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{ Order Process The how to of what to do

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For Union Marketing Services at UW-Milwaukee. To be training presentation.

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Page 1: Process compiled

{Order Process

The how to of what to do

Page 2: Process compiled

Banner Flyer Goldframe Digital Screen Ads Social Media What If? Scenarios and Dilemmas

Marketing Products

Page 3: Process compiled

{Banner Process

Explanation of banner process with possible scenarios

Page 4: Process compiled

Banners are available in these sizes: 8x8 Banners 8x6 Banners 8x3 Banners

Banners are available in these materials Paper Vinyl

Banner General Info

Page 5: Process compiled

Banner Pricing*All Banners include 4 Hours of design time

• $280 for External Depts• $140 for Campus Depts• $70 for Student Orgs

Banner: 8x8

• $240 for External Depts• $120 for Campus Depts• $60 for Student Orgs

Banner: 8x6

• $200 for External Depts• $100 for Campus Depts• $50 for Student Orgs

Banner: 8x3

Page 6: Process compiled

Does customer Want Banner

saved or tossed?

Banner Take Down

Banner Re Hang

Banner Hung by production on

Friday’s

Banner Printed by designers

Designers gives completed order to Front Office

Sales gives to design to

complete order

Sales notifies traffic of finalized

proof

Sales Proof w/ Client

Front office gives to sales (cc Sales

on email if not present)

Designer drops off proof to front

office

Designer assigned to

project

Traffic delivers to design

Copy finalizes copy and sends

to traffic

Traffic gives initial copy to copy editors

Front Office gives order to

traffic

Front Office enters timeline into basecamp

Sales enters copy and image into

basecamp

Place Order with Front Office

Confirm Copy, Proof, and

Design Dates w/ Traffic

Confirm Banner dates are

available to be hung w/ traffic

Discuss Banner Copy and Proof

Dates and Design with Client

Meeting set with Sales

Does the banner Need Design?

Client comes in, confirms with

front desk available dates to banner to hang

Banner Designed

Page 7: Process compiled

Sales Proof w/ Client

Client Approves Proof

Sales notifies traffic of finalized

proof

Sales Proofing with Client

Sales Proof w/ Client

Client Wants Changes on

Proof

Designer Edits Proof

Designer Notifies

Front Office

Sales Proof w/ Client

Client Approves

Proof

Sales notifies traffic of finalized

proof

Scenario 1

Scenario 2 Note:Green and Purple Frames relate to previous slide frames

Page 8: Process compiled

Banner Design Timeline Notes

Design time is slated for 2 weeks Proof has a 7-10 day turn around time Copy has a 72 hour turn around time Print has a 48 hour turn around time Banners can only be hung in 2 week intervals

Anything longer and a week must separate two week hang times

Banners are Hung on Friday Only Copy and Proof Due dates can not be on Friday

or Monday (This can the timeline)

Page 9: Process compiled

Ask to recycle banner or

throw away

Re-hang banner Hang Banner

Traffic gives finalized order to designers to have printed

Copy finalizes copy and gives

to traffic

Traffic delivers order to copy

to proof

Front Office gives order to

traffic

Sales places print only

material on basecamp

Sales places the order with Front Offices

Sales sets copy and print dates

and checks with traffic

Sales obtains print only

material from client

Front office assigns client

to Sales

Confirms Print Only

Front Office Checks

available dates

Client comes in/calls/emails

about print only inquiry

Banner Print – 5 Day Turn Around Time

Page 10: Process compiled

Banner Scenario

Sales obtains

print only copy from

client

Determines design

is required

Sales sets copy and

print dates and confirms with traffic

Determines a change in dates based

on when copy was received

Page 11: Process compiled

• Copy read by End of Day Wednesday• Print by Friday of the same week.Monday

• Copy read by End of Day Thursday• Print by Monday of the following week• Hung Friday of that following weekTuesday

• Copy read by End of Day Friday• Print by Tuesday of Following Week• Hung Friday of that following week

Wednesday

• Copy read by End of Day Tuesday of Following Week• Print by Wednesday of Following Week• Hung Friday of that following weekThursday

• Copy read by End of Day Wednesday of Following Week• Print by Friday of Following Week• Hung Friday of that following weekFriday

