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Marketing Edge Instructions

QUICKSTART GUIDE

I. MARKETING EDGE INTERACTIVE VOICE RESPONSE (IVR) INSTRUCTIONS
This easy Quick-Start guide is all you need to perform your set up. Detailed instruction follows. For assistance, please call customer support at 1-800-890-7575.

Overview
Marketing Edge is designed to enable the direct marketer to offer a 24-hour toll free recorded information system that allows prospective clients to call and listen to a recorded message and leave their names and addresses to receive more information regarding the topic of the recorded message. There are two types of Marketing Edge configurations which you have already chosen from: Marketing Edge Single Extension (SE) and Marketing Edge Multiple Extension (ME). If you are not sure which configuration you have, please call customer support.

 

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Both Marketing Edge SE and Marketing Edge ME enable a caller to hear your recorded greeting and leave a name and address response to receive additional information. Marketing Edge ME allows you to attach single digit extensions (2 - 9) to your 800 number that may be used for tracking different ad mediums or to enable the customer to listen to different recordings that may include different offers without having to call separate 800 numbers. Transcription of voice responses is available through Arch Telecom.

Accessing Marketing Edge Mailbox
All operations are performed from the Main Menu of your Marketing Edge SE or Marketing Edge ME mailbox. To get to the Main Menu of the mailbox:

  1. Dial your 800 #
  2. Press * (star) when you hear the greeting
  3. Enter the initial default password provided on your welcome letter
  4. You are now in the Main Menu

You may back up one Menu level by pressing * or press ** to return to the Main Menu

Password Set Up
A password has been pre-assigned to your system. If you would like to change your password, you may customize it or have one randomly assigned. You may also keep the default password. Passwords may be any number from 4 to 8 digits in length.
From the Main Menu

  1. Press 9 - Personal Options
  2. Press 4 - Administrative Options
  3. Press 1 - Password, follow the voice instructions

Master Greeting Set Up Marketing Edge ME Only
Marketing Edge SE users please skip to "Marketing Edge SE Recording Set Up." Master Greeting set up is necessary only for Marketing Edge ME systems. The Master Greeting is what the caller will hear upon connection to your 800 number. You should not present your entire offer at this time; this greeting should serve as an introduction and a prelude to your main offer. You should prompt the caller to enter an extension in your main greeting. The default time limit for the Main Greeting is 5 minutes. If you need that time limit extended please call customer service. It is recommended that your extension number(s) are printed in your marketing and advertising materials along with your 800 number. It is not recommended that your Main Greeting prompt the caller with a specific extension number. Doing so will enable you to track your different ad mediums or to provide different offers to your callers without having them dial a different 800 number. See the description of Shadow Extension for more information on tracking advertising media.

From the Main Menu

  1. Press 9 - Personal Options
  2. Press 1 - Greetings
  3. Press 1 - Regular Greeting, follow the voice instructions

Marketing Edge SE Recording Set Up
Marketing Edge SE systems have only one recordable greeting. Upon connection to the system, the caller immediately hears playback of the recording. Upon completion of the recording playback, the caller is presented with a survey.

From the Main Menu:

  1. Press 7 - Manage Your Marketing Edge
  2. Press 1 - -Add or Change Extension Recording
  3. Follow the voice instructions to complete your desired set-up.

Marketing Edge ME Extension Recording Set Up
Marketing Edge ME extensions can be used two different ways. The extension can be used to track an ad medium source or to provide the caller with a different recording/offer. If you are using the extension to track an ad medium response there is no need to re-record the entire verbal recording. You can copy the recording by creating a "shadow" extension. If you are using the extension to present a different recording/offer, create a "regular IVR" extension. This is a new recording so that you may have multiple offers on multiple extensions without having to place each of those offers on a separate Marketing Edge 800 number. Upon completion of the extension recording playback, the caller is presented with a survey.

From the Main Menu

  1. Press 7 - Manage Your Marketing Edge
  2. Press 1 - Add or Change a Listing (aka Extension).
  3. Enter the 1 digit extension number you would like to add.
  4. Press 1 - For Regular IVR Listing (Extension) or Press 3 - For a Shadow Listing (Extension). Shadow extensions copy an existing extension recording.
  5. Follow the voice instructions to complete your desired set-up.

To Delete an Extension (Marketing Edge ME only)
When you re-record an extension, the new verbal recording will delete the old one. However if you need to delete the extension completely follow these instructions.

From the Main Menu

  1. Press 7 - Manage Your IVR Extensions
  2. Press 3 - Delete a Extension, followed by the extension number

Recording Survey Questions

From the Main Menu

  1. Press 8 to Manage your Survey
  2. Press 2 to Record Custom Question Prompts

Retrieving Recorded Responses
In order to retrieve recorded responses, you will first need to retrieve a Call Detail Report via the Arch interactive website or by fax (see next group of instructions). On your call detail report there will be a column titled "Resp #". If there are any recorded responses in your mailbox, you will see an entry in that column. You will need the response numbers to listen to the responses left for you by your callers.

