CATALOG CHOICE MERCHANT ACCOUNT USER MANUAL
Contents
1. If you exclusively mail to businesses you can indicate this by selecting the Require company name checkbox If this is selected consumers will see the Company Name field when they sign up for the service Consumers can add Company Name to any address in their account We suggest you add a note to the Introduction text to indicate that your address should include your Company Name if you are a business What the member sees Here is an example of Cheese Baseball Cards introduction text and image as displayed in a member account Note the frequency options offered Cheese Baseball Cards Postal amp Privacy Email Preference Preference You subscribed on September 20 2010 Emails will be sent directly to O Holiday only Fourth of July and other summer holidays do not have mailings Spring Fall Collection lt frequency options All Postal Mail Notification Options You have the option of receiving an email in real time when a user submits their mail preference If your website offers a form based submission enter the URL to request that we submit mail preferences to the form If you do not wish to receive real time notifications leave the Method set to None Notification Options As a supplement to downloading your customer s mail pereference data Catalog Choice can also notify you when a user changes their preference We offer three options None When set to None this feature will remain turned off Emai2. Example Create incremental data in a compressed password protected zip file https catalogchoice org merchant download email abc def com amp password thisPass word amp pending 1 amp zip 1 amp zip password thatPassword 3 File Structure Your Catalog Choice file is formatted to easily incorporate into the merge purge process We have developed our file structure with input from service bureaus and merchants Frequency File Structure The following describes the file layout for merchants offering frequency options e Each line will be marked with a type either Master or Child When a member chooses a frequency option a child record or records are created e Each line in the file will have new mail instructions valid for the Master record It will say Out In or Frequency e Amaster record of Out means the user doesn t want any of these catalogs s Amaster record of In means they want all of the catalogs e Amaster record of Frequency means the processing party needs to check for child records e These child records will have two new columns that are only relevant for a child record Offer name and Drop If the Offer name drop corresponds to your current mailing that record will be added in e There will be one child record per offer name drop as defined by the selected mail preference Merchant Account Manual 24 Copyright Catalog Choice Inc Choice To process the data in t
3. CATALOG CHOICE MERCHANT ACCOUNT USER MANUAL December 1 2010 Copyright 2010 Catalog Choice Inc Confidential Not for Distribution F ety Choice TABLE OF CONTENTS I ACTIVATE YOUR ACCOUNT ccccceccceceseeeeeeceeseneeeneenseenesenesenscesenesenenaeees 3 Te Edel in 3 A COMMIT YOUR ACCOUN erora a a EA A E E A AE 3 3 CALS Your e TEE 6 I WELCOME ssasasnnnnnnnnnnnnsnnnnnnnnnnnnnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnenn ennenen nnmnnn 8 1 Welcome to Your Secure Account 8 Il MANAGE CATAL OG ees ERREREN RER ERR EREE eseneeenscseenesenseensoneseneseneaaeees H ER nee ge E Din an Y sessioni renren eia E abace aces EEA ERNE SE 9 Oe PUCCIO ME 11 4 Set Frequency Options cccccccccccecceeeeseeceeeceeeneeceeeeecseeeseeeeueeeeseeeeueeseeseeseeesueseeetseeaeeees 16 DO Email SUDSGNPUOIS gereegelt been de EAA ASE EEE 19 IV DOWNLOAD srscsescciscsncecnsstecaanccauscveaanteansanvsisseaneeancacuudusatuestensamaneedadsosseuswaaseans 20 1s Downloading Your E 20 2 Automation of File Download 24 3 Jaeger Ee 24 4 Acknowledgement Email Address cccccceccceceseceeeeeeeeneeeeeeeeeeseeeseeeeueeaeeseeeaeeeaeeseeeseeeaeeees 26 V GAN A EE 27 VI EDIT PROFILE ieccecacczavccszcceaceacessceesaanccequeasenvecsscoaneornseincensccasasnecatczecessssaneastese 27 1 Change Organization Information cccccccccceeeeceeeeeeeeeeeeeeeeeaeeeaeeeeeeesseeeseeeseeeeseeeseeeseeeeaaes 28 CR a A
4. Introduction Cheese Baseball Cards is participating in Catalog Choice and will be honoring your mail preference request Please visit our online Baseball Card Store to continue shopping for our hard to find cards This text is displayed on the screen where our members set their mail preferences Click here to see an example usage from Cuddledown Confirmation Cheese Baseball Cards will be honoring your request made through Catalog Choice We are committed to reducing our impact on the environment and print our catalogs on easily recyclable soy inks in the US This text is displayed on the confirmation screen shown to our members after they have set their mail preference Help finding the You can find the customer number on the customer number back of the catalog highlighted in blue Require a customer number or Company Name We recommend that you check Require customer number option only if you exclusively mail catalogs with customer numbers Click the box to require a customer number the member won t be able to opt out without it Help finding the You can find the customer number on the customer number back of the catalog highlighted in blue Provide instructions to help our members identify the location of the customer m number printed on your delivered catalogs E Require customer number for the opt out request v Require company name Merchant Account Manual 13 Copyright Catalog Choice Inc
5. can customize almost everything with in the choice tab S S S Please select your mail preference All catalogs Frequency Options Holiday only Spring Fall Collection No catalogs 33 Merchant Account Manual Copyright Catalog Choice Inc Level 1 Mail Contact Method Contact form Back Our Catalog Identify Required fields N N N All catalogs Please complete the following Address 1 Address 2 optional City Zip Code Customer Number The contact form can include Customer Number and email address in addition to the basic address elements Title Sub Title Confirmation Text Merchant Account Manual Level 1 Mail Contact Method Confirmation Page Our Catalog D You can customize almost everything with in the choice tab environments Thanks Your mail preference was saved Preference All catalogs Address Jane DoeHometown AL 12345 123 Main Street Close this window to continue shopping or return to follow us in other ways 34 Copyright Catalog Choice Inc Level 1 Email Contact Method Contact Form Back Tite Our Email Updates Sub Tit You can customize almost everything with in the choice tab UU TUE environments Identify E Require feas D The Email contact form can include first name last name address and zip code Level 1 Email Contact Method Confirmation Page Tte Our Email Updates H Sub T
