Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
mass2one™ Email Campaign Manager® is a popular marketing software application that offers e-mail campaign features. Circulation can export occupant information, including e-mails, to mass2one. Occupants with certain subscriber status(es) for a product you specify will be exported. Solicitation codes can be used to flag subscribers who should not be e-mailed.
Select Mass2one from the Utilities | Export menu to display the mass2one Export screen.
Select Add and complete the following fields.
PRODUCT
setup
Enter the publication that should be exported, or enter “*” to multi-select publications. All subscriptions to the products selected will be exported. So, for example, if two products are selected and an occupant has a subscription to both, the occupant will be exported twice. Occupants with no subscriptions to the selected products will be exported with a status of “non-subscriber”.
SUBSCRIBER STATUS
predefined
Select the type of subscriber whose occupant information should be exported: Active, Temp Stopped, Former or Never. Enter “*” to multi-select.
SOLICITATION CODE
setup
Select the solicitation code that should be used to denote occupants that should not be e-mailed (for example a “NoEmail” solicitation code). Enter “*” to multi-select codes. Occupants who are assigned to one of these solicitation codes will be exported with the “Do not Email” indicator set to “yes”.
EMAIL OPTION
predefined
Indicate whether only occupants who have an e-mail address should be exported (require), only occupants who do not have an e-mail address should be exported (exclude), or all occupants should be exported regardless of e-mail address (either).
FILE NAME
open (25)
Enter the name for the export file. Occupant information will be exported to this file in the /dti/exchange/cm directory.
Select Continue to run the export. Occupant information will be exported to the /dti/exchange/cm directory, using the file name entered by the user. See Appendix B for the file format. After the export has completed, a report will display information on the process, including the number of records exported.
Most newspapers will continue to deliver papers for a certain grace period after a subscription expires, in the hopes that a payment is forthcoming. If a payment does not arrive, the subscription will eventually be stopped and the subscriber will owe for the grace. Because the subscriber did not specifically agree to receive the grace papers, he or she is not legally bound to pay the grace, and it is typically written off by the newspaper. However, by stating up front that delivery will continue past expiration date, a newspaper can, in some states, legally require the grace amount to be paid, and so refer customers owing grace to everyone’s friend, the bill collector.
The Collectech option exports information about subscribers who owe grace to Collectech, a software system used for bill collection. As part of the export a CollectXprt transaction will be created for the subscribers, to prevent them from being exported again and to establish an export history. The export can include subscribers who:
Are active with an expired subscription, if the subscriber received grace papers but has not yet made a payment.
Are perm stopped and owe grace.
Were previously exported and have since paid.
Active, perm stopped and paid subscribers will be exported to separate Collectech files—see Appendix B for the file formats.
Select Collectech from the Export menu to display the Collectech Export screen.
Select Add and complete the following fields.
Select Continue to export information about active, stopped and paid subscribers to Collectech. When the export is complete, a processing report will display the number of records that were exported to each file.
PRODUCT
setup
Enter the publication whose subscribers should be exported to Collectech, or enter “*” to multi-select publications.
EXPORT ACTIVE
yes/no
Indicate whether active subscribers (i.e., subscribers who have expired and are either in their grace period or have been turned over to carrier collect) should be exported.
PAYMENT LENGTH, PAYMENT TERM
integer (4), predefined
If active subscribers are being exported, enter the payment length and term to use. The value of the length and terms will be found, using the subscriber’s rate code, and exported. If a matching length and term has not been defined, the highest term for the subscriber’s rate code will be used. For example, if “13 week” is entered here and the value of the 13 week term is 25.00 for rate code “regular”, a subscriber with this rate code will have 25.00 exported as the collection amount, even if the subscriber has only spent a few days in grace.
START DATE, END DATE
date
Enter the date range to use in selecting active subscribers. Only subscriptions that expired within this date range will be included.
EXPIRE STOPPED
yes/no
Indicate whether perm stopped subscribers who owe grace should be exported.
REASON CODE
setup
Enter the stop reason code to use in selecting stopped subscribers, or enter “*” to multi-select reason codes. Only subscribers who perm stopped using the reason codes entered here will be included.
START DATE, END DATE
date
Enter the date range to use in selecting perm stopped subscribers. Only subscriptions that perm stopped within this date range will be included.
