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User’s Guide: List Research of 39 v6.11

NextMark User’s Guide

List Research

Table of Contents - i

Table of Contents NextMark List Research ..................................................................................................... 1

Product overview ............................................................................................................ 1 Scope and content ........................................................................................................... 1 Getting Help.................................................................................................................... 1 Getting started................................................................................................................. 1 mIn session acquisition ................................................................................................... 2

Finding Marketable Lists .................................................................................................... 3 Quick Search................................................................................................................... 3 Quick Reports ................................................................................................................. 3 Super Search ................................................................................................................... 3 Search Results................................................................................................................. 7 Downloading Results and Data Cards ............................................................................ 9 Blocking Lists and Managers from Results .................................................................. 10 Browsing ....................................................................................................................... 11 The Data Card View ..................................................................................................... 12 Counts ........................................................................................................................... 15 Usage Database (UDB)................................................................................................. 18

Non-Managed Lists............................................................Error! Bookmark not defined. Creating A Non-Managed List.......................................Error! Bookmark not defined. Requesting Manager Take Control ................................Error! Bookmark not defined.

Generating a Recommendation......................................................................................... 22 Creating a Campaign..................................................................................................... 22 The Campaign View ..................................................................................................... 26 Downloading a Campaign............................................................................................. 29 Your Campaign portfolio.............................................................................................. 34

User’s Guide: List Research Page 1 of 37 v7.0

NextMark List Research

Product overview NextMark provides a powerful Internet search engine specifically tuned for the list industry. This enables brokers to perform fast, accurate, and comprehensive list research and seamlessly roll the results into a recommendation for electronic distribution to their clients. NextMark ’s sophisticated search interface is powerful and very easy to use with advanced linguistics options like spell-check, thesaurus, phrase detection, and word variations. The dynamic catalog facilitates browsing by topic and concept. List Brokers can create an unlimited number of campaigns to store data cards of interest, then print or download deck summaries for distribution to clients and colleagues.

Scope and content The Database includes data cards from the industry’s leading list managers. There are thousands of data cards in the database updated directly by list managers and list directories every day.

Getting Help NextMark is committed to excellence in customer service and support. On-line help is available 24/7 by clicking the Help link found in the top right corner of every NextMark page. From here users have full access to the NextMark knowledge base as well as access to submit a request directly to Customer Support. There is also a place to request training for any of the NextMark modules. Customer Support is available via e-mail at [email protected] and phone on (603) 643-1307 between the hours of 9 am and 5 pm, Monday through Friday.

Getting started Because NextMark is web-based, you will need a desktop computer and a web connection to use it. Below is a summary of the requirements. For full details please refer to the NextMark Startup Guide.

Tools you will need: • Pentium-class computer • Windows 98 or higher • 17” computer monitor • Internet connection • Email address • Web browser (Internet Explorer recommended) • Printer (optional) • Microsoft Excel (optional) • Adobe Acrobat Reader (optional)

NOTE: It is important to set your computer date and time correctly. Check the AM and PM settings, as well as the time zone setting.

mailto:[email protected]


Logging in The NextMark administrators have created a member profile for you and for every other person in your organization who will use the system. Your email address serves as your login name, and you are assigned an initial password, which you can change. Login names and passwords are case-sensitive. Do not share your password with anyone else.

• To log in: • Go to http://www. nextmark. com/ • Click ‘Log In’ in the upper right corner of the screen. The Log In screen appears:

• Type in your email address and NextMark password

Note: To have a copy of your password e-mailed to you, click the Click Here link and enter your user id.

• Click the Login button. • You will then arrive at the NextMark Start page

For more detailed information, please refer to the NextMark Startup Guide.

mIn session acquisition For mIn users: When you first log in, you will automatically be given mIn access if a session is available. The upper right corner of the window will display the “Release min session” option. If you do not have a session, the option will read, “Acquire min session”. Clicking either of these options will open the min session screen. This screen tells you who else in your organization is currently using a mIn session and lets you know whether sessions are available for your own use. Click the button “Acquire min session” to get an active session, or “Release min session” to remove your active session. There is no time limit on session activity.


Finding Marketable Lists The NextMark list research system enables you to quickly find responsive lists. The database of more than 60,000 data cards represents virtually all lists on the market including postal, email, telephone, and insert media. The database is updated continually so you always have access to the most current information

Quick Search The quick search feature is located at the upper right corner of the screen.

To search,

• Select the type of object you wish to search for. By default, the system will search for data cards by selecting ‘All Lists’. To search only within your organizations managed properties, select ‘Our Lists’.

• Enter the search criteria you wish to use in the Search box • Click the Go button or press the Enter key

The quick search feature may also be used to search for other objects within the system. These include Accounts, Campaigns, Contacts, Tasks, and Meetings.

Quick Reports Quick reports allow users to search for data cards that have recently become available on the system. The New to System report will search data cards based on the data they were entered into the NextMark database. The New to Market report will search data cards based on the ‘new to market’ date entered by the list manager.

To access quick reports,

• Click on the Lists menu option • Choose the report to run from the drop down list box • Set the number of days in the past to include • Click ‘Run Report’

Lists are displayed 30 per page with title and short summary descriptions.

Super Search SuperSearch provides access to all searchable fields. It can be found by clicking on the Search option in the Lists menu.


