Simmons Bank Checklist (Updated 10.18.22)

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Template Name & Number

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Template SpecialistClient EngagementHTML Designer

What part of the process are you on?

Reviewing Template Specialist's workMaking available to branches

What is the product type for this item?

AdsApparelBannerBrochureBusiness CardCardEmailEnvelopeExcel FlyerLetterheadNewsletterPostcardPostersPowerpointPrint AdPromotional ItemsRadio SpotsRentalsSocial MediaWIndow ClingsYard Sign

Is the template customizable? (Please add Customizable or Non-Customizable to the CA line after the name of the template)

YesNo

Does this blueprint have 16 or more fields? (For all complex templates please change the billing type in CA to Complex)

yesNo

Did you add a replacement cost to the description? Example "Replacement of the wall graphic is $690 excluding in bound freight costs." To find replacement cost go to: Client Side- Tools - Request - Rental Event Item Reservation - Rental Policy (packaging enclosed) 2018.pdf 

YesNot in the PDF - contact the AM

For rental items, the "Free Freight for Security Level" should be set to "no one"

YesNot a rental item

Is this a print item?

YesNo

Select the Vendor

B&BSimmons Supplied InventoryVya

Is the contact information setup as a Group Member Auto-Fill and the field named "Please select Simmons Bank Associate:"?

YesNo

Is the Email Address field type set to Text Field - Email to verify the email address? 

YesNo

Is the NPN #set as a required Text Field? (do not link to group member autofill field) 

YesNoN/A

Is the NMLS # or License # set up as an optional text field? (only NMLS # should be linked to group autofill)

YesNoN/A

If this item includes an NMLS#, there should be 3 blue print fields: 1 asking "do you want to include an NMLS#?", a text field for the number, and a hidden auto-replace field that includes "NMLS# (field ID)" that only shows if they select to include the number. 

YesN/A

Is the NMLS# field linked to the last field in the Group Member Auto-fill and not the "NMLS number" field?

YesN/A

If you have an autofill text box with a small amount of text is it set up with the blueprint field's pixel wxh as 50x25?

YesN/A

For postcards, return address fields need to be required.

Marked as requiredN/A

Is the "email" and "URL" fields set up with the post formatting "all lowercase"?

YesN/A

Has the phone extension been removed from the sample and proofs? (Per Allison 11.15.18 the bank will not add extensions to any of their templates)

YesNoN/A

Are all of the phone numbers set up with the post formatting of 'phone number - use periods not dashes'?

YesNoN/A

For the Phone Number field that is connected to the "work phone" field in the auto-fill, did you add a 12 character limit and "(Please do not include extension)" to the comment of the blue print block?

YesNo they specifically requested extensionsN/A

Have you worded these fields the same as the image to the right?

YesNo they requested something differentN/A

Confirm that the send from email address is an 'Email'

YesNot applicable

Is the template in the Vya Corporate Test Category?

Yes

Is the template in Simmons Test Category?

YesNo

Confirm that the product type is set to Email

YesNo

Did you associate the template number in the CA Task?

YesNo

If print, confirm lot size is 25 for brochures, flyers, print ads and coupons

YesNo

If print, confirm banners are sold in eaches by unchecking the box next to the lot size

YesNo

Is this item part of a kit?

Yes, make sure PDF is not markedNo

If this is a postcard/self-mailer, has the indicia image lib block been added and titled “mlist_indicia”?

YesN/A

For mail items, is the postage table set up correctly?

YesNoN/A

Print Ad's need to have the below Request settings:

YesN/ANever Request Changes   

Social Media templates need to have the below settings. Is it setup like this? (Note: Social Media templates can not go into campaigns otherwise these options won't work)

N/AYes 

Is the vendor correct on the attached CPT?

Yes

For outside vendors like B&B is the "Free Freight for Security Level" set to "no one"?

Yes NoN/A 

If the template requires order approval, is the rule builder set up as below, and is set as POST ORDER approval?

Doesn't require approvalYes   

Does this piece include a profile picture? If yes does the client side include a drop-down menu to select a image from their library?

YesNoN/A

Is the profile picture setup like this?

YesNo

For the "Name" field add Post Formatting "Proper Name casing"

Yes this has been added N/A this does not have a name field

If the template includes a "Name" field then the accreditation fields need to be included (see screenshot below, reference #23063)

Yes, they are includedNo Name fieldSimmons requested not to have accreditations on this piece

Is the image for the sample a page by page view? example: 24381

YesNo, they requested something elseN/A

Are the Fax and Cell numbers set up as optional?

YesNoN/A

Are the Fax and Cell Numbers marked as required if there is an if/then asking if they want to include them?

YesNoN/A

Reviewing Template Specialist Work - CSR

Does the print options match what is on the template request form/spreadsheet?

