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Fulfillment Review (FR) Process YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo.

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Presentation on theme: "Fulfillment Review (FR) Process YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo."— Presentation transcript:

1 Fulfillment Review (FR) Process YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo and all other YP marks contained herein are trademarks of YP Intellectual Property LLC and/or YP affiliated companies. October 2013

2 YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo and all other YP marks contained herein are trademarks of YP Intellectual Property LLC and/or YP affiliated companies. Page 2 fulfillment review log process Overview All team members are responsible for utilizing the “Activity History  Log a Call” function in Salesforce. This function will timestamp each step in the FR process, allowing us to move our accounts more efficiently This presentation outlines the codes to be used and the process to following when coding NEA, INDS and Offer cards. Our goal is to maintain a 10 day SLA (calendar days) of accounts in fulfillment review that are within 30 days of scheduled drop date

3 YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo and all other YP marks contained herein are trademarks of YP Intellectual Property LLC and/or YP affiliated companies. Page 3 fulfillment review code definitions CodeCode Definition Cycle Time (calendar days) FR NEAAny card that does not contain an offer5 days FR INDSNo advertiser participation5 days FR OfferCard contains an offer3 Days FR ReworkCard being reworked to remove offer3 Days FR Sent Second preview (the 4 panel preview, with and without an offer) has been sent out to the advertiser and there is no engagement 5 days FR ActiveAdvertiser has 3 days to provide feedback for account3days FR Drop Flagged at second change in drop date (used by consultants to indicate accounts with multiple drop date changes) TBD

4 YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo and all other YP marks contained herein are trademarks of YP Intellectual Property LLC and/or YP affiliated companies. Page 4 FR call log process – NEA Preview Email Sent Who: Consultant Code: FR NEA Action: Code FR NEA in Activity History (log a call), subject line and internal comments Resend Preview; Day 5+ Who: Fulfillment Review Code: FR Sent Action: 1. Resend NEA preview via soft query (filed in SFDC) process 2. Code FR Sent in call log, subject line and internal comments On Query; Day 10+ Who: Fulfillment Review Action: 1. Check workflow and personal email for communication 2. Move to Keying (note: query had expired at this point)

5 YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo and all other YP marks contained herein are trademarks of YP Intellectual Property LLC and/or YP affiliated companies. Page 5 FR call log process – offer card Preview Email Sent Who: Consultant Code: FR Offer Action: Code Offer in Activity History (log a call), subject line and internal comments Rework to Writing; Day 3+ Who: Consultant Code: FR Rework Action: 1. Code FR Offer Rework in call log, subject line and internal comments 2. Send account to writing Resend Preview; Day 5+ Who: Fulfillment Review Code: FR Sent Action: 1. Send 4 panel preview via soft query (filed in SFDC) process 2. Code FR Sent in call log, subject line and internal comments On Query; 10+ Days Who: Fulfillment Review Action: 1. Check workflow and personal email for communication 2. Move to Keying

6 YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo and all other YP marks contained herein are trademarks of YP Intellectual Property LLC and/or YP affiliated companies. Page 6 fulfillment review checklist All FR items must have the following: 1.Preview email sent out 2.Coded in Activity History “log a call” (Codes not within SLA will be identified by daily report and will need to be addressed daily) Accounts will not be eligible for the process below if the following criteria have been met. This will ensure that accounts aren’t dropped INDS/NEA prematurely 1.Preview email has been sent out 2.Coded in Activity History “log a call” 3.Drop date is 30+ away


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