2016 Mailing Promotions: How to Enroll Webinar January 5,

Agenda ■ 2016 Earned Value Promotion ■ 2016 Emerging & Advanced Technology Promotion ■ A/B testing ■ Questions 2

2016 Earned Value Promotion 3 How Do I enroll?

4 How to Enroll Customers can enroll in the Earned Value promotion through the Business Customer Gateway eAdmin/view/signin Participants must register their Mailer IDs and the Permit account to which future earned credits will be applied.

5 Enrollment Steps From the BCG Homepage, select Incentive Programs under the Mailing Services category

6 Select Earned Value Promotion by clicking on the hyperlink. Incentive Program Selection

7 Begin Enrollment To begin enrollment into the selected Incentive Program, select the Begin Enrollment button

8 Complete the Enrollment tasks by using the tabs located on the left-hand side of the page, or by clicking the links associated with each step. As you complete each task, the system will display the task as “Complete”. Enrollment Tasks

9 Task 1: Additional Contact Information The Additional Contact Information page allows you to save contact information for an alternative primary contact and for a technical contact. You are required to enter information for the alternative primary contact to complete this task.

10 The Locations page allows you to review your participating mailing locations. You must verify the accuracy of the displayed locations and select the button to complete this task. Task 2: Locations

11 Task 3: Mailer IDs The Mailer IDs tab will only become available once the Locations tab has been completed. It allows you to review your participating mailer IDs. You must verify the accuracy and completeness of the mailer IDs and select the button to complete this task.

12 Task 4: Payment Accounts The Payment Accounts page allows you to review the permits that are associated to your registered business locations. You must verify the accuracy and completeness of the permits and select the one that you want to use as your credit destination account. You can select one or more permits to split your credit by allocating percentage values to each permit totaling 100%. You may select an eligible or custom permit. To assign a percentage value to a single permit or multiple permits: click on the button displayed under the Eligible Permits table. You can change the selected eligible, or custom permit at any time up until the start of the Award Claim Period. To change your permit percentage allocation click on the button. Be sure to click on the button once you make your changes. Note: Once the Award Claim Period has begun, your permit and credit allocation is sent to PostalOne! and cannot be changed. Once you have made your selection, click on the button to complete this task.

13 Task 4: Payment Accounts -Continued

14 Task 4: Permit Account -Cont Custom Permit Search The Custom Permit Search is available for mailers who would like to disperse their credit amount to a permit that is outside their profile. Once the credit is released to the permit user will be unable to move the credit to another permit The Permit Number, Permit Type, and State Code are denoted as required fields; the City is optional for the user to enter. Click on Search

15 Once a Permit is searched for, a “Select Permit” pop-up will display the Permit Number, Permit Type, Finance Number, City, State, CRID, Business Name, and Address of the company. The user can select which Permit will receive the credit by clicking. Then the pop-up window will close and the Permit table will be populated with your selection on the Selected (Multiple) permits table. Task 4: Permit Account -Cont

16 Task 5: Certification The Certification tab becomes available once the preceding steps have been completed. You must agree to the Certification Agreement by selecting the button to complete this final enrollment step. Upon agreeing, you are enrolled into the Incentive Program. You will know that you are fully enrolled when you see the Enrollment Status change to “Enrolled”.

17 Activity Report Earned Value : Activity Report The top section of the Activity Report, displays the percentage allocated to the permits and credit amount. This information will update automatically if you decide to change your percentage allocation on the payment accounts tab. Earned Value : Summary Section Total Volumes for each piece type (i.e., BRM or CRM) are obtained by adding up the tracked volumes across all your participating Mailer IDs The Award Amount is computed based on the Total Volume which is obtained by adding up Total CRM Volume multiplied by the CRM Credit Per Piece and Total BRM Volume multiplied by the BRM Credit Per Piece. [Note: The credit per piece for BRM and CRM are defined by the Program office.]

18 The bottom section, Earned Value Detail Report, provides a detailed view by Mailer ID (MID). Each row represents a different MID for which it displays the total returned volume broken down into CRM and BRM pieces by month. Activity Report I Agree: Click on I agree, if you agree with the volume and credit received. I Disagree: Click on I disagree, if there are discrepancies that can be validated by the mailer.

19 Permit Balance Report As a mailer, you can see how your earned credit gets used as you claim the incentive by populating the promotion code in your eDoc submissions. The bottom section, the Permit Balance Detail, provides a detailed view of your credit usage broken down by each individual Postage Statement. It lets you track the history of your credit usage giving you detailed information such as the amount of credit used per postage statement, the date when it was used, and the Postage Statement Sequence Number.

2016 Emerging & Advanced Technology Promotion and A/B testing 20 How Do I enroll?

Program Registration Overview 21 Enrollment Steps for AB Testing  From the BCG Welcome page, navigate to Mailing Services, then select Incentive Programs service

Program Registration Overview 22 Welcome Page  From Incentives Welcome page, select the discount-based incentive to enroll in. (The 2016 Promotion that is AB Eligible is Emerging Technology)

Program Registration Overview 23 Begin Enrollment  Program Summary page of selected incentive will display. Click to start. Enrollment Status will go to “IN PROGRESS”.

Program Registration Overview 24 Additional Contact Information  From Additional Contact Information page, fill out the required fields and save.

Program Registration Overview 25 Locations  Review the Locations page and click to complete.

Program Registration Overview 26 Payment Accounts  All eligible permits will be able to claim a discount for the incentive they enroll in.

Program Registration Overview 27 Payment Accounts - Continued  To participate in the A/B test select “Yes” in response to the question “Do you want to participate in the A/B Test promotion?”

Program Registration Overview 28 Payment Accounts - Continued  Selecting “Yes” will allow you to enter one eligible permit from the list in which the credit will be applied to. (Selecting “No” will not allow you to enter a permit in the section below and you may continue enrollment into the discount-based incentive)  Once is clicked, the permit entered will be saved and cannot be changed. Also, Payment Accounts page will be marked “Complete”.

Program Registration Overview 29 Certification  Complete enrollment by clicking on “I Agree” on the certification tab.

Program Registration Overview 30 Confirm Enrollment Status  Enrollment Status will display as “Enrolled”.You will now be able to claim the discount incentive.  Note: You will need to opt in the AB test while submitting a statement in order to receive AB credit.

Program Registration Overview 31 My Activity Report  The report will display postage statements that claim the discount.

Program Registration Overview 32 Credit Tracking Report  Data will display in the summary table only if you received a credit for your A/B test. –[*Note: Sample data below used for testing. Only Emerging Advanced Technology will have option to participate in A/B testing in 2016]  The Detail report data will display when you claim the “AB” Incentive in PostalOne!

Program Registration Overview 33 Promotion Support Information  Promotions RIBBS URL  Individual Promotion boxes: –E & A Tech/Mobile Shopping - –Earned Value – –Personalized ColorTranspromo – –Tactile, Sensory & Interactive Promotions