1) Identify a sub-set of cards from the drop down list at the top of the page. Meridian: The NextMark data card database mIn: The mIn data card database My / Our Lists: Only the cards entered and maintained by you or your organization All: All of the data cards you have access to, based on the options above

2) Enter keywords into the search box below the drop down 3) Specify where to focus the search in the data card

o Title: Searches for keyword(s) in the Title of the data card only o Title Starts With: Enter letters or 1 or more words that the data card begins

with. You cannot enter the entire list name with this option. o Description: Searches for keyword(s) in the Description of the data card only o Selections: Search for keyword(s) in the Selects identified in the data card. Only

available for selection types as they are entered in the data card. o Entire data card: Searches in all sections of the data card for specified

keyword(s) o Split Search: Allows you to search for keyword(s) in the Title and separate

keyword(s) in the Description

4) Click the Search button.

Finding all lists of a certain list manager To find all lists managed by a particular list manager, type * (asterisk) into the search box and type the list manager’s name in the List Manager field. You don’t have to enter the manager’s full


name —try using just the first word of their name. You can also search by manager using keywords and/or other criteria. Finding all lists used by a mailer This option is only available if you subscribe to the Usage Database (“UDB”). To find all lists used by a particular mailer, type * (asterisk) into the search box and type the mailer’s name in the Used By Mailer field. You don’t have to enter the mailer’s full name —try using just the first word of their name. You can also search by mailer using keywords and/or other criteria. Finding lists with other specific qualities The super search screen provides many additional search options. To use these options, criteria must be entered in the search box at the top of the screen. To include all cards in the search, enter * (asterisk) as the search criteria. Any combination of additional search options may be used.

By List Type Select the list type(s) by clicking on the type(s) to include in the search. Scroll down for more options. Use the Ctrl key to select multiple options. Select –All– to include all list types. By Market Checkmark the market(s) you wish to be included in your search. By default, all markets are selected, so you will need to uncheck the market(s) you do not wish to include. By Geography Checkmark the geographies you wish to be included in your search. By default, all options are selected, so you will need to uncheck the ones you do not wish to include. New to market since This date represent when the data card was new to the market, based on the date the list manager provided, if available. Enter a date to look for all cards new to the market since that date. Leave blank to include all cards New to system since This date represent when the data card was new to the NextMark system, based on when the card was added. Enter a date to look for all cards new to the system since that date. Leave blank to include all cards Counts Last Updated Enter a start and end date to only look for cards where the counts were last updated during that period. Leave blank to include all cards. List size Select “Greater than or equal to” or “Less than or equal to” from the drop down list and enter a value to include only those cards with a universe within the specifications. Leave blank to include all cards. Unit of sale Select “Greater than or equal to” or “Less than or equal to” from the drop down list and enter a value to include only those cards with a unit of sale within the specifications. Leave blank to include all cards. List Status: By default, only Active cards are included in a search. To search for Inactive cards (those that have been taken off the market) or No Longer Managed By (those that have changed management), check the box next to Inactive and/or No Longer Managed By. At least one status box must be checked to execute a search.


Selects & Categories This option allows you to limit your search to specific Categories and/or Selects. You will be provided with 2 Filter lines by default. There are 2 ways to choose Categories or Selects. 1) Start typing in the box and choose from the menu that displays. 2) Press the Lookup icon to select Categories or Selects

If you are using option 2, a new window will open. Expand the Categories or Selects as desired to choose from the standard list of options provided. Place a check mark next to the Category or Select you wish to add a filter for. You can only select one per filter line. Press Save.

Once you have Saved the chosen category or select, it will display in the filter line. Add additional filter lines as desired by clicking on the Add Category/Select Filter option. Use the drop down menu after each line to select AND, OR, or NOT to command how it should filter the next line.

To clear all search settings, click the Reset button at the bottom of the super search screen. Search hints

• Put quotes around phrases to pinpoint your search: e. g. “pet owners ” • Try alternate spellings of industry terms: e. g. “masterfile ” and “master file ” • Place a * after words to find variations of that word: e.g. own* to find owns, owner,

ownership, etc. • Always put a search term in the query box. Place a * in the search box in combination

with other criteria to find all list fitting that criteria.


Advanced Searching For more information on how to utilize the NextMark search engine, please refer to NextMark’s Advanced Search Guide.

Search Results The NextMark search engine runs your query against all data cards in the set you selected. The results are displayed 30 per screen and are sorted by rank. From the search results screen you can modify your search, view a single data card, and add data cards to a campaign. By default, all search results are sorted by rank. Rank is evaluated each time a search is executed and is based on the ‘responsiveness’ of a card to the specific set of search criteria. Each data card will receive a different rank each time a new search is run. You can change the sort order by clicking on any of the headings that are underlined.

Hovering over any of the headers or icons will provide a “tool tip” describing it. Rank Column By default, all search results are sorted by rank. Rank is evaluated each time a search is executed and is based on the ‘responsiveness’ of a card to the specific set of search criteria. Each data card will receive a different rank each time a new search is run. Checkbox Column


This column provides check boxes, which can be used to add data cards to a Campaign. The icon (to the right of this column) indicates a data card is already part of that user’s active campaign. To add multiple cards to a campaign simultaneously, select the check box next to each data card to be included and press the ‘Add Selected Lists …’ button found at the bottom of the page. To add all the lists on a page, place a checkmark in the All check box to the left of the ‘Add Selected Lists …’ button. You can also add card individually by pressing the . Once a card has been added, you can press the to remove it. Title / Manager Column This column shows the title, manager name and phone number of each data card returned in the search. • - This column will display this icon for data cards that have been added to the system within

the last 30 days. - This column will display this icon for data cards that contain a video. - This icon will display next to data cards that have Word documents attached. - This icon will display next to data cards that have PDF documents attached. - This icon will display next to data cards that have other documents attached.

