where the paper is placed at a subscriber’s residence (e.g., “door”, “mat”). Enter the delivery placement that should be used by routes delivering this TM product, or leave this field blank if there is no special delivery placement. Note that TM delivery placements can be overridden for specific routes.
Click OK to save the product.
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