AT&T List Clean Process

If the list *non-transactional*

1. Check the list for duplicates
2. Upload the list to TM
3. Pull a list of the pre-BE unsubs.
4. Name the file NC62335_PreBEUnsubs_YYYYMMDD (SV##### for SV jobs)
5. Prepare a list/lists of the records TM kept;  the pre-BE unsubs. Name the file NC62335_YYYYMMDD_prepped
6. Check that the # of records in the prepped file/files equals # of records in the original file *minus* pre-BE unsubs
7. Post file/files to PREPPED folder
8. In your timestamp, as fyi for acct mgr, note if there were pre-be unsubs or if there were dupes

/Account / Clients / AT&T / Customer Legal Notification / Prepped

If *transactional*, (example – rolled up list with BTNs or BANs)

1. Prep the records based on directions the acct mgr provided.
2. Double check a few rolled up records to confirm accuracy
3. Check that data elements are in the correct columns (there have been times when a record in the original list was missing a data element and it threw off the subsequent records)
4. See if the total # BANs or BTNs in the prepped list match the total # of BANs or BTNs on the original file
5. Place rolled up list in PREPPED folder. Name the file NC62335_YYYYMMDD_prepped
6. Pre-BE unsubs are available when the emails are sent. Either pull a list of pre-BE unsubs when you send out the BE, or in a few days when results files are requested. Depends on project and acct mgr.
7. In your timestamp, as fyi for acct mgr, note if there were pre-be unsubs or if there were dupes
8. * If a prepped list has too many records for TailoredMail to handle in one shot,
   1. Divide the list into those with more than 15 entries and those with less than fifteen entries.
   2. Export the list(s) as a tab deliminated txt file
   3. upload that file to http://generate.attacctinfo.com/prep/ ... This will create a txt file that you can open back into excel to resave as a xls to use for importing the list.

Large List

1. Use the JSON file to upload to http://generate.attacctinfo.com/ to create your landing page
2. you will get a new TXT file with the pw and z columns
3. you will now need to create from that a new xls file that you will use to upload to TM to make a new list

Results – complete the following if/when the acct mgr requests results. Post files to the PREPPED folder

Transactional BE

1. Pull the PDF results report. Name the file “NC62335_Report_YYYYMMDD’ USE THE DATE THE BE WAS SENT
   1. *You may need to pull multiple reports if there are multiple versions or if the list had so many records that it was split up into multiple smaller volumes (we call these ‘splits’)*
2. Pull a list/lists of emails sent. Name the file ‘NC62335_Sent_YYYYMMDD’
3. Pull a list of pre-BE unsubs. Name the file ‘NC62335_PreBEUnsub_YYYYMMDD’
4. Pull a list of post-BE unsubs. Name the file ‘NC62335_Unsub_YYYYMMDD’

Non-Transactional BE

1. All of the above, except for the list of pre-BE unsubs. (These should have been pulled when the list was uploaded to TM)