Other Setup Options
In addition to the basic TM product setup described above, several tabs allow you to further refine the setup. These are described in the sections that follow.
Feathering Options
Apartment buildings generally have a communal area where publications and TM products are delivered. In the case of a TM product, individual distribution depends on the whim of the occupants (who sees the product first, who decides to take a copy). For cases in which not all of the occupants will be interested in the TM product, it makes sense to leave only enough product for the certain percentage of occupants you anticipate will have interest. This is known as feathering.
Because feathering affects TM draws, you should use this option to set up any feathering on your routes.
To set up feathering:
Click on the Feathering tab.
Click Modify and complete the following fields.
| Field | Type | What to enter |
|---|---|---|
LEVEL | predefined | The level determines how qualifying addresses are grouped before they are feathered; indicate if you want to group them based on product, route, route type, or Zip code. Select none if you want to turn feathering off. |
METHOD | predefined | Select random, standard, or dwelling type. The random method supplies a different set of addresses every time the product is processed, while the standard method retains the same addresses every time.The dwelling type method allows you to specify the order in which addresses should be selected. The Priority button below will become active to allow you to prioritize dwelling type selections. |
CALCULATE ON | predefined | Indicate if you want to perform the feathering calculation based on total supply (entered in the next field) or detail values (entered in the Feathering Detail portion of the tab). |
TOTAL SUPPLY | integer (8) | If you are performing the feathering calculation based on total supply, enter the total supply here. |
PACKAGE SIZE THRESHOLD | integer | Package size determines how the TM draw is rounded after feathering has been performed. The draw will be rounded to the multiple entered here. For example, if 104 addresses are selected, but Package Size is set to 5, then only 100 addresses will be used. Threshold determines the point at which an additional package is added. For example, if a threshold of “3” is entered here, the previous example would actually use 103 addresses (20 packages of 5, plus one package of 3). The threshold cannot exceed the package size. Note: If you enter a total supply above, a threshold cannot be entered; the system will determine the threshold automatically. |
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Feathering Details: |
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ROUTE, PRODUCT, or ZIP CODE | setup | Enter the route, product or Zip code that you would like to feather. |
FEATHERING % | integer (3) | If feathering should be done by percentage, enter the feathering percentage for this feathering method. For example, if you are feathering by route, there are 50 occupants in an apartment and 90 other occupants on the route, and your percentage is 70, the draw will be 98 (140 x .7). |
MAXIMUM AMOUNT | integer (3) | If a feathering percentage was entered, specify the maximum TM draw. For example, if feathering is 50% and the maximum quantity entered here is 100, but the selection has a draw of 300, the TM draw will only be 100 instead of 150. |
QUANTITY | integer (6) | If feathering should be done by amount, enter the quantity for the route. This will the be the TM draw quantity. |
Click Add and enter feathering details. Note: Click Add+ if you are going to add multiple values and want to set default values for quicker entry.
Click OK.
The Priority button allows you to set the order in which addresses are selected for feathering, based on dwelling type. In the example below, businesses will be feathered first, followed by city government, followed by state government. If more addresses need to be feathered than what these priorities allow for, they additional addresses will be selected randomly.
Standing Draw
Standing draw allows you to manage static draw amounts independently of TM processing. Users can choose to include standing draw by selecting the Include Standing Draw checkbox during TM processing. Static draw can be defined for home delivery routes as well as single copy outlets.
Two subtabs, Draw Detail and Draw Changes, are used to display and modify standing draw.
Draw Detail
This tab shows all standing draw for current and future dates. The Draw History button will display the full history for one or more routes. The Draw Total allows a user to determine the total standing draw quantity for a given delivery date.
Draw Changes
This tab allows you to add, modify and process standing draw changes. To add draw changes:
Click Add. The cursor will move to the first line of the draw change grid, in the Batch field.
Enter the standing draw for a route:
Enter a batch ID for the route’s draw change.
Specify the route which should have the standing draw (press F2 for a route lookup)
Select a source and reason code for the draw change
In Effective Date, enter the first date on which the route should receive the standing draw. Enter the last date they should receive the draw in Reversal Date. Or, if this is a permanent draw change, leave Reversal Date blank.
In Type, indicate whether the draw being entered should adjust (increase or decrease) the current draw for the route, or replace the current draw.
In Amount, enter the standing draw or draw adjustment for the route.
To enter standing draw for more routes, press Enter. Once all standing draw changes are entered, press OK.
Click the Process button. In the lower part of the screen, process fields display. Select the batch to be processed, or check All to process all current draw changes. You must also specify a processing date. Click OK to process the draw changes.
To view processed draw changes, click the Show Processed button. The Import button allows you to import draw changes (see below).