Timeline of a Print Banner based on received day

Page 12: Process compiled

Copy has a 72 hour turn around time Print has a 48 hour turn around time Banners can only be hung in 2 week

intervals Anything longer and a week must separate

two week hang times Banners are Hung on Friday Only Copy Due dates can not be on Friday or

Monday (This can push back the 5 day timeline)

Banner Print Timeline Notes

Page 13: Process compiled

{Flyer process

Designed, Print-Only, Print Services, Mailer

Page 14: Process compiled

Types of Flyers offered

Color Flyers Full Bleed Non-Full Bleed

Black and White Flyers White Paper Color Paper

Glossy Card Stack Traditional Paper Weight

Page 15: Process compiled

Flyer Sizing

Full Page (1-UP) 8 ½ * 11 Half Page (2-UP) 8 ½ * 5 ½ Third Page (3-UP) 8 ½ * 3 ½

Quarter Page (4-UP) 4 ¼ * 5 ½ Any other types as specified size by the

client

Page 16: Process compiled

Flyer Pricing

8.5 x 11 Student Orgs Campus Dept. External Dept

B/W One Sided 0.05$ 0.10$ 0.20$ B/W Double Sided 0.10$ 0.20$ 0.40$ One Sided 0.25$ 0.50$ 1.00$ Double Sided 0.50$ 1.00$ 2.00$ Additional Color Paper 8.5x11 0.02$ 0.04$ 0.08$ Additional Cover Paper 8.5x11 0.02$ 0.04$ 0.08$ 11 x 17B/W One Sided 0.15$ 0.30$ 0.60$ B/W Double Sided 0.25$ 0.50$ 1.00$ One Sided 0.45$ 0.90$ 1.80$ Double Sided 0.75$ 1.50$ 3.00$ Additional Color Paper 11x17 $ 0.03 $ 0.06 $ 0.12 Additional Cover Paper 11x17 0.03$ 0.06$ 0.12$ MiscellaneousFoam Core 24x36 2.50$ 5.00$ 10.00$ Foam Core 40x60 5.00$ 10.00$ 20.00$ Lamination 1.00$ 2.00$ 4.00$ Poster Board 3.20$ 6.40$ 12.80$ Cut/Fold *Per 500 sheets 2.00$ 4.00$ 8.00$ Binding 1.25$ 2.50$ 5.00$

Page 17: Process compiled

Flyer Process – Print Only

Client comes in to ask to have flyer printed

Copy Center receives the images to be

printed

Sales assigned to print only job

Copy Center Prints Flyers ( 48 hr Max)

Copy Center Notifies

Customer of completed Job

Page 18: Process compiled

General flyer Timeline - Print

Copy – 3 Day (72 Hour) Turn-around time Max.

Print – 1 Day (24 Hour) Turn-around time Max.

Proof and Copy dates are not to be placed on a Monday or Friday generally speaking. Doing so could potentially push back the above turn-around times

Page 19: Process compiled

Flyer Process – Design

Client comes in for Flyer Design

Front Office Assigns a Sales

Rep

Sales confirms timeline w/ traffic

Sales Obtains copy/images

Sales Places an order with front

office

Sales Enters copy and image on

basecamp

Front office gives order to traffic

Traffic gives initial copy to copy

editors

Copy finalizes copy and sends to

traffic

Traffic delivers to design

Designer assigned to project

Designer drops off proof to front

office

Front office gives to sales (cc Sales

on email if not present)

Sales proof w/ client

Sales notifies traffic of finalized

proof

Sales gives to design to complete

order

Designer gives completed order to Front Office

Front office gives final order to copy

center

Flyer Printed by Copy Center

Copy Center notifies client of order completed and cc’s Sales in

the email notification.

Page 20: Process compiled

Sales Proof w/ Client

Client Approves Proof

Sales notifies traffic of finalized

proof

Sales Proofing with Client

Sales Proof w/ Client

Client Wants Changes on

Proof

Designer Edits Proof

Designer Notifies

Front Office

Sales Proof w/ Client

Client Approves

Proof

Sales notifies traffic of finalized

proof

Scenario 1

Scenario 2 Note:Green and Purple Frames relate to previous slide frames

Page 21: Process compiled

General Flyer Timelines - Design

Design time – 2 Week Turn Around Time Proof time – 7-10 Day Turn Around Time

Note: There is no “Max” on these as we would like to give as much time as possible to create outstanding and exceptional work.

