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1. 3.5 New Features Overview
This session provides an overview of the new functionality available when you upgrade to version 3.5 including the following:
- Email notification options for Accounts and Users
- Alerts in Customer service for follow–up activities
- Campaign Enhancements
- Draw Forecasting
- Suspended starts
- Targeted Marketing Enhancements
- Questions
Upcoming Dates:
Thursday, July 10, 9am
Thursday, July 24, 9am
Monday, August 4, 2pm
Monday, August 18, 2pm
Monday, September 8, 2pm
Thursday, October 9, 3pm
Thursday, October 23, 3pm
2. Alternate Publications and Products
This session provides a view of what is involved in setting up and maintaining Targeted Marketing products and/or Publications to support alternate distribution products(i.e. Investors Business Daily or USAToday). This session reviews both alternatives and the setup, maintenance and reporting aspects of each method.
- Demographics
- ListMatching
- Selection
- Distribution Setup
- Subscriber Activity Import
- Maintenance
- Reporting
- Questions
Upcoming Dates:
Tuesday, September 23, 10am
Tuesday, October 14, 10am
Tuesday, October 28, 10am
3. Basics of Publishing
This session provides an overview for new users and Technical and or Circulation personnel that don’t normally run the day’s processing but support DTI and would like to have a general understanding of what is required to get through a publishing run at a high level.
- Starting the Publishing Day
- Transaction Processing
- Distribution and Reports
- Ending the day
- Re–setting the day
- Questions
Upcoming Dates:
Wednesday, August 6, 1pm
Wednesday, August 20, 1pm
Wednesday, September 3, 1pm
Wednesday, September 24, 1pm
Wednesday, October 8, 1pm
Wednesday, October 22, 1pm
4. CM Dashboard – Getting Started
Dashboard is a tool for providing real–time Customer Service activity reporting for Management purposes. This session provides an overview of the Dashboard module and the basics of administrating and using the feature.
- What is Dashboard?
- Dial Setup
- Filtering Settings
- Transaction Reporting
- Questions
Upcoming Dates:
Tuesday, July 8, 2pm
Tuesday, July 15, 2pm
Tuesday, August 12, 2pm
Tuesday, August 26, 2pm
Tuesday, September 9, 2pm
Wednesday, October 15, 10am
Wednesday, October 29, 10am
5. Graphical Targeted Marketing
This session provides an update on the newest features on Targeted Marketing along with some basics of working in the Graphical Targeted Marketing module.
- Selection Options
- Formatting
- Draw Change (Sample, Service, Third Party) generation through TM
- Feathering options
- File Mapping
- Mapping
- Email Address inclusion/exclusion
- Questions
Upcoming Dates:
Wednesday, September 24, 10am
Wednesday, October 15, 10am
Wednesday, October 29, 10am
6. Label Studio Overview
This session provides essential setup information as Data Label, the Postalsoft tool that was used to produce labels for Circulation, has been retired by Postalsoft. Although you can continue to use Data Label for producing labels, it is no longer sold or supported. The replacement product for Data Label is Label Studio.
- Why use Label Studio?
- How To Convert to Label Studio
- New Policy Questions
- New Menu Options
- What needs to be updated in the Jobfile to use Label Studio
- Setting up new Label Designs
- Printer Setup
- Vacation Pack Labels and Setup
- Questions
Upcoming Dates:
Wednesday, July 9, 1pm
Wednesday, July 23, 1pm
Wednesday, August 13, 1pm
Wednesday, August 27, 1pm
Wednesday September 10, 1pm
Wednesday, October 15, 1pm
Wednesday, October 29, 1pm
7. Online Editions and Publications
This session provides guidelines for setting up Online and Hybrid subscription functionality.
- Setup Procedures
- Customer Service Changes
- Reporting Changes
- iServices subscriber changes
- Migration tools
- Questions
Upcoming Dates:
Tuesday, July 22, 2pm
Tuesday, July 29, 2pm
Wednesday, August 6, 10am
Wednesday, August 20, 10am
Wednesday, September 10, 10am
Monday, October 13, 2pm
Monday, October 27, 2pm
8. Subscriber Billing Basics
This session reviews the basics of Subscriber billing setup, reviews the formatting options and provides training on the mechanics of selecting subscribers for billing.
- Setting up for Billing
- Export options and their file formats
- Pre–printed form options
- Invoice and Renewal Terminology
- Questions
Upcoming Dates:
Tuesday, September 9, 10am
Tuesday, October 7, 2pm
Tuesday, October 21, 2pm
9. Subscriber Rating Wizard
This session introduces the new Graphical Rating Wizard which allows users to setup and maintain rates in a user-friendly format.
- Setting up and working with Rules
- Defining RuleRateLinks
- Utility for Rating Validation
- Questions
Upcoming Dates:
Monday, September 22, 2pm
Monday, October 6, 2pm
Monday, October 20, 2pm
10. Task Management
Here is your opportunity to get acquainted with the new Task functionality in Graphical Circulation.
- What is Task?
- What can it do for me?
- Define Groups
- Setting up Activity Codes
- Task Types
- Task Setup
- Alerts
- Managing Tasks
- Reporting Tools
- Tasks in Customer Services
- Questions
Upcoming Dates:
Wednesday, July 16, 2pm
Wednesday, July 30, 2pm
Tuesday, August 19, 2pm
Tuesday, August 2, 2pm
Tuesday September 23, 2pm
Wednesday, October 8, 10am
Wednesday, October 22, 10am
Got an idea or suggestion for a Webinar topic? Email us at .
Circulation Webinars
All times listed are CDT.
All sessions last approximately 60–90 minutes. Click here for information on how to register.