- This icon will display next to data cards that are inactive. Type Column This column shows an icon for each of the marketing channels available for this list. Source Column The source column will display the source icon on lists that are from the mIn audited data. Lists without this icon are NextMark unaudited data. You must subscribe to the mIn audited data to see it. Hovering over the icon will display the audit date. PPP Column Identifies lists managed by companies that are in the Preferred Provider Program. Preferred Provider lists will display ahead of other lists with the same rank. DMA Column Displays the DMA icon next to lists that are managed by companies that are DMA (Direct Marketing Association) members. Popularity Column Identifies the popularity of each list based on the number of recommendations and orders placed on this list through the NextMark system. The icon is representative of the popularity 1-100. Hovering over the icon will display the actual index number. Usage Column If you subscribe to the Usage Database, this icon will display next to lists that contain usage. Hovering over the icon will display the number of usage records. Size Column This column shows the universe count that has been entered for the data card. Quick Count Column Identifies cards that you can get Quick Counts from. A icon indicates that you can submit a count request, but that the manager does not have the card linked to the data. The icon indicates that the card is linked to the data, meaning these can provide a faster counts. Updated Column This column shows the date the data card was last updated. Confirmed Column


This column displays the date the data card counts were last confirmed. Created Date This column displays the date the data card was created in the system.

Downloading Results and Data Cards You can download the summary of results, or all selected data cards, from the search results screen. In the Choose A Report menu, select the view you want.

For the following options, use the checkboxes next to the data cards you wish to download. You may select up to 250 data cards from multiple pages. Client Detail – an HTML version of the data card that does not include broker sensitive

information, such as ordering details. HTML versions are not editable. Client Spreadsheet – an MS Excel version of the data card that does not include broker sensitive

information, such as ordering details. Spreadsheet versions are editable. Client RTF Document – a Rich-Text File of the data card that does not include broker sensitive

information, such as ordering details Broker Detail – an HTML version of the data card that includes all information. Broker Spreadsheet – an MS Excel version of the data card that includes all information. Broker RTF Document – a Rich-Text File of the data card that includes all information Once a format has been selected, a new window will appear with the selected version of the data card. NOTE: These reports may not open if you have a pop-up blocker running. Hold the CTRL+ALT keys down to override the popup blocker For the following views, the results will display as they do on the screen. You do not need to select specific data cards. Print This Page – Displays this 1 page of results Print All Pages – Display all pages of the results

Navigation


Searches with more than 30 results will be displayed across multiple pages. The number of pages will display at the top of the results screen together with navigation arrows that will bring you to the Next or Previous page, or the First or Last page. If you have sorted the results in alphabetical order, use the letters to navigate to titles or managers beginning with that letter. ‘Jump To’ Navigation Use the ‘Jump To’ search box to get to a specific point in the results based on the current sort order. If you are sorted by List Manager, you can enter one or more letters, the first word of the company name, or the entire company name. When you press go it will bring you to the first results meeting that criterion. If there are no matches, it will bring you to the point alphabetically closest. You can also use this on any Numeric or Date columns.

Refining your search Select the Refine Search button to return to the Super Search page populated with the search criteria used for the current search results. Select the New Search button to return to a blank Super Search page.

Saving your search If you would like to save your search for access later, or associate it with an account or campaign, you may do so by pressing the Save button. By default, it will name the search based on the keywords used in the search, but you may rename it. To associate it with an account and/or campaign, select the name(s) to associate it with. Alternatively, select the blank option to not associate with that particular item. You are not required to make any associations. All saved searches will be available in the Saved Searches screen (Lists menu). Click on the search name to rerun the search. Searches associated with campaigns or accounts will also be accessible from with the applicable item in the Saved Searches section. You may associate multiple searches to an individual campaign or account.

Can’t find a list Lists and list managers are constantly appearing on the market. If you cannot find a list you believe exists, but is missing from our listings, select the link found at the bottom of the search results screen and fill in the list request form. Please provide as much information as possible. We will work directly with the list manager to ensure the list is published in the system.

If you are unable to find a list that was previously available on the NextMark database be sure it hasn’t been blocked. Or try including Inactive cards in your search. To do this, select the checkboxes next to Inactive and No Longer Managed By on the Super Search screen. Inactive lists will be denoted with a in the results and there will be a red bar across the top of the data card when you view it.

Blocking Lists and Managers from Results You can create a custom list of Lists and Managers to block from being presented in your personal search results.


To Block Lists Click on the X next to the list in the search results. To Block Managers Click on the X next to the list manager in the search results. Managing your Blocked Lists Click on the Blocked Lists option in the Lists menu to view your blocked Lists and Managers

Lists being blocked are in 1 section, and Managers being blocked are in a separate section. Press the Del button next to the List or Manager to remove them from the Blocked Lists. This will allow the list or manager to be presented in future results.

Browsing The NextMark Catalog consists of thousands of data card categories arranged in a hierarchy to facilitate browsing. Each category may contain an almost unlimited number of data cards. Plus, there are subcategories that can contain data cards and more subcategories and so on. A data card may be listed in more than one category. Select the Catalog screen (Lists menu) to enter the catalog hierarchy. The “Standard Categories” folder will contain the pre-defined system categories. The “List Manager” folder will contain a sub-folder for each list manager with data cards published on the system. To find all cards for a specific manager, select the sub-folder with the name of that manager.


