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Summary / TL:DR: This article is a reference to help you understand premium sets in Advantage.

Info

Premium sets are the free gift a customer receives when they place an order.  These are often used to entice the customer.  Premium sets can consist of reports, books, trial subscriptions, welcome kits, and even iPads or gold. Click Premium Sets in the Marketing ribbon to navigate to the Premium Sets screen.

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Table of Contents
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Premium Set Definitions Screen

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These are the recommended customized columns for the top of this screen.  There are more columns available.

Premium Set

Displays the code used to identify the premium set.

Premium Set Description

Describes the details about the premium set.

Linked Premium Set

Displays the linked premium set If there is one.

Last Updated

Displays the date and time the premium set was last updated.

Last Updated By

Displays the Advantage user ID of the last person to update the premium set.

Last Updated By Description

Displays the full name of the last person to update the premium set.

Expiration Date

Displays the Expiration Date for the selected Premium Set.

Info

These are the recommended customized columns for the top of this screen.  There are more columns available.

Premium Set

Displays the code used to identify the premium set.

Earned At

Displays how the customer will earn the premium set.

Response Sequence

Displays the order in which each part if the premium set will be fulfilled.

Paid-Up %

Displays the percentage the customer needs to pay in order for the premium set to be fulfilled.

Days to Respond

Displays when the premium is eligible to when the response is made in N days.

First N Response

Displays when a premium is defined to the first N responses. For example, the first 100 to respond receive an extra report.

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Premium Set Definition Maintenance

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Fields

Premium Set

A free form field that allows users to enter the code used to identify the premium set. This code can be up to 6 characters long.

Premium Set Description

A free form field that allows users to enter more details about the premium set.

Expiration Date

Set an Expiration Date for your premiums, which you must use with the Then Use field.

Then Use

Enter the premium set you wish to use after your current premium expires. Used with the Expiration Date field.

Columns

Premium Set

Displays the code used to identify the premium set.

Earned At

Displays how the customer will earn the premium set.

Response Sequence

Displays the order in which each part if the premium set will be fulfilled.

Paid-Up%

Displays the percentage the customer needs to pay in order for the premium set to be fulfilled.

Days to Respond

Displays when the premium is eligible to when the response is made in N days.

First N Responses

Displays when a premium is defined to the first N responses. For example, the first 100 to respond receive an extra report.

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Premium Set Detail Maintenance

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Premium Set

Displays the code used to identify the premium set.

Earned At

Determines how the customer will earn the premium set.

  • Response - The premium set will be fulfilled when the customer responds to the offer. Normally used for free eletter signups.

  • Payment - The premium set will be fulfilled when the customer pays the determined abount.

Response Sequence

Determines the order in which each part of the premium set will be fulfilled.

Select Only Once

Determines when to stop fulfilling sequences.


Box Unchecked

Will fulfill all steps in the sequence.


Box Checked

Will stop at this step in the sequence if the customer qualifies. This is most commonly used if there are different steps for 1 year and 2 year orders.

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Details Tab

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Paid Up %

Determines the amount a customer must pay in order to qualify.

Days to Respond

Determines the number of days the customer has to respond to qualify. Not generally used.

Within Responses

Determines the number of responses the customer must be within to qualify. Not generally used.

Term/Amt/Line#

Determines whether the qualifications set in this section are based off how much the customer paid or the subscription length purchased.


D - Currency Amount

Allows users to enter a price range for the order purchased in order to qualify for this step.


L - Order Line Number

Not used.


T - Length of Term

Allows users to enter a term length range that will qualify the customer to be fulfilled at this step.


V - Total Order Value

Allows users to determine a total order value (if multiple items were purchased) for the customer to qualify for this premium set.

Low

Depending on the Term/Amt/Line# qualification set above, this field determines either the lowest dollar amount of term length that would qualify the customer to receive this premium set.

High

Depending on the Term/Amt/Line# qualification set above, this field determines either the highest dollar amount of term length that would qualify the customer to receive this premium set.

Only if ship-to equals bill-to

Check if the order qualifies based on if the ship to and the bill to address is the same.

Response Type

Allows to limit to control group response type. Not generally used.

