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Fulfillment 101 March 28 2007 by yaoyufang

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									Fulfillment 101
                         Magazine Circulation/N.Y.U.
                        Presented by: Danielle Clymer
                  Senior Vice President Client Services
                                Palm Coast Data, LLC
                                       March 28, 2007
Fulfillment 101
New Order Processing (Direct To Publisher)

  • Offers, Keys input into fulfillment system
  • Mail received from USPS, Batched for processing
  • Apply orders to the file
     • Data Entry
     • Imaging
     • Wanding
  • Money deposited
     • Bank Deposits
     • Credit Card clearing



Magazine Circulation/N.Y.U.    2                      March 28, 2007
Fulfillment 101
Sample Insert card

                       Sample insert card here




Magazine Circulation/N.Y.U.                      3   March 28, 2007
Fulfillment 101
Sample Insert card

                       Sample insert card here




Magazine Circulation/N.Y.U.                      4   March 28, 2007
Fulfillment 101
New Order Processing

  • Master file record created
  • Bill group/keys assigned to credit orders
  • Production and Response analysis Reports




Magazine Circulation/N.Y.U.     5               March 28, 2007
Fulfillment 101
Promotion Analysis Report




Magazine Circulation/N.Y.U.   6   March 28, 2007
Fulfillment 101
Issue Processing

  • Supplementals
        • Prior issues assigned to new starts or to provide continuous
          service
        • Inventory provided by client
  • Main File
        •   Current issue
        •   Edition Splits provided by Client
        •   Selection from fulfillment system to produce labels, postal reports
        •   FTP or labels to bindery




Magazine Circulation/N.Y.U.                7                         March 28, 2007
Fulfillment 101
Invoicing

  • Timing, efforts, tests provided by client
  • Laser print instructions provided by client
  • Selection based on instructions
  • Package prepared for mailing
        •   Print
        •   Burst/Fold
        •   Insert
        •   Commingle




Magazine Circulation/N.Y.U.      8                March 28, 2007
Fulfillment 101
Invoice Schedule




Section or Client Name   9   March 28, 2007
Fulfillment 101
Invoice




Magazine Circulation/N.Y.U.   10   March 28, 2007
Fulfillment 101
Payment Processing

  • Payment applied to subscriber record
  • Cash deposited
  • Invoice Analysis Reports




Magazine Circulation/N.Y.U.     11         March 28, 2007
Fulfillment 101
Invoice Analysis Report




Magazine Circulation/N.Y.U.   12   March 28, 2007
Fulfillment 101
Invoice Component Chart




Magazine Circulation/N.Y.U.   13   March 28, 2007
Fulfillment 101
Renewals

  • Timing, efforts, testing provided by client
  • Laser print instructions provided by client
  • Selection, key assignment – based on instructions
  • Package prepared for mailing
        •   Print
        •   Burst/Fold
        •   Insert
        •   Commingle
        •   BMC Drop



Magazine Circulation/N.Y.U.     14                      March 28, 2007
Fulfillment 101
Renewal Schedule




Magazine Circulation/N.Y.U.   15   March 28, 2007
Fulfillment 101


                                   Renewal
                                   Component
                                   Chart




Magazine Circulation/N.Y.U.   16    March 28, 2007
Fulfillment 101
Renewal Notice




Magazine Circulation/N.Y.U.   17   March 28, 2007
Fulfillment 101
Renewal Processing

  • Renewal order applied to file
  • Resume service if lapsed
     • Continuous service
  • Future (pending) order if service not expired
  • Renewal Analysis Reports




Section or Client Name           18                 March 28, 2007
Fulfillment 101
Renewal Analysis Report




Magazine Circulation/N.Y.U.   19   March 28, 2007
Fulfillment 101
Gift Processing

  • Donor Renewal
  • Cold Donor
  • Process responses
  • Maintain gift set relationships
  • Gift Cards
  • Delayed Billing/Starts
  • Gift Analysis Reporting



Magazine Circulation/N.Y.U.       20   March 28, 2007
Fulfillment 101
Donor Renewal