Navigate the category by clicking on Sub Category or Data Card names. The path you have navigated will always appear at the top-right of the screen after “You Are Here > ” Use the clickable links in the path to navigate back up the Catalog hierarchy. To return to the catalog home page, select the Catalog link.

The Data Card View To view an individual data card, click on the title of the data card. The List Researcher’s view of the data card should appear. The Data Card is arranged in two columns. The wider left column is devoted to the list title, summary, descriptive information, and segments. The right column contains important availability and ordering information as well as list details such as universe, provider, and selects. The lower section of the data card contains Contact information, Usage of this card by your Organization, and a section for you to attach personal notes or documents to the card.


The Data Card buttons Each data card contains a series of buttons across the top. The presence and appearance of these buttons is determined by the permissions of the user id viewing the card Add (Again) to Campaign Use this button to add the data card to the current campaign. If at least one instance of the data card already exists in the active campaign, the button text will include ‘Again’. This button appears for all users. Get Count This button allows you to submit a request electronically to the list manager to request counts. See the Counts section for more details New Order This button will only be available if you have access to the Order Processing system. It will allow you to create an order directly from the data card. See the Order Processing Guide for more details. Request Info This button is used to generate an e-mail directly to the main contact for the data card. This button appears for all users and is mainly used by list brokers to contact the list managers directly from within the NextMark system. Send Use this button to e-mail a copy of the data card to brokers, trade publications, or directories. Individual e-mail addresses can be entered and a detailed Note can be written. For list managers, the standard distribution list of trade publications and directories found on the Publish tab of the Data Card Wizard can also be accessed. You can also select which format of the card to send: Client Detail, Client Spreadsheet, Broker Detail, Broker Spreadsheet, Broker RTF Document, Client RTF Document. (See below for details.)


Downloading a Data Card Data cards can be downloaded to a user’s local computer for off-line access, printing, attaching to e-mails, etc. This process is comprised of downloading and saving. CHOOSE A REPORT To download a document, select the desired format from the ‘CHOOSE A REPORT’ drop down box at the top right had corner of the data card.

Client Detail – an HTML version of the data card that does not include broker sensitive information, such as ordering details. HTML versions are not editable.

Client Spreadsheet – an MS Excel version of the data card that does not include broker sensitive information, such as ordering details. Spreadsheet versions are editable.

Client RTF Document – a Rich-Text File of the data card that does not include broker sensitive information, such as ordering details

Broker Detail – an HTML version of the data card that includes all information. Broker Spreadsheet – an MS Excel version of the data card that includes all information. Broker RTF Document – a Rich-Text File of the data card that includes all information

Once a format has been selected, a new window will appear with the selected version of the data card. NOTE: These reports will not open if you have a pop-up blocker running. Saving From the File menu in the new window, the data card can be

• Printed, by selecting the Print option • E-mailed, by selecting the Send > Page By E-mail option • Saved to the desktop, by selecting the Save As option. Note: On HTML versions, you

will want to change the ‘Save As Type:’ to .MHT – Web Archive, Single File. This option will save the document as one file instead of two separate files.

The Campaign tool should be used to download multiple data cards in a single file (HTML or MS Excel).

Active Recos and Orders For users with access to the NextMark Order Processing module, this area provides a quick overview of all outstanding Campaigns and Orders created for this list. The user has a consolidated view of the mailer names, offers, order quantities, shipped quantities (if shipped), mailed quantities (if known), and the current status of the order. Links are provided for easy access to the details of each order as well as the mailer and campaign. This section is populated based on user id permissions. For users that do not have access to the NextMark Order Processing module, this area will only display campaigns.

Counts The Counts section will display any count requests your company has submitted on this list. To submit a count request:

1) Press one of the Get Counts buttons 2) You will brought to the Counts screen, in which you can specify the counts you want.


3) You can specify the Universe and Segments from the options available on the data card. 4) Selects will also be based on the data card, and the data type they are, which will provide

the appropriate criteria. 5) If you use the NextMark Order Processing system, it will allow you to specify the

mailer’s that have used this list in the past, and then choose order numbers to omit.


6) If you wish to include more information, check the Include additional instructions box, which will provide a text box you can type directly into.

7) Press the Run Count button to submit your request. You will be brought to the following screen once you have submitted your count request.

Close – This button will allow you to cancel or close this request. The manager’s copy of the request will also automatically close. Copy – Copy will create a new count request identical to this request. You can change the request information as needed prior to submitting the new request. Add to Campaign – This will add the data card to the Active Campaign. New Count – Brings you an entirely new Count Request screen for this data card. You will also see on the data card, the Counts section will display your request.

Once the manager has submitted a count back to you, you will receive an email notification. The Counts section will display the count information

When you click on the View option it will display your count request details.


You view all of your Count requests in the Counts screen (Lists menu).

Usage Database (UDB) If you subscribe to the Usage Database, you will also have access to search, view, and download mailer usage for individual data cards when available. Details for searching by Mailer Usage can be found in the Super Search section of this manual. Mailer Usage data can be found on the data card view in the Usage By Mailers section. It will display the first 20 mailers. Press the More… link to display all of the mailers.

When you add cards that contain usage to a campaign, you will be able to download usage reports. Details can be found in the Campaign Usage section of this manual.