6. click subscription service shown below will appear on your mail preference page below your Company message GO PAPERLESS SIGN UP FOR EMAIL NEWS Discover new products and special offers Emails are delivered directly to you domain com Once a registered Catalog Choice member subscribes to your email news we will provide you with their registered email address and other information required in your email subscription form This is a Catalog Choice Premium Service The Email Subscription fee is 0 20 per subscription for unlimited use To activate the service select the Activate button below You can deactivate the service at anytime Email addresses obtained through this service may only be used to deliver your catalog s email news The addresses may not be rented sold or traded Please enter the URL of your page where consumers opt in to receive email marketing messages This URL must have a form on the page that will accept an email address Catalog Choice will use this form to deliver opt in email addresses Email Opt in Form URL hitp www cheesebaseba Simply add your email opt in form URL at the bottom of the page and select Activate A link is provided to review our Terms of Service Merchant Account Manual 19 Copyright Catalog Choice Inc r cg Choice Email Opt In Form URL By activating email subscription you agree to the T amp S IV Download This section provides information on do
7. ll land on the Welcome page Use the tabs along the top of the Welcome page to access the essential features of the site You can click the links on the top left hand of the page for help or more information At the bottom of the page you will find links to our terms of service security and privacy policy Logged in as Jen Fortier Acting as Cheese Enterprises Logout Welcome Cheese Enterprises You are now logged into your Catalog Choice merchant account from which you may NEW Offer email opt in on your mail preference page with our Email Subscription service F Download your customers and prospects mail preferences from the download section Follow us on Twitter Manage your catalogs in the catalogs section Define your catalog mail frequency options in the catalogs section Manage your account and contact details including your password in the profile section For any questions please dont hesitate to email us or call us at 510 527 9449 Merchant Account Manual 8 Copyright Catalog Choice Inc Choice lll Manage Catalogs This section provides instructions to upload information about your catalogs set frequency options and view statistics we collect about why members are setting a mail preference for your catalogs 1 Dashboard Summary Click on Manage Catalogs tab The dashboard is a one stop shop for adding and managing content that our members see when they click on your catalog s The dash
8. trigger objects with the CSS class expose choice tab to display the CPC window inside of your pages Below are HTML examples for triggering the CPC from text links images buttons and div lt a class expose choice tab href gt Link Text lt a gt lt button class expose cho1ce tab gt foo lt button gt lt div class expose choice tab gt lt div gt lt img class expose choice tab gt lt img gt The javascript code we provide will automatically detect if the CPC is deployed on http or https pages and will load from the correct protocol on our servers This ensures your users will never see browser security warnings when navigating for example from unsecured product pages to secured shopping cart pages Merchant Account Manual 39 Copyright Catalog Choice Inc Vill Our Services This section reviews our entire suite of services to help connect consumers and companies without the use of paper Click on any of the links for a brief summary about the individual service Welcome Manage Catalogs L Edit Profile Our Services Listen in on our paperless tweets Catalog Choice specializes in connecting companies and consumers to reduce unwanted mail and go paperless We have developed a suite of services that supports our mission of reduced paper use in direct marketing Consumer Preference Paperless Merchandising Services Tools Catalog Choice Mail FreD Catalog Widget Preference Make your website porta
9. Cheese_Emerprises_2008 12 02_08 19 csv 1 download 19 Nov 15 37 CC_Cheese_Enterprises_2008 11 19_ 15 37 csv 1 download 19 Nov 15 34 CC_Cheese_Emerprises_2008 11 19_ 15 34 csv 0 downloads VI Edit Profile If you need to edit profile information such as your contact information login or password click on Edit Profile Merchant Account Manual 27 Copyright Catalog Choice Inc F eza Choice 1 Change Organization Information You may update the name or address of your organization Manage Catalogs Our Services Edit your account Listen in on our paperless tweets Your organization Cheese Enterprises Follow us on Twitter 123 Berkeley Ave City Berkeley State California Zip code 12345 2 Edit URLs Your internet URLs we display these on our site Online shopping http catalogchoice org Customer service Privacy policy 3 Change Login and Password If you wish to add a login for another person in your company or your Service Bureau clicek Add Another Login from the Profile page To change your login delete the old email address and enter a new email address Click Edit next to your name and make the necessary changes as shown below We will also send periodic email updates to this address Merchant Account Manual 28 Copyright Catalog Choice Inc Choice Login information Add Another Login you you yourcompany com Edit After selecting Edit if you wish to chan
