PROJECT REDTAG TRAINING GUIDE
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Introduction Flow Charts Consumer Side Website Basics/Tools Chat Support Trouble Tickets Available Products Service Partner Side Website Tools Terminology/Glossary Business Development Future of RedTag Terms/Conditions PLEASE NOTE: This Training Guide is for illustrative purposes only. We reserve the right to change, modify, add to and/or delete from the service and/or product options that are illustrated in this Guide. 2
INTRODUCTION | project RedTag REDTAG - NO LIMITS The growth and power of large, direct to consumer, online print companies is possibly the single biggest challenge that faces the average print broker/reseller. The consumer purchasing from these entities is someone who, in the past, would have gone to their local print broker or print shop. That means each order the onlineconsumer places is either a lost opportunity or worse still an order a print reseller is no longer getting. The reality is that the average print reseller can compete or do better on quality, customer service and even pricing than these online print retailers. What they do not have is the marketing resources to attract the online print consumer. Redtagprintsale.com aims to change that dynamic. We are the public face of a revolutionary collaboration between a consumer facing e-commerce print solution, the industry leader in wholesale print fulfillment, and print resellers. It is your participation that sets Redtagprintsale.com apart. Only Redtagprintsale.com offers a way for local print resellers like you to share in a nationwide direct to consumer online print solution. Through you, we become a nationwide online print retailer with high quality and local customer service. In return Redtagprintsale.com provides the marketing resources to attract the online consumers that are currently going elsewhere. As orders are placed with us, you, as our Customer Service Partner, will share in the revenue received from each consumer assigned to your account. However, your potential benefits are so much more than this. Each assigned consumer is, in fact, a new lead to whom you can market additional high margin products and services. The benefits of your participation are only limited by your own imagination and drive. Our goal is to make Redtagprintsale.com the premier online destination for consumer print services and enable you, our Service Partner, to share in the rewards this will bring. We aim to succeed by making you successful, as your Success is our success. 3
flow charts | project RedTag Individual Relations in RedTag Refers Customer to RedTag via independent marketing efforts. Marketing Consumer Affiliate Order Placed/Online Chat Marketing Materials/Referral Fees Trouble Tickets/Magic Number Customer Questions/Answers Referrals REDTAG Assigns CSP to Customer/ Printing & Shipping/Order Status Revenue Sharing Customer Print Service Partner Real time access to order status at printer Fulfillment 4
flow charts | project RedTag Distribution of proceeds Consumer Order $A TOTAL AMOUNT OF ORDER REDTAG Shipping & Processing (—) $B SHIPPING Fees Discount, marketing or (—) $C PERCENTAGE production fees (if any) Print Fulfillment (—) $D PRINT COST cost Customer service Partner (=) $E PARTNER Compensation 5
Consumer Side Website Basics/Tools | project RedTag Product & main page Here is a sample screen capture of the RedTag main page. This is typi- cally the first page a consumer will land on when they come to the Red Tag website. Products are listed in the sidebar to the left and on the “Products” page link in the top menu. Also in the top menu are links to pricing, help (FAQ’s, templates, contact), account (info, password change, order info), and cart. As with any well maintained frequently updated website, this main page (and other key pages across the website) can and will change on a frequent basis. This will be necessary as we add new products, fine tune the website flow and functionality, and of course continue marketing campaigns. Here is a screen capture of a typical Product page. The page content may var y slightly depending on the specific product, but the basic con- cepts and navigation tools will not be materially different. On this page the end user is presented with a product sample image and a brief paragraph describing the item (to the left). The various product options and design methods are provided to the right and bottom. The price tag in the top right of the screen indicates the running base price of the product the end user has selected. Selecting any of the design, logo, or upload buttons will move the end user into a tool to achieve the task of creating and/or approving artwork for the cart step. If the end user needs template for their own homemade artwork, they can download these from the “Help” link in the top menu. 6
Consumer Side Website Basics/Tools | project RedTag logo designer & Express designer Here is a screen capture of Logo Designer Here you are looking at a screen capture of a point midway through our Logo Designer tool. This tool is very intuitive, and will guide the user through the creation process step by step via buttons, arrows and a descriptive note present at the top center of each screen of the process. Products that can be designed using this tool: Business Card, Letterhead, and Envelopes. Please visit the logo builder on the site and create a logo to familiarize yourself with this tool first hand. Here is a screen capture of Express Designer Here is our Express Designer tool. This tool provides the end user with a quick and easy artwork creation experience. They may complete any of the steps in whichever order they choose. They will select a text format type, a background image (or no image), a font, and type in their information. Once they are satisfied with their creation they simply click the button at the top right to move onto the cart step. Products that can be designed using this tool: Business Cards only Please visit the express designer on the site to familiarize yourself with this tool first hand. 7
