Creating New Formats
Targeted Marketing distribution documents have some parameters that must be specified before they can be generated for a specific product. For example, you must specify the departure order for truck manifests (this determines what order the manifests print in). You enter these parameters (or “formats”) in the Format Set window. You can have multiple formats for each type of document, and multiple products can use the same format.
To define a format:
Click the Format Setup button (
) to display the Format Set window.
Click Add to launch the Format Setup Wizard.
Complete the following fields.
FORMAT
open (8)
Enter an ID for the new format.
DESCRIPTION
open (60)
Enter a description for this format. Include the document type in your descriptions so that you can see this information on the window when you press F2 at a format field for a new TM product.
FORMAT TYPE
predefined
Enter the type of document (such as “bundle top”) that you are defining with this format. After you enter this field, a window will open with the parameters that must be specified.
Click Next. A new card will appear for entry of detailed information. The fields in this card will vary depending on the type of document you are adding (an example of the Bundle Top Parameters card is shown below).
Continue to click Next and enter information until you reach the end of the Format Setup Wizard. Click Finish when you’ve completed the last page.
The following tables describe the parameters that must be entered for the different document types (no parameters need to be entered for the Bag Summary, Create Draw/Credit Report or the Insert Draw Export).
3541 PO Report
INCLUDE SUBSCRIBERS
Indicate whether subscribers should display on the PO Report as separate totals.
Admail Export
FILE NAME
Enter the file name for the Admail export.
Bundle Tops
TRUCK ORDER
Indicate whether bundle labels should print in ascending or descending truck departure sequence.
DROP ORDER
Indicate whether bundle labels should print in ascending or descending order drop order within each truck.
DEPARTURE
Enter the truck departure sequence to use when printing labels. This is the order in which the trucks leave the dock.
TRUCK SEQUENCE
Enter the truck sequence to use when printing labels. The truck sequence determines which routes are dropped by which trucks and in what order.
KEY BUNDLES ONLY
Indicate if the bundle tops should print for key bundles only (always), for all bundles (never), or print based on the setup of the individual route (route). A key bundle is an odd-sized bundle that is added to the standard bundle to make the correct draw.
STANDARD BUNDLE SIZE
Enter the number of copies of this Targeted Marketing product in a standard size bundle.
MAXIMUM BUNDLE SIZE
Enter the maximum bundle size for this product.
MINIMUM BUNDLE SIZE
Enter the minimum bundle size for this product.
PRINT MESSAGES
Indicate whether start, stop, or complaint messages should print on the bundle top.
PRINT ROUTE LISTS
Indicate whether a route delivery list should print on the bundle top.
PRINT AD ZONE
If you have InsertPlus, indicate whether the ad zone (a geographical area used when selling inserts) should print on the bundle top.
PRINT INSERT MIX PRINT INSERT LIST
TM bundle tops currently cannot print the insert mix or insert list
Burt Export
TRUCK ORDER
Indicate whether bundle labels should print in ascending or descending truck departure sequence.
DROP ORDER
Indicate whether bundle labels should print in ascending or descending order drop order within each truck.
DEPARTURE
Enter the truck departure sequence to use when printing labels. This is the order in which the trucks leave the dock.
TRUCK SEQUENCE
Enter the truck sequence to use when printing labels. The truck sequence determines which routes are dropped by which trucks and in what order.
AD ZONE TYPE
BURT has an “ad zone” field. Indicate whether the route’s truck, Zip code or ad zone should be exported in the ad zone field. Ad zone is a valid option only if you have InsertPlus.
BURT ROUTING SCHEDULE
The BURT system uses the concept of a routing schedule (or “delivery schedule”) to identify how the inserting should be carried out on a given day of the week. Potentially, seven different routing schedules could be used. For example, the same departure sequence and truck sequence might be used for the Times on Tuesday and Wednesday but, in certain cases, two Circulation “trucks” might be loaded onto the same physical truck on Tuesday. To differentiate the load arrangements, Tuesday and Wednesday could be assigned separate routing schedules In this field, enter the routing schedule for the export date (for example “TMSSAT” for “Times Saturday”).
HOME DELIVERY PRODUCT TYPE SINGLE COPY PRODUCT TYPE
BURT has a Product Type field, which indicates whether a route is shipped complete or in parts that are assembled outside of the mail room. In these two fields, indicate whether your home delivery routes and single copy routes leave the mail room as completes or parts.
File Map
FILE FORMAT
Indicate which file map (usage of “TM”) to use.
FILE NAME
Enter the name of the file to be created.
FILE OPTION
Indicate whether this file should be appended or replaced.
Labels (mailing labels)
USE POSTWARE
Indicate whether PostWare Presort and Label software should be used to sort the mail labels. When using PostWare, labels may be sorted in Periodical or Standard A order. Use PostWare to achieve the best postal discounts on your mailing.
WORK FILE RETAIN DAYS
If you are using PostWare, enter the number of days that information about a mailing should be retained.
LABEL PRINT ORDER*
If you are not using PostWare, indicate if labels should print in route order (by home delivery carrier, then walk sequence); Periodical (by Periodical class postal order); Standard A (by Standard A class postal order); or Zip code order. Note that if you are using a bag summary, labels must print in “Standard A” order.
WALK SEQUENCE REQD*
If you are sorting mail in Standard A order, indicate if postal route delivery sequence information is required.
LABEL DIRECTION*
Indicate if the labels should print horizontally or vertically on the page. Enter “vertical” if you want labels to print vertically; that is, the first three labels would print down the page; the next three labels would print down the page alongside the first three, and so on. Across the top of the page you would find Label 1, Label 4, Label 7.