10. O E EE 28 3 Change Login and Password cccccccceecceececeeeceeeeeeeeceeeseeeeeeeeseeeseueeeeeseessueeseeeseeesaneeaeeeeas 28 4 Change Contact Information cccccccccecccseceseeeceeecueceueeceeeseueesseeseeeseueceueeseeeseueeseeeseeesenees 30 VIII CONTACT PREFERENCE CENTER ccccccsscssecseeceseeeeseneseneeeneeeneees 31 Design E TEE 31 CPC Design Guideline Checklist cece ceccecececeeeeeeeececeseeeeeeceseeeseueeeeeeseeeseueeseeeseeesseeeaeeeeas 37 Deployment Guidelines ccccccceccseeceeecceeeceeecauecsueeseeesuecseesaeesuecsueeeaeeseeessusesaeesseessassaaeeses 38 VIL OUR SERVICE EE 40 IX CONTACT CATALOG CHOICE 1 00 ccceeccceeeeeeneeneeenesenseeeseneseneeeeeenenenes 40 Merchant Account Manual 2 Copyright Catalog Choice Inc I Activate Your Account Thank you for participating in Catalog Choice If you ve already activated your account please Log In using your email address and password at htips www catalogchoice org merchants The login button is located in the upper right corner of the website Activating an account is easy and should take less than fifteen minutes To activate an account you will need to have one of our merchant account managers send you an invitation email If you need assistance setting up your account please contact us at merchantservice catalogchoice org 1 Invitation Link Once you contact Catalog Choice to activate your account we will
11. ame 14 Last Name 15 Source Key Code 16 Choice description 17 _ Sharable Info 18 Type 19 Mail Instruction 20 Offer Name 21 Drop 22 Acknowledgement email 23 Company Name Merchant Account Manual Copyright Catalog Choice Inc Master Record Cheese Baseball Cards 22049 Jonn Q Public 13274 Holly Meadow Lane Apartment 1 Oak Hill CA 94117 US Fri Oct 05 11 26 09 Prefer not to answer Jonn Public N A Twice a Year no Master Frequency k Child Record 1 Cheese Baseball Cards 22049 John Q Public Apartment 1 Oak Hill CA 94117 US Jonn Public N A Twice a Year no Child Frequency Summer 2 thanks 12345 123456 catalogchoicemail arg The Q Company The Q Company Frequency Example 13274 Holly Meadow Lane Fri Oct 05 11 26 09 2007 Prefer not to answer Look for all Master records with Mail Instructions In and add these names Look for all Child records with the Offer Name and Drop Codes that correspond D Cheese Baseball Cards 222767253 John Q Public 13274 Holly Meadow Lane Apartment 1 Oak Hill CA 94117 US Fri Oct 05 11 26 09 0700 2007 Prefer not to answer Jonn Public N A Twice a Year Frequency thanks 12345 123456 catalogchoicemail org Child Record 2 Cheese Baseball Cards 22049 Jonn Q Public 13274 Holly Meadow Lane Apartment 1 Oak Hill CA 94117 US Fri Oct 05 11 26 09 2007 Prefer not to answer Jonn Public N A T
12. ant Account Manual 37 Copyright Catalog Choice Inc F N eza Choice Deployment Guidelines This section documents the deployment of the Contact Preference Center on your website s To configure your Contact Preference Center please work directly with your Catalog Choice account manager Once the CPC is configured with your contact methods deploying the CPC is as simple as inserting 4 lines of HTML into your page template You can display the CPC on every page of your site or on selected pages In general we recommend deploying the CPC on every page on your website so that your users are consistently one click away from your vital contact information The deployment process has a few simple steps 1 Configure CPC with your preferred contact methods and visual tweaks work with your Catalog Choice Account Manager to complete this 2 Decide how you want to display and trigger the CPC in your website There are two options a Display a tab anchored to the left or right of the browser window b Trigger the CPC from text a button or image inside your HTML 3 Copy the CPC deployment HTML code into your HTML page templates Ensure that you include the CPC_CODE_ID into the deployment code 4 Test the deployment on your development or staging websites 5 Once you re satisfied with how the CPC functions deploy it to your production website To deploy the CPC with a tab anchored to the left or right of the browser place the follow
13. ble by turning Provide superior customer service by your product feed into a word of mouth honoring Catalog Choice member marketing program preferences Digital Catalog Email Opt in Service Expose your brand and catalog design Reach a high quality self selecting to the online shopper group for email communications Hosted Preference Service Provide superior customer service by offering consumers mail preference choices on your website IX Contact Catalog Choice If you are having trouble using any aspects of the service please contact Chuck Teller at chuck catalogchoice org or 510 527 9449 or April Smith at april smith catalogchoice org 802 496 5547 We welcome feedback on how we can improve the site for your benefit Merchant Account Manual 40 Copyright Catalog Choice Inc
14. board lists the features you ve enabled using green checks and red Xs and tracks various Statistics that are updated in real time x Manage your catalogs i Manage Catalogs Use this area to manage the information and branding associated with your catalogs displayed within Catalog Choice The dashboard for each catalog title shows the features you have enabled and those that you have not configured yet To get the most out of your Catalog Choice account we encourage you to configure all the available options Cheese Baseball Cards Edit catalog Set frequency options Email subscriptions 220 mail preferences 255 website click throughs 39 survey respondents 1 email subscriptions Summary Statistics Frequency options weblinks Catalog cover E introduction text online catalog Confirmation text Le Email subscriptions Cheese Bluegrass Bel Edit catalog Set frequency options Email subscriptions 47 mail preferences website click throughs survey respondents email Subscriptions Merchant Account Manual Copyright Catalog Choice Inc Summary Statistics Frequency options Web links 3 Catalog cover introduction text Online catalog Confirmation text bs Email subscripbons F Klee 2 Statistics Click Statistics on the dashboard The drop down menu tracks the use of frequency options and allows you to view statistics we collect on why members are opting out of y
