enhanced cssr portal (ecp) - epsilon · ©2014 epsilon. private & confidential enhanced cssr...

©2014 Epsilon. Private & Confidential

Enhanced CSSR Portal (ECP)Training Manual

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1. Homepage

2. Dashboard View

3. Enterprise Reporting

4. QuickStrike Workflow

1. Dashboard outlines QuickStrike campaign builder

workflow

2. Past templates executed viewable through dashboard

3. Build a new campaign

4. Choose the creative in the campaign library

5. Edit creative

1. Edit the template text and images

2. Choose/edit offers

3. Preview proof

6. Build List

1. Tools to filter and choose target prospects

2. Incorporating 3rd party lists

3. Seed process

7. Select options

1. Select postage

2. Select mail drop date

3. Select billing options

4. Premiums can be selected/included in campaign

8. Add to cart

9. Submit campaign for processing

5. Premium Only Order Process

Enhanced CSSR Portal: Outline

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Home Page

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1) User Access- for administrators

without Single Sign On (SSO)

access

2) Forgot Password- for administrators

without SSO

3) Quick Program Reference- ability to

view program details

4) Promotional Banners- additional

details on offered programs and

benefits

5) Messaging Area- Epsilon news and

tips

Home Page 12

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Dashboard

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1) Quick Links- ability to quickly link over to

additional websites/portals

2) My Profile- snapshot of dealer information on file

3) Programs- view program details and enroll

4) My Results- menu item to access Program

Results

5) Info Center- program resources

6) Help- Program Headquarter contact information

7) Quick access to QuickStrike and eStrike

campaign creation

8) Program Metrics- snapshot into program metrics

and eligible recipients of a campaign

9) Featured Campaigns- featured direct mail

campaigns

10) Premium Campaign- area to view and order

premiums

Dashboard- Top

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My profile contains high level dealer

information from Web Enrollment

Dealership Profile with the exception of

Dealer Name and Slogan which is

populated from Mail Setup.

This information is used to prepopulate

dealer information in QuickStrike

templates.

Dashboard- My Profile

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1) Scroll through available programs

2) Program overview, click “Show More”

to see additional program information

3) Select “Enroll Now” to enroll in the

program

Dashboard- Programs

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1) Enterprise Reporting Dashboard appears

when first landing on My Results tab or

navigate to it by selecting “Dashboard” in

the sub menu

2) Detailed Reports for each program are

located via sub menu buttons

3) QuickStrike Reports

4) Link to eStrike Reports directly

note: these will open in a separate tab

5) Quick link to Playbook Reports

Dashboard- My Results

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1) Portal Guides provide additional

information on how to use the

Enhanced CSSR Portal

2) Dealer Playbook provides the latest

FAQs

3) CSSR Enrollment forms- contact your

Dealer Marketing Consultant or PHQ

for additional forms

and more, including program reporting

and creative samples

Dashboard- Info Center

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At Epsilon RMS Program Headquarters,

our Marketing Services Representatives

are available to answer any questions

regarding programs you are currently

enrolled in or may be considering.

This page contains all forms of contact

details.

Dashboard- Help

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1) Pending Campaigns

1) Edit- allows for the ability to edit a

campaign that is in Pending status

2) Delete- this action allows for

pending campaigns to be deleted,

if necessary

2) Submitted Campaigns

1) Preview a PDF proof

2) View campaign details

Dashboard- Middle

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1) Submitted Premium Only Orders

1) This grid allows you to view the

Premium Only orders that were

submitted outside a campaign

Dashboard- Bottom

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Build a New

QuickStrike

Campaign

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1) Featured Campaign

1) Link takes you straight to the

Template Editor for any type of

Featured Campaign or template

2) Build New Campaign Button

1) QuickStrike- takes you to the

QuickStrike campaign and

template library

2) eStrike- takes you to the eStrike

campaign library

Dashboard- Build a New Campaign

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1) Filter Templates

1) Allows for the ability to filter a template

based on:

1) Category

2) Size

3) Themes

4) Offers

5) Popularity/Usage

2) Select

1) Hover over the image for details of the

template such as size, price, theme,

etc.

2) Click to select or scroll down for more

templates

QuickStrike Campaign and Template Library

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1) Name your Campaign

2) Select Page

3) Navigation Tabs- take you to the next steps of the

campaign builder.

4) Areas to Edit Pallet- shows optional and

mandatory editable items. Red light indicate

layers that require attention. When all lights are

green, the user is ready to proceed to the next

step, Build List.

5) Edit Template

1) Text

2) Offers

3) Images

6) Properties Pallet- additional tools available based

on what you are editing within the template.

Edit Creative- Page 1

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1) Select Page

2) Navigation Tabs- take you to the next steps of the

campaign builder.

3) Areas to Edit Pallet- shows optional and

mandatory editable items. Red light indicate

layers that require attention. When all lights are

green, the user is ready to proceed to the next

step, Build List.

4) Edit Template

1) Text

2) Offers

3) Images

5) Properties Pallet- additional tools available based

on what you are editing within the template.

