Crain Communications Inc Requirements: Newsletter Setup

Newsletter Setup Request

This form is to be used when a new newsletter product needs to be added to Crain systems. Please work
with your Aud. Dev or Product Manager if you need assistance with completing applicable information.

--------------------------

General Information
Brand: Requester: Email: Enter email address
Crain's New York Gabriella Iannetta giannetta@crainsnewyork.com

Phone: 212-210-0281

Document Version Number: Date Requested: Date Needed By:

Click here to enter text. 8/9/2018 8/28/2018

Email Preference Page (Clickshare) Requirements

Newsletter/alert name: Breaking News
Get the business news that matters the most
Newsletter/alert description:
as it happens
Newsletter/alert short description, if different (optional): Click here to enter text.

Position in list on preference page (example: “after Daily After Crain’s Health Pulse, Before Crain’s
Alert”): Events Calendar

Is there a creative image of the newsletter wanted on ☐Yes ☒No

preference page? If so, please indicate where creative
is located. Click here to enter text.

Should this option be pre-checked by default for new

users?
☒Yes ☐No
*Note: This option will not be pre-checked for Canada or
other out of country markets.
NOTE: Existing users who visit the preference page while logged in will be shown the selections that they have
made previously. This question pertains only to new users who are registering for the first time.

If applicable, please list any existing newsletter products Click here to enter text.
that have been discontinued and should be removed Morning Insider and Lists (but it looks like this
from the profile page. has already been taken care of)

Page 1 of 4 Document1
Crain Communications Inc Requirements: Newsletter Setup

Creative
Location of template(s):
Name and location of creative/template, including
Click here to enter text.
special requirements:
Special Requirements:
Click here to enter text.

Date creative will be finalized/uploaded? (Provided est. Date creatives will be ready:
start and complete date) Click here to enter a date.

Audience Needs
Customized industries to be collapsed into
What is the target audience?
one audience called Breaking News
What is the estimated quantity needed for launch? Click here to enter text.

What are goals that the list quantity needs to remain at? Click here to enter text.

What is the strategy to maintain that list quantity after

Click here to enter text.
launch?

What does your email need (for example,

Click here to enter text.
personalization, track source of customer, etc.)?

What is the seed list (for option import)? Click here to enter text.

Where did the seed list come from? Click here to enter text.
If using other lists, do you have approvals to proceed
☐Yes ☐No
with using (for CAN SPAM compliance)?

*Important Notes:
 Names need to have editorial promote = Y.
 If using a niche list, you may be asked to show proof of approval to use (for CAN-SPAM compliance).
 Subscriber List Imports
- Once audience is defined, Database Ops Team will need an updateaccounts or updateaccountsnc
file to upload. The file must contain the newsletter field exactly as it will appear in Clickshare,
Cheetah, and Salesforce. The data load will not be performed until CS, Cheetah and Salesforce
field changes are complete.
- If your opt-in list includes email addresses that are not registered as users in Clickshare, please
also provide an importAccounts file so that the user accounts can be created before loading the
updateaccounts/updateaccountsnc file.

Page 2 of 4 Document1
Crain Communications Inc Requirements: Newsletter Setup

Cheetah Digital set up

What is Sender Profile: Click here to enter text.

What is Friendly From Name: Click here to enter text.

Where is From Email: crainsnewyork@e.crainalerts.com

*Note: Once this information is provided, Crain Engineering (CE) will use it to set up the
NewsletterAdmin tool.

Newsletter Admin Set up

What is Default Tester List (optional)?
NOTE: In NewsletterAdmin, click “Testers”, then Click here to enter text.
choose an existing tester list or create a new one,
and then provide the tester list name here.

If editors will be scheduling the blasts rather

than sending them immediately, what should
the default send time be (optional)? Click here to enter text.
Example: “next weekday” or “next Saturday at 11
a.m.”

List any custom fields that need to be available

for this option in the tool (optional): Click here to enter text.
Example: Issue Date Override, etc.

Special Considerations
Please add in any other considerations that are not covered in other sections of this form.

Click here to enter text.

Click here to enter text.
Click here to enter text.
Click here to enter text.

====================

Page 3 of 4 Document1
Crain Communications Inc Requirements: Newsletter Setup

For AMP: Marketing Automation (MA) Team Only:

Steps for AMP Team to complete:

1. Add a field in Cheetah Digital – in the Customer table as type Preference.

2. Create a filter for the newsletter option in the Campaigns  Editorial folder. Make sure that these
three fields are included in the filter definition:
emailActivated = true AND
CSStatus is not equal to disabled AND
Email_address Crain Alerts Bulk – BrandInitials (e.crainalerts.com) (1) Status ID > ‘1000’
3. Include the Cheetah newsletter opt-in field name as completed by the MA team in Step 2.1.
4. Record the Obj Ref ID of the filter for Crain Engineering and the filter name.
5. Update the Customer data map:
a. Go to Data Integration > Settings > Data Map > Customer
b. Select the new field from step 1
c. Click on the “+” button
d. Note the column number
e. Select “Save”
6. In the Crain Alerts Bulk sender profile, create the Friendly From Address and enter the name and
email address that the brand wants to use.
7. Send in request to the Product team for adding to NewsletterAdmin tool with following info:
a. Original brand ticket number
b. Newsletter request link
c. Field Name in Customer table
d. Filter’s Name and Obj Ref ID
e. Data Map column number
f. Friendly From Name and ID

Page 4 of 4 Document1