Cambridge University Pressnams.cambridge.org/nams/training-guide/ug_global.marketing.syste… · UG-INTRANET GMS Document Reference Version 1.9 Release Number 21 June 2017 Release

UG-INTRANET-GMS Document Reference

Version 1.9 Release Number 21 June 2017 Release Date

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GLOBAL MARKETING SYSTEM

MANAGE MARKETING PLAN

21 June 2017 GLOBAL MARKETING SYSTEM MANAGE MARKETING PLAN Version 1.9

Document History-1

DOCUMENT HISTORY

Ver. Date Author/Redactor Update Description

1.0 23 February 2015 Hanamel Viloria This version is a full or complete re-writing of the latest GMS (formerly NAMS) releases. This also means that this documentation is fresh ‘off the system’ without carrying over the out-dated procedures or content of the previous ones, which were written 2010.

This first version consists of 9 module sections and 2 appendices. The whole document is composed of 219 pages.

1.1 11 March 2015 Hanamel Viloria Version contains updates on the following:

• Detailed Search feature on Data From selection option and feature on assigning new Marketing Plan Owner.

• Feature on flagging US/UK Review Copies.

• Feature on Fulfilment Location.

The latest version consists of 9 module sections and 2 appendices. The whole document is composed of 223 pages.

1.2 18 August 2015 Hanamel Viloria Version contains the changes based on the following JIRA tickets: NRONE-207, NRONE-217, NRONE-222, NRONE-223, NRONE-224, NRONE-225, NRONE-226, and NRONE-231. You may refer to the following link: https://jira.cambridge.org/browse/NRONE-232


1.3 18 September 2015 Hanamel Viloria Version contains the changes based on the following JIRA tickets: NRONE-177, NRONE-189, NRONE-190, NRONE-230, NRONE-236, NRONE-237, and NRONE-248. You may refer to the following link: https://jira.cambridge.org/browse/NRONE-238


1.4 27 January 2015 Hanamel Viloria Version is mainly a re-branding. New template is based on the Manila Office branding look. Secondly, version contains the changes based on the following JIRA tickets: NRONE-254, NRONE-255, NRONE-256, and NRONE-259.


https://jira.cambridge.org/browse/NRONE-232



Document History-2

Ver. Date Author/Redactor Update Description

1.5 08 July 2016 Hanamel Viloria Changes based on the following JIRA tickets: NRONE-075, NRONE-274, NRONE-275, and NRONE-276.


1.6 15 August 2016 Hanamel Viloria Version is composed of 7 separate documents, each one representing a function or a group of functions. Separating the whole into parts have been conceptualised to accommodate the expanding range of features and functionalities.

Documenting this wide range of scope slows down the writing process since each time a larger document is saved, longer time is also required. The following list of filenames is the breakdown of the whole documentation:

1. ug_global.marketing.system_superuser_1.search_v.1.6.docx

2. ug_global.marketing.system_superuser_2.marketing.plan_v.1.6.docx

3. ug_global.marketing.system_superuser_3.contact.data_v.1.6.docx

4. ug_global.marketing.system_superuser_4.recordset_v.1.6.docx

5. ug_global.marketing.system_superuser_5.marketing.outputs_v.1.6.docx

6. ug_global.marketing.system_superuser_6.to.11.reports.standards.processes_v.1.6.docx

7. ug_global.marketing.system_superuser_appendices_v.1.6.docx

From this point onward, only the updated functionality will require documentation updates.

1.7 26 August 2016

02 September 2016

17 November 2016

Hanamel Viloria Two features/sections have been updated in this version:

• Create / Assign Direct Mail

• Create / Assign Email Campaign

Changes are based on ticket name Make Year and month mandatory for activities (refer to the following link: https://jira.cambridge.org/browse/NRONE-274).

Further update is from ticket name Add 'Authorise All' button in Academic Review Copies page (refer to the following link: https://jira.cambridge.org/browse/NRONE-275).

Further update is from ticket name Redefine Flyer output from GMS to mirror AMD (refer to the following link: https://jira.cambridge.org/browse/NRONE-290).

1.8 05 May 2017 Rhoda Salas Updated section 2.8.15 according to NRONE-345.

1.9 21 June 2017 Rhoda Salas Updated section 2.4 according to NRONE-368, NRONE-370, and NRONE-371.





