Subscriber Activity

All transactions

If the Circulation Occupant ID, Address ID, or Subscription ID is supplied by the interface file, the address, occupant, or subscription in Circulation must match the information in the file. If no Occupant ID, Address ID, or Subscription ID is supplied, Subscriber Activity will attempt to match a Circulation address based on address data in the file. All address elements must match, except for the unit designator (Apt, #, Room, etc.). If the file contains a name, the occupant first and last name in the file must exactly match the occupant first and last name in Circulation for the subscriber matched. If no Occupant ID, Address ID, or Subscription ID is supplied, Subscriber Activity will attempt to match a Circulation address based on address data in the file. All address elements must match, except for the unit designator (Apt, #, Room, etc.). If the file contains a name, the occupant first and last name in the file must exactly match the occupant first and last name in Circulation for the subscriber matched.

Start

If this is a mail delivery start, the occupant cannot have an address that the router determines should be route delivered. If this is a route delivery start, the occupant must have an address that is route delivered, as determined by the router. When creating a new start, Subscriber Activity will create a new occupant record if there is no matching occupant at that address in Circulation. It will then assign the subscription to a label group (based on the Zip code) or a route (based on the router). It will also determine the subscription rate, occupant type, credit status, AAM zone, unlisted phone number flag, and send invoice and send renewal flags, if this information is not supplied by the interface file.

Stop

The occupant must have an active subscription, and no pending stop transactions.

Restart

The occupant must have a subscription that is temp stopped on the record’s transaction date (cannot be perm stopped or active), and cannot have a restart between the temp stop date and the record’s transaction date.

Delivery Schedule Change

The occupant must have an active subscription. There cannot be a pending delivery schedule change transaction for the subscriber. Business Rules can be set to require the delivery schedule in the file to contain a higher number of delivery days than the subscriber’s current delivery schedule. For example, a delivery schedule change that upgrades a subscription from Mon-Fri to 7-day would be accepted, but a delivery schedule change that downgrades a subscription from Mon-Fri to Sat-Sun would be rejected. When creating the delivery schedule change, Subscriber Activity will determine the new subscription rate, if not supplied by the interface file.

Move

The occupant must have an active subscription, and no pending stop transactions.

Payments

The occupant must have a subscription (it does not have to be active). Cash, check, credit card or bank draft payments can be interfaced. Business Rules determine the number of days that are added to the payment date when importing cash or check payments.

Billing Changes

The occupant must have an active subscription.

Combo Changes

Combo changes are supported for both non-combo to combo subscription changes and combo to combo subscription changes.

Complaints

An occupant or address must be supplied. The occupant does not need to be a subscriber.

Demographic Answers

An occupant or address must be supplied. The occupant does not need to be a subscriber.

Solicitation Update

Up to two solicitation codes can be included in the file. If they are, the occupant matched in Circulation w ill be updated with the solicitation code(s).

FILENAME

open (25)

Enter the name of the import file. The import file can have any name, but must be located in the /dti/exchange/cm directory.

BANK

setup

Enter the bank for cash, check or bank draft payments being interfaced.

READ OPTION

predefined

Indicate whether the import should be run in Edit only or Commit mode. Commit will create transactions and update solicitation codes. Edit only will not update any information, but it will validate the data in the interface file and display warnings and errors on an error report. When first implementing the interface, we recommend running the interface in Edit only mode before committing.

CREATE EXPORT FILE

yes/no

Indicate whether an output file should be exported to the /dti/exchange/cm directory. The output file lists the status of each imported record.

AUTO ACCEPT

yes/no

Indicate if you want all open batches to be accepted automatically. Transaction Security controls whether the default answer can be changed.

SUSPEND ALL STARTS

yes/no

Set this field to “y” if all new starts should be suspended.

ALLOW START FOR EXISTING SUBSCRIPTION

yes/no

Set this field to “y” if new starts are allowed for addresses that already receive a subscription. Set this field to “n” if starts are not allowed for addresses with existing subscriptions.