15. ce options is the order displayed on the site The options are presented to the member after the text want to receive By clicking the arrows circled below you can change the order of the option No catalogs is always first and All catalogs is always last Deleting or editing a frequency option You can easily delete or edit options using the Edit link and Trash Can icon Please note that you cannot delete or edit the default No Catalogs and All Catalogs option If you edit a preference Catalog Choice will notify members of the change If you delete an option you must reassign those members to a new option and we will notify them of the change No catalogs 208 active preferences Holiday only 0 active preferences Sale only All catalogs Creating a new frequency option Clicking New option brings you to the frequency options for that catalog To set a new option choose a title that our members will see and then describe exactly how many catalogs they will receive if they select this option Merchant Account Manual 17 Copyright Catalog Choice Inc Offer Codes The offer code is a mailing instruction specific to each frequency option It consists of an offer name ie Summer Sale and drop number ie 1 which is written to your file for each frequency request This tells your service bureau the exact mailing a member should receive if he or she selected a frequency option You can des
16. dress for the merchant account We recommend that you change your personal Catalog Choice account email address by simply clicking My Profile then Change Login Click Confirm your Account at the bottom of the page to submit the data You must agree to our Terms of Service to proceed If you d like to discuss the Terms of Service in greater detail please do not hesitate to contact us If some of your titles are not listed under Your Catalogs please notify us so that we may add them Email address chu Password Type it again Your catalogs Confirm the catalogs we have on record for you mM Cheese Baseball Cards Cheese Bluegrass Belt Buckles f you have additional catalogs please contact us and we will a gt couni Contact person Should we need to getin contact with you Chuck Teller Big Cheese 555 555 5555 Fax Email address chuck teller realius com laccept the Merchant License Merchant Account Manual 7 Copyright Catalog Choice Inc Il Welcome Catalog Choice for Merchants is a secure and easy to use service that allows catalog merchants to honor consumer mail preferences The service provides your company with a merchant account including on demand access to an electronic file of your mail recipients mail preferences and a host of features to let you personalize your catalog s appearance on the site 1 Welcome to Your Secure Account After logging in you
17. e if you have one Upload an image of your catalog cover You can upload an image that will be displayed to members when they view your catalog Click Browse to locate your image file images must be less than 1MB in size but may be in any format The aspect ratio should be 4 5 Tip To remove an image click Remove existing image then Save at the bottom of the page You must remove the image before adding a new one Catalog Cover Image Promote your brand by uploading an image of your catalog cover which will be displayed along with your catalog title throughout Catalog Choice Please choose an image to upload Browse Any image file jpg pna gif less than 1MB in size The image will be automatically resized The aspect ratio should be 4 5 e g 100px wide and 125px tall The image will be overlaid on white background L Remove existing image Merchant Account Manual 12 Copyright Catalog Choice Inc eg Choice Customize the text members see when they click on your catalog Our members view the introduction text when they establish a mail preference for your catalog They view the confirmation text after submitting their preference You can also include instructions on where to find the customer number Customization Options Use the fields below to customize the text that we display on certain screens in Catalog Choice associated with your catalog Each field can contain a maximum of 350 characters
18. email message will be delivered inside the consumer s Catalog Choice account The subject line of the email message will be the text displayed in the member s activity feed dashboard on their account Welcome page Members can choose to have these emails forwarded to their inbox A permanent record of your email will remain in the Catalog Choice members account associated with your company Currently you must use your email service to send these messages Your email program analytics will work for these messages as well Catalog Choice does not screen these messages but we are happy to preview them if you think this would be useful for you V Archive To access your historical files click Archive Here you can keep track of the date you generated your file and the number of times you ve downloaded it Click on a file to download it _ oF Catalog Choice Manage Catalogs Your current file Listen in on our paperless tweets Mail preference data file generated on 04 May 10 07 CC_Cheese_Enterprises_2009 05 04_10 07 zip Historical Files Follow us on Twitter Date File Name of downloads 03 Mar 07 53 CC_Cheese_Enterprises_2008 03 03_07 53 zip 1 download 05 Jan 11 26 CC_Cheese_Emerprises_2009 01 05_11 26 zip 1 download 05 Jan 11 24 CC_Cheese_Enterprises_2008 01 05_11 24 zip 1 download 03 Dec 08 04 CC_Cheese_Emerprises_2006 12 03_08 04 zip 1 download 02 Dec 08 21 CC_Cheese_Enterprises_ 2008 12 02 08 21 csv 1 download 02 Dec 08 19 CC_
19. er state color You can provide HEX values to change the colors 3 You can provide an image for the entire browser tab You must provide standard and hover state images SSOUSIOJOld JOBWU0OD Merchant Account Manual Copyright Catalog Choice Inc 31 CPC Home Page Title Stay in touch with us Sub Title Choose what works best for you Level 1 Contact method Request or Cancel Catalogs Choose when to receive catalogs or immediately cancel catalogs ES Subscribe to Email Updates oe Email quick signup Sut Receive our email and save paper Unsubscribe with one click Our Blog iCatalogs Read what s on our mind Less paper more social Level 2 get an iCatalog Contact method Facebook Twitter Join our fan page de Follow our paperless tweets Level 3 _ Need help contact us at 510 527 9449 or merchantservice catalogchoice or Contact method p 7 ar 1 Border Background Merchant Account Manual Copyright Catalog Choice Inc 32 aog Choice Level 1 Contact Method The top level contact methods in the CPC are mail and email The mail preference includes frequency options that correspond to the options defined in your Merchant Account The Title appears on all the pages of the Level 1 method In addition to the text an image eg catalog cover can be added to the title area Level 1 Mail Contact Method Frequency Choices Back e Our Catalog Sub Title You