Table of Contents-1

TABLE OF CONTENTS

SECTION 2. MANAGE MARKETING PLAN ................................................................. 2-1

2.1. Section Overview ..................................................................................................................................... 2-1

2.2. About GMS Marketing Plan ..................................................................................................................... 2-1

2.3. Create Marketing Plan ............................................................................................................................. 2-2

2.4. Create Flyer ............................................................................................................................................. 2-5

2.5. View Catalog Page ................................................................................................................................ 2-17

2.6. View Subject Information Page .............................................................................................................. 2-19

2.7. Update Marketing Plan · Marketing Strategy Section ............................................................................. 2-22

2.8. Update Marketing Plan · Marketing Activities ........................................................................................ 2-25

2.8.1. Create / Assign Trade Catalogue Announcement ......................................................................... 2-25

2.8.2. Assign Academic Advertising ....................................................................................................... 2-27

2.8.3. Assign / Update Awards ............................................................................................................... 2-31

2.8.4. Create / Assign Direct Mail ........................................................................................................... 2-35

2.8.5. Create / Assign Email Campaign .................................................................................................. 2-40

2.8.6. Assign Academic Review Copies .................................................................................................. 2-45

2.8.7. Assign Exhibit............................................................................................................................... 2-55

2.8.8. Assign Coops ............................................................................................................................... 2-59

2.8.9. Assign Social Media ..................................................................................................................... 2-64

2.8.10. View ESL Education / Instructor .................................................................................................. 2-67

2.8.11. Set-up Library Promotion ........................................................................................................... 2-68

2.8.12. View Media Copies .................................................................................................................... 2-71

2.8.13. Assign Textbook Promotion ....................................................................................................... 2-73

2.8.14. Update Review Copies Flags ....................................................................................................... 2-76

2.8.15. Update Marketing Pack Sent Flag............................................................................................... 2-78

2.9. Finalise Marketing Plan .......................................................................................................................... 2-80

2.9.1. Generate RTF Format for Marketing Plan ..................................................................................... 2-82

2.9.2. Generate PDF Format for Marketing Plan ..................................................................................... 2-83

2.9.3. Verify Finalisation of Marketing Plan ............................................................................................ 2-84


Section 2-1

SECTION 2. MANAGE MARKETING PLAN

2.1. SECTION OVERVIEW This section is essential reading as it provides the following activities:

• Create New Marketing Plan

• Update Marketing Plan

• Finalise Marketing Plan

2.2. ABOUT GMS MARKETING PLAN Marketing Plan is a documented plan presenting determined advertising, promotional, sales tools and activities. The Marketing Assistants/Associates prepares marketing plans for forthcoming titles.

The plan describes how a Marketing Associate/Assistant intends to promote or advertise a title to obtain the best price within a reasonable time. It is the blueprint for implementing and controlling the marketing activities relating to a particular marketing strategy.

Therefore, a GMS marketing plan is a selling plan for Cambridge titles involving the following areas:

• Catalogue Display

• Defined Readership

• Efficient Distribution

• Effective Promotion

• Cost-effective Timeline

• Demand-creating Activities


Section 2-2

2.3. CREATE MARKETING PLAN This procedure assumes that there is no existing marketing plan for the title. Follow procedure below to Create New Marketing Plan:

2

1

3

CREATE MARKETING PLAN

PROCEDURE

This procedure assumes that you already performed sections 1.3. Perform Basic Search or 1.4. Perform Detailed Title Search For Books.

1. System displays search result.

NOTE: System shows that there are two items that are available for marketing plan creation.

2. Select one of the item’s [ create new marketing plan ] link, e.g., The Beatles: Sgt. Pepper’s Lonely Hearts Club Band paperback format.

3. System displays the Assign owner of this marketing plan page.

Continued on next page


Section 2-3

5

6

CREATE MARKETING PLAN PROCEDURE

4. Click Assign owner dropdown menu.

5. System displays names of marketing plan owners.

6. Find and select your name, e.g., Hanamel Viloria.

7. Click Save button.


7

4


Section 2-4

CREATE MARKETING PLAN

PROCEDURE

8. System displays the newly created Marketing Plan as indicated by the default Bibliographic View (see enclosed portion of the image).

NOTE: This field allows you to select which bibliographic options you want to view or update - Catalog, Marketing Plan, or Subject Information.

Details on these options are provided in Section 2.2 Update Marketing Plan.

9. End of procedure.

8

Australia and Asia details are now added on the Title Details. The same is true with the Bibliographic Details in RTF.

9


Section 2-5

2.4. CREATE FLYER This procedure assumes that there is already an existing marketing plan for the title. Follow procedure below to Create Flyer.