Edit Creative- Page 2

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1) Image Library

1) Description of which Library is opened

2) Search- keep in mind there is a key word

search to find creative such as “Snow”

3) Reset of filters selected

4) Hover over thumbnail to enlarge the image

5) To select an image, click on the image to

highlight it and then click the select button

6) Cancel to continue without selecting an

image

Edit Creative- Image Library- Page 2

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1) Preview Proof- real time proof based on the

latest saved edits

2) PDF tools are available once opened:

1) View

2) Save

3) Print

Edit Creative- Preview Proof

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1) Zoom In / Zoom Out

1) Zoom In gives you a close up view

to edit small copy and image items

2) Zoom Out allows you to get a

better view of the overall template

layout

Edit Creative- Preview Proof

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1) Full Screen View

1) Provide more

working canvas

while editing

your template

2) The same button

is used to exit

the full screen

view, just click it

again to exit.

Edit Creative- Full Screen / Exit Full Screen

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1) Rotate Button

1) Rotates template view only

2) 90 degree increments

3) Does not change orientation of

original layout

4) Mainly used for templates with

folds where some information is

upside down

Edit Creative- Rotate Button

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The Build List page is comprised of four

options when selecting data for your

campaign:

1) Master Database- select/filter customers

directly from a cleansed database

2) My Lists- upload a desired list

3) External Lists Request- request a list to

be purchased from a 3rd party

4) Sample Seeds- add seeded copies to

your order

Build List Page

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1) Master Database

1) Selection boxes are automatically

selected. Use the filters to deselect

the undesired audience.

2) Choose additional segment criteria

to filter even further.

Build List Page- Master Database

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1) Top portion of page

1) Calculate, Save, Export, Print,

Cancel and Continue- all options to

navigate through the segment

criteria page

2) Save to Favorites- enter in a

segment name and save all filters

associated for later use

3) Playbook Filters- specialized and

strategic filters to target a specific

audience

4) Standard Filters- filters to assist in

narrowing down the criteria even

more

5) Filter Tips- a brief description of

each filter and its benefits

Build List Page- Master Database: Choose Segment Criteria

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1) Top portion of page

1) Calculate to get your counts based

on your selected criteria

2) Save to save your filters

3) Export or Print your filtered list

4) Cancel if you don’t want to filter

5) Continue to proceed to the next step


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1) Middle portion of page- additional

standard filters include:

1) Vehicle mileage range

2) Vehicle make

3) Vehicle model

4) Vehicle year


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1) Bottom portion of the page- additional

standard filters include:

1) Vehicle last service date

2) Vehicle date purchased

3) Vehicle sales by owner type


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2) My Lists

1) Upload list guidelines

2) Enter list name

3) Click “Upload List” button to browse

your hard drive

4) Select your list

5) View list counts shows you the lists

you uploaded for this campaign

Build List Page- My Lists

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3) External List Request

1) Select the type of list you would like

to request

2) Fill in the additional information in

the form

3) Save your request, which will be

included in your order

Build List Page- External Lists

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4) Sample Seeds

1) Add seeds by clicking Add New

Seed button

2) Select seeds to be included by

clicking the check box

3) Remove seeds by selecting seed

and then Delete Selected button

4) Save and Continue to Options

Build List Page- Sample Seeds

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1) Campaign Options

1) Setup Fee

2) QR Code

2) Mail Drop Date

1) 6 full days minimum from current

date

3) Select Postage

4) Billing Options

5) Special Instructions

6) Quantity Cap

7) Premiums

8) Shipping Address for Premium

9) Save/Add to Cart

Select Options Page

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1) Campaign Details- provides an overview

of the order

2) Campaign Tools- 1st location

1) Edit creative

2) Edit list

3) Edit options

4) Preview proof

5) Remove from cart

3) Submit Order- 1st location

4) Save for later and return to the

dashboard

5) Print Shopping Cart

Shopping Cart – Top of Page

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1) List Selection Criteria

2) Segment Criteria Details

3) DMS Customer

4) My Lists

5) Sales Conquest- Experian

6) Conquest- AVID

7) Small Business Conquest- Dun &

Bradstreet List

Shopping Cart – Middle of Page

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1) Sample Seed

2) Premiums Order

3) Campaign Tools- 2nd Location

1) Edit creative

2) Edit list

3) Edit options

4) Premium proof

5) Remove from cart

4) Terms and Conditions

1) Must click check box for

acknowledgement

5) Print Terms and Conditions

6) Submit Order- 2nd Location

Shopping Cart – Bottom of Page

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1) Edit Option allows you to return to your

order to edit

2) Order Details

1) Campaign information

2) Itemized list for order

3) List Details

4) External List Requests

5) Seeds Ordered

6) Premiums Ordered

Order Confirmation

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Within the dashboard, there is the ability to

order Premiums with a few simple clicks:

1) Premiums Only

1) Click the “View and Order

Premiums” button

Dashboard- Premiums Only Button

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1) Shipping Information

1) Change shipping information to

desired destination

2) Billing Options

1) Select options from the drop down

menu

3) Enter Quantities

4) Add Premiums to Cart

Premiums Only- Premiums Only Form

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Within the Shopping Cart, there is additional

information about the order such as:

1) Order Detail

2) Estimated Total

3) Terms and Conditions

4) Order Tools

1) Edit Options and Premiums

2) Remove from Cart

5) Submit Order

Premiums Only- Shopping Cart View

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Order confirmation will include:

1) Order details such as: billing address,

shipping address, cost breakdown, terms

and conditions, etc.

2) Click “Go to Dashboard” to be returned to

Dashboard

Premiums Only- Order Confirmation

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Need more assistance?

Contact Program Headquarters at

1-800-292-9220

enhanced cssr portal (ecp) - epsilon · ©2014 epsilon. private & confidential enhanced cssr...

Documents