There are three basic steps to setting up a new TM product.
Create a TM product and align it with a publication.
Define selection criteria to determine who will receive the TM product.
Specify the output formats (i.e., distribution documents) that should be printed for this product. For example, you might want to print bundle tops and truck manifests, but not mail labels.
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.
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.
Click on the Feathering tab.
Click Modify and complete the following fields.
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.
Feathering Details:
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 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.
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.
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).
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:
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 /dti/exchange/cm directory.
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.
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.
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.
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.
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.
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.
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.
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.
To create a new TM product:
Click the Product Detail button () to display the Product Detail window.
Click the Add Product button ().
Complete the following fields.
Click OK to save the product.
Once you have set up a TM product and selected a target population, the next step is to select the distribution documents that should be generated and printed when the product is processed.
The following table describes the distribution documents that can be generated for TM products.
Note: A “format” for each distribution document must be set up before the document can be used with a product. The formats consist of parameters (such as the truck sequence to use when printing bundle tops). Multiple formats can be set up for each document, and a format can be used with multiple products. See for more information about formats.
Within the product list, the output formats that been selected are displayed as symbols. To see a legend that describes these symbols, right-click on one of the symbols and select Legend.
Display the TM product in the Product Detail window if it is not already displayed.
Click the Output tab.
Click Add.
Enter a format (press F2 for lookup).
Identify the print order.
Click OK.
The following example shows that bundle labels and a truck manifest will be printed when this TM product is processed.
The selection criteria associated with the TM product determine who will receive the product. There are three components to a selection:
The selection type, which is the entity used for selection (such as demographic, Zip code, dwelling type, etc.).
The include, exclude, or ignore factor, which determines whether the selection type should be included or excluded from the selection, or ignored. If the target population is a smaller, less diverse group, it is better to select by including selection types. If the targeted population is large and diverse, however, it may be easier to narrow down the selection by excluding. If a selection type is irrelevant to your targeted group, you can ignore it.
The selection details, which are the specific values within the entity that should be selected. For example, if the selection type is “City”, the selection values could be “Minneapolis”. For selection types that are included, you can click the selection detail icon () to view the selection values.
Note: When a TM product’s selection set includes multiple criteria, the address/occupant records must match all criteria to be selected. For example, if your selection set includes “females” with “incomes over 200000” in “Zip code 55599”, only records that match all three of these criteria will be selected.
To define selection criteria:
Display the TM product in the Product Detail window if it is not already displayed.
On the Selection tab, identify the selection criteria for this product:
For each selection type, indicate whether you want to Include, Exclude, or Ignore that selection by clicking the appropriate radio button. The following table describes the valid selection types.
If you select Include or Exclude, a Selection Detail pop-up window will appear. Click Add and enter selection criteria. Press F2 for a lookup. For some selection types, an Add+ button is available to enter a search string and multi-select values.
Click OK when you have finished.
The example selection detail depicted below shows that City, Credit Status, Phone Number, and Global Parameters have been set up for selection. Everything else is ignored.
The following table describes the possible selection types.
Global selection parameters are useful for setting some general guidelines for your selection. The values for this selection type are defaulted, but can be changed. The table below shows possible values for global selection parameters.
The day pass selection criteria are listed in the table below. If you add multiple records, a subscriber qualifying for any of the day pass selection records will be selected (if they also qualify for the other selection types).
Term Subscription selection allows you to identify a variety of criteria related to publications. You can identify one or more subscriber types, billing methods, rate codes, delivery schedules, or editions for selection. In addition, you can:
Select based on subscribers’ last starts and stops. For example, you could select all active, bank draft auto pay subscribers whose last start was a promotion during a specified date range.
Select based on subscribers’ digital access. For example, you could select subscribers who accessed their digital product between one and ten times between January 1 and June 30.
Note: Term Subscription selection will not select day pass subscribers (they must be selected using Day Pass selection).
The Exclusion Level field allows you to define the selection behavior for each subscriber type when the term subscription selections are set to “Exclude” or “Never.” The exclusion levels work as follows:
Address—If this level is selected, the address will fail if one match is found on the selection.
Occupant—If this level is selected, only the occupant will fail if one match is found on the selection. The logic will continue to test other occupants at the address. If one is found that does not fail the tests, the address will qualify with that occupant.
Occupant+—This selection is valid for a never-subscribed status only. It indicates that a selection must pass the “Occupant” exclusion level test (the occupant can not have had a subscription to the defined publication), and no other active subscription exists at the address. In other words, as long as an occupant who has never subscribed to the defined publication is found at the address, and no other occupant is currently subscribing to the defined publication at that address, then the selection will be valid.
