Fulfillment Review (FR) Process

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October 2013

YP Proprietary Information (Internal Use Only): ©2013 YP Intellectual Property LLC. All rights reserved. YP, the YP logo and all other YP marks contained herein are trademarks of YP Intellectual Property LLC and/or YP affiliated companies. 

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fulfillment review log process

Overview• All team members are responsible for utilizing the “Activity History Log a Call” function in Salesforce. This function will

timestamp each step in the FR process, allowing us to move our accounts more efficiently

• This presentation outlines the codes to be used and the process to following when coding NEA, INDS and Offer cards.

• Our goal is to maintain a 10 day SLA (calendar days) of accounts in fulfillment review that are within 30 days of

scheduled drop date

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fulfillment review code definitions

Code Code DefinitionCycle Time

(calendar days)

FR NEA Any card that does not contain an offer 5 days

FR INDS No advertiser participation 5 days

FR Offer Card contains an offer 3 Days

FR Rework Card being reworked to remove offer 3 Days

FR Sent Second preview (the 4 panel preview, with and without an offer) has been sent out to the advertiser and there is no engagement 5 days

FR Active Advertiser has 3 days to provide feedback for account 3days

FR Drop Flagged at second change in drop date (used by consultants to indicate accounts with multiple drop date changes) TBD

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FR call log process – NEA

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FR call log process – offer card

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fulfillment review checklist

All FR items must have the following: 1. Preview email sent out

2. Coded in Activity History “log a call” (Codes not within SLA will be identified by daily report and will need to be addressed daily)

Accounts will not be eligible for the process below if the following criteria have been met. This will ensure that accounts aren’t dropped INDS/NEA prematurely

1. Preview email has been sent out

2. Coded in Activity History “log a call”

3. Drop date is 30+ away