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Getting Your Mailing From Strategy to Print
Today We Are Talking
About Pre-Press
What you need to know to get your Mailing from
Strategy through Design and Ready-to-Print
BEFORE WE BEGIN
LET’S SET THE STAGE
Take Away #1:
Have a Goal
Every mailing
should have a goal
and all parties
should know what
it is
What Is This
Mailing’s
Goal?
YOUR DESIGNER
NEEDS TO KNOW
• RESPONSE RATE: Get more donors?
What Is This
Mailing’s
Goal?
• AVERAGE GIFT: Get donors to give more?
What Is This
Mailing’s
Goal
• LOWER COSTS: Get the same response
but spend less?
What Is This
Mailing’s
Goal?
YOUR DESIGNER
NEEDS TO KNOW
• STEWARDSHIP: Acknowledge a gift or
report back to donors?
MAKE SURE EVERYONE IS
ON THE SAME PAGE
TakeAway#2:
Collaborate
Account folks,
designers and
production folks need
to work as a team.
BE CLEAR ABOUT
TIMELINES
Mail Date vs
In-Home Date
Work backwards
from the last date
This lets production
identify items that
need more time
and should be
produced early
Examples Of Things
That Need More
Time:
Premiums Made
Overseas
Envelopes
that get
converted
Personal
touches like
hand addressing
or business cards
paper clipped to
letters
You Can include
Key Dates in a
Campaign Memo
BE CLEAR ABOUT
BUDGETS
Why include Production
(and Design) in initial
strategy meetings
Production Can
Help Identify Ways
To Make The
Process More
Efficient
Offer suggestions that may bring production
and/or postal savings
Offer data and DP instruction suggestions to
ensure your project is executed as planned
Identify the best suppliers and pricing for
your specific project (not all suppliers are a
good fit for all projects)
Competitive pricing is best achieved when
there is not a tight turn time
Designers Can Help Identify Solutions
That Fit In Your Budget
Designs based on standard paper stocks and sizes
Ways to print using fewer colors
Adjusting design elements to maximize savings
Blue paper with a
label affixed?
Flood tint of blue ink
with a “faux” label?
Be Clear About
What You
Need To See In
Your Budget:
Should postage be included?
Do you want to see print overs or have
them rolled into the current quantity?
If you are using inventory, do you need
to see those costs as part of this
budget?
Do you need roll out costs for your
tests?
Be Up Front About Budget Limitations
• Beware of prices that look too good to be true…
• Once you receive the budget – give feedback.
MAKE SURE COMMS
ARE WORKING
TakeAway#3:
Communicate
Don’t leave room
for assumptions
Production
Needs To
Know Certain
Things
Size of each printed piece
Inks and bleeds for each piece
Are you using any inventory items that will need
to be pulled for insertion
Personalization needed
Postage
Quantity of names – both total quantity and
estimates of the size of each package/test
Additional data processing needs: NCOA, Merge
Purge, CASS, Ask Calculations
One Great Way
to Communicate
is with a
Campaign Memo
Your
Memo
Should
Outline
Some
Basics
Which Components are in
the Package
What Sizes
How Many Colors
Where to Personalize
Including
Production in
Your Creative
Strategy
Meetings Will
Help Ensure…
• Everything fits into the envelope when
folded
• What is “flying” the package
• The design of the envelope and the way
it’s addressed meet postal regulations
• What order will pieces be inserted into
the envelope
• Will the budget will cover additional
postal charges for oversized, thick or
heavy envelopes
Direct Mail Designers are “Different”
Design with the Donor In Mind
Capture
the attention
of your donor
1
Make the
case for support
and be easy to read
2
Include a
clear ask or
call to action
3
How Best to
Get the
Envelope
Open?
Include
Decisions in
the Memo
Logo or “blind”
Window or closed-face
Teaser on front and/or back
Images or other elements
Your Designer Needs to Know:
What Is the Tone?
Personal Feeling? Heart-string Pulling?
Urgent or Official?
Is There Something Inside That
Makes It Worth Opening?