Consumer Side Website Basics/Tools | project RedTag advanced designer & uploader A screen capture of Advanced Designer on RedTag Here is our Advanced Designer tool. This tool allows the user much more freedom in creating their artwork. With this tool the end user can add shapes, toggle opacity on shapes and text, and rotate text... among other things. Products that can be designed using this tool: All products (excluding grand format and “variable data” items such as personalized calendars). Please visit the advanced designer on the site to familiarize yourself with this tool first hand. Here is a screen capture of the Uploader Tool Shown is one of the intermediate steps of the Uploader tool. It is intuitive and will guide the user through the process of uploading, positioning, and approving the artwork uploaded to RedTag from their home computer. This tool is for use with already fully completed artwork so its functions are limited to zoom, rotate, move and scale. You can also change the canvas orientation and center or auto fit the artwork automatically with the buttons provided. Products that can be designed using this tool: All products except for variable data items. Please visit the uploader on the site to familiarize yourself with this tool first hand. 8
Consumer Side Website Basics/Tools | project RedTag Grand4mat & cart Here is a screen capture of Grand4mat on Red Tag This tool is similar to the Advanced designer, but optimized for use specifically with large format products. Products that can be designed using this tool: All large format products. Please visit the Grand4mat tool on the site to familiarize yourself with this tool first hand. This is a screen capture of the cart page The end user can verify the product details and see the artwork was placed into the cart successfully for check- out. They can review the current order details, enlarge the thumbnails of their product artwork, adjust the quan- tity on items or continue shopping. The user will also be able to add “matching” items with one click. At the bottom left of the cart the user can input a coupon code if they are not already in a session which includes a discount (such as having clicked on a sales banner). This is where an end user would input your unique “nesting code” when you direct them to RedTag. 9
Consumer Side Website Basics/Tools | project RedTag sign up & order This is a screen capture of the Signup Visitors to the website will generally not be asked to login or sign up until they are ready to checkout. This is to encourage customers to shop freely and immediately. This will also enable user to browse through most functions and learn about various tools and features. An end user can log in or sign up at any time if they choose to do so (by clicking on “Account”). An end user will not be assigned to a trade partner until they complete and successfully checkout with their first order on the RedTag website. Next they will be assigned “round robin” or by entering a unique nesting code. Simply signing up without purchase will not assign them to a trade partner. This is a screen capture of the order complete page. Upon completing a successful order an end user should be able to see a unique order number, an outline of order details, shipping and billing information. The system will also inform the end user that they’ve been assigned to a RedTag Representative, along with the contact information of the representative. All the order information will also be available on the main page of the account, and help section of the contact page in the event that the end user will need to review it again. This page is also printer friendly, and there is no need to navigate to a printer friendly version. 10
Chat Support | project RedTag LIVE Online chat The chat line serves as an initial customer support contact point for end users that have not yet been assigned to a Service Partner and/or customers that are not logged in. An end user will not be assigned to a RedTag Service Partner until they have placed their first order. Should they encounter any trouble, or need help while attempting to place their first order the chat line will be available. It will give them the opportunity to contact a live RedTag chat representative who can then assist them on how to find products, navigate the website, use the design tools and ultimately place the order. Once that first order has been placed the end user is assigned to a Service Partner and from that point on the Service Partner will be their primary customer service provider. If an existing customer visits the RedTag website and logs in, the customer will not have access to the chat line. If the customer does not log in the chat line will be available. Generally an end user will not be able to retrieve any information from a live chat discussion that is not relevant to a current order in progress. Live chat is provided to assist an end user in the use of the website and design tools, to locate product pages, complete the checkout process, or provide information on job status.Once the end user has placed their first order, primary responsibility for customer service and contact with a customer will be with the Service Partner. 11