YesN/A

Are the Customizable fields in the same format/order as other pieces?

YesNoN/A

Is the lot size correct for this item?

YesNoN/A

Is the pricing and copy information correct?

YesNoN/A

If the item is a downloadable template, does it download correctly?

YesNoN/A

If the item is customizable, do all the fields populate correctly?

YesNoN/A

If this is a print item, make sure the paper type matches what is in the copy specs. If the copy specs say "fold" make sure to select the correct paper based off of that (ex: "fold and insert into envelope" uses paper type with "-Fold Once" tag; "Trifold" or "letter fold" uses paper type with "-Trifold" tag)

Yes, paper matches copy specsNo, paper option is missing - contact KatieNo, copy specs are missing - contact the AMNot a Print ItemCurrently under debate with Allan & Simmons Corp

Is this setup for Custom Requests? This applies for everything except (Non-Customizable templates, outside vendor items, rental products and envelopes) 

N/ANo (this is Non-Customizable, Vendor Item, Rental Product or Envelope)  Yes (Gateway is setup like this)

For apparel items, is there an inventory item created and the B&B SKU added as the SKU, allow backorder is turned on, and reorder threshold turned off?

YesNoN/A

If there are multiple colors offered, are there images loaded into the different inventory options? 

YesNoN/A

For brochures, is the sample set up as a PDF with each page of the brochure an individual page? example: 24563

YesN/A

If this is a business card, does the copy specs include "Run 20 up so that it can be slit on Duplo - position on front & back is critical as well as color."

YesN/A

For envelopes, if they include printing more than the return/sending address is it set up as it's own template?

YesN/A

Do the copy specs say to print it on the Xante?

YesN/A

Is it connected to the correct envelope inventory item?

YesInventory item is missing - contact KatieN/A

Is there a vendor SKU for the envelopes in the copy specs? (requested by Sherri for production)

YesN/A

Are radio spots set up as a campaign with the first template being #24026 Radio Distribution Details?

YesN/A

Does the campaign description include a link to a PDF of the radio script?

YesN/A

If this is a campaign or kit, is there a specific due date, or should these be produced within a specific turn time? Reach out to Account Manager if these details have not been provided.

Yes, the dates have been added to the campaignNo, a message has been sent to the AM requesting additional informationN/A

Is the second template in the campaign a downloadable template that downloads a zip file containing the script and the MP3 file, and is the Download option set to "user cannot download before purchase" in the template settings?

YesN/A

If window clings are smaller than 14x26, do the copy specs say "11.5pt C2S Stop Lite, run through laminate to add static cling" and is it 2 sided?

YesNoN/A

If this is a print item called a "sign" then have you confirmed if it should be printed 2 sided if the art is 1 sided?

YesNot being printed 2 sidedN/A

If this is a yard sign, can you confirm that instead of a paper type, the following dimensions are added: L: 30 W: 18 Thickness: .282 Weight: .832 (this is only for 24x18 yard signs that are sold in lots of 1)

YesNo, lot size is more than 1 (multiply the thickness and weight above by the lot size and add those dimensions instead)N/A

Confirm that the Shipping (Postage and Handling) are correct by clicking here (Make sure to right click on the link to open in a new tab) 

Yes, Postage & Handling are correctNo, Postage & Handling are different for this itemN/A

For all B&B inventory items did you add the service code as shown below?

Yes No they didn't provide a service code and a message has been sent to the Account Manager to request one.N/A

For all Simmons templates did you add a service code? (either SC142 or SC081)?

Yes No they didn't provide a service code and a message has been sent to the Account Manager to request one.N/A

Please check the clients tab on the naming convention spreadsheet (Make sure to right click on the link to open in a new tab) to ensure that the template name, description, and key terms are similar to the examples.

YesNo, The client asked for something differentN/A

Confirm that pricing is correct. Click here (Make sure to right click on the link to open in a new tab) 
and locate the clients tab at the bottom of the sheet.

Yes, pricing is correct No, pricing is different for this one itemN/A, this is not a print item

Confirm the template is connected to the correct CPT based on pricing, specs and size.

YesNo, doesn't exist (create a new one, or reach out to Katie to create it)

If this is a new template or updated template have you checked the box next to the date and changed the date to the current date? 

Yes NoN/A

If this is an envelope or letterhead is it setup this way?

Yes No, they asked for it to be setup differentlyN/A

For B&B or Simmons Supplied Items, the budget restriction needs to be on, and "Associate Earned Credits" selected.

Yes this is set up this wayN/A

For Simmons Supplied Items, "allow backorder" should be set to "no" in the inventory dashboard.

YesN/A

For banners, posters, and clings 11x17 and larger (NOT on foamcore), is "pack by" set to "rolled"?

Yes this is set to "rolled"N/A this is not one of the above items