3

4

1

2

CREATE FLYER PROCEDURE



NOTE: System shows that there are two items that are available for marketing plan update.

2. Select item to update through its [ update marketing plan ] link, e.g., paperback format.

3. System displays Marketing Plan page, this is also the default page.

4. Click Create Flyer button.



Section 2-6


5. System displays the Create Flyer page.

Select which procedure you want to perform:

A. To update marketing flyer details proceed to Step 6.

B. To generate marketing flyer proceed to Step 10.


5

B

A


Section 2-7


6. Provide all the necessary details into the following section. As examples we will add another Authors/Contribs and Marketing Message details.


Title and Subtitle fields are locked. You are not allowed to change the information in these fields (see enclosed portion of the section).

6

Any changes made in the

Create Flyer fields are shown

in real time on the preview

section.


Section 2-8


7. System displays how the preview page would look like after providing all the necessary updates.

NOTE: The flyer preview displays the additional details we have provided into the specific section of the Create Flyer page, follow broken lines to verify.

In the Edition field, if the number is 0 or 1, the edition number is not displayed in the preview flyer. Otherwise, the edition is displayed below the title in alphanumeric format. See sample image in the next page.



Section 2-9


Section 2-10

The section mainly features pricing and most of the fields here are locked, which means you are not allowed to change these information (please see enclosed portion of the image). Only the Discount Code, Expiry Date, and blurb are allowed to be updated.

Any changes made in the Create Flyer

fields are shown in real time on the preview section.

8


8. Provide all the necessary details into the following section. As examples we will input the Discount Code, Expiry Date, and review details.



Section 2-11


9. System displays how the preview page would look like after providing all the necessary updates.

NOTE: For endorsement reviews with no reviewer name and only the publication, only the publication name is displayed in the flyer. Otherwise, the reviewer name and publication/affiliation are displayed as in the previous image.

The Discount Code is only displayed when the Discount flyer setting on top of the page is set to Yes.



Section 2-12

10

11 12

13 CREATE FLYER PROCEDURE

10. Setup Marketing Flyer setting.

11. System displays how the setting would look like after setting up all desired options.

12. Select Export PDF and System generates and saves the PDF format of the Academic Marketing Flyer.

13. Open exported Flyer details.



Section 2-13

14


14. System displays the printable Academic Marketing Flyer.

End of procedure


Section 2-14

The following figures show how the flyer will look like depending on other flyer settings, specifically for Discount and Use Short URL? fields:


Section 2-15


Section 2-16


Section 2-17

2.5. VIEW CATALOG PAGE This procedure assumes that there is already an existing marketing plan for the title. Follow procedure below to View Catalog Page.

3 4

VIEW CATALOG PAGE PROCEDURE






4. Select Catalog for Bibliographic View option.


1

2


Section 2-18

VIEW CATALOG PAGE PROCEDURE

5. System displays Catalog page.

6. System displays message alert, i.e., in Red font.

NOTE: Previously, users were able to update the contents on this page. However, this function is no longer available, therefore DO NOT enter anything in the text boxes of this page.

Please send all review excerpts and award announcements to Data Care.


5

6

7


Section 2-19

2.6. VIEW SUBJECT INFORMATION PAGE This procedure assumes that there is already an existing marketing plan for the title. Follow procedure below to View Subject Information Page.

3 4

VIEW SUBJECT INFORMATION PAGE PROCEDURE






4. Select Subject Information for Bibliographic View option.


1

2


Section 2-20

5

Why Subject Information page is important:

• Shows all assigned vista codes to be associated with a title.

• It is an important page since it is central in adding your marketing activities correctly.

• Vista Codes for books prior to signing contracts are fed onto this page.

• Subject codes can be added when necessary.

• Adding appropriate vista codes will ensure that any marketing piece for any subject area will pick up their respective titles in their searches.

• It is key and essential to the cross-marketing of titles between subject areas (especially outside of your own)

6

7

8

9

10

VIEW SUBJECT INFORMATION

PAGE PROCEDURE

5. System displays Subject Information page.

6. Search for subject code to be associated with the title, as an example we will input 22X in the Search entry field.

7. Click Go button.


9. Click tick-box of subject code, i.e., 22X.

10. Click add button.



Section 2-21

VIEW SUBJECT INFORMATION PAGE PROCEDURE

11. System places subject code under NAMS Subject Classification section.

NOTE: This means that every organizational-level record of contacts in NAMS associated with 22X will be available in the activities section of the marketing plan for the title.