Institutional or Engaging?
Things You
Need to Build
A Case For
Support
Letter
Reply Form Header
& “Yes” Copy
O T H E R I N S E R T S
Every
Component
Should Serve a
Purpose
T H I N K A B O U T T H E 3 W ’ s
• What is the message you are trying to
get across to the donor?
• Where is the call to action?
• Otherwise, why spend the money to
include it?
Your
Designer
and
Production
Person
Can Help!
BROCHURE/NEWSLETTER
Inform the donor about your work
PETITION or PLEDGE
Engage and Inspire
FREE GIFTS (STICKERS & DECALS)
Connect to your cause
Do You Plan
on Using
Photos?
Give some direction
to your designer
and decide if
budget allows for
color or black &
white?
Can You Use This Photo?
U N D E R 1 , 0 0 0 K B
OK For Digital
NOT for Print
O V E R 1 , 0 0 0 K B
( 1 M B )
OK For Print & Digital
REMEMBER:
TakeAway#3:
Communicate
When things change,
and trust me they
will, communicate!
What to Do
When Things
Change?
Alert your production partner to the
change.
Ask if the change will affect
pricing/sourcing of suppliers
Request a new budget.
If charges will not fit into an already
approved budget, regroup as a team.
Prepping Art for Release
Make sure all finished pieces match the descriptions used in the budget
Make sure that each file is labeled so that it can be easily identified –
especially when 2 versions are very similar
Make sure to include PDF’s showing both the preprint versions and an FPO
versions (when personalization is needed)
Prepping Data for Release
• Make sure the data file(s) are labeled clearly.
• Include a file layout for each data file.
Send Data Processing Instructions
That Include:
• What data is used for each package: segmentation, source codes
• Any special needs for the data – NCOA, Merge Purge, CASS, Ask Calculations
• Where and how FPO copy is to be applied
• Seed instructions
• Sample instructions
QUESTIONS?
Michelle Johnston
mjohnston@psmail.com
PRODUCTION SOLUTIONS
Robin Perry
rperry@lautmandc.com
LAUTMAN MASKA NEILL & COMPANY

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Getting Your Mailing From Strategy to Print

  • 2. Today We Are Talking About Pre-Press What you need to know to get your Mailing from Strategy through Design and Ready-to-Print
  • 3. BEFORE WE BEGIN LET’S SET THE STAGE Take Away #1: Have a Goal Every mailing should have a goal and all parties should know what it is
  • 4. What Is This Mailing’s Goal? YOUR DESIGNER NEEDS TO KNOW • RESPONSE RATE: Get more donors?
  • 5. What Is This Mailing’s Goal? • AVERAGE GIFT: Get donors to give more?
  • 6. What Is This Mailing’s Goal • LOWER COSTS: Get the same response but spend less?
  • 7. What Is This Mailing’s Goal? YOUR DESIGNER NEEDS TO KNOW • STEWARDSHIP: Acknowledge a gift or report back to donors?
  • 8. MAKE SURE EVERYONE IS ON THE SAME PAGE TakeAway#2: Collaborate Account folks, designers and production folks need to work as a team.
  • 9. BE CLEAR ABOUT TIMELINES Mail Date vs In-Home Date Work backwards from the last date This lets production identify items that need more time and should be produced early
  • 10. Examples Of Things That Need More Time: Premiums Made Overseas
  • 12. Personal touches like hand addressing or business cards paper clipped to letters
  • 13. You Can include Key Dates in a Campaign Memo
  • 14. BE CLEAR ABOUT BUDGETS Why include Production (and Design) in initial strategy meetings
  • 15. Production Can Help Identify Ways To Make The Process More Efficient Offer suggestions that may bring production and/or postal savings Offer data and DP instruction suggestions to ensure your project is executed as planned Identify the best suppliers and pricing for your specific project (not all suppliers are a good fit for all projects) Competitive pricing is best achieved when there is not a tight turn time
  • 16. Designers Can Help Identify Solutions That Fit In Your Budget Designs based on standard paper stocks and sizes Ways to print using fewer colors Adjusting design elements to maximize savings
  • 17. Blue paper with a label affixed? Flood tint of blue ink with a “faux” label?