20. figure custom mail frequency options relevant to each of their titles Our members can use these options to state a mail preference to opt down opt out and even opt in Your file is then coded with mailing instructions In Out or Frequency that can be automated into your mailing schedule Clicking Set frequency options on the dashboard brings you to the mail frequency screen for that title You must define frequency on a title by title basis Exposing the All catalogs frequency option To present members with the All catalogs frequency option check the box Opt in requests will be added to your file and can be emailed instantaneously if you specify an email address in the space provided this is not mandatory Frequency options for Cheese Baseball Cards Back to catalogs Catalog Choice now offers its consumer members the ability to opt in or opt down from catalogs By default we display No catalogs opt out option for each catalog belonging to a registered Catalog Choice merchant You can add All Catalogs by selecting the checkbox below If selected please provide an email address that we Can use to instantly notify you of ihe opt in reque StS Snow the Al catalogs frequency option to users Opt in email opt in cheeseenterprise com Merchant Account Manual 16 Copyright Catalog Choice Inc F Klee Setting the order of frequency options that the user sees The order of the mail preferen
21. g online for these products No interest in products want to help the environment Duplicate mailing Addressed to person not at residence receive too many of this catalog Other 3 Edit Catalog This section describes the information you can upload and configure about your catalog title Adding an image and text about your catalog encourages Catalog Choice members to click through to your site Click on Edit catalog or on any of the hyperlinked features to begin personalizing your catalog If you have multiple titles you need to add content for each title Add a link to an online or electronic catalog If your catalog is online select URL and add the URL below or you can select pdf and upload a file by clicking Browse Editing Cheese Baseball Cards Back to catalogs Physical Catalog Title Cheese Baseball Cards ISSN Online Electronic Catalog Promote your paperless shopping options by specifying a URL to your online catalog or uploading an electronic PDF version URL H http www catalogchoice org Merchant Account Manual 11 Copyright Catalog Choice Inc Choice Review and add links to your website customer service and privacy policy Web Links Website http www catalogchoice org URL to your catalog or company Customer service http www catalogchoice org URL to your customer service page if you have one Privacy policy http www catalogchoice org URL to your privacy policy pag
22. ge your password click on Change password A drop down menu will prompt you to enter a new password and then re enter it Click Save Changes Your login amp data delivery information Email address chuck teller realius com This email address will be used to login to the system AND is the address to where we will send the mail preference data Change password mmm Password Type it again Merchant Account Manual 29 Copyright Catalog Choice Inc cig Choice 4 Change Contact Information Please keep this information updated so we may contact the person in charge of managing the Catalog Choice account Contact person Should we need to get in contact with you Name Chuck Teller Title Big Cheese Phone 555 555 5555 Fax Email address chuck teller realius com WV Receive News and Information Updates Merchant License Merchant Account Manual 30 Copyright Catalog Choice Inc F ega choice VIII Contact Preference Center Design Guidelines The Contact Preference Center CPC is fully configurable The following describes the components of the CPC and the configuration options You can see the CPC on your site by going to our demo page https www catalogchoice org merchants choicetab and entering your company s URL Browser Tab 1 You can customize the label on the tab Provide us with an image with a transparent background if you want to change the label 2 Default and hov
23. he merge purge one will make three passes through the file 1 Look for all Master records with Mail Instructions Out and suppress these names aN to the current mailing The following shows the record layout _ A _1 Column name 2 Catalog Customer Number Rame 5 Address 1 P Adress 2 _ City State 9 21P 10 Country Date 2 Reason First Name Last Name _ Source Key Code Choice description Sharabdle Info 8 Type 9 Mail Instruction D Offer Name 21 Drop _ Acknowledgement email Company Name Text Numeric Text Text Text Text Text Numeric Text Date Text Text Text Text Text Text Text Text Text Text Text Text Data type Description Catalog name Customer number if available First and Last Name Address line 1 Address line 2 City name State abbreviated Five digit zip Country abbreviated Date and time of opt out Reason for opt out First name Last name Source code if available Description of mail preference Permission to rent share name Master or Child record In Out or Frequency For child records Merchant Defines For child records Merchant Defines Email address to send confirmation Company Name associated with address The following are examples of Master and Child records SS SS 1 Column name 2 Catalog 3 Customer Number 4 Name 5 Address 1 6 Address 2 7 City _8 State H 2IP Country __ Date 2 Reason First N