Magazine Circulation/N.Y.U.   21   March 28, 2007
Fulfillment 101
Donor Renewal




Magazine Circulation/N.Y.U.   22   March 28, 2007
Fulfillment 101
Agency Orders

  • Maintain authorized agent list by client
  • Apply orders with correct remit %
  • Deposit money
  • Create Debit/credit memos




Magazine Circulation/N.Y.U.      23            March 28, 2007
Fulfillment 101
Customer Service

  • Telephone, email written inquiries
  • Up sells
  • Cross sells
  • E-mail capture
  • Customer Service reports




Magazine Circulation/N.Y.U.     24       March 28, 2007
Fulfillment 101
Customer Service Activity Report




Magazine Circulation/N.Y.U.   25   March 28, 2007
Fulfillment 101
Accounting

  • Daily cash deposit balancing
  • Label Earned Income reporting
  • Monthly financial reconciliations




Magazine Circulation/N.Y.U.     26      March 28, 2007
Fulfillment 101
Circulation Auditing

  • Required information to auditors for continuous audit
  • Produce Audit reports for statement preparation




Magazine Circulation/N.Y.U.     27                    March 28, 2007
    Fulfillment 101
Basics of Fulfillment
                                                                                              Orders from
Telephone                 Agent      Direct                 Insert    Customer
            Renewals                            Internet                         Payments      3rd Party
 Orders                   Tapes      Mail                   Cards      Service
                                                                                               Sources




   MASTER FILE MAINTENANCE CUSTOMER SERVICE



                                                           Customer
                                               Magazine                                        Digital
  Bills     Order Acks   Renewals   Premiums                Service   Reports    Data Feeds
                                                Labels                                         Editions
                                                           Corresp.




Magazine Circulation/N.Y.U.                         28                                March 28, 2007
Fulfillment 101
E-Commerce

  • Digital Editions
        • Methodology to support/work with chosen content provider
             • Separate publication
             • Integrate with print file




Section or Client Name                     29                  March 28, 2007
Fulfillment 101
E-Commerce

  • Internet Capabilities
        • Online Customer Service
             • 50% of all customer service transactions today are online
             • “do it yourself” functionality
             • Up sell/cross sell based on transaction type
             • Link from publisher web page




Magazine Circulation/N.Y.U.                 30                             March 28, 2007
Fulfillment 101
Credit to cash up sell




Magazine Circulation/N.Y.U.   31   March 28, 2007
Fulfillment 101
Cash to Cash up sell




Magazine Circulation/N.Y.U.   32   March 28, 2007
Fulfillment 101
E-Commerce

  • Outgoing e-mail transactions
        •   Renewals
        •   Invoices
        •   Cold mail blasts
        •   Gift renewals
              • E-gift cards




Magazine Circulation/N.Y.U.        33   March 28, 2007
Fulfillment 101
Renewal
E-mail




                  34
Fulfillment 101
 E-renewal
 Prepopulated form




                     35
Fulfillment 101
Donor renewal e-mail




                       36
Fulfillment 101

Donor renewal form




                     37
Fulfillment 101
 E-gift cards




                  38
Fulfillment 101




                  39
Fulfillment 101
 E-gift card acknowledgment




                              40
Fulfillment 101
E-Commerce

        • Print to Online transactions
             • Mailed piece offers incentive to order/pay online
             • Create „web‟ relationship
             • Harvest e-mail address
             • PIN acts as “finder”
                  • Prepopulating subscriber information




Magazine Circulation/N.Y.U.                   41                   March 28, 2007
Fulfillment 101
Print to Online




FMA Seminar       42   January 17, 2007
Fulfillment 101


      • Embedded forms
              • Order forms embedded directly
                in your web page, reducing
                multiple „links‟




FMA Seminar                                  43   January 17, 2007
Fulfillment 101


 • Gatekeeping
    • Subscription Based Model – access granted to active, paid
      subscribers to a print publication
    • Membership Based Model – access granted to active, paid
      members to special website content
 • Shopping Cart
    • Sell multiple products/magazines in one online shopping
      experience




                                   44
Fulfillment 101


  •Q & A




Magazine Circulation/N.Y.U.   45   March 28, 2007

								
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