Activation Date – This date field tracks the date a controlled magazine record or newsletter record becomes active.

Active Version – This field tracks what version the customer is currently receiving (may be different from what they originally requested):
– Print
– Digital
– Digital Only* (*Still in development. Please do not use)
– Both
– Blank

Audited Demo Verification Date 1yr/2yr/3yr – This is preset rollup that pulls in customer records who have an audited demographic verification date within 1 year, 2 years or 3 years

Batch Tracking Code – Unique identifier that allows us to pull the current batch (group) of records that were uploaded together from a file, webpage, etc. (e.g. OWS203301231501301922, DLR30222017112654)

Previous Batch Tracking Code – This field stores previous batch tracking codes on a customer’s product record.

BPA Type (required for all magazine records) – Record categories that are necessary for BPA audit statements. Will be automatically assigned to records based on the input. On the first page of your audience report, Classes 1 and 2 will be broken out by BPA types.
– ADV + Agency
– Award Point
– Gift
– Individual
– Membership/Association Benefit
– Non-Qual Multi-Copy Same Address
– Paid
– Qual Multi-Copy Same Address
– ROT or OCCAS
– Samples
– Seed
– Single Copy Sales
– Sponsored Individual Addressed
– All Others

Class – These are the different categories for your magazine & paid product records. All customers can only have one class per product.
Note: newsletter and free products may have a shorter, different class list – see below

(1) Active Qualified – Records receiving the magazine and are qualified
(2) Active Non-Qualified – Records receiving the magazine that are non-qualified, typically non-qualified paid or comps
(3) Qualified Reserve – These are non-paid records that meet the qualification criteria and are waiting to be activated
(8) Soft Controlled Kills – These are issue deletes (perhaps they were too old or they can’t receive the issue for some reason (e.g. US only for print and they are outside the US))
(9) Controlled Kills – Hard deletes that can be deactivate if there are no other active products
(10) ACS Kills – Non-paid postal returns
(20) Expire Suspends – Paid records that did not renew
(21) Future Starts – Paid records that will be activated with a future issue
(22) Postal Suspends – Paid postal returns
(23) Credit Suspends – Bill me’s that did not pay
(24) Requested Suspends – Paid records that requested to stop receive the magazine/paid product
(25) Kill/Refunds – Paid kills/refund
(26) Non-Receiving Group Admin – Group admins that are not receiving the magazine
(27) Non-Receiving Earning Admin – Earning admins that are not receiving the magazine
(50) Passalong – Non-paid records a host has asked to receive the magazine (i.e. the company requested it). Typically in the from of ‘Do you have any colleagues at your location that would be interested in XYZ magazine. Address as well as company-specific demos are copied from the host.

Class (newsletters) – These are the different categories for your newsletter products (unless the newsletter is paid, then it will display the full class list for magazines). All customers can have only one class per product.

– Active – Contacts who have opted in to receiving the newsletter
– Promotional – Contacts who have been flagged to receive the newsletter by proxy (e.g. they attended an event and get the newsletter by default), but did not physically opt themselves into the product
– Suspend – Contacts who have been removed from the active list (usually because of inactivity), but their opt-in status is retained
– Inactive – Contacts who have opted out of the newsletter and/or who are global opt outs

Current Date – This is a rolling date field that groups records based on their verification date. this allows you to easily pull in customers who came onto the product 3 months ago, 6 months ago, 2 years ago, etc. This can be used instead of having a flex date range in ‘Verification Date’.

Deactivation Date – This date field tracks the date an active controlled magazine or newsletter record is deactivated

First Order Date – This date field will display when the customer subscribed to a specific product

How Addressed – This will categorize how customer labels are addressed for print magazines:

– Ind Cust by name, title, function
– Ind Cust by name only
– Title and/or function
– Company name only
– Multi-copy same address
– Single Copy Sales
– Blank

Last Issue Received – This field tracks the issue number of the most-recently-received issue. This gets populated when the final issue close process is run.
Note: The issue number is overwritten with each issue served, so only the most recent issue served to the customer will be returned.

Last Issue Sent – This field will return all records that received the designated issue and no future issues. The issue designated is the Subscribers last issue. This information should match what is displayed in the customer view in Serviced history

Nixie Count – The number of postal nixies we have on file for a customer

Payment Status – Used to determine the current status of their payment

– Paid on Invoice: Customer paid after being invoices
– Paid with Order: Customer paid at the time of their order
– Credit: Customer owes an outstanding balance on the subscription
– Grace: Customer subscription is in grace
– Free: Customer is being granted a free subscription, but isn’t necessarily qualified by the publisher
– Controlled: Customer was selected by the publisher to receive subscription for free
– Free Term: Customer was granted a paid subscription at no cost, but they have an expire date (formerly known as comp)

Promo Code – Open text field that stores the current campaign/source code that is on file for the current subscription

Previous Promo Code – Open text field that stores all previous codes that were associated with customers for the product

Renewal Count – The number of times a customer has renewed

Remaining Copies – The number of copies a customer has left before their expire/renewal date. Note: This will be the same count as their remaining issues unless this is a multi-copy order.

Remaining Issues – The number of issues a customer has left before their expire/renewal date

Requested Version – This field stores the product version the customer originally asked for:
– Print
– Digital
– Digital Only * (*Still in development. Please do not use)
– Both
– Blank

Rollup Expire Date – This date field rolls up all of a record’s orders for a specific product, both active and pending, to show when the record will next expire and need to be renewed.

Source (required for all records loaded into the system) – A pre-defined list of BPA sources that define where a record comes from and categorizes it accordingly. Note: This source list cannot be edited or customized.
0 – Undefined Source
10 – Communication other Request – Written
11 – Communication other Request – Telecom
12 – Communication other Request – Internet/Electronic
15 – Request from Company – Written
16 – Request from Company – Telecom
17 – Request from Company – Internet/Electronic
20 – Direct Request – Written
21 – Direct Request – Telecom
22 – Direct Request – Agency
23 – Direct Request – Internet/Electronic
30 – Sources Other – Independent Field Reports
40 – Sources Other – Association Rosters
41 – Association/Society Membership – Independent
42 – Association/Society Membership – Organization
50 – Sources Other – Manufacturer Distributor List
60 – Sources Other – Licenses/Government
70 – Sources Other – Business Directory
80 – Sources Other – Lists
91 – Sources Other – Other

Verification Date – This date field will display when the customer subscribed/renewed to a specific product. It will always display the most recent date a customer came onto the product.

Verification Date 1yr/2yr/3yr – This is a preset rollup that pulls in customer records who have a verification date within 1 year, 2 years or 3 years.