EXPORT PAID
yes/no
Indicate whether subscribers who were previously exported to Collectech (as active or stopped) and have since made a payment should be exported. This allows the Collectech to consider the bill as paid.
FILE NAME
open (10)
Enter the file name for the Collectech export. The Collectech files will be written to /dti/exchange/cm using this file name, plus the extensions of “active”, “stop” or “paid”, depending on which subscribers are being exported. For example, if the file name is “collect”, the files exported will be “collect.active”, “collect.stop” and/or “collect.paid”.
This section guides the user through the menu options that are available under the Export menu.
This option is used to extract addresses for which the Cleanse Address? flag is set to “n”. The file map used for this export (“CleanseFlagExp” usage) may contain any other address elements to help the user determine whether individual addresses should or should not be cleansed.
The exported file must be updated outside of Circulation. Afterward, use import option (Utilities | Import | Update Cleanse Flag) to import the updated addresses back into Circulation.
Select Update Cleanse Flag from the Utilities | Export menu to display the Update Cleanse Flag Exp screen.
Select Add and complete the following fields.
ALL ZIPS?
yes/no
Indicate if all Zip codes should be included in the export.
ZIP CODE
open
Enter the Zip code to include or “*” to multi-select Zip codes. This field is active only if ALL ZIPS? is set to “n”.
FILE FORMAT
setup
Enter the ID of the update cleanse export format that should be used. This must be defined in advance in FILE MAP with a usage of “CleanseFlagExp”.
FILE NAME
open (30)
Enter the file name for the export. The addresses 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.
Select Continue to export the addresses.
Rewards programs are promotional offers, such as Air Miles, that give consumers credits for purchasing a product (see Reward Program in the Setup Manual). Circulation can give customers rewards based on subscription purchases, but because rewards programs are managed in a different application, it is necessary to export rewards information periodically.
Select Rewards from the Utilities | Export menu to display the Reward Transaction Export screen.
Select Add and complete the following fields.
Field
Type
What to enter
PRODUCT
setup
Enter the publication for which rewards should be exported, or enter “*” to multi-select publications.
START DATE, END DATE
date
Enter the date range for which to export rewards information. Only rewards with a processing date within this date range will be exported.
REWARD PROGRAM
setup
Select the rewards program that you are interfacing.
PROVIDER CODE, SPONSER CODE, LOCATION CODE
open (4)
Enter the provider code, sponsor code, and location code for the rewards being interfaced, if applicable. These values will default from Business Rules.
Select Accept to export rewards information. See Appenndix B for the file format. A processing report will list details about the export and any errors that occurred.
The Draw Impact Export is used to export information about transactions that affect draw (such as starts, stops, restarts, move-outs, move-ins, and delivery schedule changes). For each transaction listed, the export will include the draw impact to Daily Online, Daily Print, Sunday Online, and Sunday Print counts.
Select Utilities | Export | Draw Impact to display the Draw Impact Export screen.
Select Add and complete the following fields.
Select Continue to export the information. See Appendix B for the export format.
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 in File Map.
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.
Select Subscriber Activity from the Export menu to display the Subscriber Activity Export screen.
Select Add and complete the following fields.
Select Continue to export subscriber activity. When the export is complete, a processing report will display the number of records that were exported.
Subscribe Extract Export is used to integrate the Subscribe and Circulation applications. The Subscribe application uses the Circulation APIs to create transactions like new subscriptions, payments, or billing changes. The data from these transactions is stored in the Circulation databases. The Subscribe Extracts are used to import this data into the Subscribe databases.
The files associated with Subscribe Extract Export are mentioned below.
Select Utilities | Export | Subscribe Extract to display the Subscribe Extract Export screen.
Select Add and complete the following fields.
Select Continue to export the information.
Use this option to export addresses that require mass cleansing. Before you use this option, you must define a file map with the “AddressExport” file map usage (see Appendix B).
Select Export | Addresses to display the QAS Address Export window.
Click Add and complete the fields in the table below.