Trouble Tickets | project RedTag Generating Trouble Tickets If any issues arise concerning completed orders, a logged in end user will be provided with the opportunity to complete a “trouble ticket” describing their issue. A copy of the trouble ticket will be forwarded to RedTag and the end user’s assigned Service Partner. In most cases, RedTag’s internal customer service function will be able to resolve the issue and an email detailing the resolution will be sent to the end user and the Service Partner. In the event that RedTag’s internal customer service function is not able to resolve the issue (e.g. because direct contact with the consumer is needed, or the consumer rejects a proposed resolution) RedTag will inform the end user via e-mail that the issue needs to be addressed via their Service Partner. A copy of the e-mail will go to the Service Partner who should then contact the end user. We want to minimize the time that a consumer spends dealing with customer service issues. We also want to keep our Service Partner’s time and energy focused on those customer issues that require personal intervention. 12
Available Products | project RedTag Product Descriptions Business Cards - Filled with vibrant and rich color, our business cards are sure to leave a lasting impression. Printed on premium 16 point card stock with UV coating, our business cards are offered as 4/0 and 4/4. Envelopes - Available in sizes to accommodate either a letter or a document, our envelopes are printed on 70lb premium uncoated white paper. Envelopes do not include windows and are offered with a standard adhesive flap. The stock is printed flat and then converted into an envelope giving you the chance to carry the image throughout the entire front side only. Offered as 4/0. Letterheads - Premium Uncoated Text letterheads. Printed on a white 70 lb stock, which is made of 10% recycled material. Offered one sided, two sided, and in a variety of sizes. Flyers/Brochures - Using our “Advanced Designer” tool or uploading an image of your choice, you can create promotional and advertising pieces in minutes. Printed on a 100lb Gloss Book with UV Coating, and available in a variety of sizes. Offered as 4/0 and 4/4. Magnets - Magnetic cards are excellent promotional tools to keep your message visible for a prolonged period of time. The cards include magnetic material throughout the entire backside, and are printed using vibrant colors and high quality. The indoor magnets are printed on 17 point stock with UV coating. Durability and efficiency allow this product to stand up to extended wear. 13
Available Products | project redtag Product Descriptions Postcards - Postcards are a great source to capture new markets, reach new customers, or contact loyal customers. Printed on premium quality card stock with UV coating and offered in a variety of sizes. You can select either 4/0 or 4/4. Posters - Using our “Advanced Designer” tool or uploading your own images will enable you to present sharp images with our high quality posters. Available in a various rage of sizes, our posters are printed 100lb. Gloss Book with Aqueous Coating. Posters are offered one sided with full color. Stickers - Stickers are printed on premium label stock, and finished with UV coating. As one of the most versatile products we offer, stickers look great and are very durable. The one sided permanent stickers are intended for indoor use only. Free Business Cards - The FREE business cards are sure to leave a memorable impression with their vibrant colors and high quality. Printed on standard 14 point card stock with matte/dull coating, FREE business cards are offered with an image of your choice on the front side. The backside will have “REDTAG” promotional language printed across it, without options of uploading any other images. Business cards are offered with standard corners only, and are available in the quantity of one-hundred only. 14
Available Products | project redtag LARGE FORMAT Product Descriptions OUTDOOR BANNERS - The outdoor banner is typically used for billboards, building wraps, banners, event flags, trade show signage, parades and more. Waterproof and durable banners are specifically intended for outdoor use; they can also be used indoors. The ink on the Matte Outdoor Banner is UV cured (dried). The 13oz. Scrim Vinyl Banner up to the size of 16’x150’ is offered as one piece, and anything larger we can hem together (any size in 16’ increments.) INDOOR BANNERS - Our premium indoor banners are a great way to help your message stand out. They are intended for uses such as indoor banners, POP displays, artful decor, and more. The material used is 10mil. premium vinyl with a smooth matte finish which offers high print quality and versatility. It is not waterproof or scuff resistant. CAR MAGNETS - Ideally suited for car door displays, these Glossy 30 mil heavy-duty magnets can also serve as temporary signage for construction sites or other changing work environments. The high gloss heavy-duty magnets are available in a range of sizes and are printed with similar characteristics as our outdoor banners for long lasting outdoor use. Please note these are not intended for small text sizes or borders. It is highly recommended that you test a sample of our car magnets on the actual surface application you intend it for. The magnet will not adhere to non-ferrous surfaces such as plastic, aluminum, fiberglass, wood, etc. and certain types of stainless steel (some vehicle doors are aluminum). 15