11

12


Section 2-22

2.7. UPDATE MARKETING PLAN · MARKETING STRATEGY SECTION This procedure assumes that there is no existing marketing plan for the title. Follow procedure below to Update Marketing Plan.

Follow procedure below to Update Marketing Strategy section.

3

4

UPDATE MARKETING STRATEGY PROCEDURE






4. Click Tailor Marketing Strategy button.


1

2


Section 2-23

76

5

6

Selection of Elements you may choose from:

• Institutional Marketing

• Retail Marketing

• Cross Promotion

• Internet Retail

• Publicity

• Online Marketing

• Social Media

• Textbook Marketing

• Special Sales 8

UPDATE MARKETING

STRATEGY PROCEDURE

5. System displays the Tailored Marketing Strategy page.

6. Choose which Elements are appropriate for your Marketing Strategy.

NOTE: Scroll down to see more elements.

7. Click Save Marketing Strategy button (located at the bottom end of the page).

NOTE: Saving a new marketing strategy will overwrite the current one.

8. System displays the details taken from the Tailored Marketing Strategy page.

Continued on next page.


Section 2-24

12

13

9

55 10

11

UPDATE MARKETING STRATEGY

PROCEDURE

9. Make further changes into the Marketing Strategy details section, e.g., change Introduction heading.

NOTE: If you prefer to make custom changes to these details you may skip the tailor marketing strategy steps and directly edit this section.

10. System displays the new element heading, e.g., Strategy for Sgt. Pepper’s.

11. Click Save Custom Marketing Strategy button to apply all changes made.

12. System refreshes the page.



Section 2-25

2.8. UPDATE MARKETING PLAN · MARKETING ACTIVITIES This section is the continuity of the Update Marketing Plan · Marketing Strategy procedure (see Section 2.3). Follow procedure below to Update Marketing Activity section. This section assumes that we will update Marketing Activity section by going through each of the activities outlined.

2.8.1. CREATE / ASSIGN TRADE CATALOGUE ANNOUNCEMENT Follow procedure below to Create / Assign Trade Catalogue Announcement for Marketing Activity section.

1

2

3

5

6

4

CREATE / ASSIGN TRADE CATALOG

ANNOUNCEMENT

1. System displays Marketing Activity main section.

2. Click Trade Catalog Announcement: link.

3. System displays Trade Catalogue Assignments page.

NOTE: From here, you may already select existing Trade Catalog listed on the page by clicking on their respective Select tick-box and proceed by going to Step 10 onwards.

However, since your objective is to create a new one, proceed to the next step.

4. Scroll down to the bottom-end of the page.

5. System displays the Create Trade Catalogue section.

6. Input all the necessary details.



Section 2-26

7

8

9 10

11

12

14

15

17

16

18

13

CREATE / ASSIGN TRADE CATALOG

ANNOUNCEMENT

7. System displays how the Create Trade Catalogue section would look like after input.


9. System displays the newly created Trade Catalogue as already part of the list.

10. Select corresponding tick-box of the new Trade Catalog.

11. System displays how the list would look like after selecting.

12. Click Assign Trade Catalog button.

13. System displays newly selected trade catalog into your own Trade Catalog list.


15. Click Done button.

16. System goes back to Marketing Activity main section.

17. System shows the selected trade catalogue is now included in the Marketing Activity section.



Section 2-27

2.8.2. ASSIGN ACADEMIC ADVERTISING Follow procedure below to Assign Academic Advertising for Marketing Activity section.

3 5 4

Users are now able to switch the Vista Codes restriction on and off when searching for a marketing activity to add to a marketing plan. This feature reduces the impact of Vista Code restrictions on items for marketing activities.

This feature is also applied to the following marketing activities:

Awards

Academic Review Copies

Exhibits

Coops

1

2 ASSIGN ACADEMIC ADVERTISING


2. Click Academic Advertising: link.

3. System displays Space Advertising Assignments page.

NOTE: Before we proceed, let us see the Vista Codes on/off restriction feature.

4. Click Don’t Restrict radio button for Vista Codes.

5. Click Show All button.



Section 2-28

8

9 10 11

ASSIGN ACADEMIC ADVERTISING

6. System displays the unrestricted result.

7. Return to previous display mode by selecting Restrict radio button and clicking the Show All button.

8. System displays back restricted result.

9. Select Search By: option, e.g., Advertising Name.

10. Input Search keyword, e.g., Music.

11. Click Search button.


7

6

The number of result yielded for unrestricted Vista Codes is 842 records compared to 129 records with the restriction (see previous screen capture).