Click OK and then Continue to export the addresses.
address_demo.txt
This file displays all demographics with the DemographicType "Address."
address_master.txt
This file exports all of the address IDs available in the Circulation database.
auto_renew.txt
This file displays details of all the active auto-renewal subscriptions.
autorenew_ccexpire.txt
This file provides information on AutoRenew Subscriptions that started with a Promo Rate Code and will expire in the next 14 days, after which the rate will be increased.
autorenew_ccstart.txt
This file contains information on the AutoRenew Subscriptions that started today on AutoPay Type "Credit Card" and on Promo RateCode.
bill_change.txt
This file contains information on all "BillingChg" Transactions. BillingChange includes changes to billing method and address, switching from autopay to non-autopay and vice versa, rate changes, and so on.
campaign_extractMG2.txt
This file sends information on the campaigns and offers available in the NCS Circ, such as the Campaign ID, start and end dates, and other details.
campaign_PropertiesExtractsMG2.txt
This file displays Campaign properties like CampaignPropertyID and CampaignPropertyValue.
campaign_ZipExtractsMG2.txt
This file includes information on which Campaign IDs apply to particular Zip Codes.
carrier.txt
This file contains information on the carriers that were modified or created after the export start date.
carrier_distribpoint.txt
This file displays the details of Routes/DistribPoints of all the carriers
complaints.txt
This file contains information on the complaints.
deadlines.txt
This file exports information on paper delivery deadlines and redelivery cutoff times for products on the associated routes.
delsched.txt
This file contains all the Delivery Schedule (DelivSched) Transactions.
demographics_subscribe.txt
This file contains all of the Subscription demographics intended for Subscribe (DemoGraphic.AudienceCategory - "Subscribe").
endgrace_date.txt
This file displays information about subscriptions that are in the grace period.
expire_date.txt
This file contains information about subscriptions that are due to expire within the export date range.
future_trans.txt
This file extracts vacation details for all future vacations (Temp Stops) and vacations that have already started (the vacation's end date has not yet been reached).
future_trans_full.txt
This file contains the Transactions that will become effective in the future. Transactions included are: 1stInvoice, 1stRenewal, 2ndInvoice, 2ndRenewal, 3rdInvoice, 3rdRenewal, 4thRenewal, AutoRenew, BillingChg, DelivSched, EndGrace, EndGraceChg, Expire, ExpireChnge, GraceAccrual, GraceEnd, GraceExport, GraceOwed, GracePaid, GraceWOff, MoveIn, MoveOut, Note, ReBill, Refund, RefundXfr, Renewal, Reroute, Restart, Start, Stop, TempAddrEnd, TempAddress, TransferIn, TransferOut
mailsubscription.txt
This file displays all the subscriptions that are mail-delivered.
merchandise.txt
This file extracts information on merchandise (items such as books and mugs) associated with three transaction types: DelivSched, BillingChg, and Start.
non_subs.txt
This file sends information on occupants who are present in the system but have not subscribed or whose subscriptions are no longer active.
notes.txt
This file contains all the Note Transactions.
occupant_demo.txt
This file displays all demographics with the DemographicType "Occupant."
occupant_email.txt
This file exports the email addresses of all the occupants. It displays data such as OccupantID, Email Address, Start Date, End Date, Primary (Yes/No), etc.
occupant_name.txt
This file exports the Occupant Names such as First Name, Last Name, Middle Names of the occupants.
occupant_phone.txt
This file exports the Phone Numbers of all the occupants. It displays data such as OccupantID, Phone Numbers, Phone Type, Create Date, Create Time, Primary (Yes/No), etc.
occupantsolicitation.txt
This file contains all of the Occupant Solicitations. Occupants may request not to be solicited by phone, mail, or other methods.
payments.txt
This file extracts information for transactions with a transaction type of "Payment" or "AutoRenew."
pymtdecline.txt
This file contains information on payments that have been declined or failed.
rate_codes.txt
This file gives the details of all active rate codes, their rate terms and lengths, start and end dates, etc.
renewals.txt
This file displays the subscriptions that are due for renewal.
restarts.txt
This file sends information about subscriptions that have been restarted after a temporary stop or vacation.
route_draw.txt
This file contains the number of copies/draws delivered on a certain route.
route_subscription.txt
This file contains Route and Distribution Point information for all carriers.
router.txt
This file contains information on all Routes and their related RouteIDs. In NCS, a Route is a collection of address ranges. A default route exists for each address range.
starts.txt
This file contains information about newly started subscriptions.
stops.txt
This file contains information on subscriptions that have been stopped (either temporarily or permanently).
submaster.txt
This file displays the details of all the subscriptions. Note: Trial details of a subscription (Trial_Term, Trial_Length, Trial_StartDate, and Trial_EndDate) are included in the Sub_master.txt file.
subscription_demo.txt
This file displays all demographics with the DemographicType "Subscription."
version.txt
This file contains meta data about the Extract run, such as the database name, export version, release version, number of export files created, etc.