Notes The Notes section allows users to attach personalized notes to an individual data card. To create a note:

• Select the ‘New Note’ button


• Enter a title for the note • Select the permission level for the note • Enter the note text • Select the ‘Save’ button

The Notes section is populated based on the permission of each note attached to the data card. Note permissions include:

Private – the note only appears for the user id that created it Organizational – the note only appears for users in the same organization as the user who

created it Professional – the note appear to all users of the NextMark system

If a note is set with Organizational or Professional permissions, an option to allow all data card editors to edit the note can be set by selecting the check box next to ‘Allow all data card editors to modify this note’.

Documents The documents area can be used to attach additional files or link web pages to a data card. Any document type can be uploaded in this section. To create a note:

• Select the ‘New Document’ button • Enter a title for the document • Choose the type of document to be created, File or Web Page • To attach a file,

o Select the ‘Browse’ button o Select a file from your local computer by clicking on the file name. The name

should now appear in the File Name: section o Select the ‘Open’ button. The full path to the file should now appear.

• To attach a web page, enter the URL address. For example, http://www.nextmark.com


• Select the ‘Save’ button

The documents section is populated based on the permission of the data card. Anyone with access to the data card will be able to view attached files and web pages.

Open Activities The open activities section provides a quick reference to any active tasks you have created that are linked to this list. For more information on creating tasks, please refer to the Profile Management Guide. The open activities section is populated with tasks owned by the user id viewing the data card.

History The history section provides an audit trail of actions and tasks associated with this data card. To add a record to the data card history:

• Select the ‘Log a Call’ button • Complete the task information • Select the ‘Save’ button

For more information on creating tasks, please refer to the Profile Management Guide. The history section is populated based on the permission of the user id viewing the card. Users with permission to edit the data card will have access to the full audit trail. All other users will see only those history records that were created by their user id.


Non-Managed Lists Non-managed lists can be created anytime a list is missing from the NextMark data card database. This will allow brokers within your company to place this card in recommendations and place orders on the list, while giving you the ability to track it separate from your managed properties. It will also allow you to transfer control of this list to the appropriate list manager.

Creating A Non-Managed List 1) Click on the Non-Managed option within the Lists menu. 2) Press the Create New Non-Managed Data Card button at the top of the screen. 3) Complete as much information about the data card as you can, until you get to the

Publish tab.

4) On the Publish tab, the data card Permissions are limited to Private or Organizational. We suggest Organizational, which will allow your list brokers to view the data card.

5) Use the Lookup button to find the appropriate list manager

6) If the manager does not exist in NextMark, a. press the Request New Manager button. Complete all fields and submit the form.

NextMark will get the company setup for you. You will be notified when completed.

b. Select your company name from the list of available managers. This will serve as a temporary place holder until the new manager has been created. Once


notified the new manager account has been created, edit the data card and select the correct manager.

7) Once you have selected a list manager you will be brought back to the Publish tab. 8) Press the Review button. 9) Once complete, press the Finish button to save your changes.

Requesting Manager Take Control Once you have saved the data card, you may request the manager take control of the data card.

1) Press the Publish tab from the data card view or Edit the data card and go to the Publish tab.

2) The “Request Manager Take Control” option will now be available. Place a checkmark in the box.

3) Press the Review button. 4) Press the Finish button to save the data card and send the request.

This will send a notification to the list manager requesting that they take control of the data card. Once they take control of the data card, you will receive an email to notify you. You will no longer have access to the data card until they publish the data card to the Professional. This will not affect orders generated from this card.

Generating a Recommendation

Creating a Campaign Campaigns allow you to “set aside” cards that you are interested in. Campaigns can be used to generate recommendations for Clients, collect campaign details to populate list orders and track the progress of the overall mailing. Create new campaigns by clicking the Campaign menu option. Press the New Campaign button at the top of the screen.


Although there are numerous fields are available, you are only required to enter a Campaign Name. If you participate in Order Processing, you will also be required to enter Mail Dates. Only complete the fields you feel are necessary for your purposes. If using Order Processing, it is recommended these fields be completed prior to entering orders, as they will carry into the orders. Campaign Name [required]: Enter a name for the campaign. Note: A campaign can be saved with Campaign Name only for users who do not wish to generate List Orders within NextMark. A Profit Center may also be required depending on your organizational settings. Salesperson: Select the sales person for this campaign from the drop down list. This will initially default to you, but will change to the Primary Rep of the account selected as the Client, if identified. Commission Plan: Identify the appropriate commission plan for this Salesperson, if applicable. (Commission plans are set up by NextMark. Please contact us for details) This will default to the commission plan set for the salesperson as identified in the account. Profit Center [may be required]: Select a profit center from the drop down list. Defaults to default profit center identified in your Profile. Terms and Conditions:


Select a set of Terms and Conditions to display for orders in this campaign. It will default to the Terms set in the Profit Center. If no terms are identified in the Profit Center, it will default to the Default Terms set for the Organization. Status: Select a status for the campaign (Planning*, In Progress, Complete, Cancelled) Client: In the first box, select a Client account by either using the Lookup icon or begin typing and select from the list. The Client field will only display accounts where the Role is identified as Mailer or Broker. If the account has not yet been created, click on the Lookup icon and use the New button to create a new account on-the-fly. In the second box, select a Contact name. Use the Lookup icon or begin typing and select from the list. If a contact in this account has been set as the Main Contact, that contact will automatically populate. If the contact does not yet exist, click the Lookup icon and use the New button to create a new contact on-the-fly. For more information on creating accounts, please refer to the NextMark Contact Management Guide. Client PO#: Enter the Client PO# provided to you by your client. Credit OK?: Identify the Credit status for this client. Depending on your Organizations setting, a Finance user may need to set this. On: Enter the date the Credit status was set. Credit Notes: Enter any credit notes. Mailer: In the first box, select a Mailer account by either using the Lookup icon or begin typing and select from the list. The Mailer field will only display accounts where the Role is identified as Mailer. If the account has not yet been created, click on the Lookup icon and use the New button to create a new account on-the-fly. In the second box, select a contact name. Use the Lookup icon or begin typing and select from the list. If a contact in this account has been set as the Main Contact, that contact will automatically populate. If the contact does not yet exist, click the Lookup icon and use the New button to create a new contact on-the-fly. For more information on creating accounts, please refer to the NextMark Contact Management Guide. Date Needed: Enter the date by which the data must be received by the Mailer or Mailer’s Service Bureau. Cut Off Date: Enter the date by which internal processing must be completed in order to meet the Date Needed. Mail Dates: Select the start date and end date of this mailing. Offer: Select the offer type from the drop down list. Enter a description for the offer in the text box to the right of the offer type. Delivery Medium:


Select the medium to be used for executing this campaign. (Postal Mail, Email, Telephone, Fax, Direct Response TV, Insert) Market: Select the market segment targeted by this campaign (Business, Consumer, Government). Enter a description of the market in the text box. Description: Enter a description of the campaign Addressing Material: Select the preferred addressing material for orders in this campaign (Cartridge, CD Rom, Diskette, Email, Mag Tape, Zip Tape, Cheshire labels, Gum Labels, P/S Labels, 3x5 Cards, Insert) Mailer Service Bureau: In the first box, select a Mailer Service Bureau account by either using the Lookup icon or begin typing and select from the list. The Mailer Service Bureau field will only display accounts where the Role is identified as Service Bureau. If the account has not yet been created, click on the Lookup icon and use the New button to create a new account on-the-fly. In the second box, select a Contact name. Use the Lookup icon or begin typing and select from the list. If a contact in this account has been set as the Main Contact, that contact will automatically populate. If the contact does not yet exist, click the Lookup icon and use the New button to create a new contact on-the-fly. For more information on creating accounts, please refer to the NextMark Contact Management Guide. Ship To: Select a Ship To contact for the Mailer Service Bureau. Use the Lookup icon or begin typing and select from the list. If a contact in this account has been set as the Ship To Contact, that contact will automatically populate. If the contact does not yet exist, click the Lookup icon and use the New button to create a new contact on-the-fly. Shipping Method: Select the preferred shipping method for orders in this campaign (Airborne 2 Day, Overnight, 2 Day, Email, FTP, In House, etc.) In the text box, enter the Account #. If email, enter the ship to email address. Ship Label: Enter the text as it should appear on the shipping label. If email, this can represent the Subject line. Instructions: Enter specific shipping instructions to be included on all list orders for this campaign into the text box. To select from a list of saved instructions, select the Add Phrase button and choose from the list. To create a set of instructions for re-use:

• Select the Add Phrase button • Select the New Phrase button • Enter the instructions in the Phrase: box (up to 250 characters) • Select Save

Planned Circulation: Enter the circulation this campaign intends to target as a whole number List Budget:


Enter the total budget assigned to this campaign for list purchase. US Dollar is the default currency. Select from the drop down list box to choose an alternate currency. This currency selection will be used as the default currency for all list orders created from this campaign. House List Criteria: Enter a description of the selection criteria applied to the house list used for this campaign. House List Count: Enter the final count for the house list used for this campaign Press the SAVE button to save your changes and view the campaign.

The Campaign View The campaign view provides all information relevant to a specific campaign. This view can be accessed by clicking on the name of any campaign.

The Campaign buttons Each campaign contains a series of buttons across the top. The presence and appearance of these buttons is determined by the permissions of the user id viewing the campaign. By default, only the “owner” and Administrators will have full access to the campaign. Finance users will have all


but Delete permissions. All other users in your company will have view only permissions. For more information about the permissions, see the Administrators Guide. Edit Use this button to access and edit any information found in the upper section of the campaign. This button only appears for user ids with permission to edit the campaign. Copy This button will open a new campaign in edit mode. The campaign will be populated with a new title and a copy of all the information from the existing campaign. Make alterations as necessary and press save to create the new campaign. This button appears for all users. Delete Use this button to delete the current campaign. This button only appears for users who have access to Delete the campaign. Share This button is used to grant permission to other members of your organization to view, edit, and/or delete this campaign. To grant permissions:

• Press the Share button • Place a checkmark under each permission to be granted • Press Save to apply the new permissions

This button only appears for the user who created the campaign and Administrators. Send Use this button to e-mail a copy of the campaign to clients, mailers, or other members of your organization directly from within the NextMark system. Individual e-mail addresses can be entered, a detailed Note can be written, and the preferred version of the campaign can be selected. (Broker / Client, HTML / Excel / RTF)

Contacts The Contacts section is a quick reference to all contacts selected when creating or editing the campaign. This may include the Client contact, Mailer contact, or Mailer Service Bureau contact. To add a contact, edit the campaign and select the appropriate contact from the drop down list box next to the account name. Alternatively, you can manually add a contact by clicking on the Add Contact button. Select the Contact, choose a Role, and press Save.

