On the Home page, click the Create Program button

OR from Programs Screen - All ITMA tab, click the Create ITMA button

1. The screen refreshes to display the Create Program page.
2. Type the name of the program. This is a required field.
3. The Account field is defaulted to the account that you have permission to create audiences for and place orders for. Some business types may have more than one account to choose from in the drop down menu.
4. Choose a Marketer from the drop down menu that you want to create the audience for. Depending on your business type, this option may default to a pre-determined selection.
5. Select the Daily Triggers mart. You can make a selection by clicking the drop down arrow. (If you select another mart it will be considered an Append program)
6. The Build For field defaults to your user ID. This selection can be changed by making a selection from the drop down menu.  
7. The suppliers are selected by default based on the suppliers currently available to you. If you do not need to use one or more of the defaulted suppliers, simply deselect the check box.
8. Select the usage type for your audience; the page refreshes to display a green banner message confirming that the usage type(s) selected are available for your use. In the event the banner displays red, contact Client Services for assistance.
9. If applicable, select the Limit To criteria.
10. Click the Save & Continue button.

1. Click the Choose File button.
2. The file upload menu opens. Select the file you will use for your append.
3. Click the Open button.

The Progress Bar will be displayed showing the progress of your upload/import.

1. Select the Append Level from the drop down list: Individual or Individual & Household.
2. Map the fields in your file by clicking the check box in front of the field names you would like to map.
3. Select the Destination for each field from the drop down list. For example, if your first field is fname, then the destination for that field is First Name.
4. Scroll to the top of the page and click the Map button to continue.

1. Review the mapping you just completed. To make edits to the mapping, click the Back button to return to the Map Fields page.  Note, when you click the Back button, your previous mapping selections are cleared.
2. If no changes are required, click the Confirm button.

The Progress Bar will be displayed showing the progress of applying the mapping information to your data.

1. Scroll to the Global Geography section and enter the geography that will be applied to all levels of this append. Click either the Include or Exclude button as is appropriate for your append audience.
2. You may enter Global Suppressions as well as Global Rejects at this time.
3. Click the Save & Continue button.

The screen refreshes to display the Geography and Criteria Selections sections on the Defining Levels page. The information entered on this page is specific to the Level you are currently building.

1. Type a name or description in the Level Name text box.
2. If you have already entered geography selections on the Global Criteria page, click the Criteria Selections link.
   • Note: Global Geography can be removed for a level, by de-selecting Use Global Criteria and selecting geography specifically for a single level.
3. Add criteria appropriate to your audience.
4. Scroll to the top of the page (or press CTRL+PageUp) and click the Save Level button.

On the Build Summary page, you may review the various options you have selected for this append audience

Click the Build Audience button located at the top or bottom of the page to continue building your Alert from the file you have just uploaded and configured.

The Progress Bar will be displayed showing the progress of building the alert

1. On the In The Market Alerts page you have the option to edit the Global Criteria and Levels in your Alert.
2. If no changes are necessary, click the Save Program button

On the Program Edit page, you have the ability:

1. To rename the ITMA you have just created
2. To change the Status to Inactive if you do not require the program to run at this time
3. To edit the Start Date - our application assumes you want the program to begin running immediately
4. To edit the End Date - you can put a specific End Date in if you know when the program will no longer be required
5. Add an email address that will be used to receive Notification Emails when your program runs
6. Click the Save button when you have made any necessary updates to the page

You will be redirected to the Program Summary page.  Your ITMA has been successfully created and saved.

On the Program Summary page, you have several options on how to update the Program.  To add Auto Order to the Program, Click the Setup Auto Order button

On the Program Details page, under the Auto Order Output Options

1. Type in the PO NUmber that will be used for the output from this Program - the PO Number is a required field
2. Select the Usage Type for this Program - this is required, if you do not select a Usage Type, you will not be able to complete the Auto Order setup
3. Select the content of the output - there are four options, Click the appropriate button: Select all records will return all records from the Program 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

1. The Post Netdown featured is defaulted to NO.  However, if you want the output from the ITMA to produce Netdown output, Click the YES button under Post Netdown
2. 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.
3. 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.   

1. 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.
2. 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
3. To immediately run the Program, Click the Run Program button.