Fulfill once per recipient?

This will prevent the system from sending out the same premium on a given sequence number of a premium set.   It does not limit customers from receiving the same premium across multiple sequences.  

 

Info

You can set up the premium to offer the same item on different sequences. If you do not set the Select Only Once field to N, the customer can still receive duplicate premiums (across response sequences), even if the "Fulfill once per recipient?" flag is checked. 

Fulfill at

Determines when the premium set will be fulfilled.


E - Fulfill when earned

Typically used for product orders with a product premium when used along with earned at response, this ships items together.


I - Fulfill with issue

Will fulfill when the first issue of subscription ordered is fulfilled or it will ship along with a product order.


N - Fulfill after next BCL order

Will fulfill after the next auto delivery of a product is shipped.


S - Fulfill through separate order

Will fulfill through a separate order. This is ideal so the premium set will fulfill asap. Otherwise, the premium set will not be fulfilled until the first issue of the subscription ordered is fulfilled or until a product is shipped. If a product is on backorder, the premium set will not be fulfilled until the product is.

Item

Determines the premium set that the customer will receive if qualified.

Sub Choice

Determines the subscription choice the customer will be subscribed to if the premium set includes a trial subscription.

Send-to

Determines who the premium set will be sent to.


S - Ship-to Customer

Will send the ship-to customer the premium set.


B - Bill-to Customer

Will send the bill-to customer the premium set.

Ship-Via

Determines through which carrier method the premium set will be shipped. 1st should always be selected for premium sets.

Life Max

Used to limit the number of premium items the customer can receive. For instance, if you only want the customer to receive one book as a premium set, use a Life Max of 1.

Info

Customer service agents will still be able to gratis ship a customer the premium set if necessary.

Delay Days

 Used to set a certain amount of days to delay before releasing an item or adding a customer to a list.

Info

This is useful if the triggering order is a subscription and you want to wait to ensure the customer doesn’t cancel the subscription upon receiving the premium. 

Publication

The PUB code that identifies a magazine.

Extend length of subscription by ____ issues at no additional charge

The amount of issues to extend the subscription by.

Reduce subscription rate this amount

The amount to reduce the rate of the subscription by.

Reduction Currency

The currency the reduction rate of the subscription will use.

Use this adjustment reason code

Reason code that will be used for subscription rate adjustment.

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Premium Set Lists Tab

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Columns

List Code

Displays the list code that determines which free eletter the customer will be subscribed to.

Add Bill to Customer

Displays whether the bill to customer on the order will be subscribed to the free eletter.

Add Ship to Customer

Displays whether the ship to customer on the order will be subscribed to the free eletter.

Fields

Premium Set

Displays the code used to identify the premium set.

Earned At

Displays how the customer will earn the premium set.

Response Sequence

Displays the order in which each part if the premium set will be fulfilled.

List Code

Determines the list (free eletter) the customer will be subscribed to.

Add Bill to Customer

When selected, the bill to customer on the order will be subscribed to the free eletter.

Add Ship to Customer

When selected, the ship to customer on the order will be subscribed to the free eletter.

Delay Days

Used to set a certain amount of days to delay before releasing an item or adding a customer to a list.

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Premium Set Conditions Tab

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Info

Make sure the Database fields tab is set as your default

Change

Make changes to the currently selected item.

Inquire

Inquire the currently selected item to display more information.

Delete

Delete the currently selected item.

Add/OR

Used for operations that can be used to create the needed criteria.

Not

Used for operations that can be used to create the needed criteria.

(...)

Used for operations that can be used to create the needed criteria.

Move Up

Moves the currently selected condition up on the list.

Move Down

Moves the currently selected condition down on the list.

Count

Shows the number of selected rows.

Test

Allows the user to run a test on the SQL.

Edit SQL

Allows the user to directly edit the SQL selected.

Save As View...

Allows the user to save the SQL as a different title.

Report

Creates a report of the selection criteria being used.

Column Finder

Allows the user to build a SQL target based on the conditions in the columns below.

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Tip

Wrap up

You should now have a better understanding if premium sets in Advantage.

Info

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