24. honoring Catalog Choice member marketing program preferences Geng This site is for merchants i on This site pertains to the services that Catalog Email Opt in Service Expose your brand and catalog design Choice offers to merchants If you are a consumer Reach a high quality self selecting to the online shopper enen eneen end saaien Hosted Preference Service Provide superior customer service by offering consumers mail preference choices on your website You may use the tabs at the top of the page to learn more about all our services Mall Preference Email Opt in Catalog Widget Digital Catalog Hosted Service Select Confirm Your Account at the bottom of any of these pages Merchant Account Manual Copyright Catalog Choice Inc Consumer Preference Services Catalog Choice Mail Free Preference Provide superior customer service by honoring Catalog Choice member preferences Email Opt in Service Reach a high quality self selecting group for email communications Hosted Preference Service Provide superior customer service by offering consumers mail preference choices on your website Paperless Merchandising Tools Catalog Widget Make your website portable by turning your product feed into a word of mouth marketing program Digital Catalog Expose your brand and catalog design to the online shopper ez H gw TA s d d ve AA Lu LA DUF F GOUT WW d f Already have an account Login Mercha
25. ignate more than one offer name if your frequency option offers more than one mailing as in the option below You can easily delete a frequency option by clicking the Offer Codes List the specific Offer Names and Drops that the customer will receive if they choose this frequency option The information needs to match and describe the specific mailings that you have listed in the Description field and you should use the same language that you use to describe the mailings to your service bureaus and printers as this will serve as the mailing instructions Offer name Drop Winter Sale 1 GI Die Add an offer code cE Return to frequency options After clicking Save Changes the member will be presented with your frequency options All Postal Mail is at the bottom of the list of options Cheese Baseball Cards Postal amp Privacy Email Preference Preference You subscribed on September 20 2010 Emails will be sent directly to O No Postal Mail and No Name Sharing jillemccleary yahoo com a You will only receive our holiday catalog O Spring Fall Collection All Postal Mail Merchant Account Manual Copyright Catalog Choice Inc 18 5 Email Subscriptions Allow consumers to opt in to your email communications Email Subscription is currently OFF The Email Subscription service makes it easy for Catalog Choice Members to opt into your email news Shortly after activation the one
26. ing javascript tag near the bottom of the HTML markup Place it as close to the closing lt body gt tag as possible to ensure minimal impact on your website load Substitute the CPC CODE _ID value in place of this string insert_cpc_code_id The CPC_CODE _ID is available from your account manager lt script type text javascript gt var cpcHost CC https document location protocol https 5 http ype document writeCunescape 3Cscript src cpcHost www choicetab com javascripts cho1ice_tab js id 1nsert_cpc_code_id type text javascript 3E 3C script 3E lt script gt To deploy the CPC so that it can be triggered from link text a button or an image that is inside your HTML pages place the following javascript tag near the Merchant Account Manual 38 Copyright Catalog Choice Inc ety Choice bottom of the HTML markup Place it as close to the closing lt body gt tag as possible to ensure minimal impact on your website load Substitute the CPC_CODE_ID value in place of this string insert_cpc_code_id The CPC_CODE _ID is available from your account manager lt script type text javascript gt var cpcHost CC https document Location protocol https Ee El EE document writeCunescape 3CScript src cpcHost www choicetab com javascripts cho1ce_tab js 1d 1insert_cpc_code_id amp amp format reLlative type text javascript 3E 3C script 3E lt script gt Wrap the HTML
27. itl You can customize almost everything with in the choice tab UD TI environments Confirmation Text KALUE RCM EME Seles eames ee name gmail com Close this window to continue shopping or return to follow us in other ways Merchant Account Manual 35 Copyright Catalog Choice Inc F ega choice Level 2 Contact Method The Level 2 contact methods are designed as links to websites where the content resides eg Blog or iCatalog or where you can sign up for the service eg Twitter and Facebook Fan Pages You can customize the title and sub title for the Level 2 methods You can add other Level 2 methods not shown such as MySpace YouTube or RSS Level 2 Contact Method Our Blog iCatalogs VW Read what s of our mind CJ Less paper more social ee get an iCatalog Sub Title 7 Facebook Twitter Join our fan page de Follow our paperless tweets Level 3 Contact Method The Level 3 contact method is for phone numbers email addresses or other information that you want to include in the CPC Level 3 Contact Method Text O Need help contact us at 510 527 9449 or merchantservice catalogchoice org Merchant Account Manual 36 Copyright Catalog Choice Inc Choice CPC Design Guideline Checklist This spreadsheet lists the design elements for the CPC Download a copy here http docs catalogchoice org CPC design instructions xlsx Please fill out the spreadsheet with your data and se
28. l Specify an email address to which all newly set mail preferences are sent The email will come from Catalog Choice and contain the same data you find in your normal download Form Submission Specify the URL to a form on your website through which we ll post your customer s mail preferences changes Note that this will require some manual effort on our side to implement as we map our data fields to your form fields so there l be approximately a one week delay after you set or update the URL And we ll let you know here in the Merchant area when it s running Method Merchant Account Manual 14 Copyright Catalog Choice Inc eg Choice Email Notification for Opt ins To present members with the All catalogs frequency option check the box You can enter an email address if you would like to receive a real time notification when a user requests to receive your catalog Email Notification for Opt ins Enter the email address you d like to receive a notification when a user opts into this catalog Leave blank if you do not want an email when a user opts in Opt in email WR Show the All catalogs frequency option to users Save Changes Don t forget to Save changes by clicking the button at the bottom of the page Merchant Account Manual 15 Copyright Catalog Choice Inc 4 Set Frequency Options Since October 2008 Catalog Choice has offered participating merchants the ability to con