Copy – 3 Day (72 Hour) Turn-around time Print – 1 Day (24 Hour) Turn-around time

Copy and Proof Due dates can not be on Friday or Monday (This can push the timeline)

Page 22: Process compiled

Flyer Process – Print/Mailer Svcs

Customer comes in to order Flyers

Front Office asks if it is Design or Print

Only

Sales Person assigned

Sales Determines that client wants

full bleed and needs to be sent to Print

Services

Sales confirms timeline w/ Traffic

Sales obtains copy and images

Sales places order with Front Office

Sales enters copy and images on

Basecamp

Front Office enters timeline into

basecamp

Front Office gives order to traffic

Traffic gives initial copy to copy editors

Copy finalizes copy and sends to traffic

Traffic delivers to design

Designer assigned project

Designer drops off proof to front office

Front office gives to sales (cc Sales on

email if not present)

Sales proof w/ Client

Sales notifies traffic of finalized proof

Sales gives to designer to

complete order

Designer gives completed order to

Front Office.

Front Desk gives to Charlie ( Done Electronically)

We as Sales call to make sure the

order is received at Print services.

(Note 2)

Print services sends final to the

Marketing Office

Front Office gets leftovers on mailers and/or front office

disburses.

Page 23: Process compiled

General Flyer Time Line – Print/Mailer Svcs

Copy – 3 Day (72 Hour) Turn-around time Design time – 2 Week Turn Around Time Proof time – 7-10 Day Turn Around Time

Note: There is no “Max” on these as we would like to give as much time as possible to create outstanding and exceptional work.

Print Services – 2 Week Turn-Around Time Mailing Services – 2 Week Turn Around Time Proof and Copy dates are not to be placed on a

Monday or Friday generally speaking. Doing so could potentially push back the above turn-around times

Page 24: Process compiled

General Flyer Time Line – Print/Mailer Svcs Example

Copy Finalized Sept 4th

Designed by Sept

18th

Proofed Sept 27th

(NOTE)

Print Services Oct 11th

Mailer Services Oct 25th

3 Days2 Weeks

(14 Days)

9 Days (Note:

See below)

14 Days 14 Days

Based on Copy Turned in to Front Office by Sept 1st.Note: Proof Date is 9 Days because Day 10 would have been due on a Friday.

Copy Design ProofPrint

Services

Mailer Servic

es

Page 25: Process compiled

{

Gold frame Process

Explanation of gold frame process with possible scenarios

Page 26: Process compiled

Gold Frames are available in these sizes: 26”x 40”

Gold frame pricing

Gold frame General Info

• External Dept: $80.00• Campus Dept: $40.00• Student Org: $20.00

1st Copy

• External Dept: $40.00• Campus Dept: $20.00• Student Org: $10.00

Additional Copy

Page 27: Process compiled

Does customer Want Banner saved

or tossed?

Gold frame Take Down

Gold frame Hung by production

Gold frame Printed by designers

Designers gives completed order to

Front Office

Sales gives to design to complete

order

Sales notifies traffic of finalized

proof

Sales Proof w/ Client

Front office gives to sales (cc Sales

on email if not present)

Designer drops off proof to front office

Designer assigned to project

Traffic delivers to design

Copy finalizes copy and sends to traffic

Traffic gives initial copy to copy

editors

Front Office gives order to traffic

Front Office enters timeline into

basecamp

Sales enters copy and image into

basecamp

Place Order with Front Office

Confirm Copy, Proof, and Design Dates w/ Traffic

Confirm gold frame spaces and dates

dates are available to be hung w/

traffic

Discuss gold frame Copy and Proof

Dates and Design with Client

Meeting set with Sales

Does the gold frame Need

Design?