From the Main Menu

  1. Press 8 - Manage your Survey
  2. Press 1 - Retrieve Recorded Responses
  3. Enter the Response Number that you want to listen to followed by the pound (#) sign.

Requesting Call Detail Reports
Marketing Edge enables you to request a variety of custom real time reports on demand via the World Wide Web, scheduled email or fax. If you are requesting a report via fax, you must use a fax only system. Voice/fax systems will not work. Fax reports do incur 800 charges for the time the fax is being sent. Web and scheduled email reports are free. We encourage you to take advantage of the real time web reporting because in addition to being free, the Web enables you view customized reports. The transcription (if performed by Arch) will be posted, you can graphically track your extensions when using them as an ad source and download the information via a Comma Separated Variable (CSV) format so you may import to any spread sheet. All reports are stored for a minimum of 90 days.
Online reports can be found at our website, www.archtelecom.com. Click on the link for Online Reports then choose the Marketing Edge Detail. To receive a report via fax:
Request a Fax of new Responses

From the Main Menu

  1. Press 8 - Manage Your Survey
  2. Press 7 - Receive a Fax of Your New Calls
  3. Enter the 10 digit fax number where you would like your report sent

Requesting Custom Reports

From the Main Menu

  1. Press 9 - Personal Options
  2. Press 8 - Custom Report
  3. Enter the Number for the report that you want followed by pound (#).
  4. Enter the 10 digit fax number where you want the call detail sent and follow the voice instructions.


Marketing Edge also has Voice and Fax Broadcast capabilities. There is no additional set up fee for Fax Broadcast. Voice Broadcast requires an additional set up fee.

II. FAX BROADCAST INSTRUCTIONS
Set up Your Fax Broadcast List
Broadcast Lists operate like a mailing list for your faxes. They contain a list of people that you want to receive your broadcasts. You may have as many lists as you need. For example, a company might have one list for your important customers, one for all salespeople, and another for sales managers. Each time you broadcast a fax, you can choose which broadcast list(s) to which you want the fax sent. When you create a broadcast list you will assign to it a group number. You will use a broadcast list 's group number whenever you want to send the list a fax. Your system may have an unlimited number of lists. You load your lists into the Arch system by sending a tab or comma-delimited ASCii file via email to the special email address which is loadlist@marketouchmedia.com.

The first step is getting your data on your computer into a file of the appropriate format. The file needs to be in tab or comma-delimited plain ASCii format, with one destination per line. If your data is already in a contact management or database system, you may be able use that system's "export" feature to generate a tab or comma-delimited ASCII file. You should export at least the fax number, and optionally a contact name and/or company name for each contact.

We are somewhat flexible as to the format of the data (as long as it is comma-delimited/ASCii), but keep in mind the following:

  • We look at all fields of each record
  • We automatically strip out any punctuation in the fax number
  • Each field can optionally be surrounded with single or double quotes
  • The first field that has 10 numeric digits is interpreted as the fax number (the others are the contact or company name)
  • We cannot broadcast to 800, 888, 900, or international numbers (except Canada)
  • Here's what a line might look like:
    • "714-555-8756", "Joe Sanders", "ACME Plumbing"

After you have your file ready, the second step is to email it to us. A dedicated email address is set up to receive your fax broadcast lists. The address is loadlist@marketouchmedia.com. A program will pick up the email and automatically load it, and send a reply confirmation message (don't try to use your list until you receive the confirmation).

There is no need to put an email subject, as the subject field is ignored. In the body of the message, include the following information so that we can properly load your list (of course, replace the numbers shown below with the values appropriate for you):

Mailbox:8005551212
Password:1234
Group:22

Your Mailbox is your 800 number in which the Fax Broadcast system exists. The Password is the same one you use over the phone. The Group is a number that you choose for this list in order to keep it separate from your other lists. If you use a group number that you already used in the past, the previous contents of the list will be erased as the new list is loaded. You will use this Group number later when you queue a broadcast. It is important that you include all the above information including the colons (and not include any extra information) in the exact same format as the sample.

After you have entered the above information in the body of the email message, use the file attachment feature of your email program to attach the comma-delimited ASCII file to the message.

Predictability of Fax Broadcast Charges
In an effort to keep the cost of your fax broadcasts low, transmission of broadcasts is restricted to 9600 bps. This can only be raised by customer request through an Arch representative. There are three major factors that influence the cost of a fax broadcast. Please note that all three of these factors are controlled by you, the customer. They are:
oQuality of the list
oComplexity of the document
oWhether it is loaded in standard or fine mode. Fine mode will always result in a higher fax broadcast cost.

