1. Credit fulfillment campaigns should have nomenclature: [Year] [Credit] [Month] – [Offer $ Amount] [Offer Type] – Fulfillment Letter
2. Deactivation date should reflect a date after the end of the In Market Date. Ie. If your in market date is 5/1-5/31, the campaign should deactivate on 6/1.
3. Deactivation date should not be checked.
1. Confirm enrollment dates are correct. Reference campaign brief for corresponding campaign.
2. Confirm in-market dates are correct. In-Market Date for fulfillment should be the month AFTER the fulfillment letter mails.
3. Service code numbers should be present, and match screenshot.
1. Contact List Provider = Administrator
2. Only Notify is selected
3. Additional Required Contact Fields = 0 selected
1. Templates within campaign should have correct naming convention as campaign, with addition of Item Type at beginning and Offer Type at end: Fulfillment Letter - [Year] [Credit] [Month] [Campaign Type] – [$X] [Reward Type]
2. FI's should only be permitted to select 1 template per campaign. Confirm Requirement Group is set up correctly
3. Uses List should always be selected
1. Templates within campaign should have correct naming convention as campaign, with addition of Item Type at beginning and Offer Type at end: Fee - [Year] [Credit] [Month] [Campaign Type] – [$X] [Reward Type]
. 2. FI's should only be permitted to select 1 template per campaign. Confirm Requirement Group is set up correctly
a. This should match the fulfillment letter static date
1. Debit fulfillment campaigns should have nomenclature: [Year] [Month] [Debit] [Campaign Type] – [Offer $ Amount] [Offer Type] – Fulfillment Letter
4. Confirm short description says "Campaign Fee: Quoted".
1. Templates within campaign should have correct naming convention as campaign, with addition of Item Type at beginning and Offer Type at end: Fulfillment Letter - [Year] [Debit] [Month] [Campaign Type] – [$X] [Reward Type]
1. Templates within campaign should have correct naming convention as campaign, with addition of Item Type at beginning and Offer Type at end: Fee - [Year] [Debit] [Month] [Campaign Type] – [$X] [Reward Type]
1. Confirm deactivation date is checked and correct. This should reflect same deactivation date in campaign.
1. W x H = 8.5x11
2. Paper = 70# Uncoated Text – Trifold (70UNTXT-TRIFOLD)
3. Postage Tbl = First Class Presort
2. Description should reflect the sell price to the FI of the code cost. This can be found in the Pricing Guide.
3. Product Type = Non-Customizable > Digital > Print
1. Price/Item = Reward code cost to the FI. This can be found in the Pricing Guide.
2. Docustar = $0.00
Confirm that the sample matches the template, besides the variable information that will populate accordingly.
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