On the Home page, Click the Programs tab.

The page refreshes to display the All ITMA list, All Data Append list and All acquisition list tabs

Click the tab of the type of program you will edit.

Select the record and click the action button, click View

On the Program Display page, you can review the current information about the program.  

1. From this page you also have the option to Run Program without changes, Setup Auto Order and/or, Remove an existing Auto Order.  
2. By clicking the Actions button, you will also have the ability to edit the general information of the program, set up a new schedule, edit the global criteria or levels of the audience.

You may run  an acquisition manually or you may set up an Auto Order.  An Auto Order allows the acquisition to automatically run using specific information in addition to the audience criteria.  

To set up Auto Order, click the Setup Auto Order button on the Program Display page.The Auto Order Setup page requires several pieces of information.

PO Number is a required field and may be up to 50 characters in length.

Usage Types are direct mail, telemarketing and/or email.

Automated Ordering Settings allows you to specify if you want your output to:

• Contain all records of the output
• By Nthing the records in the output
• Select first x number of records
• Select by level

You may choose to have your output Auto Ship immediately after processing.

You may choose to have the output process as a Netdown order.

You may select a file format type

You may select additional output fields to include in the output

To save your selections, click the blue Save button at the top of the page.

To remove an AUto Order previously set up, click the Remove Auto Order button.  When the page refreshes, you will no longer see the Remove Auto Order button as the Auto Order no longer exists.  The Setup Auto Order button is available for future setup.

To update your program with a new file, click the Update Program button

A pop up message will display asking you to confirm that you want to replace your original file by clicking OK.  Note:  This action cannot be undone.

Click Choose file

1. Select the file to upload from your directory
2. You will be redirected to the Map page
3. Map each field appropriately and click the blue Map button

Click the blue Confirm button

You will be returned to the Program Summary page.

Edit Program is the section that allows you to update the status of your program from active to inactive - remember, a program that is inactive will not run.

You may update the name of the program, the start and/or end dates as well as the email address that any notification emails are sent to.

The default is to run a program  every time a Mart refreshes monthly. If you would like to fine tune when this program is run, click on Actions and select New Schedule to create a schedule.

On the Edit Schedule page:

1. Select if the program should run weekly or monthly
2. Select the day(s) of the week  the program should run
3. Select the start and finish date.  Remember, if the End Date is left blank, the program will run until manually inactivated.
4. Our default is to run a program when the mart is refreshed - typically once a month.  If you would like the program to run even if the mart has not refreshed, select the No button.
5. Click Save to continue.