29. nd it to your Catalog Choice account manager to set up the CPC deployment CPC Design Specificat ons Company Name Company URL Contact Person Contact Email Contact Phone CPC Design Specifications Component Instructions Browser tab location Right left or link Browser tab label Provide image with treraperent background of use ours Browser tab color standard hex value hover hex value Home Page Tithe text sleatve provide des 29 Home Page subtitle text please provide deson font color size Level 1 Contact Methods Tale please provide Sub Tite please provide des on font color size Level 1 Color Scheme standard ex value hover nex value coms use defeuts or provide gif of preg Level 1 Mail Frequency Pace Frequency opboris please provide des on fort coler Sze Level 1 Mail Contact Form identify Reauired Fields dlease provide Level 1 Mail Confirmation page Confirrnation text please provide Level 1 Email Contect Form Identify Required Fields please provide Identify webservice or existrg form for eteograbon process Level 1 Email Confirmation page Confirrmatior text please provide Level 2 Contact Methods for each method Tale glease provide Sub The lease provide Les please provide des om Level 2 Color Scheme stansarc hover hex value cores us defaults or provide gif or png Level J Contact Method Fee each method scripten please provide des on fort color sze Source Catalog Choce Merch
30. nt Account Manual Copyright Catalog Choice Inc Ka 3 Create Your Profile Here you will be asked to enter some contact information for you and your company Welcome Mall Preference Email Opt in Catalog Widget Digital Catalog Hosted Service Confirm your account Confirm your account now to immediately benefit from the Catalog Choice merchant services Your account will be immediately active and you can download your customers mail preference choices Follow us on Twitter Merchant code 28ecc344d531e7dc5c806e4795a61 2f7 Listen in on our paperless tweets Your organization Brown Bears p o box 444 Waitsfield Vermont 05673 Please review the internet URLs for your online shopping privacy policy and customer service department Your internet URLs we display these on our site Online shopping http www catalogchoice org Customer service http Awww catalogchoice org merchants Privacy policy http www catalogchoice org privacy Merchant Account Manual Copyright Catalog Choice Inc Enter your work email under contact person s email this will be your login and choose a password You can change your login and password at any time Multiple logins are supported to make it possible for service bureaus to also access your account Note If you have a Catalog Choice personal account using your business email address you will be unable to use this email ad
31. our catalog The following statistics track usage of Cheese Baseball Card s frequency options Frequency Option Percentage No catalogs 209 95 Holiday only 5 2 Spring Fall Collection 0 0 All catalogs 6 Below the frequency statistics you ll find statistics based on survey data we collect when each user opts out of a catalog Opt out Reason Your Stats Prefer shopping online for these products 1 3 No interest in products 22 56 want to help the environment 13 Duplicate mailing 0 Addressed to person not at residence 0 receive too many of this catalog 1 Others 2 Clicking on Others shows you personalized responses that individuals write in these can occasionally be funny and informative Opt out reasons for Cheese Baseball Cards Back to Catalogs only collect FOOTBALL CARDS GO NINERS Merchant Account Manual 10 Copyright Catalog Choice Inc These statistics are based on the following survey that we present our members every time they set a mail preference Between February 2008 and November 2008 we have received more than five million responses to this survey Prefer not to answer is the default response Selecting Other allows the member to write in his or her own response In your file each mail preference request is coded with a primary reason code What is the primary reason you are opting out of this catalog Prefer not to answer Prefer shoppin
32. owledge the receipt of the mail preference request You will find an email address in your file associated with each mail preference request The email address is formatted as thanks 2345 123456 catalogchoicemail org Our system is designed to route the email to the proper Member and associate it with your company Our email delivery system filters all the messages to ensure that appropriate messages are delivered to our members Any changes to the email address will cause the message to not be delivered Once you have processed the file you can send an acknowledgement email to the Member This email must not require the Member to re confirm their request Only one Thank you email can be sent for each mail preference request You can use the Thank You email to acknowledge the mail preference to invite users to your website to extend special offers etc If you offer Mail Frequency through the Catalog Choice site you can invite these users to come back to their account and choose to receive fewer catalogs from you If you are unable to match the member name and address with your records you can request additional information from the Member In order to request additional information change the thanks prefix to needinfo as shown below needinfo 2345 123456 catalogchoicemail org Merchant Account Manual 26 Copyright Catalog Choice Inc eg Choice Your email can be formatted as either plain text or HTML The
33. rd optional to a zipped file for additional security If Test File is selected member activity feeds will not be updated Click on Generate File to begin downloading Merchant Account Manual 21 Copyright Catalog Choice Inc Generate your customer mail preference file Last generated 3 months ago 05 Jan 11 26 Catalogs vV Cheese Baseball Cards V Cheese Bluegrass Belt Buckles Include All mail preferences O New mail preferences since last download f CSV O XML E Single name column Separate name columns oO E ER i i v Compress file zip Password optional Password protect your compressed ZIP file v Test File do not update member activity feeds Merchant Account Manual Copyright Catalog Choice Inc atag Choice 22 Choice When the file is ready we will send you an email with a link to the Archive page where you can retrieve the file From Catalog Choice Team lt team catalogchoice org gt Date October 5 2010 9 20 39 AM PDT To chuck teller catalogchoice org Subject Your Catalog Choice File Is Ready for Download Your file is now complete Please follow the link below to download your file You may be required to login first if your session has expired http Jwww catalogchoice org merchants archive Thanks Catalog Choice Team Your current file is listed at the top of the screen select the Download link to download the file Your web browser will then promp
