We were asked to explain the different parts of a statement job when there was a mix of incoming files, instructions and marketing requirements. The following is a REAL example and illustrates how to tie marketing to a critical delivery document across mail and electronic delivery channels.

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Basic Job Requirements

• Merge STATEMENT, CREDIT CARD and REWARDS files.
• Deliver eStatements and Traditional Mail per enrollment matrix.
• Return PDF Archive with Indexing for in-house archive import.
• Apply targeted promotional messages, including one "pre-approval" message.
• Build a loan "pre-approval" Attachment/Offering and link to qualifying accounts.
• Insert/link targeted flyer for a geographic area.
• Imprint envelopes/announce pre-qualified loan approval.
• Pre-print and publish monthly newsletter.

It breaks down as follows:

Primary Input Files:

• Statement file
• Credit Card file
• 3rd Party Rewards file

Marketing Lists (csv format):

• Auto Loan Pre-Approval file (account number, amount and interest rate)
• Kids Newsletter file (account number)
• Checking Account file (account number)
• Targeted ZIP file

Marketing Artwork (PDF or other format):

• 3 graphic message images (for top of statement)
• 1 (PDF) file (for attachment document)
• 2 graphic files for Newsletter printing
• 1 graphic image (for targeted envelope press-print)

Related Instructions:

• Messaging priority (which messages take precedence over others)

Production Documents Generated

• E-Statements (PDF and HTML) - posted for both Statement and Credit Card accounts
• Print/Mail (Laser Print) - qualified "mail only" statements
• Newsletter (PDF for Web) - applied to Online Statements site
• Newsletter (Press/Mailshop) - inserted to Mail statements
• Imprinted Envelopes (Press/Mailshop) - printed and applied to qualifying mail pieces
• Pre-Approval Attachment (PDF for Web) - posted to Online Statements
• Pre-Approval Attachment (Laser Print) - printed inline with statement(s)
• New Branch Insert (PDF or HTML) - applied to Online Statement)
• New Branch Insert (Press) - directed to mailshop
• Archive Export (PDF) - with indexing to fit client in-house platform