navigating the business customer gateway · mailer ids • the mailer id (mid) is a 6- or 9-digit...

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Navigating theBusiness CustomerGateway

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• Jennifer HowardBusiness Programs SpecialistU S Postal Service

Presenter

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• Business Customer Gateway (BCG)

• Customer Registration IDs (CRIDs)

• Mailer IDs (MIDs)

• Account Set-Up for Full-Service

• CRIDs

• Permits

• MIDs

• Additional Service for Incentives

Agenda

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Gateway Vision

• Create a single, unified landing point forbusiness customers

The Business Customer Gateway (BCG)was established to:

• Allow businesscustomers to managetheir own profile data

• Allow businesscustomers to manageaccess by their ownusers to data withinPostal Serviceapplications

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• The Gateway contains all the criticalcomponents to support:

Business Customer Gateway (BCG)

• Intelligent Mail® Full-Servicefor new and existingcustomers

• Intelligent Mail for SmallBusiness (IMsb) tool

• Full-Service Reporting

• Registration for USPSIncentives

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Ok, so what are CRIDS and MIDS?

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Customer Registration ID (CRID)

• The Customer Registration ID (CRID) is a numeric (15-digit maximum)USPS identifier to uniquely identify a USPS customer at a businesslocation address

• A CRID is assigned to a business account when a user registers throughthe Business Customer Gateway

• Connects a business location’s information across all USPS applications

• Associates every Permit and Mailer ID issued

• There may be multiple Permit Numbers or MIDs associated to asingle CRID

• When submitting eDocumentation, a CRID is required, which identifiesthe business entity that is submitting the electronic documentation

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Customer Registration ID (CRID)

Locating CRID Information in the Gateway

• Once you haveestablished youraccount, the userProfile displaysyour BusinessLocationsincluding theCRIDs associatedto those locations

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Ok, now what’s a MID?

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Mailer IDs• The Mailer ID (MID) is a 6- or 9-digit number assigned by

the Postal Service that is used for:

• Identification in the Intelligent Mail® mailpiece, handling unitand container barcodes

• Electronic documentation (eDoc) to identify the mail owner,mailing agent, or other service provider.

• Mail owner data delegation for receipt of Full-Servicefeedback

• MIDs are acquired / managed through the Mailer IDservice on the Gateway

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Mailer IDs• Mailer IDs are associated to business locations (CRIDs)

• Multiple Mailer IDs may be linked to a single CRID

• The number of Mailer IDs available to a customer is basedprimarily on documented historic mail volume• A 6- digit MID is issued based on annual volume of 10 million

pieces

• A 9- digit MID is issued based on annual volume of 1 million pieces

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Example of MID in the IMb

With a 6-digit MID, there are 9-digits available for the Serial Number

With a 9-digit MID, there are only 6- digits available for the Serial Number

BarcodeID (2N)

BarcodeID (2N)

ServiceType ID

(3N)

ServiceType ID

(3N)

Mailer ID (6N) Serial Number (9N)

Serial Number (6N)

Routing Code (0, 5, 9 or 11N)

Routing Code (0, 5, 9 or 11N)

Intelligent Mail Barcode for Letters and Flats: 6-Digit and 9-Digit Mailer IDs

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Now, what do I need for my account?

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Getting Started with the Gateway

• Create an account onthe Gateway

• Establish Administratorand User Access

• Obtain CustomerRegistration ID (CRID)

• Request ManageMailing Activity &Mailer ID Services

• Link permits

• Acquire Mailer ID’s

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New Accounts

• New user creates username andpassword

• New users request access to services andbusiness locations when signing-up or

– Services and business locations can also berequested for new users by the BusinessService Administrator (BSA)

• A user requests a service by selecting oneof the service links

• Most services require a BSA

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Register with BCG1. Access BCG by going to:

https://gateway.usps.com

2. Click on the New UserRegistration link on BCGMain Page

3. Begin by creating aBusiness AccountProfile. Enter therequested information,as shown to generatea business account,username, andpassword

Create a Business Account Profile

Gateway Registration

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Create a Business Account Profile

4. Once all theinformation hasbeen entered, clickthe Create Accountbutton located onthe bottom right ofthe screen

5. Once you are registered, a confirmationscreen will appear. Wait a few secondsand the screen will automatically updateso that you can then select the BusinessServices you wish to be accessible to youraccount

Completed Registration


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Adding Services to Your Account6. You will see a list of the

available business services.Click on “Manage MailingActivity” to add the service toyour account. This will allowyou to submit electronicmailing data, view permitinformation & mailing reports

Associate the Service with a Location

7. The service you selected nowappears. Notice that the CRIDwas automatically created behindthe scenes when you selectedyour service(s) from the previousscreen. Click on the checkbox toassociate this service with thislocation and click on “Next”


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Confirm Adding a Service

8. Review the information and confirmyour selection to associate thisservice with this business location


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BSA Access Granted10. After accepting the BSA

role, a confirmationscreen will appear. Click“Continue” to advance tothe BCG home page.

9. When creating a new useraccount, if no one from thislocation has previouslycreated an account andaccepted the BSA role, youwill be prompted to acceptit. If you do not accept it,all requests for serviceswill be pending and youwill be unable to proceeduntil someone acceptsthis role

BSA Request


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Business Service Administrator (BSA)

• Key contact for a BusinessLocation for the managementof the selected Service

• Approves new usersrequesting access

• Deactivates users who nolonger need access

• A business may have differentBSAs for different services orbusiness locations

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BSA Assignment

• The BCG sign up process is set up to promptthe first user who requests access to abusiness service from a new businesslocation to assume the BSA role

• If the user declines, the service request goesinto a pending status until there is a BSA forthis service at the business location

• The BSA may assign additionalapproved users to theBSA role

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Adding Services to Your Account11. Repeat a business

service request forManage MailingActivity. Click on“Mailer ID” to add theservice to your account.This will allow you torequest a Mailer ID

Associate Service with a Location

12. The service you selected nowappears. Click the checkbox toassociate this service with yourlocation and click on “Next”.