Lists All lists selected for the campaign will appear in the Lists section. By default, each campaign will contain a HOUSE LIST. Select the Edit link or Edit the campaign to enter house list details. If no house list is being used, leave all house list information blank. (Note: the house list line will still display)


To find lists to add to your campaign: • Press the Find Lists button in the Lists section of the campaign • Click on the Search option in the Lists menu • Use a link in Recent Items to execute a search you already ran

To add lists to a campaign:

• From the search results view, check the box next to the list(s) to be included and select the Add to Campaign button

• From the search results view, use the and to add and remove individual cards from

the campaign • From the data card view, select the Add (Again) to Campaign button

• From the data card view, select Edit Campaign Assignments button and check the

campaign(s) to include the card in.

Columns Action: The Action column will contain various action links based on the permissions of the user id viewing the campaign. Clink on any link to perform that action.

Edit – Enter details for the HOUSE LIST only Reject – Change the status of a list to Rejected, but don’t remove it from the campaign Restore – Return a rejected list back to its previous status Del – Remove a list from the campaign

Users with access to the NextMark Order Processing module may also see: Order – convert a list from a recommendation to a full list order Edit – edit details of a list order

Key (Order Processing Only): Displays the key code entered into the order # (Order Processing Only): Displays the list order number once one has been established

Select multiple cards

Add selected cards to campaign

Add/Removeindividual cards


List Manager: Displays the list manager of the list List: Displays the name of the list Count: Displays the number of names in the list (universe). When using Order Processing, this number will change based on the order details. TP: Represents what the quantity is based on. F = Final Count (mailable), Q = Quantity, A = Select Count, S = Segment Count, U = Base Count Cost (Order Processing Only): Based on the order details, how much this list will cost. CLR (Order Processing Only): Identifies the current state of the Clearance Approval CR: Identifies the current state of the Credit Approval Status: Identifies the current status of this list order. Reco, Rejected, (following statuses are Order Processing Only) New, Approved, Placed, Shipped, Processed, Complete Buttons View Details The View Details button can be used to generate a Recommendation style summary of all the lists in a campaign. This report is similar to the Broker Summary report and will include the list title, the manager, a short description of the list, the available list types, the universe count, the source, and the last updated date. Multi-Delete Use the Multi-Delete button to delete multiple lists from the campaign simultaneously. Find Lists Use the Find Lists button to access the NextMark search tool. Edit Counts [Order Processing only] The Edit Counts button is used to enter campaign level count details. For more information, please refer to the NextMark Order Processing guide. New Order [Order Processing only] The New Order button is used to generate a single new list order. For more information, please refer to the NextMark Order Processing guide.

Downloading a Campaign Campaigns can also be downloaded to a user’s local computer for off-line access, printing, attaching to e-mails, etc. This process is comprised of downloading and saving. CHOOSE A REPORT To download a document, select the desired format from the ‘CHOOSE A REPORT’ drop down box at the top right had corner of the campaign.

Client Detail – an HTML version of the campaign that does not include broker sensitive information, such as ordering details


Client Spreadsheet– an MS Excel version of the campaign that does not include broker sensitive information, such as ordering details. A summary of the campaign lists is included on the first excel tab followed by a separate tab for each list containing a copy of that list’s data card.

Client RTF Document – a Rich-Text File of the data card that does not include broker sensitive information, such as ordering details

Broker Detail – an HTML version of the campaign that includes all information Broker Spreadsheet– an MS Excel version of the campaign that includes all information.

A summary of the campaign lists is included on the first excel tab followed by a separate tab for each list containing a copy of that list’s data card.

Broker RTF Document – a Rich-Text File of the data card that includes all information Create Custom Report – Customize your download. See the Custom Downloads section

below. Once a format has been selected, a new window will appear with the selected version of the data card Saving From the File menu in the new window, the campaign can be

• Printed, by selecting the Print option • E-mailed, by selecting the Send > Page by e-mail option • Saved to the desktop, by selecting the Save As option. Note: select ‘Web Archive,

single file (*.mht)’ in the Save as type: drop down box to save a copy of an HTML page as a single file with the graphics intact.

Custom Downloads Use the Create Custom Report menu option to download various types of reports in a spreadsheet format, allowing you to change sorting and fields displayed.

Select the Format, Included Fields, and Sort options. Press the Continue button.


The Verification screen allows you to verify the selections you have made. Press Download to download your report. Press Make Changes to go back to the Selections screen. Single-sheet – Displays details of the data cards in your campaign on a single sheet. You are able to include/exclude fields and change the sort order. Multiple-sheets – Provides a summary page and separate worksheet pages for individual cards. Similar to the Broker/Client Spreadsheet downloads. You are able to include/exclude fields, change sort order, limit usage displayed based on Mailer, and limit whether Usage is displayed. Live Links – Displays some details of the data cards in your campaign on a single sheet. Each data card has a link to its associated listing on the NextMark List Finder. You are able to include/exclude fields and change sort order. Live Links (Alternative Media) – Same as Live Links, but also provides data related to Alternative Media. Summary – Provides a summary display of your data cards. You are able to change the sorting. Usage Analysis – Displays each list and the mailers that have used them in a spreadsheet format. Also includes whether the usage was Test (T), Continuation (C), or Unknown (X). You can limit display to specific mailers, omit tests, and sort by list or mailer. NOTE: References to Usage above only apply if you subscribe to the Usage Database (UDB).