Note: Four Transaction Security items control the Standing Draw features to which users have access: TMDrawChangeAdd, TMDrawChangeMod, TMDrawChangeDel, and TM Draw ChangePro (for processing security).
Import Draw Changes
An Import button on the Standing Draw | Draw Changes tab of the Product Detail window allows you to import standing draw. When you click Import, the Draw Change Import window appears.
Click Add and complete the following fields:
| Field | Type | What to enter |
|---|---|---|
PRODUCT | setup | Enter the ID of the TM product, or leave the field blank to use an imported value. |
BATCH | open (8) | Specify an ID for the draw change batch that will be created. |
SOURCE | setup | Enter the source code for the draw change batch. |
REASON | setup | Enter a reason code for the draw change batch. |
FILE FORMAT | predefined | Enter the name of the file map to use for this import. |
FILE NAME | open (30) | Enter the name of the import file in the |
EFFECTIVE DATE | date | Enter the date on which these draw changes will be active, or leave the field blank to use an imported value. |
REVERSAL DATE | date | Enter the date on which these draw changes should be reversed, or leave the field blank to use an imported value. |
ADJUST/REPLACE | predefined | Indicate whether these draw changes should adjust existing draw or replace it. |
PROCESS DRAW CHANGES | yes/no | Indicate whether you want the draw changes to be processed as a part of this import. |
Click OK and then Continue to import the draw changes.
The file format for the draw change import is defined via File Map (“DrawChgImprtTM” usage). See Appendix B for the data elements that can be used with this file map usage.
Demographic Update
Occupant and address demographics can be used as selection criteria when determining the audience of a TM product. TM processing can also update the answers of a demographic question, for all addresses or occupants selected. The demographic answer can then be used to filter subsequent processing selections for this TM product.
For example, if a TM product was used to create mail labels for new subscribers with a specific promotional offer, an address demographic could be updated to reflect the fact that the promotional offer had been sent to these addresses. The next of run of this TM product could exclude the addresses even though a new start might have otherwise qualified the household for the offer.
To update a demographic answer:
Click on the Demographic Update tab.
Click Add and enter the demographic and demographic answer that should be updated by the TM product. The demographic and answer must have been set up in advance. Note that only one demographic can be updated by a given TM product.
Enter another demographic, if applicable. Click OK when you have finished.
When you process the TM product, all addresses or occupants selected by the product will be assigned the answer entered for this demographic question.
Dispatch Cutoff
The Dispatch Cutoff tab is where you enter the cutoff time, in 24-hour format, for dispatching complaints and shortages for the TM product on each day of the week. This tab will be available if the Allow Dispatching checkbox is selected for the product.
To enter dispatch cutoff times:
Click on the Dispatch Cutoff tab.
Click Modify and enter the dispatching cutoff times for each day of the week, in 24-hour format.
Enter a cutoff message, if desired.
Click OK.
Inserts
Note: You must have InsertPlus installed to be able to use this tab.
The Inserts tab allows you to define an ad zone map for the product for each day of the week. This tab is enabled when allow inserts is selected in the Product Detail window.
Bulk Drop
Canada Post has the ability to deliver bulk products to all or a certain type of occupant (businesses, houses, etc.) serviced by a given postal installation. Newspapers can use this capability and have Canada Post deliver non-subscriber products to one or more occupant types, without having to gather address information.
Canada Post has six occupant types that might be used with a bulk drop:
Houses (residential)
Apartments (apartments only)
Business calls (businesses only)
Farmers (farmers only)
Other (all addresses not included above)
Complete Coverage (all addresses)
For example, a newspaper might wish to send a product to all houses and apartments serviced by three different postal installations. Each installation would receive the right number of bundles (placed in correctly tagged bags) along with a delivery slip indicating the product should be delivered to all houses and apartments.
Each Zip code and Zip code extension that the bulk drop will be distributed in must be set up as its own “route” in SETUP | DISTRIBUTION | ROUTE | DISTRIBUTION POINT (there is a specific for bulk drop, see Distribution Point in the Setup Manual for details). For example, Zip code S1A 2L3 would be one route, and Zip code S1A 2L5 another. The number of dwellings must be set up for each occupant type in each route.
Once the routes are defined, you can set up your TM product with a selection type of Bulk Drop. Within the Bulk Drop selection type you specify the occupant type for each postal code, PO route type and route number combination. You can check the Allow Bulk Drop field on the Bulk Drop subtab and specify the mailing office, name and address, and whether to generate a single mail summary. Contact Naviga Support for more information on producing bulk drop documents.
History
The History subtab is a display-only tab that lists the processing history for the TM product. This includes the selection date, delivery date, and process date and time.
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