4.94C Making a Splash with Member Statements: Statement Onserts and Printed-Statement Styles

Marketing / Sales

Summary

Statement onserts are the equivalent of statement inserts without the added paper required for inserts, or the extra processing step during statement generation.  This means onserts cost less.   This class will introduce you to the onsert process, walking you through the complete cycle of selecting your onserts prior to statement generation, through the review process of looking back at onserts used for past statements. By completion of the class you will have the information you need to contact your statement vendor and discuss migrating from paper inserts to printed onserts for member statements. 

Audience

This class is designed for employees responsible for month-end tasks, especially marketing staff involved in planning statement inserts.

Objectives

By the completion of this course, students will have:

  •         Discussed how to obtain login credentials and use the sign-on process.
  •         Described the differences between default and selective Onserts.
  •         Reviewed the procedure for accessing and uploading Onserts. 
  •         Discussed the standard requirements for Onserts.
  •         Investigated how to finalize and approve the Onsert.
  •         Explored ideas for using selective Onserts and the default Onsert.

Topics

By the completion of this course, students will have:

  •         Discussed how to obtain login credentials and use the sign-on process.
  •         Described the differences between default and selective Onserts.
  •         Reviewed the procedure for accessing and uploading Onserts. 
  •         Discussed the standard requirements for Onserts.
  •         Investigated how to finalize and approve the Onsert.
  •         Explored ideas for using selective Onserts and the default Onsert.

Course Offerings Schedule

Making a Splash with Member Statements: Statement Onserts and Printed-Statement Styles