13. Complete steps for servicerequest

Adding Services

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Locating CRID Information in the BCG

• Once you haveestablishedyour account,the user Profiledisplays yourBusinessLocationsincluding theCRIDsassociated tothose locations

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How do I link my permits?

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• A permit may only be linked to one CRID

• Multiple Permits may be linked to a single CRID

• For a Periodical, a separate link is needed foreach original and additional entry

• Mailing Agents DO NOT need to have theircustomer’s permits linked to their account tosubmit mailing information on their behalf

Linking Permits to your Gateway Account

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• Verify correctpermits are linked tothe desiredbusiness locationCRID

• View linked permitsand link additionalpermits underManage Permits

Gateway Account – Manage Permits

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Gateway Account – Permit Profile

• All users may viewlinked permits fora businesslocation CRID

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Gateway Account – Permit Profile

• BSA can validate and link permits to a company’s onlineaccount

• To link a permit, the following information must be provided:• Account (Permit) Number• Account (Permit) Type• Zip Code (where permit is held)• Amount from any of last 10 transactions (postage statements)

• If validation fails, contact the Help Desk to assist in linking

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How do I get a Mailer ID?

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BCG Welcome Screen

1. You can access theMailer ID service torequest a Mailer ID fromthe Gateway welcomescreen. Under the Design& Prepare section, selectthe “Mailer ID” link

MID Alert Message2. As a new user, there will be

no MIDs associated with theCRID yet. A MID alertmessage will appear. Clickon OK and advance to thenext screen

Requesting a Mailer ID

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Request a MID

3. To request anew Mailer IDfor the BusinessLocation, select“Request a MID”button.

Request a Mailer ID

Displays the Mailer IDs that are associated withthe selected business location from the MailerID. As a first time user, you have not associateda MID with this CRID yet but once anassociation with a MID and CRID had beenmade, this would be populated.


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Request a MID

4. Next, to apply for a MID, select the type of MIDthat you are eligible to receive:

• A 6-digit MID is issued based on annual volume of10 million pieces

• A 9-digit MID is issued based on annual volume of 1million pieces


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Request a MID

5. Next, select the quantity of MIDs you would like torequest. Place that number in the rectangular box andclick Request MID.

• Mail Owners/Preparers with sufficient volume canrequest five 6-digit MIDS or ten 9-digit MIDs


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Select MID Service Type

6. Scrolling downfurther on the page,you must alsoselect the MIDservice type. Tofinish, click“Request MID”.Your Mailer ID willbe displayed on thenext screen in blue.


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Review Your MID & Service Type

Your requested Mailer ID is displayed.


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• MID CRID Acquisition Quick Step Guide available on RIBBS under “Intelligent MailServices Guides and Specs” or directly at this link:

https://ribbs.usps.gov/intelligentmail_mail_id_app/documents/tech_guides/MIDCRIDAcquisitionQuickStep.pdf

Other Ways to Request a MID

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What would youlike to do?

If you are a…Use these

instructionsYou will beable to…

You willreceive…

Acquire a singleMID/CRID

Mail Owner Single MIDGeneration viaBusiness CustomerGateway

Go to the BCGand requestthe MID/CRID

A MID and CRIDfrom BCG

Acquire multipleMIDs/CRIDs usinga manual process

Mail ServiceProvider

Bulk Acquisition viaManual DataRequest

Submit ExcelspreadsheetwithoutaccessingBCG

Up to 500 CRIDSand/or MIDs onbehalf of others

Acquire multipleMIDs/CRIDs usingMail.XML

Mail ServiceProvider

Bulk Acquisition andVerification viaMail.XML

Submit aMail.XMLrequestmessage

Multiple MIDs onbehalf of others

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How do I register for Incentive Programs?

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• Users need to have BOTH the “Manage MailingActivity” and “Incentive Programs” businessservices to register for any incentive program• “Manage Mailing Activity” is required for the same

business locations (CRIDs) as the “IncentivePrograms” business service

• Permit information within Incentive tool is importedbased on CRID

Account Set-up for Incentive Programs

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• From the BCG Homepage select “IncentivePrograms” under the Account Service category

Incentive Programs Sign-Up

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• If you are a new user, select the radio button to identifyyourself

Identification for Incentive Programs

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• Select an Incentive Program

Incentive Programs Selection

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• View your account information by clicking the left tab

Incentive Programs Selection

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Incentive Programs – Enrollment Status

• Complete enrollment steps

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Incentive Programs – Validate Locations

• Review your mailing locations where you have theIncentive Programs service

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Incentive Programs – Mailer IDs

• For some Incentives, once your locations are confirmed,the Mailer IDs linked to those locations will display

• If an Incentive does not involve Mailer IDs, the Mailer IDscreen will not display and the system will display the nextstep

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• If the Incentiverequires permitselection, thesystem will displaythe type(s) ofpermits that areeligible for theselected incentive

• Make your permitselection and click“I Agree”

Incentive Programs – Select Permit

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Incentive Programs – Certify & Complete

• The Certification screen becomes available once allenrollment steps are completed

• Click the “I Agree” to finalize enrollment

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Business Customer Gateway (BCG)

• Customers also go through theGateway to:

• View & manage companyinformation

• Manage electronic dataexchange

• Schedule mailing appointments

• View postage transactions andmail quality reports

• View / download Address ChangeService (ACS) and visibilityinformation

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navigating the business customer gateway · mailer ids • the mailer id (mid) is a 6- or 9-digit...

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