Section 2-29

14

15



13. Select tick-box of corresponding academic advertising to include in your marketing plan.

14. System displays how it would look like after selecting the desired advertising names.

15. Click Assign Ads button.


12

13


Section 2-30

16

17


16. System displays the list of selected advertising names for inclusion in the Marketing Activity.



19. System shows the selected Academic Advertising names are now on the Marketing Activity section.


18

19

20


Section 2-31

2.8.3. ASSIGN / UPDATE AWARDS Follow procedure below to Assign / Update Awards for Marketing Activity section.

1

2

ASSIGN / UPDATE AWARDS


2. Click Awards: link.

3. System displays Awards Assignments page.





3

4 5

Go to Section 10. Maintain E-mail Template to view procedure on using this feature.



• Academic Advertising

• Academic Review Copies

• Exhibits

• Coops


Section 2-32

8

10 9

11

6

7






9. Select Search By: option, e.g., Awards Name.





Section 2-33

12

13

14

15

You may choose to send the details of the Marketing Plan - Award directly by email which is readily available via link.

Go to Section 10.3. Send Marketing Activity - Award Message via Email Link to follow the procedure.

16

170



13. Select tick-box of corresponding awards name to include in your marketing plan.

14. System displays how it would look like after selecting the desired award names.

15. Click Assign Awards button.

16. System displays the list of selected award names for inclusion in the Marketing Activity.




Section 2-34



19. System shows the selected Awards Advertising names are now on the Marketing Activity section.


18

19

20


Section 2-35

2.8.4. CREATE / ASSIGN DIRECT MAIL Follow procedure below to Create / Assign Direct Mail for Marketing Activity section.

1

2

CREATE / ASSIGN DIRECT MAIL


2. Click Direct Mail: link.

3. System displays Direct Mail Assignments page.

NOTE: From here, you may already select existing Direct Mail listed on the page by clicking on their respective Select tick-box and proceed by going to Step 9 onwards. However, since your objective is to create a new one, proceed to the next step.


3

The Year column heading works as a sorter, i.e., it sorts items numerically. You may switch between and to re-arrange in ascending or in descending order.


Section 2-36

7

8



5. System displays the Create Piece Type section.

6. Input all the necessary details

7. System displays how the Create Piece Type section would look like after input.

8. Click Create Piece Type button.


4

5

6

Title of Piece*, Season*, and Year* are mandatory fields as indicated by the * symbol. System will not proceed if no input is made and system will display pop-up dialogue box to indicate mandatory entry.


Section 2-37

9


9. System creates the new piece type and displays it on the title main page, e.g., Music of the Beatles.

10. Perform Search to select titles to include in the Direct Mail Assignments list, e.g., search for Music.


10


Section 2-38

13

14

12

11



12. Select titles from the result.

13. System displays how the search page would look like after clicking on the tick boxes

As examples we have selected the following titles: Music of the Beatles; Music CATALOGUE 2015 – Autumn 2015; Music; and Music Online.

14. .Click Add piece type button.



Section 2-39

16

17

18

20

19

15


15. System displays the Direct Mail Assignments section which feature the Selected Piece Type.




19. System shows the selected Direct Mail piece types are now included in the Marketing Activity section.



Section 2-40

2.8.5. CREATE / ASSIGN EMAIL CAMPAIGN Follow procedure below to Create / Assign Email Campaign for Marketing Activity section.

1

2

CREATE / ASSIGN EMAIL

CAMPAIGN


2. Click Email Campaign: link.

3. System displays Email Campaign page.

NOTE: From here, you may already select existing Email Campaign listed on the page by clicking on their respective Select tick-box and proceed by going to Step 10 onwards.

However, since your objective is to create a new one, proceed to the next step.


3


Section 2-41

7

8

9


CAMPAIGN


5. System displays the Create Piece Type section.

6. Input all the necessary details.

7. System displays how the Create Piece Type section would look like after input.

8. Click Create Piece Type button.

9. System creates the new piece type and displays it on the title main page, e.g., Music of Sgt. Peppers.


5

4

6

Title of Piece*, Month*, and Year* are mandatory fields as indicated by the * symbol. System will not proceed if no input is made and system will display pop-up dialogue box to indicate mandatory entry.