Note: Selections in the Exclusion Level field will also affect the Test First Occupant Only selection (when that option is in use).
Ad zone maps are defined in Deliverable Map setup (see in the Setup Manual).
Day pass selection allows you to specify the publications, editions, date range and other criteria for selecting day pass subscribers. See for more information about day passes.
Ad Zone
Ad zones; can be selected only if InsertPlus is installed
None
Any valid ad zone. Note that the ad zone must be linked to the TM product directly, and the TM product must be assigned the correct ad zone map (in Deliverable Setup).
Demographic (Address)
A demographic attached to an address (such as “value of house”)
A particular demographic
A specific value or range of values, such as “70,000 - 100,000”, for a house value demographic
Census Tract
A census tract, such as “00121.00000”
A particular census tract
The Census Block, such as “12” that should be selected
City
A city, such as “Maplewood”
None
Any valid city.
Country
A country, such as “US” or “CA”
None
Any valid country
County
A county, such as “Ramsey”
None
Any valid county
Distance From
Radius around an address
None
Number of miles around any valid address, such as 5 miles within a shopping center. If you have implemented mapping using Placebase PushPin, you can also map the results in a browser window.
Dwelling Status
A dwelling status, such as “occupied”
None
Any valid dwelling status. Note that dwelling status will automatically be a parameter in the selection, if not defined. All dwelling statuses set up to receive TM will be included
Dwelling Type
A dwelling type, such as “house”
None
Any valid dwelling type
Previous Selection
Whether the address was selected previously
Specific TM product and date range
Any valid TM product and date range.
Route
A route, such as “09”
None
Any route
State
A state, such as “MN” for Minnesota
None
Any state
Town of 25
A Town of 25, such as “Abbey”
None
Any Town of 25
Truck
A truck sequence and truck
None
Any truck sequence and truck (e.g., truck sequence DAILYDM and truck M10B)
Zip Code
A Zip Code, such as “55119”
A particular Zip code
The specific PO Route for the zip code(s) entered; for example “Rural Route 4”
Communication
A newsletter or alert
None
Any communication item (newsletter or alert). Subscribers opted into the alert will be included (or excluded) from selection. With each communication item selected, a contact method (address, e-mail, phone) must be specified
Credit Status
A credit status, such as “OK” or “Bad”
None
Any valid credit status. If you maintain credit statuses at a publication level, you must also specify one or more publications (only subscribers that have the credit status for these publications will be selected).
Do Not Call
Flagged for do not call (typically excluded)
A particular area code
Federal or state Do Not Call list
Demographic (Occupant)
A demographic attached to an occupant, such as “number of children” or “gender”.
A particular demographic
A specific value or range of values, such as “male” and “female” for the gender demographic
Phone
A phone number type or Do Not Call list setting
None
Any phone number type or any Do Not Call list (not both). You must also specify an area code, or enter “*” to include all area codes. Phone numbers within the area code having the phone number type or flagged for the Do Not Call list will be selected. DNC list numbers are typically excluded from a TM selection.
Type
An occupant type, such as “regular” or “student”
None
Any occupant type
Solicitation Code
A solicitation code, such as “nophone”
None
Any solicitation code. For example, you could assign a “nophone” solicitation code to all occupants who request not to be called, and exclude this code from the TM selection.
Day Pass
A day pass usage
A particular publication
You can select day pass subscribers by edition, rate code, day pass type (day pass or bundle), usage date range and number of day passes used. See Day Pass Selection for more information.
Term Subscription
A publication, such as “Tribune”
A particular publication
You can identify one or more subscription types, billing methods, rate codes, delivery schedules, or editions for selection. In addition, you can select based on subscribers’ last starts and stops. See Term Subscription Selection for more information.
Demographic (Subscription)
A subscription demographic
None
Any subscription demographic that has been set up (e.g., “Nonprofit”)
Bulk Drop
This is used only when selecting addresses for Canadian bulk drop
None
Zip code and PO Route information, and y/n flags for each bulk drop type
Global Parameters
A collection of various address and occupant parameters
None
You can modify the default Global Parameters (see below).
Address Only Once in Selection
Yes
An address should only be considered once in the TM selection process. For example, more than one occupant may be linked to one address, but you want to limit your product distribution to one product per address, rather than one per occupant.
No
Each occupant should be selected if all other selection criteria are met.
Address With No Occupant
Either
Addresses can be selected during TM processing without regard to occupants; for example, if an address meets all of your selection criteria, it can be selected whether or not an occupant is associated with it. Note: if Occupant Type is a selection parameter, addresses without an occupant will still be selected, if this field is set to “*” or “Yes”.