Usage If you subscribe to the Usage Database, you will be provided with a Usage By Mailers section. This will display a complete list of mailers that have used the lists in this campaign when available.


The usage will display each mailer and the number of lists in this campaign they have used. When you press the [+], it will expand and display the list names this mailer has used. This view will display the first 20 mailers. Pressing the More… link will display all of the mailers. Limiting the Mailers Displayed You can limit which mailers are displayed by pressing the Select Mailers button. This will allow you to select which mailers you wish to display.

Use the All Mailers option to display all of the mailers. Use the Selected Mailers option to select specific mailers. Press Save to save your changes. The Usage By Mailers section will then only display the selected mailers.


Downloading Usage You can download the mailer usage that is part of a campaign. This download will be limited to the Selected Mailers identified. Be sure All Mailers are selected if you wish to download all of the mailers. Or select specific mailers if you wish to limit the download. The downloads are available in the Choose A Report menu. List Usage By Mailer Spreadsheet – Displays each mailer and the lists they have used in a spreadsheet format. Also includes whether the usage was Test (T), Continuation (C), or Unknown (X). List Usage By List Spreadsheet – Displays each list and the mailers that have used them in a spreadsheet format. Also includes whether the usage was Test (T), Continuation (C), or Unknown (X). Create Custom Report – Downloads above available with some customizable options.

Documents The documents area can be used to attach additional files or link web pages to a campaign. Any document type can be uploaded in this section. To add a document:

• Select the ‘New Document’ button • Enter a title for the document • Choose the type of document to be created, File or Web Page • To attach a file,

o Select the ‘Browse’ button o Select a file from your local computer by clicking on the file name. The name

should now appear in the File Name: section o Select the ‘Open’ button. The full path to the file should now appear.


• To attach a web page, enter the URL address. For example, http://www.nextmark.com • Select the ‘Save’ button

The documents section is populated based on the permission of the campaign. Anyone with access to the campaign will be able to view attached files and web pages.

Finance The finance section is populated for users with access to the Order Processing module. It provides a summary of all bills and invoices applied to the list orders in the campaign. The total revenue and total outstanding balance for the campaign can be found at the bottom of the section. For more information, please refer to the NextMark Order Processing and Finance Guides.

Open Activities The open activities section provides a quick reference to any active tasks you have created that are linked to this campaign. For more information on creating tasks, please refer to the Contact Management Guide. The open activities section is populated with tasks owned by the user id viewing the campaign.

History The history section provides an audit trail of actions and tasks associated with this campaign. To add a record to the campaign history:

• Select the ‘Log a Call’ button • Complete the task information • Select the ‘Save’ button

For more information on creating tasks, please refer to the Contact Management Guide. The history section is populated based on the permission of the user id viewing the campaign.

Your Campaign portfolio The Campaign screen serves as the “home page” for all your campaign activities. It allows you to choose which set of campaigns to view, provides a quick overview of each campaign, and provides access to campaign reporting.


Action Column The Action column will display Edit and Del links based on the permissions of the user id. The Edit link will open the associated campaign in Edit mode. It also provides a Del link. This link can be used to permanently delete a campaign from the system. Campaign Column This column shows the name of each campaign in the portfolio. By default, the portfolio is sorted alphabetically by name in descending order. Offer Column This column shows the offer description text entered when the campaign was created. Edit the campaign to add or change this text. Mailer Column This column shows the name of the mailer account associated with this campaign. Click on the mailer name to view the full account details. Edit the campaign to add or change the mailer account. Mail Date Column This column shows the date that mailings for this campaign are scheduled to begin. Edit the campaign to add or change the mail dates Circulation Column This column shows the circulation count entered when the campaign was created. Edit the campaign to add or change the count. Lists Column This column shows the total number of orders included in the campaign. Status Column This column shows the status of the campaign. Edit the campaign to update the status.

Organizing your portfolio Selecting a View The drop down list box at the top left can be used to select which campaigns are to be included in the current view. To change the current view, choose the desired view from the list and select the ‘Get Campaigns’ button.

10 Most recent campaigns [default] – This view will the last 10 campaigns that your user id has accessed.

My campaigns – This view will show only the campaigns that your user id has created.


All campaigns – This view will show the campaigns created by your user id and all other campaigns you have been given permission to view.

Status Filter In addition, the list of campaigns in the view can be filtered by status. The status filter can be found to the right of the campaign view selection box. By default, only Active campaign will be included. To choose campaigns of a different status or to view all campaigns, select a new status filter from the drop down box and select the ‘Get Campaigns’ button Sorting The sort selector can be found to the right of the status filter. By default, the campaign view will be sorted by campaign name. To change the sort, select a new sort column from the drop down box and select the ‘Get Campaigns’ button.

Searching for Campaigns There are 2 ways of searching for campaigns.

• Using the Search box at the top of the screen, enter a portion of the campaign name and then select Campaigns from the drop down menu. Press Go to search.

• In the Campaigns menu, select the Search option. Search by available fields.

Standard Reports Standard reports for campaigns can be found in the CHOOSE A REPORT: drop down box at the top of the portfolio screen. The standard reports include:


Report Name Description Active Campaigns by Salesperson All active campaigns for an organization grouped by

salesperson Campaign Call Activity All task activity grouped by campaign name My Active Campaigns by Client Campaigns owned by your user id grouped by Client

account name

Custom Reports NextMark users can also create their own custom reports. Click on the Reports menu option. For more information on creating, editing, and sharing custom reports, please refer to the NextMark Reporting Guide.