Add Auto Order and Auto Ship to an Existing Program
All Acquisitions (formerly called Subscriptions) and ITMAs are two types of Programs that can be set to run automatically on a defined schedule. They can be set up with Auto Order and/or Auto Ship.
Auto Order allows the program to automatically run when a Mart updates, as well as on a specific day of the week or date of the month. If Auto Order is selected, the program will run and the user will be able to log in and download the order.
Auto Ship allows the output from the Program to automatically "ship" to your FTP site.
Step 1 Locate and Select the Program you will be updating with Auto Order
To set up an Auto Order for an existing Program, Click on the Programs link on the Home page. The page will redirect you to the All ITMA listing. Search for and select the Program you want to set up as an Auto Order for
- Click the Actions gear
- Click View
Step 2 Set up Auto Order
On the Program Summary page, you have several options on how to update the Program. To add Auto Order to an existing Program, Click the Setup Auto Order button
Step 3 Auto Order Output Options
On the Program Details page, under the Auto Order Output Options
- Type in the PO NUmber that will be used for the output from this ITMA - the PO Number is a required field
- Select the Usage Type for this ITMA - this is required, if you do not select a Usage Type, you will not be able to complete the Auto Order setup
- Select the content of the output - there are four options, Click the appropriate button: Select all records will return all records from the ITMA AUdience; By Nthing will return a specified number of records across the levels of your Audience; Select first x number of records will return the specified number of records in order of the levels until the total number is reached; Select by level will return all or part of the records from all or part of the levels you select
Step 4 Auto Ship Option
Auto Ship is defaulted to NO. However, if you want the output from the Program to ship automatically each time the program is run, Click the YES button under Auto Ship.
Step 5 Post Netdown Option
- The Post Netdown featured is defaulted to NO. However, if you want the output from the Program to produce Netdown output, Click the YES button under Post Netdown
- The page will refresh and display a check box that will make this netdown (all records) available for suppression - the default is to have this check box deselected. You must click teh check box if you want a suppression created.
- Select the File Format Types (FFT) used for the Netdown process - you must select the FFT you would like the output formatted in
Scroll to the top of the page and Click the Save button. The page will redirect you to the Program Summary page. You may review the selections you have made - to change your selections, simply click the Setup Auto Order button and edit your previous selections.
Step 6 Run Program
- Scroll to the top of the page and Click the Save button. The page will redirect you to the Program Summary page. You may review the selections you have made - to change your selections, simply click the Setup Auto Order button and edit your previous selections.
- If at some point you no longer want the program to Auto Order, click the Remove Auto Order button and your selections for Auto Order will be cleared
- To immediately run the Program, Click the Run Program button. Please remember if you have chosen Auto Ship, your program will not only create an Audience but will automatically ship the output from the Audience.