Yes
Only addresses without occupants should be selected.
No
Only addresses with one or more occupants should be selected. Note: if a selection has a Publication parameter and the subscriber types do not include “Never Subscribed”, ADDRESS WITH NO OCCUPANT will automatically be set to “no”.
Mail Accessible Status
Either
Addresses can be selected without regard to whether the address is mail accessible (defined in the address record).
Yes
Only addresses that are mail accessible should be selected.
No
Only addresses that are not mail accessible should be selected.
Postal Walk Addresses Only
Yes
Only addresses that have postal walk sequences will be selected.
No
Addresses will be selected without regard to postal walk sequence.
Test First Occupant Only
Yes
This parameter affects households with more than one occupant. If you select “yes” and the first occupant identified (i.e., the occupant with the most recently added occupant/address combination) fails the test, then the address will be skipped. Note: Setup of the Exclusion Level field in Term Subscription selection (below) will affect the behavior of this selection parameter.
No
If you select “no”, the system will continue to test the remaining occupants at that address until a qualifying occupant is found or until it is determined that no occupant qualifies. Note: “Test First Occupant Only” applies only to address/occupant-based selections and does not affect tests that use subscriber-based criteria.
Occupants With Email Address
Yes
Select “yes” to include only occupants with an email address on file.
No
Select “no” to exclude occupants with an email address on file.
Either
Select “either” to include occupants with or without an email address on file.
Search with Primary Address
Yes
If occupants have multiple delivery addresses, search only with the primary address.
No
If occupants have multiple delivery addresses, search only non-primary addresses.
Either
Occupants can be searched using any address.
Include Digital Address
Yes
Digital Sales addresses will be selected.
No
Digital Sales addresses will be skipped.
PRODUCT
setup
Select the product whose day pass subscribers should be selected.
EDITION
setup
If only day pass subscribers with a certain edition should be selected, specify the edition here. Otherwise select “*”.
RATE CODE
setup
If only day pass subscribers with a certain rate code should be selected, specify the rate code here. Otherwise select “*”.
TYPE
predefined
Specify whether day pass or day pass bundle subscribers should be selected, or choose “*” to include both.
START DATE, END DATE
date
Specify the date range for selecting day pass subscribers. Only subscribers with day pass usage within this date range will be selected. Both dates are required.
LOW DAYS, HIGH DAYS
integer (8)
Specify the usage range for selecting day pass subscribers. The minimum value is 1 (one usage within the date range). For example, if selecting day pass subscribers for a date range of a year, you might enter 1-365 as your range.
3541 PO Report
The 3541 post office report in the format defined by the Post Office.
Admail
A file with selected address information that is exported to /dti/exchange/cm. It can then be imported into Admail software.
Bag Summary
A bag summary report. Format Type “BagSumm” must print after mail labels.
Bundle
Bundle tops for papers distributed in bundles to carriers.
Create Draw/Credit
The Create Product Delivery Credits report lists the routes that received credit for delivering the TM product, and the number of pieces that were delivered.
File Map
A file map defined using the “TM” usage.
Insert Draw Export
A format for exporting draw information for a TM product.
Labels
Mailing labels.
MailMart Export
Mailing labels in the Mail Mart format.
Manifest
A truck manifest, which tells drivers which bundles to drop and where.
Output File
A file with selected name/address information that is sent directly to /dti/exchange/cm (which can be accessed from Unix).
Phone Number Export
A file with the phone numbers of selected occupants is exported to /dti/exchange/cm.
Postal List
A list of selected names/addresses in postal route, walk-sequence order. You may also use this type for preparation of 3rd Class PO Reports.
Route List
A list of selected names/addresses in route order. Only addresses assigned to routes are included.
Stormpost
StormPost email message format.
TeleDirect Delete TeleDirect File
Files that are sent to /dti/exchange/cm for the purpose of interfacing with a TeleDirect system. TeleDirect is a telemarketing software product.
The TeleDirect file is used by TeleDirect to list the names and phone numbers subscribers that should be solicited. The TeleDirect Delete file is used to remove subscribers from the list.
To use these formats, your selected audience must be subscribers to a publication—active, temp stop, or former subscribers.
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.
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.
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).
INCLUDE SUBSCRIBERS
Indicate whether subscribers should display on the PO Report as separate totals.
FILE NAME
Enter the file name for the Admail 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.
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
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 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.
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.
FILE NAME
Enter the file name for the MailMart export.
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.
FILE NAME
Enter the output file name.
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.
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.
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.
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.
FILE NAME
Enter a file name for the TeleDirect file (or TeleDirect Delete file).