LABEL SEQUENCE*
Indicate whether addresses should print in ascending or descending order. This is usually determined by the requirements of the label machine that applies the labels.
PAGE LENGTH*
Enter the number of lines per page.
# OF LINES PER LABEL*
Enter the number of printable lines per label.
# OF LABELS UP*
Enter the number of labels across the page. If your Label Print Order is “Periodical” or “Standard A” class and you enter a Walk Sequence Indicator, it will be displayed on the first line of the mail label; for example, “**ECRLOT C002”. Circulation does not, however, verify that the mailing qualifies for a walk sequence discount.
# OF CHARACTERS WIDE*
Enter the maximum number of printable characters that can print across the label.
LABEL STARTING COLUMN*
Indicate the starting column number for each label across the page.
CREATE BAG TAGS*
Indicate whether Targeted Marketing bag tags should be produced where there is a change in the label sacks, based on the sorting.
WALK SEQUENCE INDICATOR*
Indicate which walk sequence identifier should display on the first line of the mail label: ECRLOT (line of travel), ECRWSH (high density), ECRWSS (saturation), WS (generic walk sequence) or none.
OCCUPANT NAME DEFAULT
Enter the default occupant name to be printed on the label if a name is not related to an address.
OCCUPANT NAME FORMAT
Indicate what should print in the Occupant Name fields: name when known (occupant name prints unless unknown; if unknown, the default will print); combine name/default (occupant name and default name both print) or default only (only default prints). An entry in this field is required.
* These fields are not active if you are using PostWare.
MailMart Export
FILE NAME
Enter the file name for the MailMart export.
Manifest (truck manifest)
TRUCK ORDER
Indicate whether truck manifests should print in ascending or descending truck departure sequence. If using the labels format to print for a specific company, you may use a company specific name as the default. For example, if printing mail labels for “KMart”, the default could be “Friends of KMart”.
DROP ORDER
Indicate whether the truck manifest should print in ascending or descending drop order within each truck.
DEPARTURE
Enter the truck departure sequence to use in printing the manifests. This is the order in which the trucks leave the dock.
TRUCK SEQUENCE
Enter the truck sequence to use in printing the manifests. The truck sequence determines what routes are dropped by what trucks and in what order.
KEY BUNDLES ONLY
Indicate if the bundle tops should print for key bundles only (always), for all bundles (never), or print based on the setup of the individual route (route). This information is used to determine the number of “wraps” (bundle tops) total that prints on the manifest for each truck.
BULK OPTION
Indicate whether product-level overrides, or the route values, are used for bulk. Select Yes (override to Yes at the product level) No (override to No at the product level) , or Route values (no override at the product level).
KEY OPTION
Indicate whether product-level overrides, or the route values, are used for key bundles. Select Yes (override to Yes at the product level) No (override to No at the product level) , or Route values (no override at the product level).
CREATE EXPORT
Indicate whether an export file should be created.
PUBLISHING GROUP
Optionally, specify a publishing group that has TM products. If you select a publishing group, the TM manifest will include products for all of the TM products in the group.
STANDARD (BUNDLE SIZE)
Enter the number of copies of this TM product in a standard size bundle.
MAXIMUM (BUNDLE SIZE)
Enter the maximum bundle size for this product. Bundle sizes are required because you could print manifests but no bundles—the truck manifest lists the bundle sizes for each drop. If you are printing both bundle tops and manifests, be sure the bundle information is the same for both.
MINIMUM (BUNDLE SIZE)
Enter the minimum bundle size for this product.
PRINT MESSAGES
This field is not used with truck manifests.
PRINT AD ZONE PRINT INSERT MIX
If you have InsertPlus, indicate whether ad zones and insert mixes should print on the manifest.
PRINT INSERT LIST
This field is not used with truck manifests.
Output File
FILE NAME
Enter the output file name.
Phone Number Export
FILE NAME
Enter the output file name. Phone numbers will be exported to this file (one phone number per line).
PHONE NUMBER TYPE
Enter the type of phone numbers that should be exported. For example, if you enter “Home” here, only home phone numbers will be exported.
Postal List
ZIP CODE SORT ORDER
Indicate how much of the Zip code should be used in determining the sort order for the postal list: three digits, five digits, or the complete Zip code.
Route List
PRIMARY SORT
Indicate the primary sort order for the route list: route, truck, census tract, or Zip code.
SORT ORDER
Indicate whether the route list should print in the primary sort order in ascending or descending order.
SECONDARY SORT
Indicate whether the secondary sort order should be newspaper route delivery sequence order, address order, or postal walk sequence order.
TRUCK SEQUENCE
Enter the truck sequence to use when generating the list (the list includes the truck and drop order of the route).
SHOW PHONE
Select this checkbox to include phone numbers in the list. Otherwise, de-select it.
StormPost
BRAND
This is a hard-coded value that will vary by company.
CAMPAIGN
This is a hard-coded value that will vary by company.
LIST
Enter the LIST-ID from StormPost.
TEMPLATE
Enter the TEMPLATE-ID from StormPost.
TITLE
Enter the title of the mailing in the StormPost system.
REPLY TO NAME
Enter the reply-to mask name that will be displayed when a user replies to the email message.
FROM EMAIL
Enter the reply-to email address that will be displayed when a user replies to the email message.
FROM NAME
Enter the name that will be displayed in the “From” column of the users’ email applications.
STORMPOST USER NAME
Enter your StormPost user name.
STORMPOST PASSWORD
Enter your StormPost password.
TeleDirect File or TeleDirect Delete
FILE NAME
Enter a file name for the TeleDirect file (or TeleDirect Delete file).
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