Source Key Maintenance

General Information

A Source Key is a code that identifies an advertising vehicle for your company. A Source Key can be a mailing of a catalog to a certain list, a magazine space advertisement for a product or information, a broadcast spot, a yellow pages listing, a public relations piece or product review, a referral, etc. The source key codes in M.O.M. enable you to track each order and new customer to their original and most recent advertising sources.

This screen contains all of the associated information for a source key. The source keys defined and maintained in this screen are entered with new orders in Order Entry and with new customer names in Contact Entry. Profit and response can be reported by source key in the standard and custom reports of M.O.M. Target lists can also be created in the List Management Module option based on source keys to which customers have responded. Target lists can also be assigned a source key to track response to mailings and other campaigns.

See Also

Advertising Source and Catalog Methodology

Catalog Maintenance

Source Key Examples

How to Use the Screen

General Information Tab

Enter or edit the information in the fields as required. When you complete the additions or changes, press SAVE. To save the information as a new source key, press SAVE AS and define the new Source Key Code. To exit without saving, press CANCEL.

Field Definitions

INACTIVE- Used for Source Keys   that are no longer used, check this box to prevent this Source Key from displaying during order lookups.

TITLE/DESCRIPTION - the title or the magazine or description of the source; for example, Better Homes and Gardens, Dec. 95, or January 1996 House List Mailing, etc.

DEPARTMENT CODE OR # - an additional code for the source key code, such as a code that might appear on an ad coupon. This field can be used in the Source Key Lookup Screen.

CAMPAIGN CODE - if the source is part of a group of related source keys, enter a code to associate the source in that group. This code can be used in the Profit by Source reports as a selection option to report on an entire group of related source keys.

PRODUCT ADVERTISED - if the ad is for a specific product, enter the product name. The product name can be used to search for a source in the Source Key Lookup Screen.

CATALOG CODE - if the source key is a mailing of a catalog, this field identifies the catalog being mailed. Or, in the case of a "Send for Free Catalog" advertisement, the field can be used to identify the catalog being offered.

COST OF SOURCE - the sum of the following costs is used in the calculations of the profit and response analysis reports.

Cost Information

These fields are used to calculate profit in Profit by Source, Downstream Source Key Analysis and Market Analysis Reports.

INSERTION/LIST COST - the actual price paid for the ad insertion or list rental.

PRINTING COST - for promotional flyers or solo pieces only. This cost does not apply to production costs of catalogs. Catalog production cost is maintained in Catalog Maintenance.

POSTAGE COST - for mailings only, this is the cost of postage.

MAILING COST - the costs for mailing preparation, including, labeling, de-duping, sorting, bundling, etc.

TOTAL COST - the sum of the above costs.

Advertisement Information

EFFECTIVE DATE - the mailing date of the catalog, magazine issue breaking date, etc.

RENEWAL DATE - the date the ad is to be renewed. This serves only as a reminder.

SIZE/COLOR/POSITION OF AD - the ad dimensions, colors, position in magazine, etc.

SIZE OF MAILING OR CIRCULATION - the size of the mailing or circulation figure of the magazine. This field is used in the Market Analysis Report to determine response rate.

LIST OWNER/PUBLISHER - the name of the owner of the list or publisher of the periodical.

AD RATE - the per insertion rate for a periodical advertisement. This field serves only as a reference and is not used for calculations. Because the published or "asking rate" per issue may be different from the cost that you actually pay (INSERTION/LIST COST) or based on a per issue rate instead of a yearly rate, this field can be used for comparison.

NUMBER OF INSERTIONS - the number of insertions contracted in a periodical advertisement. This field serves only as a reference and is not used for calculations. Because the Source Key may be based on an entire year's worth of insertions, you might want to remind yourself how many insertions the INSERTION/LIST COST actually covers.

INTERNET URL REFERRER - for use with Dydacomp's SiteLINK Web Commerce System. If the source key identifies a Web advertisement or Web site hyperlink that brings a customer or prospect to your Web site, enter the URL address of the referring Web site.

If it is important to track each page individually, you can set up two separate source keys, each with a unique URL referrer address down to the page level, like http:// www.yoursite.com/page1 and http:// www.yoursite.com/page2. IMPORTANT: Tracking individual pages requires the URL to be entered with http://

If that level of tracking is not necessary, you can set up just one source key with the referrer entry as www.yoursite.com. Even though the page address is not included, SiteLINK will reference the source key for any/all links from any page with www.yoursite.com in the address. IMPORTANT: For this level of tracking, DO NOT enter the http://

Shipping Information

USE FLAT RATE SHIPPING - check this box if a flat rate applies to the source key; for example, "Include $1.50 for shipping and handling." When a flat rate shipping cost is established for a source key, this shipping cost over-rides any other shipping cost for the order that may be defined in Maintain Shipping Methods and/or a special shipping charge established for a product in Maintain Stock Items.

SHIPPING RATE - the flat shipping rate that is to be charged to an order with this source key.

Customer Invoice Sales Message

Enter a message to be printed on the invoices for any orders entered with this source key. This message can be used to sell other items, as a thank you, or to draw attention to some stuffer in the box with the order; for example, "Be sure to read about our super holiday sale on widgets - we've included a special flyer in your box!" This message over-rides any Default Message setup in the Maintain Global Parameters function.

Comments:

Use this scrollable area to keep notes on anything related to the Source Key.

Sales Statistics

SALES PERIOD- To display a specific period, select either starting and ending dates or choose a period from the drop down menu.

PERIOD TYPE- Choose the manner in which the selected period will be broken down in the graph.

NUMBER OF STUDY PERIODS-   Select the number of columns to display on the graph, this is limited to 12 regardless of the PERIOD TYPE.

DISPLAY SALES ON- Select to generate the graph based on orders where this source key was used as the Customer's Original Source Key, or as the Order's Source Key.

Displaying Sales Person Information

DISPLAY THE TOP _____ SALES PERSON(S)...- Enter the number of Sales Persons you would like to appear on the list.

SELLING THIS PRODUCT FOR- Choose a time period for the Sales Person list in the drop down menu.