Section 2-42

10


CAMPAIGN

10. Perform Search to select titles to include in the Email Campaign Assignments list, e.g., search for Music.

11. System displays search result

12. Select titles from the result.


11

12


Section 2-43

15

164

17

13

14


CAMPAIGN

13. System displays how the search page would look like after clicking on the tick boxes.

As examples we have selected the following titles: Music of Sgt. Peppers; Medieval and Renaissance Music; 20th Century Music Cluster Fall 2014; College Music Campaign; 20th Century Music; and Cambridge Music Encyclopedias.

14. Click Add Piece Type button.

15. System displays the Email Campaign Assignments section which feature the Selected Piece Types.





Section 2-44

18

20

19

CREATE / ASSIGN EMAIL CAMPAIGN


19. System shows the selected Email Campaign piece types are now included in the Marketing Activity section.



Section 2-45

2.8.6. ASSIGN ACADEMIC REVIEW COPIES Follow procedure below to Assign Academic Review Copies for Marketing Activity section.

1

2

ASSIGN ACADEMIC REVIEW COPIES


2. Click Academic Review Copies: link.

3. System displays Review Copy page.





3

Users are now able to switch the Vista Codes restriction on an off when searching for a marketing activity to add to a marketing plan. This feature reduces the impact of Vista Code restrictions on items for marketing activities. This feature is also applied to the following marketing activities:

Academic Advertising

Awards

Exhibits

Coops

4 5


Section 2-46


7

6

The Reviewer Name column heading works as a sorter, i.e., it sorts items alpha-numerically. You may switch between and to re-arrange as required. Follow broken lines to view the examples.

ASSIGN ACADEMIC REVIEW

COPIES





Section 2-47

9

8

10



NOTE: Before proceeding to assign review copies, the new GMS release allows you to view Inactive Reviewers.

9. Click Inactive Reviewers: Show radio button.



The Contact Name column heading works as a sorter, i.e., it sorts items alpha-numerically. You may switch between and to re-arrange as required. Follow broken lines to view the examples.


Section 2-48

15 16 17 14

When you click the organisation link of the Assigned Reviewer / Available Reviewer, the Organisation Details page displays and it now includes the SAP ID field. The value will display if there’s a SAP ID associated with the organisation (see example below).

13

11

12


11. System displays Inactive Reviewers.

NOTE: Inactive reviewers are shown in Grey texts. Take notice that these items do not have tick boxes, this means that they can no longer be assigned for review copies.

12. Return to previous display mode for by selecting Inactive Reviewers: Hide.

13. Click Show All button

14. System displays back Review Copy page without the Inactive Reviewers.

15. Select Search By: option, e.g., Organization Name.

16. Input Search keyword, e.g., Popular Music.




Section 2-49

The page displays additional sections related to SAP ID which are the Supplemental Information and Areas of Interests sections.



19. Select tick-boxes of review copies to include in your marketing plan.


18

19


Section 2-50

22

This button automatically downloads the file once clicked (follow dotted line below):

20

21


20. System displays how it would look like after selecting the desired award names.

21. Click Assign Review Copies button.

22. System displays the list of selected review copies for inclusion in the Marketing Activity.



Section 2-51

23

25


23. Click US Review Labels button.

24. System downloads file.

25. Select option for Authorization Status, e.g., Authorized.

NOTE: You may also click the Authorise all button (follow broken line) to select all.

26. System displays how the Marketing Plan Review Copy Assignments section would look like after the selection.

27. Click Update button.


24

27

26


Section 2-52

31

32

28

29

30

33

ASSIGN ACADEMIC REVIEW

COPIES

28. System displays updated Marketing Plan Review Copy Assignments section as indicated by the Authorization Date (follow broken line).

29. Update the Review ISBN Status for all reviews, e.g., from Not Planned to Planned.

30. Click Update button.

31. System refreshes the page and shows updated Review ISBN Status (follow broken line).

32. Generate report by clicking Output – GOL button.




Section 2-53

35

36


34. Open downloaded file and System displays the Generic Order Load.

35. Scroll down to the bottom-end of the Marketing Plan - Available Review Copies page.



34


Section 2-54

37

38

When the Review ISBN Status changed to Requested, the US Review Copies status under the Review Copies Flags section shall be updated to Done.

Compare Academic Review Copies screen captures above, i.e., A and B.

• When Reviewer Status becomes Inactive and Review ISBN Status is Planned text is Red.

• When Reviewer Status becomes Inactive and Review ISBN Status is Not Planned text is Grey.

• When Reviewer Status becomes Inactive and Review ISBN Status is Requested text is Grey.