Loading a Fax Document Using a Fax Machine
When sending a document using a fax machine, you should use the highest quality original possible. Use the following procedure from your fax machine to load your document:

Load all pages of your document into the fax machine.

Set your fax machine to standard mode for text only documents. Standard mode will transmit at the most economical transmission. If your fax includes graphics, it may be necessary to set your fax machine to fine mode. Although setting your machine to fine mode will give you a higher resolution necessary for clear graphics it will also slow the transmission rate, substantially increasing the cost of your fax broadcast. Before changing your fax setting to fine mode, we recommend that you do a "test fax" to make sure the change is necessary. If you have any questions, please call customer service at 800-882-9155.

  1. Using the telephone built into your fax machine, call 800-247-8853.
  2. When prompted for your mailbox number, enter your 10 digit 800 number or your 7 digit mailbox number.
  3. When the greeting plays, press * followed by your password.
  4. Press 6 - Fax Broadcast
  5. Press 4 - Load a Fax Document
  6. Press 1 - Confirm Your Choice.
  7. Press the START button on your fax machine. The document will now be transmitted into the Arch system.

When the transmission is successfully completed, your fax document will be ready to broadcast-proceed to "Starting your Broadcast". If the transmission fails for any reason, then the fax has not been loaded and the previous fax document (if any) that you had loaded into your broadcast mailbox will be deleted.

Loading a Fax Document Using a Computer Modem
To load your fax document using a fax modem, use the following procedure:

  1. Create your document and send it to the fax software using the procedure described by your fax software's instructions. The procedure is usually to select the fax modem as your current printer and printing the document
  2. Write down all of the digits that you'll need to enter in the fax software. Refer to the instructions for "Loading a Fax Document Using a Fax Machine."
  3. Once you know all of the digits you need to enter and their order, combine them all into one sequence of numbers, using five commas to specify delays (each comma usually inserts a two second delay) and enter them into the appropriate fields in your fax software. For example, if your mailbox number is 1023456 and your password is 556677, you would tell the fax software that you want to dial the following phone number:

18002478853,,,,1023456*556677641.

The last three digits following the password are the command prompts to load a fax and confirm (see section "Loading a Fax Document Using a Fax Machine.")

Requesting a Test Fax
Before you send your broadcast, you may want to request a test fax. A test fax will send a copy of your document to your fax machine so you can verify that it was loaded properly. It is especially wise to do this if you are going to broadcast your fax to a large number of people.

From the Main Menu of your mailbox, use the following procedure:

  1. Press 6 - Fax Broadcast
  2. Press 5 - Request a test fax
  3. Enter the 10-digit telephone number for your fax machine.
  4. Press 1 to confirm the number.

Your document will now be sent to your fax machine. If there are changes you wish to make to the document, repeat the loading procedure for loading a fax document by fax machine or computer modem.

Starting Your Broadcast
Once you have loaded your document, you can start your broadcast. Follow this procedure from the Main Menu of your mailbox:

  1. Press 6 - Fax Broadcast
  2. Press 1 - Queue a broadcast
  3. Enter desired group number followed by # and follow the voice prompts to complete.

Canceling a Broadcast

  1. Press 6 - Fax Broadcast
  2. Press 3 - Cancel a Broadcast
  3. Enter Broadcast # to be cancelled

Retrieving Web Reports via www.marketouchmedia.com
We strongly recommend that you visit our Fax Broadcast Report found under Online Report Center on Marketouchmedia's website at http://www.marketouchmedia.com. This interface allows you to view real-time details of any loaded group, broadcast or message. You can download the details to export to a file for loading into a database, spreadsheet, etc. Summary charts, breaking down your results, are also available for completed broadcasts. There is no charge to view mailbox activity or download reports on the interactive Arch website.

Requesting a Fax Delivery Report
A delivery report will give you a detailed list of all of the destinations of your broadcast, and the delivery status of each broadcast. For example, you will be able to see if some destinations were not delivered because of persistent busy signals. Also, for those faxes delivered, you will see the date and time of actual delivery.

To request a delivery report for your most recent broadcast, use the following procedure from the Main Menu:

  1. Press 6 - Fax Broadcast
  2. Press 7 - Request a delivery report
  3. Press 1 for a delivery report of your most recent broadcast.
  4. Enter the 10-digit phone number of your fax machine.
    Your delivery report will be queued and delivered to your fax machine shortly.

Helpful Information

  • Get free detailed reports of your call activity, technical support, etc at www.archtelecom.com
  • Email for customer service support: support@archtelecom.com
  • Email for inquiries about other Arch Telecom products: info@archtelecom.com
  • Call for Customer Service Support: 800-882-9155 available 8:30 am CST to 6:00 p.m. CST
  • For EMERGENCIES during non-business hours: 800-882-0095. Emergencies only please.










210 Barton Springs,
Suite 275
Austin, TX 78704
PHONE:(800)890-7575
FAX(512)495-7101
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