EXPORT PATH
predefined
Enter the full path for the file to be exported.
EXPORT START DATE
date
Enter the start date for which you want to export information.
EXPORT VERSION
predefined
Enter the export version, e.g., 01, 02, etc.
RUN SUBCON FILES
yes/no
Enter "Yes" to export the SubCon extracts or "No" to exclude the SubCon extracts.
RUN DISCOVERY FILES
yes/no
Enter "Yes" to export the Discovery extracts or "No" to exclude the Discovery extracts.
PUBLICATION
setup
Enter the publication or publications for which the subscribe extract is to be exported.
DATABASE NAME
setup
Enter the circulation database from which the subscribe extract is to be exported.
FILE MAP
setup
Select the Address Export file map you want to use for the export. This must be defined in advance in File Map setup.
FILE NAME
open (30)
The default file name defined in File Map setup will appear, but can be changed. You can also select from a list of file name tokens (shown below) by clicking the lookup icon.
ALL ADDRESSES
yes/no
Leave this field checked to export all the addresses in the database.
USE QAS SELECTION
yes/no
If you do not select All Addresses, this field opens. It pertains only if you use QAS for address cleansing. Check Use QAS Selection to export addresses based on the QAS status: • Forced addresses—Addresses that have a delivery point ID (DPID) of 0 and a cleanse score that is not blank. • Uncleansed addresses—Addresses that have a delivery point ID (DPID) of 0 and cleanse score that is blank. • Both.
ALL COUNTRIES, COUNTRY
yes/no setup
Leave All Countries checked to export addresses for all countries. To export addresses for a specific country, uncheck All Countries and select the country in the Country field.
PRODUCT
setup
Enter the product or products for which to view draw impact.
START DATE, END DATE
dates
Enter the date range for which you want to export information.
EXCLUDE DELIVERY SCHEDULE
yes/no
If applicable, specify which delivery schedule(s) you want to exclude from the export.
INCLUDE LAST YEAR
yes/no
If you select “y” in this field, the export will be run a second time for the same date range of the previous year.
EXPORT FILE NAME
predefined
Enter the full path and file name of the file to be exported.
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 (press F2 for a listing of transaction types).
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
Indicate if you want processed transactions, unprocessed transactions, or both kinds of transactions to be included in the report.
FILE FORMAT
setup
Enter the ID of the subscriber activity export format that should be used. This must be defined in advance in File Map.
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. In order to create tasks, a task type and event must be defined for the report in Task setup.
TASK
setup
Select the task that should be generated.
CREATE CONTACTS
yes/no
Indicate whether contacts should be created.
CONTACT DATE
date
Enter the date of the contact.
CONTACT TYPE
setup
Enter the type of contact to be created (e.g., email, letter, phone call).
SOURCE
setup
Identify the source of the contact.
REASON
setup
Identify the reason for the contact.
The Subscriber Balances Export is used to export current subscription balances and other information for all subscribers except permanently stopped subscribers with a zero balance. The balance calculation used by this export is the same calculation used in the Show | Balance option in Customer Service. See Appendix B for the file format.
Select Subscriber Balances from the Export menu to display the Subscriber Balance Export screen.
Select Add and complete the following fields.
PRODUCT
setup
Enter the publication for which subscriber balances should be exported, or enter “*” to multi-select publications.
EXPORT OPTION
predefined
Select either summary or detail.
FILE NAME
open (30)
Enter a file name for the export. Subscriber balances will be exported to this file in the /dti/exchange/cm directory.
Select Continue to export subscriber balances. When the export is complete, a processing report will display, listing how many records were exported. The standard view/print options will be available.
This option allows you to export subscription information to an external file. The export format is user-defined, and must be set up in advance in File Map using the “SubscrExprt” file mapping usage.
Select Subscriber Info from the Export menu to display the Subscriber Export screen.
Select Add and complete the following fields.
Select Continue to export the data.
PRODUCT
setup
Enter the product ID.
FILE FORMAT
setup
Enter the ID of the subscriber export format that should be used. This must be defined in advance in File Map.
FILE NAME
open (30)
Enter the export file name. This file must be in the /dti/exchange/cm directory. The file name may default from the file format.