A

B

39



38. System shows the selected Academic Review Copies are now included in the Marketing Activity section.

NOTE: Please follow dotted line for explanation when reviewer status becomes inactive.



Section 2-55

2.8.7. ASSIGN EXHIBIT Follow procedure below to Assign Exhibit for Marketing Activity section.

2

1

ASSIGN EXHIBIT


2. Click Exhibits: link.

3. System displays Exhibit page.





3

5 4





Awards

Coops


Section 2-56

8

9 10 11


6

7

ASSIGN EXHIBIT




9. Select Search By: option, e.g., Exhibit Name.





Section 2-57

13

12

14

151

ASSIGN EXHIBIT


13. Select tick-box of corresponding exhibits to include in your marketing plan, as examples we will choose the following (you may scroll down further):

• College Music Society Oct 2014

• American Musicological Society

• Music Library Association

• Royal Music Association Sep 2014

• Society for American Music Mar 2015

• Society for Music Theory Nov 2014.

14. Click Assign Exhibits button located at the bottom end of the page.

15. System displays the list of selected exhibits for inclusion in the Marketing Activity.



Section 2-58

17

16

19

20

18

ASSIGN EXHIBIT




19. System shows the selected Exhibits are now included in the Marketing Activity section.



Section 2-59

2.8.8. ASSIGN COOPS Follow procedure below to Assign Coop for Marketing Activity section.

1

2

ASSIGN COOPS


2. Click Coops: link.



Section 2-60

3 5 4





Awards

Exhibits


6

7

ASSIGN COOPS

3. System displays Coops page.








Section 2-61

8

9 10 11

13

12

ASSIGN COOPS


9. Select Search By: option, e.g., Coop Name.




13. Select tick-box of corresponding coops to include in your marketing plan.



Section 2-62

14

15

17

161

ASSIGN COOPS


15. Click Assign Coops button located at the bottom end of the page.

16. System displays the list of selected coops for inclusion in the Marketing Activity.




Section 2-63

19

18

20

ASSIGN COOPS


19. System shows the selected Exhibits are now included in the Marketing Activity section.



Section 2-64

2.8.9. ASSIGN SOCIAL MEDIA Follow procedure below to Assign Social Media for Marketing Activity section.

1

2

ASSIGN SOCIAL MEDIA


2. Click Social Media: link.



Section 2-65

ASSIGN SOCIAL MEDIA

3. System displays Social Media page.

4. Select tick-box of corresponding social media to include in your marketing plan, as an example we will all.


6. Click Assign Social Media button located at the bottom end of the page.

7. System displays the list of selected social media for inclusion in the Marketing Activity.



3

4

5

6

8 7


Section 2-66

10

11

9

ASSIGN SOCIAL MEDIA


10. System shows the selected Social Media are now included in the Marketing Activity section.



Section 2-67

2.8.10. VIEW ESL EDUCATION / INSTRUCTOR Follow procedure below to Assign ESL Education / Instructor for Marketing Activity section.

2

1

3

4

VIEW ESL EDUCATION / INSTRUCTOR


2. Click ESL/Education Gratis: link.

3. System displays the ESL Education / Instructor page.

NOTE: Let us say that this particular marketing activity has nothing to do with our title, we may skip this one.



Section 2-68

2.8.11. SET-UP LIBRARY PROMOTION Follow procedure below to Set-up Library Promotion for Marketing Activity section.

2

1

SET-UP LIBRARY PROMOTION


2. Click Library Promotion: link.



Section 2-69

3

4

5

6

7

8

9 10

11

12

13 14

15

16


3. System displays Library Promotion page.

4. Select Piece Type to include, e.g., Subject Catalog.

5. Select Library, e.g., Academic and Public.


7. System displays the list of selected library promotions for inclusion in the Marketing Activity.

8. Select another Piece Type to include, e.g., Flyer.

9. Select Library, e.g., Public.



12. Select another Piece Type to include, e.g., Postcard.

13. Select Library, e.g., Public.






Section 2-70

17

19

18



18. System shows the selected Library Promotion are now included in the Marketing Activity section.



Section 2-71

2.8.12. VIEW MEDIA COPIES Follow procedure below to Media Copies for Marketing Activity section.

2

1

VIEW MEDIA COPIES


2. Click Media Copies: link.



Section 2-72

3

4

VIEW MEDIA COPIES

3. System displays the Media Copies page.

NOTE: Let us say that this particular marketing activity has nothing to do with our title, we may skip this one.