Client comes in, confirms with front

desk available dates and spaces for gold frame to

hang

Gold Frame Designed

Page 28: Process compiled

Sales Proof w/ Client

Client Approves Proof

Sales notifies traffic of finalized

proof

Sales Proofing with Client

Sales Proof w/ Client

Client Wants Changes on

Proof

Designer Edits Proof

Designer Notifies

Front Office

Sales Proof w/ Client

Client Approves

Proof

Sales notifies traffic of finalized

proof

Scenario 1

Scenario 2 Note:Green and Purple Frames relate to previous slide frames

Page 29: Process compiled

Banner Design Timeline Notes

Design time is slated for 2 weeks Proof has a 7-10 day turn around time Copy has a 72 hour turn around time Print has a 48 hour turn around time Gold frames can be hung as long as the client

wishes. Only 3 max may be up at the same time for an

event. Client will be charged a re-hang fee after the

first 3 weeks. Copy and Proof Due dates can not be on Friday

or Monday (This can alter the timeline)

Page 30: Process compiled

Ask client if they want to

keep the gold frame or throw

it away

Hang Gold frame

Traffic gives finalized order to designers to have printed

Copy finalizes copy and gives

to traffic

Traffic delivers order to copy

to proof

Front Office gives order to

traffic

Sales places print only

material on basecamp

Sales places the order with Front Offices

Sales sets copy and print dates

and checks with traffic

Sales obtains print only

material from client

Front office assigns client

to Sales

Confirms Print Only

Front Office Checks

available dates

Client comes in/calls/emails

about print only inquiry

Gold frame Print – 4 Day Turn Around Time

Page 31: Process compiled

Gold Frame Scenario

Sales obtains

print only copy from

client

Determines design

is required

Sales sets copy and

print dates and confirms with traffic

Determines a change in dates based

on when copy was received

Page 32: Process compiled

• Copy read by End of Day Wednesday• Print by Thursday of the same week.Monday• Copy read by End of Day Thursday• Print by Friday of the same week• (Dates could change based on due dates landing on Mon

or Fri)Tuesday

• Copy read by End of Day Friday• Print by Tuesday of Following Week• (Dates could change based on due dates landing on Mon

or Fri)

Wednesday

• Copy read by End of Day Tuesday of Following Week• Print by Wednesday of Following WeekThursday• Copy read by End of Day Wednesday of Following Week• Print by Friday of Following Week• (Dates could change based on due dates landing on Mon

or Fri)Friday

Timeline of a Print Gold frame based on received day

Page 33: Process compiled

Copy has a 72 hour turn around time Print has a 24 hour turn around time Gold frames can be hung as long as the

client wishes. Only 3 max may be up at the same time

for an event. Client will be charged a re-hang fee after

the first 3 weeks. Copy Due dates can not be on Friday or

Monday (This can push back the 4 day timeline)

Gold frame Print Timeline Notes

Page 34: Process compiled

{

Digital Screen Process

From Design to Board

Page 35: Process compiled

Bolton Library Lubar (For Business related advertising

only) Also across 3 lcd/led panels

Locations for Digital Screens

Page 36: Process compiled

All Design Time Based External Dept - $50 per hour Campus Dept - $25 per hour Student Org - $12.50 per hour

For Digital Screen already designed, direct client to respective Digital Screen Building.

Digital Screen Pricing

Page 37: Process compiled

Client comes in

Client assigned Sales

Sales confirms timeline w/

Traffic

Sales Obtains Copy/Images

Sales Places order with

Front Office

Sales Enters Copy and Image on Basecamp

Front Office Enters timeline into basecamp

Front Office gives order to

traffic

Traffic gives initial copy to copy editors

Copy Finalizes Copy and

sends to traffic

Traffic Delivers to design

Andy assigns a designer to the

project

Designer drops off proof to front office

Front office gives to sales (cc Sales on email if not present )

Sales Proof w/ Client

Sales notifies traffic of

finalized proof

Sales gives to Design to

complete order

Designer gives completed

order to Front Office

Front office sends order to

respective

General Digital Screen Process

Page 38: Process compiled

Sales Proof w/ Client

Client Approves Proof

Sales notifies traffic of finalized

proof

Sales Proofing with Client

Sales Proof w/ Client

Client Wants Changes on

Proof

Designer Edits Proof

Designer Notifies

Front Office

Sales Proof w/ Client

Client Approves

Proof

Sales notifies traffic of finalized

proof

Scenario 1

Scenario 2 Note:Green and Purple Frames relate to previous slide frames

Page 39: Process compiled

Digital Screen Timeline Notes

Copy has a 72 hour turn around time Design time is slated for 2 weeks Proof has a 7-10 day turn around time Digital Screen to be in 2 weeks before start date Copy and Proof Due dates can not be on Friday

or Monday (This can push the timeline)

