Offers

You use the 'Offers' definition screen to define the subscription terms, prices, and free issues or premiums you offer as an inducement to subscribe or renew. Each offer is made up of a single term, price, quantity, and premium combination. Later, when you define a tracking code or a renewal effort, you'll select one or more offers to link to the code.

QuickFill uses the offers that you define here both for renewal notices and marketing. For your convenience, we've included 'Offers' under both the 'Renewal' submenu and the 'Marketing' submenu. However, you see the same set of offers no matter how you choose to access the screen.

When you select 'Marketing' or 'Renewal' under 'Definitions' on the main menu, then select 'Offers', you'll see a list of currently defined offers in the upper half of the screen and the "New," "Change," "Replicate," and "Delete" options running along the bottom. (QuickFill sorts the list of offers first by the publication to which the offer applies, then by the term, quantity, service code, and price.  Note: Offers defined prior to Build 319 of QuickFill, will use the original sort sequence of publication, term, and quantity.  As these offers are changed and new offers are added, the new sort sequence will be used.)

To find all of the offers with a specific term, price or other characteristics, click "Find." QuickFill will display a form in which you can enter the characteristics that you are looking for. Click "OK" and QuickFill will jump to the first record that matches your entry. You can jump to the next record that matches your entry by clicking "Find Again." Click here for details on using "Find."

You can define another offer by clicking on "New," filling in the fields described below, and then clicking on "OK." If the offer you want to define next is similar to one you've already defined, you can replicate the existing offer by moving the cursor to that offer and clicking on "Replicate."

Publication

Select the publication to which this offer applies. You can't type directly in this field. Right click in this field to select from a list of publications you've defined earlier.

Offer code

This field is optional. If you enter an offer code it must be unique within its publication. The offer code is used by the QuickFill Internet Extensions when you need to identify a specific offer that a customer is purchasing.

Offer description

Enter a brief description of the offer. This description is shown when you use the right mouse button to display a list of offers elsewhere, such as the 'Tracking codes' definition screen, or the term field of the new order transaction. (Click here for details on linking offers to tracking codes.)

Term description for renewal notice

Enter a brief description of the term as you want it to appear on renewal notices. For example, if the renewal offer is for 12 issues, you might want to enter "One year." If you leave this field blank, QuickFill prints the number of issues in the offer on the renewal notice—for example, "12 issues." We include this field here because you can use the same offer for marketing and for renewals. If you use this offer for renewals, QuickFill prints this field on the renewal notices. (Click here for details on how the term description appears on renewal notices.) But QuickFill doesn't use this field for marketing purposes.

In addition, once QuickFill Internet Extensions (QFIE) is available, the contents of this field will also be displayed when your customers enter orders (new or renewal) via QFIE.

Number of issues

Enter the length of the term (expressed as the number of issues). The number you enter in this field does not include free issues (see below). Entering 0 in the 'Number of issues' field means that you'll price this offer on a per-issue basis. This option lets you enter new or renewal orders of any length.

Minimum quantity

For normal offers, enter "1." If you want to offer a price break for multicopy orders, enter in this field the minimum number of copies you require to qualify for this price break.

If you use unit pricing then each copy of a multicopy subscription is priced the same. If you use stepped pricing then the copies are priced at different amounts for each quantity level. Click here for a detailed description of the pricing method field and the two methods of pricing multicopy subscriptions. on the publication definition general tab.

Example: Suppose you use stepped pricing and you sell single-copy subscriptions for $25.00, subscriptions for 2 through 10 copies for $23.00 each, and subscriptions for more than 10 copies for $21.50 each. You implement this pricing structure by defining three separate offers. The first offer has a price of $25.00 and a minimum quantity of 1; the second offer has a price of $23.00 and a minimum quantity of 2; and the third offer has a price of $21.50 and a minimum quantity of 11.

Service code

If there is a service code that applies to this offer, enter it here.  You can type in the code, or right click to select from a list of defined codes.  

Prices

There are six price fields here, one for each of the six possible world regions.  When you create a new database QuickFill defines just three regions: "USA", "Canada" and "Foreign". You can change how the countries of the world are divided into regions in any way you wish by changing the region numbers on the Foreign Country definition screen and the region names on the Preferences screen.   Here, on the offer screen, is where you specify what the prices should be for subscribers in each of those regions.  Enter the total price for the number of issues you specified in the 'Number of issues' (term) field. This price does not include any additional amounts for shipping, handling, or tax. If you entered 0 in the 'Number of issues' field, the price you enter here is for each issue. When QuickFill computes the price for the order, it multiplies the price by the number of issues the customer requested.

For non-domestic subscribers there are two approaches:

A. You can set the foreign subscription price the same as the domestic price. Then, on the publication definition shipping tab enter the charges for the shipping methods used for foreign countries.

B. You can set the foreign subscription prices higher than the domestic price, and set the shipping charges on the publication definition shipping tab to zero.

If you use method A then your bills and renewal notices will show the shipping charge as a separate item. If you use method B then the shipping method will be shown on the bill or renewal notice, but without any amount.