Section 2-73

2.8.13. ASSIGN TEXTBOOK PROMOTION Follow procedure below to Assign Textbook Promote for Marketing Activity section.

1

2

ASSIGN TEXTBOOK PROMOTION


2. Click Textbook Promotions: link.



Section 2-74

3

4

5

6

9

7

8

11 10

ASSIGN TEXTBOOK PROMOTION

3. System displays Textbook Promotion page.

4. Select tick-box of corresponding social media to include in your marketing plan, as an example we will all.


6. Click Assign Promotion button.

7. System displays the list of selected textbook promotion for inclusion in the Marketing Activity.

8. Input Notes.

9. Click Save Notes button.

10. System saves details into Notes text field.




Section 2-75

12

14

13

ASSIGN TEXTBOOK

PROMOTION


13. System shows the selected Library Promotion are now included in the Marketing Activity section.



Section 2-76

2.8.14. UPDATE REVIEW COPIES FLAGS Follow procedure below to Update Review Copies Flags section.

1

UPDATE REVIEW COPIES FLAGS

1. Scroll down the marketing plan to display the Review Copies Flags section.

2. Click the dropdown menu of the review copy you want to update to display the options, e.g., India Review Copies

3. Select the review copy status, e.g., Ready


3

2


Section 2-77

UPDATE REVIEW COPIES FLAGS

4. System displays what the fields would look like after inputs.

5. Click the Save notes and review flags button to save the changes.

End of procedure

4

5


Section 2-78

2.8.15. UPDATE MARKETING PACK SENT FLAG Follow procedure below to Update Marketing Pack Sent Flag section.

1

UPDATE MARKETING PACK SENT

FLAG

1. Scroll down the marketing plan to display the Marketing Pack Sent Flag section.

2. Click the Pack Sent to Author dropdown menu

3. Select the status, e.g., Yes


3

2


Section 2-79

6

7

UPDATE MARKETING PACK SENT

FLAG

4. Click the Pack Sent to Marketer dropdown menu.

5. Select the marketer name, e.g., no one

6. System displays what the fields would look like after inputs.

7. Click the Save notes and review flags button to save the changes.

End of procedure

5

4


Section 2-80

2.9. FINALISE MARKETING PLAN This procedure assumes that you already have provided details for your Marketing Activity section. Follow procedure below to Finalise Marketing Plan.

1

2

FINALISE MARKETING PLAN

1. System displays Marketing Plan page.

2. Click Finalize Marketing Plan button.



Section 2-81

FINALISE MARKETING PLAN

3. System displays Marketing Summary page.

NOTE: Once you have finalised the Marketing Plan, the Bibliographic View option will become Marketing Summary (see enlarged image above).

Marketing Plan Status also changes from Pending to Finalized.

4. Select which Marketing Plan format you want to generate:

• If RTF go to Section 2.8.1.

• If PDF go to Section 2.8.2.


3

4


Section 2-82

2.9.1. GENERATE RTF FORMAT FOR MARKETING PLAN Follow procedure below to Generate RTF format for Marketing Plan section.

3

4

In this latest release, the Conferences and Exhibits section has now a standard text (see next page/s of the downloaded file). This text will be on both PDF and RTF format.

1

2

GENERATE RTF FORMAT FOR

MARKETING PLAN

1. Click Marketing Plan in RTF button.


3. Open file and System displays Marketing Summary in RTF format.



Section 2-83

2.9.2. GENERATE PDF FORMAT FOR MARKETING PLAN Follow procedure below to Generate PDF format for Marketing Plan section.

GENERATE PDF FORMAT FOR

MARKETING PLAN

1. Click Marketing Plan in PDF button.


3. Open file and System displays Marketing Summary in PDF format.


1

2

3

In this latest release, the Conferences and Exhibits section has now a standard text (see next page/s of the downloaded file). This text will be on both PDF and RTF format.

4


Section 2-84

2.9.3. VERIFY FINALISATION OF MARKETING PLAN Follow procedure below to Verify the Finalisation of Marketing Plan section.

1

VERIFY FINALISATION OF MARKETING PLAN

1. Perform another search for our title, The Beatles: Sgt. Pepper’s Lonely Hearts Club Band.

2. System displays Search result.

3. System indicates that the Marketing Plan Status has changed from [ update marketing plan ] to [ view marketing summary ].


2

3

4

Documents

Cambridge University Pressnams.cambridge.org/nams/training-guide/ug_global.marketing.syste… · UG-INTRANET GMS Document Reference Version 1.9 Release Number 21 June 2017 Release