Page 40: Process compiled

Copy (72

Hours)

Design(2 Weeks)

Proofing(7-10 Days)

Digital Sign Time (2 Weeks)

Process Timeline Example

Oct 4th Oct 18th

Oct 25th (7

Days)

Oct 30th (12 Days)

<- Non Monday Due

Dates

November 13th<-First

Possible day for

Digital Screen to

run

Based on Copy Received Date of Oct 1st

Page 41: Process compiled

Copy has a 72 hour turn around time Print has a 24 hour turn around time Gold frames can be hung as long as the

client wishes. Only 3 max may be up at the same time

for an event. Client will be charged a re-hang fee after

the first 3 weeks. Copy Due dates can not be on Friday or

Monday (This can push back the 4 day timeline)

Gold frame Print Timeline Notes

Page 42: Process compiled

Sizes: Sizes available in Vertical and Horizontal Full Page 3/8 Page ¾ Page 1/6 Page ½ Page 1/8 Page 1/3 Page 1/12 Page ¼ Page 3”x2 7/8” Post-it Notes

Online: Masthead Leaderboard Medium

Rectangle Exclusive Wide Skyscraper Rotational Bottom

Leaderboard Pencil Bar (1000X35 pixels) Half Banner

Type Color Black and WhiteAd Types offered – Shepard

Express

Page 43: Process compiled

Pricing- Shepard Ad

Print Pricing Online Pricing

Page 44: Process compiled

Print Ad Sizes Online Ad Types Full Page - Leaderboard (468 x 60 px) ½ Page - Rectangle (300 x 250 px) 1/3 Page - Button (125 x 125 px) ¼ Page Horizontal - Micro (Custom px) ¼ Page Vertical 1/8 Page Horizontal 1/8 Page Vertical 1/16 Page Horizontal 1/16 Page Vertical

Ad Types Offered - Post

Page 45: Process compiled

Ad Size Color B&W

Full Page 840.16 662.16

½ Page 453.90 320.40

1/3 Page 347.10 213.60

¼ Page Horizontal

242.79 153.79

¼ Page Vertical

259.88 170.88

1/8 Page Horizontal

143.65 76.90

1/8 Page Vertical

152.19 85.44

1/16 Page Horizontal

87.22 42.72

1/16 Page Vertical

95.76 51.26

Pricing – Post Ad

Ad Type Price (CPM)Cost Per Thousand Impressions

Leaderboard

$10.00 CPM

Rectangle $7.00 CPM

Button $3.00 CPM

Micro $2.00 CPM

Print Pricing Online Pricing

Page 46: Process compiled

Sizing: Full Page ½ Page 1/3 Page ¼ Page 1/6 Page 1/8 Page 1/12 Page

Color Only

Ad Types Offered – The Onion

Page 47: Process compiled

Size Price

Full Page $830

½ Page $600

1/3 Page $450

¼ Page $350

1/6 Page $270

1/8 Page $200

1/12 Page $150

Pricing – The Onion

Page 48: Process compiled

If a Client Asks for us to just send an ad and they already have the ad designed, provide the client with the below info based on the Ad company they wish to advertise with.

Print Only

Ad Company Contact Name/Number Contact Email

UWM Post Stephanie Fisher 262-719-5364

[email protected]

Shepard Express Dallas Ziebel 414-292-3806

[email protected]

The Onion Josh Hoppert [email protected]

Page 49: Process compiled

Client comes in

Client assigned Sales

Sales confirms timeline w/

Traffic

Sales Obtains Copy/Images

Sales Places order with

Front Office

Sales Enters Copy and Image on Basecamp

Front Office Enters timeline into basecamp

Front Office gives order to

traffic

Traffic gives initial copy to copy editors

Copy Finalizes Copy and

sends to traffic

Traffic Delivers to design

Andy assigns a designer to the

project

Designer drops off proof to front office

Front office gives to sales (cc Sales on email if not present )