Available Products | project redtag LARGE FORMAT Product DEscriptions RIGID-Coroplast - Coroplast is offered at 4 mm thickness and is typically used for Yard or Parking signs (e.g. Real Estate, Election, Reserved For, etc.). It can also be utilized in other areas of need. Depending on the intent for your display, the coroplast material should be ordered with the flutes vertical when utilizing H-stakes with the sign. This product, once printed, may show a linear effect due to its corrugated flute structure. The ink is UV cured (dried). H-stakes are available upon request and are best used on a soft ground environment (dirt/soil/grass, etc.). RIGID-Foamcore - Foamcore is offered at a thickness of 3/8” or 3/16”. Although it is typically mounted on an easel (or similar) for presentations, etc., it can also be used for other purposes. Foamcore is made of a relatively delicate material so it is best for one time use. However, it can last longer with proper care but it will tend to wilt/bend. This product is not waterproof. 16
Service Partner Side Website Tools | project redtag Customer Orders The Redtag website has an area dedicated to our Service Partners. To make things as easy and simple as possible the Redtag Service Partner Tools have been incorporated into an area of 4over’s trade site. The Service Partner Tools fulfill two basic functions. First, providing information to assist in resolving Regtag customer issues and second detailing a Service Partner’s assigned customers and the Partner Rewards earned (cumulative, by customer, etc.). This is a screen capture of the “Customer Orders” page. It details all of the orders placed by the Redtag customers assigned to a specific Service Partner. The data can be filtered by complete/pending, order code, and date range in which the order was placed. 17
Service Partner Side Website Tools | project redtag Single Order View / Order List View This is a screen capture of a “Single Order View.” It lists all of the relevant order data for providing customer service on a specific customer order. It includes a thumbnail of the completed image for a visual incase the customer has any questions. This is a screen capture of the “Order List View.” It provides a Service Partner with targeted accounting information relevant to the Service Partner’s assigned RedTag Customers. It provides specific information on individual order totals and the amount of Partner Rewards earned as well as an indication of the total amount earned. The information can be filtered by pending/complete, paid orders, order code, and date range in which a given order was placed. 18
Terminology/Glossary | project RedTag DEFINITIONS Redtagprintsales / Red Tag / RTPS - Consumer/end user facing print media e-commerce site. Print Fulfillment Center - Location of printer contracted to fulfill orders received. Customer Service Partner (“CSP”) - Third party print reseller providing localized customer service on behalf of RTPS. Customer Service Partner Pool / CSP Pool - Grouping of CSPs within a defined geographic area (e.g. zip code) to whom Consumers from that area will be assigned for customer service response. Round Robin Selection - Process by which a CSP is selected from the CSP Pool. LeadGen Code - Unique promotion code number assigned to a CSP that can be given to potential Consumers. The code will provide the consumer with a discount on orders placed using the code. The code will also assign the consumer to the CSP for customer service (unless the consumer is already assigned to a CSP, in which case consumer will be given the opportunity to switch). Partner Rewards - Compensation paid to CSP for acting as RTPS Customer Service Partner, and/or when consumer places an order using the CSP’s Leadgen Code. Customer Service Provider Account / CSP Account - Account that tracks Partner Rewards. 19
Terminology/Glossary | project RedTag DEFINITIONS Marketing Affiliate - Third party who will independently market RTPS services (e.g., via banners, etc., on websites) in exchange for percentage of revenue from each job referred. Affiliate ID Number - Unique identification number assigned to Marketing Affiliate. Number is a promotion code that will be entered by consumers or tracked through banner clicks, etc. Affiliate Referral - Print order referred to RTPS through Marketing Affiliate promotional efforts (e.g. click through from banner). Affiliate Referral Fee - Fees paid to Affiliates for consumer referral. Affiliate Account - Account that tracks Affiliate Referral Fees. Magic Number Rewards Program - Program under which existing RTPS consumers are compensated for referring new customer orders to RTPS. Magic Number - Unique identification number permanently assigned to a RTPS consumer when they place an order. Code can be given to friends, family, contacts, etc. When they place an order and enter the Magic Number in the promotion code area they receive a discount on the product ordered. The RTPS consumer making the referral receives a Magic Number Reward. Magic Number Rewards - Compensation paid to RTPS consumer for referring new customer orders. Magic Number Rewards Account - Consumer account that tracks the Magic Number Rewards credit balance. 20