34. send you an email from merchantservice catalogchoice org You will find a URL that includes your unique invitation key Click the link to start the account activation Cheese Baseball Cards 62 people Cheese Bluegrass Belt Buckles 47 people We respectfully request that all merchants sign up for a free and secure merchant accou your file are fully validated Catalog Choice members have authorized us to inform your q ind both prospects and customers that are requesting to opt out of your mail order catalc You can immediatebenetVSte your Tree ald Secure accuurnes mfiallowing link tips www catalogchoice org merchants 7 Of7 84cf89792360e226066880869049 The me SIE ides the following bene 2 Confirm Your Account The invitation link will take you to the following page Merchant Account Manual Copyright Catalog Choice Inc Email Opt ir Catalog Widget Digital Catalog Hosted Service Welcome to Catalog Choice for Merchants Catalog Choice specializes in connecting companies and consumers to reduce unwanted mail and go paperiess We have developed a suite of services that supports our mission of reduced paper use in direct manng Follow us on Twitter Consumer Preference Paperless Merchandising Listen in on our paperless tweets Services Tools Catalog Choice Mail Free gt Catalog Widget Preference Make your website portable by turning Provide superior customer service by your product feed into a word of mouth
35. t you to save the file Please note Depending on the security settings on your web browser after clicking Download you may be asked to click Allow Downloads from Catalog Choice An archive of past downloads is listed on the page for your reference You can download past files by clicking the file name Your current file Mail preference data file generated on 18 Nov 19 07 CC_Cheese_Enterprises_2008 11 18_19 07 zip Historical Files Date File Name of downloads 18 Nov 18 59 CC_Cheese_Enterprises_ 2008 11 18 18 59 zip 0 downloads 18 Nov 18 57 CC_Cheese_Enterprises_ 2008 11 18 18 57 zip 0 downloads Merchant Account Manual 23 Copyright Catalog Choice Inc Klee 2 Automation of File Creation For advanced users wishing to programmatically create their data file we offer the ability to issue a parameterized file creation request to our servers with the following structure Once the file is created our system will send you an email with a link to the archive page where you can download the file https catalogchoice org merchant download p1 v1 amp p2 v2 Where p and v are parameter value pairs of the following types lt your_login_email_ address gt required lt your_login_password gt required xml or csv optional defaults to csv 4 creates a compressed zip file lt user_specified gt optional zip password pending 1 optional if set only incremental data since the last download is sent
36. wice a Year no Child Frequency Winter 1 The Q Company 25 File structure for merchants not offering frequency The following describes the record layout for merchants not currently offering a frequency option A E Column name Data type Description Opt out Example Catalog Text Catalog name Cheese Baseball Cards Customer Number Numeric Customer number if available 222767253 Name Text First and Last Name Jonn Q Public Address 1 Text Address line 1 13274 Holly Meadow Lane Address 2 Text Address line 2 Apartment 1 City Text City name Oak Hu State Text State abbreviated CA ZIP Numeric Five digit zip 94117 Country Text Country abbreviated US Date Date Date and time of opt out Fri Oct 05 11 26 09 0700 2007 D A Dna Pa ef Reason Text Reason for opt out Prefer not to answer First Name Text First name Jonn Last Name Text Last name Public Source Key Code Text Source code if available N A Choice description Text Description of mail preference No Catalogs Sharable Info Text Permission to rent share name no Type Text Master or Child record Master Mail Instruction Text In Out or Frequency Out Offer Name Text For child records Merchant Defines Drop Text For child records Merchant Defines Acknowledgement email Text Email address to send confirmation Company Name Text Company Name associated with address The Q Company 4 Acknowledgement Email Address Catalog Choice provides an email address that you can use to ackn
37. wnloading your file the layout of the file and the acknowledgement email address 1 Downloading Your File Our download manager makes it easy to access your title specific file of mail preferences You can download a complete file of preferences or a partial file populated with only records that have been added since your last download You should download your file before each mailing to include in the merge purge process Generate your customer mail preference file Last generated 3 months ago 05 Jan 11 26 Catalogs V Cheese Baseball Cards V Cheese Bluegrass Belt Buckles Include All mail preferences New mail preferences since last download Names Single name column O Separate name columns V Compress file zip Merchant Account Manual 20 Copyright Catalog Choice Inc F Klee Generating Your File From this screen you can track your latest download and specify several parameters for the file format Using the check boxes you can create a customized file before downloading For merchants with multiple catalogs check titles to specify which to include in the file Select All Mail Preferences or New preferences since last download Format in CSV or XML Format names in a Single name column or select Separate name columns to parse the first and last names Check Compress File to generate a zipped file This will save time by compressing the file to less than ten times its original size Add a passwo
Download Pdf Manuals
Related Search