Sales Proof w/ Client

Sales notifies traffic of

finalized proof

Sales gives to Design to

complete order

Designer gives completed

order to Front Office

Front office sends order to

Ad Rep

General Ad Process

Page 50: Process compiled

Sales Proof w/ Client

Client Approves Proof

Sales notifies traffic of finalized

proof

Sales Proofing with Client

Sales Proof w/ Client

Client Wants Changes on

Proof

Designer Edits Proof

Designer Notifies

Front Office

Sales Proof w/ Client

Client Approves

Proof

Sales notifies traffic of finalized

proof

Scenario 1

Scenario 2 Note:Green and Purple Frames relate to previous slide frames

Page 51: Process compiled

Ad Timeline Notes

Copy has a 72 hour turn around time Design time is slated for 2 weeks Proof has a 7-10 day turn around time Ad must be due the Thursday before the

Publication Date (Our side) Most ad companies require ad in by Friday

before publication Copy and Proof Due dates can not be on Friday

or Monday (This can push the timeline back)

Page 52: Process compiled

• Tuesday Publication

The Onion

• Thursday Publication

Shepard Express

• Monday Publication

UWM Post

Publication Dates

Page 53: Process compiled

General Ad Timeline

Copy Finalized Sept 4th

Designed by Sept

18th

Proofed Sept 27th

(NOTE*)

Final Due Date Sept

28th

Ad Runs Mon Oct 1st (NOTE

2)

3 Days 2 Weeks (14 Days)

9 Days (Note: See

below)1 Day

Varies Based on

Publication Date

Based on Copy Turned in to Front Office by Sept 1st.Note: Proof Date is 9 Days because Day 10 would have been due on a Friday.

Note 2: Based on a Monday Publication

Copy Design Proof

Send to Post (Due

Thursday, sent to Post Fri by noon)

Ad Run Date (Monday)

Page 54: Process compiled

{

Social Media Process

A Guide to Social Media How To’s

Page 55: Process compiled

Social Media we offer

• Self-Created by Social Media Directors

• Sent from Client to push on our facebook

Facebook Updates

• Self-Created by Social Media Directors

• Sent from client to push on our twitter

Twitter “Tweets”

• We can create a facebook page for the client

Facebook/Twitter

Creations

Page 56: Process compiled

Pricing

All current social media is gratuitous with other forms of Marketing and

Advertising.

Page 57: Process compiled

Client comes in

Client assigned Sales

Sales confirms timeline w/

Traffic

Sales Obtains Copy

Sales Places order with

Front Office

Sales Enters Copy and Image on Basecamp

Front Office Enters timeline into basecamp

Front Office gives order to

traffic

Traffic gives initial copy to copy editors

Copy Finalizes Copy and sends

to traffic

Traffic Delivers to Social Media

Social Media pushes out facebook

updates and tweets

General Social Media Process

Page 58: Process compiled

Social Media Timeline Notes

Copy has a 72 hour turn around time Social Media has a 24 hour turn around time to

begin pushing out material. Generally fast turn around time for quick

marketing/advertising. Copy and dates can not be on Friday or Monday

(This can push the timeline)

Page 59: Process compiled

Copy (72

Hours)

Final Turn In

(1 Day)

Social Media Pushed

Out(1 Day)

Process Timeline Example

Oct 4th

Oct 5th

Oct 6th

Based on Copy Received Date of Oct 1st

Page 60: Process compiled

{A Quick Guide on “What to do” when something goes array.

What if? Scenarios and Dilemmas

Page 61: Process compiled

Client is Late on delivering Copy, what do?

Notify of possible push back in finalized order

Modify Order This can be eliminating items, or doing a

different marketing approach to alleviate the soon approaching deadline

Cancel Order

NOTE: Always check with Traffic and Design on new dates to ensure designers have time to complete the already pushed back dates

Client

Page 62: Process compiled

Sales misses a deadline, what can you do?

Notify Sales of missed deadline Sales can offer additional supplementary

marketing to make up for their mistake Always apologize and notify the client

when deadline is missed. Sometimes the client doesn’t realize it either!

Copy Missed and/or not proofed correctly

Sales

Page 63: Process compiled

Order is Lost Overbooked an Item Missed Deadline

Front Office needs to put in order only Items were missed with Copy Center puts in orders

Front Office overbooked, and had to push back a banner 2 weeks. Sales offered free Lubar screen in an effort to

Minimize loss on profit of the banner Allows more advertisement vs. a discount Value vs. customer service oriented

Front office

Page 64: Process compiled

Designer is late on a proof, what do? Make sure the designer notifies Sales Sales can confer for a new proof date Sales can also notify to explain to client

and propose new proof date and/or off additional for make up in time.

design