Number of (free) issues

You may want to offer free issues, in addition to the number of issues you entered in the term field (see above), to induce customers to subscribe or renew. If you do so, enter in this field the number of free issues you offer. If you enter any number other than 0 in this field, you must also fill in the next two fields.

Delivered as First issue, Last issue

Use these fields, to indicate whether you want to serve the free issue(s) as the first issue(s) of the order or the last. Your choice affects how QuickFill calculates the earned income for the order. It also affects the refund QuickFill calculates when a customer cancels a paid order. Free issues do not earn income.

Served to All orders, Prepaid orders only

Choose the 'All orders' option if you want to award free issues for all orders, whether the customer paid in advance or not. Choose the 'Prepaid orders only' option if you want to award free issues only for prepaid orders.

 

The next three fields control the billing for orders you enter using this specific offer. If you leave all three billing fields blank, QuickFill uses the billing specifications you entered on the publication definition billing tab.

The 'with issue' and 'days after first issue' fields don't apply to billing for renewal orders. If you select either, and then use this offer on a renewal, QuickFill ignores what you enter here. In most cases, there are no delays on renewal bills—QuickFill generates the first renewal bill when you run the first 'Billing' update after you enter the renewal order. However, the "Send first bill on specified date" option does work for billing renewal offers.

Send first bill with issue

Choose this option if you want to send the bill with the first issue of a new order. QuickFill ignores this field when you use this offer for renewals. (Click here for details on the options for sending first bills.)

If you choose to send the first bill with the first issue, QuickFill produces the bill when you run the 'Issue labels' update, not when you run the 'Billing' update. QuickFill also automatically sorts the issue labels for those orders receiving these first bills into a separate group (click here for details on the 'Issue labels' update). You can use the address on the bill with a window envelope.

Send first bill immediately

Choose this option if you want to send the first bill for a new order the next time you run the billing update. Otherwise, leave this field blank. QuickFill ignores this field when you use this offer for renewals. (Click here for details on the options for sending first bills.)

Send first bill xxx days after first issue

Choose this option and then enter the number of days you want to delay the bill after you've sent the first issue. If you enter 0 in this field, QuickFill produces the bill when you run the first 'Billing' update after you've sent the first issue. QuickFill ignores this field when you use this offer for renewals. (Click here for details on the options for sending first bills.)

Send first bill on earliest date

Choose this option and then enter the earliest date on which you want QuickFill to generate a bill. Unlike the previous three billing fields, this field does apply to renewal orders. You can use this option, for example, to implement a "renew now and receive no bill until January 1" type of campaign. (Click here for details on the options for sending first bills.)

If you would like send bills for renewal orders only after the first issue of a renewal order has been served, check the 'Delay the billing of renewal orders until their first issue has been served' field on the 'Billing' tab of your publication definition.

When the 'Delay the billing of renewal orders until their first issue has been served' field is checked and an "earliest bill date" is specified (in the definition of the offer selected for a renewal order), QuickFill will not produce a bill for the renewal order until its first issue has been served and the earliest bill date has been reached.

Use pub billing control

This field is used as the default for sending first bills. If you would like to send first bills based on your selections on the publication definition billing tab, leave the above "send first bill" fields blank. (Click here for details on the options for sending first bills.)

Premiums

You can offer up to three different premiums for any given price/term/quantity combination. You can't type directly in these fields. Right click and select "Pick premium" to select from a list of premiums you've already defined; select "New premium" to create a new premium; select "Change premium" to change the definition of the premium now in this field (be very careful when using the "Change premium" option as the definition of the premium will be changed in every place that it is used); or select "Clear" to remove a premium from the offer definition.

Deliver with issue

Check this box if you want to send the premium in the same envelope as the issue. When you do so, QuickFill generates only one label for both the premium and the issue when you run the 'Issue labels' update. Leave this field blank if you don't want to send the premium in the same envelope as the issue. In this case, QuickFill produces a separate label for the premium.

Send to bill-to

Check this box if you want to send the premium to the billing address for two-party and group subscriptions.

Qualifications

If you've offered a premium (or premiums), you must specify, in this field, how QuickFill should determine which orders qualify to receive the premium.

Select the 'All' option if you want to award premiums to all orders, whether the customer paid in advance or not. Select the 'Payment with order' option if you want to award premiums only for prepaid orders. Select the 'Payment later' option if you want to award premiums to prepaid orders and to unpaid orders only after you've received payment.

  1. The offer(s) for controlled subscriptions should be defined with a term of zero, a price of zero, and the price categorized as unpaid.

  2. Some publishers offer free subscriptions to qualified domestic subscribers but require foreign subscribers to pay for their subscriptions even if they are qualified. If that is your policy, then you should set up your offers with zero in the 'Domestic price' field and a nonzero price in the 'Foreign price' field. Enter the actual term that is being offered for that price.

  3. QuickFill will only use the term field when you enter paid subscriptions using the 'New orders' transaction. When you enter controlled subscriptions using the 'Controlled subs' transaction, QuickFill will set the term based on the "Controlled expire" issue pointer.

You can also change the definition of an offer by moving the cursor to that offer and double clicking on it, or clicking once on "Change." You can delete an offer that is not being used by moving the cursor on the offer you want to delete and clicking on "Delete."

See Also