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PCC Mailer’s Education Seminar Reno Nevada May 20, 2010

Business Customer Gateway Michael Hemphill CSG Direct, Inc. PCC Mailer’s Education Seminar Reno Nevada May 20, 2010. Agenda. The Gateway Business Services Accounts Design & Prepare Mail & Transport Track & Report BSA. Gateway. Access the Business Customer Gateway from USPS.COM®.

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PCC Mailer’s Education Seminar Reno Nevada May 20, 2010

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  1. Business Customer Gateway Michael Hemphill CSG Direct, Inc PCC Mailer’s Education Seminar Reno NevadaMay 20, 2010

  2. Agenda • The Gateway • Business Services • Accounts • Design & Prepare • Mail & Transport • Track & Report • BSA

  3. Gateway Access the Business Customer Gateway from USPS.COM® https://gateway.usps.com/bcg/login.htm

  4. Gateway The Gateway is the starting point to USPS services. • Easy access to Postal Service business offerings • A single username & password accesses multiple online services

  5. Gateway The Gateway consolidates mailing activity workflow. • Maintain Company profile and permit information • Submit, View and Retrieve postage statement • Monitor postage statements transactions • Schedule mailing appointments • Manage Mailer IDs • Participate in the test environment

  6. Manage Mailing Activity (PostalOne!) Manage Mailing Activity is the most requested service.

  7. Gateway Login A new user signs up and meets the BSA. • Access • Services for a location • Business locations (company name at an address) • Activation • Requires a Business Service Administrator (BSA) -Key contact for a Business Location for the administration of the selected Service • Approves and deactivates all user requests for Services at the business location • Establishes the company locations where permits and Mailer IDs will be linked

  8. Accounts: Access Request Access • Request access to additional services and business locations via the Request access link • Users have the option of having the BSA assign them additional Services and locations

  9. Account: Locations Request Access • Select a location(s) for a service

  10. Login and New Accounts New user has the option to assume the BSA role if they are the first to apply for the service at the business location Some Services require a Business Service Administrator (BSA) • System prompts the first user to become the BSA (should company-designated). • BSA agreement lists the Responsibility and Obligations and Terms & Conditions of Participation

  11. Login and New Accounts New user has the option to assume the BSA role if they are the first to apply for the service at the business location Some Services require a Business Service Administrator (BSA)

  12. Business Services Administrator User Access – BSAs Only • BSAs manage users for their Business Locations

  13. Business Services Administrator Manage User Access • Revoke or Assign Accounts as BSA.

  14. Gateway: Existing User The Gateway landing page Site map is based on functionality • Account • Design & Prepare • Mail & Transport • Track & Report • Customer Support

  15. The Profile link Agenda • The Gateway • Business Services • Accounts • Design & Prepare • Mail & Transport • Track & Report • BSA

  16. Manage Permits Table of Contents • The Gateway • Business Services • Accounts • Design & Prepare • Mail & Transport • Track & Report • BSA

  17. Manage Permits Balance & Fees • Balance is displayed. Select the Fee Details icon to see the Fee information.

  18. Manage Permits Manage Permits • Permits are linked to the desired business location CRID • BSAs can link additional permits under Manage Permits

  19. Design & Prepare Agenda • Gateway • Business Services • Accounts • Design & Prepare • Mail & Transport • Track & Report • BSA

  20. Design & Prepare Intelligent Mail Services with RIBBS

  21. Customer Support RIBBS provides the guides to the Business Customer Gateway and the Intelligent Mail program • Domestic Mail Manual (DMM®) • A Resource Map to Intelligent Mail Documents • A Beginners Overview to Intelligent Mail Services • A Guide to Intelligent Mail for Letters and Flats • User Access to Electronic Mailing Information and Reports • Intelligent Mail Full-Service Mailer Check List • A Guide to Customer Supplier Agreements • eDOC Process: A Guide for CPP Customers

  22. Design & Prepare The Mailer ID Mailer ID • Component of the IMB that is used to identify Mail Owners and/or Mailing Agents. • Issued by the USPS to each Mail Owner and/or Mailing Agent or other service providers that request them

  23. Design & Prepare Mailer ID System • Mailer ID service must be requested

  24. Mailer ID System

  25. Design & Prepare Mailer ID Summary Landing page • MID Summary page displays MIDs that are associated to a business location • Address Book • Request MID • Data Profile • Admin (edit info) MIDs that are not displayed contact the Help Desk

  26. Mail & Transport Table of Contents • Gateway • Business Services • Accounts • Design & Prepare • Mail & Transport • Track & Report • BSA

  27. Mail & Transport • Centralized Account Processing System (CAPS) • Electronic postage payment system that provides business mailers a centralized payment method electronically (e.g. ACH Debit, ACH Credit and Fed wires). Takes user to CAPS site Sign-in page. • Customer Label Distribution System (CLDS) • Suite of electronic services designed exclusively for business mailers to order and manage label orders • Online alternative to the existing manual label order process. • Customer/Supplier Agreements (CSAs) • Defines mail preparation and entry for mailers and the postal plants where their mail is entered • Must register (request access) to FAST

  28. Mail & Transport Postal Wizard = PostalOne! • Postal Wizard (PostalOne!) • Postal Wizard allows you to complete, print, save, and submit common forms used in the business mailing process. A direct link to the Dashboard will be implemented in May 2010

  29. Mail & Transport Dashboard (PostalOne!) - work flow management • submit and review jobs

  30. Track & Report Table of Contents • Gateway • Business Services • Accounts • Design & Prepare • Mail & Transport • Track & Report • Business Services Administrator

  31. Track & Report • ADVANCE • The ADVANCE system is the in-depth method to track delivery and provide accurate information on the status of Standard Mail and Periodicals in-home delivery dates • Audit Mailing Activity (PostalOne!) • The Audit Mailing Activity service allows read-only access to its users for all data associated to the permits or USPS Publication Numbers linked to the account. The user may not submit or change mailing information on this type of account • Delivery Confirmation • Verify the date, time, ZIP Code™ of delivery, and whether the delivery was made, attempted, forwarded, or returned • Mailing Report • Confirm service provides near real-time tracking information about First-Class Mail®, Periodicals, and Standard Mail letters and flats

  32. Track & Report Mailing Reports

  33. Track and Report

  34. Customer Support Table of Contents • Gateway • Business Services • Accounts • Design & Prepare • Mail & Transport • Track & Report • BSA • Customer Support

  35. Customer Support RIBBS provides the latest news on the Business Customer Gateway

  36. Questions?

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