  • 18. Be Clear About What You Need To See In Your Budget: Should postage be included? Do you want to see print overs or have them rolled into the current quantity? If you are using inventory, do you need to see those costs as part of this budget? Do you need roll out costs for your tests?
  • 19. Be Up Front About Budget Limitations • Beware of prices that look too good to be true… • Once you receive the budget – give feedback.
  • 20. MAKE SURE COMMS ARE WORKING TakeAway#3: Communicate Don’t leave room for assumptions
  • 21. Production Needs To Know Certain Things Size of each printed piece Inks and bleeds for each piece Are you using any inventory items that will need to be pulled for insertion Personalization needed Postage Quantity of names – both total quantity and estimates of the size of each package/test Additional data processing needs: NCOA, Merge Purge, CASS, Ask Calculations
  • 22. One Great Way to Communicate is with a Campaign Memo
  • 23. Your Memo Should Outline Some Basics Which Components are in the Package What Sizes How Many Colors Where to Personalize
  • 24. Including Production in Your Creative Strategy Meetings Will Help Ensure… • Everything fits into the envelope when folded • What is “flying” the package • The design of the envelope and the way it’s addressed meet postal regulations • What order will pieces be inserted into the envelope • Will the budget will cover additional postal charges for oversized, thick or heavy envelopes
  • 25. Direct Mail Designers are “Different” Design with the Donor In Mind Capture the attention of your donor 1 Make the case for support and be easy to read 2 Include a clear ask or call to action 3
  • 26. How Best to Get the Envelope Open? Include Decisions in the Memo Logo or “blind” Window or closed-face Teaser on front and/or back Images or other elements
  • 27. Your Designer Needs to Know: What Is the Tone?
  • 30. Is There Something Inside That Makes It Worth Opening?
  • 32. Things You Need to Build A Case For Support Letter Reply Form Header & “Yes” Copy O T H E R I N S E R T S
  • 33. Every Component Should Serve a Purpose T H I N K A B O U T T H E 3 W ’ s • What is the message you are trying to get across to the donor? • Where is the call to action? • Otherwise, why spend the money to include it?
  • 34. Your Designer and Production Person Can Help! BROCHURE/NEWSLETTER Inform the donor about your work PETITION or PLEDGE Engage and Inspire FREE GIFTS (STICKERS & DECALS) Connect to your cause
  • 35. Do You Plan on Using Photos? Give some direction to your designer and decide if budget allows for color or black & white?
  • 36. Can You Use This Photo? U N D E R 1 , 0 0 0 K B OK For Digital NOT for Print O V E R 1 , 0 0 0 K B ( 1 M B ) OK For Print & Digital
  • 38. What to Do When Things Change? Alert your production partner to the change. Ask if the change will affect pricing/sourcing of suppliers Request a new budget. If charges will not fit into an already approved budget, regroup as a team.
  • 39. Prepping Art for Release Make sure all finished pieces match the descriptions used in the budget Make sure that each file is labeled so that it can be easily identified – especially when 2 versions are very similar Make sure to include PDF’s showing both the preprint versions and an FPO versions (when personalization is needed)
  • 40. Prepping Data for Release • Make sure the data file(s) are labeled clearly. • Include a file layout for each data file.
  • 41. Send Data Processing Instructions That Include: • What data is used for each package: segmentation, source codes • Any special needs for the data – NCOA, Merge Purge, CASS, Ask Calculations • Where and how FPO copy is to be applied • Seed instructions • Sample instructions
  • 42. QUESTIONS? Michelle Johnston mjohnston@psmail.com PRODUCTION SOLUTIONS Robin Perry rperry@lautmandc.com LAUTMAN MASKA NEILL & COMPANY

Notas del editor

  1. A plan without a goal is just a wish
  2. The tone will carry through the rest of the mailier
  3. When It Comes to Other Inserts…