business development | project redtag RedTag’s Contribution Redtag is committed to a marketing strategy that will allow us to challenge the market reach of other online print retailers. From “traditional” internet marketing strategies such as search engine optimization and banner ads to new forms of “viral” marketing, we intend to leverage our online presence and our print fulfillment, affiliate, service partner and our customer relationships to maximize our consumer visibility. Nevertheless, marketing is not the only answer to developing our business model. We intend to invest in product research and development. We aim to provide consumers with new products and affordable high quality print solutions through the use of state of the art technology and equipment. Your Contribution As a Red Tag Customer Service Partner you can make a significant contribution to our joint success by promoting RedTag and bringing in new customers. Each new customer that you refer to Red Tag will be assigned to you for customer service, which means you will receive your share of the revenue generated from each order they place. 21
Future of RedTag | project redtag Our FUture As the collaboration between Red Tag, 4over (as its print fulfillment provider), and you (our point of contact customer service provider) develops, we will be focusing on: • Improving our website to become more attractive, robust, and consumer friendly. • Providing high quality affordable print products that consumers want to purchase. • Bringing new innovations to the online print market. • Maintaining superior levels of customer service. The more RedTag grows, the greater the revenue and new business leads we can drive our participating Service Partners. We believe that RedTag is the future of the direct to consumer online print industry. We want you to be a part of that future. 22
Terms/Conditions | project redtag CUSTOMER SERVICE POLICY Last Updated: May 19, 2010 OBJECTIVE The goal of Redtagprintsale.com (“RTPS”) is to become the industry benchmark for excellence in customer service. This Customer Service Policy provides guidance to, and sets out the principal responsibilities of, all RTPS third party Customer Service Partners when fulfilling their critical role in the RTPS customer service function. POLICY RTPS recognizes the pivotal role that excellence in customer service plays in the success of a consumer facing business; particularly businesses that are primarily Internet based. A reputation for efficient, polite and responsive customer service can be the dividing line between success and failure. RTPS’s approach to customer service is to develop and communicate customer service standards that surpass industry norms, and that set RTPS apart from other online retail print providers. RTPS’s policy is to fully incorporate superior customer service principles into its day-to-day interaction with RTPS con- sumers. Service Partners are a critical point of contact between RTPS and its consumers. It is essential that they embrace the concept that excellence in customer service (and the resulting customer satisfaction) requires commitment and must be given appropriate emphasis and attention. CUSTOMER SERVICE PRINCIPLES AND STANDARDS The following customer service principles shall be adhered to by all Service Partners: A Customer First Outlook o Consumers will be listened to and treated in a courteous and respectful manner every time they are in contact with a Service Partner. o Service Partners will seek to understand the consumer’s business/ personal needs in order to serve them correctly the first time and eliminate the need for follow up calls. Knowledge A Service Partner should be able to demonstrate full knowledge of RTPS’s: o Product and service offerings o Use of design tools o Requirements for uploaded files 23
Terms/Conditions | project redtag CUSTOMER SERVICE POLICY o Shipping policy o Returns and refund policy Responsiveness o A consumer newly assigned to a Service Partner should receive a phone call or e-mail welcoming them to RTPS and introducing the Service Partner as their customer service point of contact. o A Service Partner’s goal shall be to respond to a consumer inquiry within four (4) business hours and no later than 24 hours after an inquiry is made. o If it is necessary to contact RTPS for clarification or approval of a proposed resolution of a service issue the contact should be made immediately and every effort should be made to get back to the consumer within the same business or before Noon the following business day. o The preferred manner of communication with a consumer is a phone call followed by a confirming email. Prohibited Customer Service Decisions Under no circumstances shall a Service Partner: o Authorize a reprint or a refund of a consumer’s order without RTPS’s prior written approval. o Authorize or offer a discount, reduction in price, markdown, price cut or any other deviation from RTPS pricing without RTPS’s prior written approval. o Authorize or offer a bonus or credit of any kind or nature without RTPS’s prior written approval. o Authorize or offer expedited production or free shipping without RTPS’s prior written approval. o Disclose details of any upcoming RTPS special offers, new products, marketing plans, sales incentives, etc., to any consumer or third party unless specifically authorized to do so in writing by RTPS. 24
Terms/Conditions | project redtag SERVICE PARTNER AGREEMENT Please refer to the Service Partner Agreement for further details of the RedTag/Service Partner relationship. Rev: 5/25/10 VP 25
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