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Business Customer Gateway. Get Smart About Your Mailings Adam Avrick President Design Distributors Inc. June 21, 2010. Agenda. Business Customer Gateway Transaction Reports Mail Quality Reports Start the Clock Full-Service Container Visibility ACS Reports
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Business Customer Gateway Get Smart About Your Mailings Adam Avrick President Design Distributors Inc. June 21, 2010
Agenda Business Customer Gateway Transaction Reports Mail Quality Reports Start the Clock Full-Service Container Visibility ACS Reports Methods for Receiving Feedback Data Mail ID Data Distribution
Business Customer Gateway • Access from • http://www.usps.com • Interface to all USPS Business Services • Gateway is available for ALL business customers – large or small • Centralized access to services under the IMb™ Full-Service and Basic options
Business Customer Gateway All postal business customers log on to the Business Customer Gateway through a single sign on using Gateway usernames and passwords to access all online services 1 2 • Existing Users • New Users
Mailer ID Customer Label Distribution System Customer/Suppler Agreements Schedule a Mailing Appointment Audit Mailing Activity Manage Electronic Return Activity Manage Electronic Verification Activity Manage Mailing Activity Business Customer Gateway A Business Service is functionality in a USPS application
Business Customer Gateway Profile link – Check if you have Manage Mailing ActivityRequest Access Link – Use it to get it!
Mailing Reports Access transaction information including Full Service Reports through the Mailing Reports link
Mailing Reports Users may access postage statement details under Transaction Type Transactions Report Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service 9
Dashboard Dashboard Information Mail Agent/Mail Preparer
Dashboard Dashboard Information
Mailing Reports Mailing Summary Report Report displays postage amounts by line item for a permit and postage statement type for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service 12
Mail Quality Reports The Mail Quality Reports are designed for external users to track and improve on preparation and postage errors. Data is presented as summary information with options to drill down to granular levels with the sub-type errors (i.e., the barcode error type includes sub-error types including bar height, spacing, pitch etc). Mailing Reports
Mail Quality Reports Mailing Reports
Mail Quality Reports Mailing Reports
Mail Quality Reports Mailing Reports Prompts allow the user to narrow the amount of data displayed on the report
Mailing Data Quality Reports - Summary Mailing Reports Displays the number of jobs and associated errors including Container, Handling Unit and Pieces by Customer Location
Mailing Data Quality Reports – Error Type Mailing Reports Displays the number of errors by Error Type, Mail Preparer CRID/Name, and Mail Owner CRID/Name
Error Verification Report Mailing Reports Displays the number of errors by Customer Location, Mail Preparer CRID/Name, Mailer Owner CRID/Name and Job (Mailing Group ID, Job ID, User License Code, Submission Type).
Detailed Error Verification Report Mailing Reports Displays detailed information about the errors in the Job
Reports – Start the Clock Mailing Reports
Mailing Reports Reports – Start the Clock Search by Job ID or Mailing Group ID
Mailing Reports Clicking on the Job ID will display Start the Clock Appointment Information including Appt. Date and Time, Arrival, Unload Start, Unload End
MailingReports Search by Job ID or Mailing Group ID Displays appointment information, Job Summary information, Container Visibility/Scan Information
Mailing Reports User needs to have the Job ID or Mailing Group ID to search and download Full Service ACS data.
Mailing Reports User needs to have the Job ID or Mailing Group ID to search and download Full Service ACS data.
Mailing Reports Viewing Full-Service Reports A Pop-up box appears offering two options: Open or Save the Excel File Choose Save the Excel File
Mailing Reports Nixie Report in Excel Format
Mailing Reports Methods for Receiving Feedback Data
Mailing Reports MailXML Receipt Methods • Mail.XML Push • Mail.XML Push model is where the USPS sends message to the mail owner’s computer that their ACS data is available for download or USPS “pushes” ACS data to mail owner’s computer. The data format for the Push method is defined by the USPS. • Mail.XML Pull • MailXML Pull model is where Mail Owner sends XML message to USPS initiating a “pull” of specific ACS data to their computer. The data format for the Pull is mail owner defined.
Data Distribution Full Service ACS data is sent to the Mail Owner identified in the eDoc. If the Mail Owner wishes to have that data sent to another party, they may establish a data distribution profile under the Mailer ID service. Mailer ID Data Distribution Full Service ACS data is sent to the Mail Owner identified in the eDoc. If the Mail Owner wishes to have that data sent to another party, they may establish a data distribution profile under the Mailer ID service.
Data Distribution • Customers may select: • Send Full Service ACS data to the Mail Preparer (eDoc must match one of the recipients in profile) • Send data to the owner of the Mailer ID that is on the mailpiece • Send data to the identified recipient in the profile 1 2 3 Full Service ACS Data Distribution Profile
Data Distribution Step 2. Locate the MID for which you want to create a Data Distribution Profile. Step 3. Click Add Profile. Full Service Data Distribution Step 1. Access the Mailer ID System from the Business Customer Gateway. 36
Data Distribution Hi-lighted options must have address book entries. Data Distribution – Full Service ACS • Step 4. Select desired data distribution option: • Mailing Preparer – sends ACS information to Preparer of mailing (Preparer identified in eDoc must match one of the recipients in the Preparer option • Mailer ID Holder – sends ACS data to the associated company of the MID used on the mailpiece. • Other - Single Recipient – sends ACS data to identified recipient. • Other – Multiple Recipient – sends ACS data to identified recipients that match the cast of characters message. Step 5. Click Save Profile. 37
Data Distribution Data Distribution – Address Book Entry Step 1. Select Business Location. Note: Each Business Location (CRID) has its own Address Book. Step 2. Click Address Book: Add Data Recipients 38
Data Distribution Step 3. Key in the MID of a possible data recipient. Note: You will need to know the MIDs of your data recipients. Step 4. Click Add Entry Data Distribution – Address Book Entry 39
User Access Guides - RIBBS More Information 1 2 • Intelligent Mail Services • Access Guides and Specifications • User Access to Electronic • Mailing Information and Reports • Guide 3
User Access Guides - RIBBS More Information
Summary Summary Business Customer Gateway Transaction Reports Mail Quality Reports Start the Clock Full-Service Container Visibility ACS Reports Methods for Receiving Feedback Data Mail ID Data Distribution
The LI PCC would like to thank today’s session sponsor Thank you Advertising Distributors of America Inc