Please be courteous to others and turn off all communication devices to silent mode

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1 MAILCOM Las Vegas October 2-4, 2017 CRS#: PR394 Session Title: PostalOne!: Roadmaps & Updates Day/Date: Wednesday, October 4, 2017 Round/Time: Round Nine, 10:50-11:50 pm Presented By: Kellie Painter, (Business Mailer Support Analyst - USPS HQ) Please be courteous to others and turn off all communication devices to silent mode MAILCOM: Las Vegas 1 October 2-4, 2017

2 Agenda! Payment Modernization Promotions Informed Delivery Informed Visibility MAILCOM: Las Vegas 2 October 2-4, 2017

3 Payment Modernization! Payment Technology infrastructure for both ACH and trust payments: Comprehensive view of customer reports with secure online portal and multi-user access Centralized payment and account management October 17 Pilot phase to expand Enterprise Payment services to include PostalOne! *Excludes evs, PRS, SBP, MRS, OMAS Secure with unique log-in credentials Simplified account setup and management January 18 DEC ʻ17! Expand pilot of Enterprise Payment services to include all customers MAILCOM: Las Vegas 3 October 2-4, 2017

4 Payment Modernization Onboarding! PO Box Solution Available NOW For Additional Information to the Enterprise PO Boxes Online (EPOBOL) Quick Guide ACS Products Available NOW AEC, AECII, FSACS 4

5 Payment Modernization: PostalOne! Products & Services! Online Permit Creation Shipping Products Permit Postage Statement Transactions (Domestic & International) edoc, BMEU, PW, IMsb, EDDM Refunds including VARs Adjustments Mail Entry Postage Assessment Reversals Deposits Transfers Fee Payment FOIA BRM Postage Due QBRM 5

6 Enterprise Payment Customer Dashboard! Customer Dashboard provides a quick glance of all of your EPS accounts You can view the real-time total of pending ACH debit transactions that will be sent to your bank at the end of the day, as well as your Trust Balance John Smith Pending Accounts where the account setup process needs to be completed are viewable as well 6

7 Enterprise Payment Reports Spending History! Spending History provides a quick glance of your spend by product for the last 30 days (default) Products Categories will match Notice 123 John Smith View Transactions AEC 7

8 Enterprise Payment Reports Mailing Details Report! Mailing Details Report provides you detailed information for your PostalOne! mailings Mailing Date Filter: Mailing Details Report Search results that filter real-time as you type across all columns All Account Activity EPS Transaction Number Transaction Date/Time Transaction Type Permit Holder CRID Permit Number City/State of Permit ZIP of Verification Publication Number Customer Reference ID Job ID User License Code Report Data Fields Class Spoilage Number of Pieces Number of Copies edoc Mailing Date EPS Account Number EPS Account Nickname Transaction Amount Postage Statement Number Download Options: CSV Excel PDF 0 MAILCOM: Las Vegas 8 October 2-4, 2017

9 Enterprise Payment Reports Postage Statement! Postage Statement Report summarizes the total cost by section of a specific Postage Statement drilled by clicking on the Postage Statement ID from the Customer Mailing Details Report Select a Section to drilldown for more detail. 9

10 Enterprise Payment Reports Line Detail! Postage Statement Line Detail summarizes the total cost by line of the Postage Statement section you selected on the previous page 10

11 Enterprise Payment Report Menu! Selecting Reports from the top menu bar on any screen will take you to your Reports Menu where you can choose from a list of available reports to view details about your transactions and account activity John Smith 11

12 PostalOne!: Retired Reports! Below is a list of external reports that will be retired, along with the corresponding location of where equivalent data is available BRM Invoice Detail" PostalOne! Report! Pending Postage Statements" Location of Equivalent Data! View Transactions" View Periodical Transactions" Tech Credit Report" N/A: Discontinued Incentive" MAILCOM: Las Vegas 12 October 2-4, 2017

13 PostalOne!: View Transactions Report The Account Number will display either: CAPS Account Number EPS Account Number National Account Number Depending on the transaction. National Account number will be displayed for local trust customers who are not on CAPS with mailings throughout the country. For EPS transactions, the EPS Transaction Number will be displayed here. MAILCOM: Las Vegas 13 October 2-4, 2017

14 Agenda! Payment Modernization Promotions Informed Delivery Informed Visibility MAILCOM: Las Vegas 14 October 2-4, 2017

15 Promotions!

16 Agenda! Payment Modernization Promotions Informed Delivery Informed Visibility MAILCOM: Las Vegas 16 October 2-4, 2017

17 Informed Delivery! 17

18 Informed Delivery! The process is simple: mailers create mail and provide supplemental content for the campaign It only takes five easy steps to engage your audience and receive unique campaign data. Pre-Campaign Campaign Post-Campaign Prepare a campaign Prepare mailing Provide mailing details Initiate your mailing USPS and mailer share insights Develop campaign goals and create content Submit Informed Delivery campaigns in three ways: Include in edoc (Mail.dat) Self-Service Mailer Portal (coming September) Web Tools (future capability) View the results of your campaign, including open rate and number of click-throughs 18

19 Informed Delivery! Leverage Mail.dat or Mail.XML, and IMb to feature personalized campaigns edoc Content Mailpiece Image: Users receive s with grayscale images of the exterior, address side of incoming letter-sized mailpieces Representative Color Image Content Type C 1 Representative Color Image: Mailers can replace the grayscale image with a representative color image Ride-along Image Content Type A Click-Through Interactive URL Supplemental Content: Content Type B Mailers can include ride-along images or click-through Retailer Name 4 interactive urls that accompany Visit Website the grayscale scanned image or Display Brand Name representative color image Supplemental Content

20 Informed Delivery! Campaign Creation Options & PostalOne! Informed Delivery Roadmap 20

21 Informed Delivery! USPS has integrated the My USPS application into Informed Delivery Enables customers to keep tabs on their incoming mail as well as packages through an online dashboard New dashboard retains all the functionalities previously available in My USPS providing consumers access to mailing information in one place, using a smart phone, tablet or computer. Key features are: One name Informed Delivery for mail and packages One sign-up process One set of Terms & Conditions One user interface One customer service point of contact

22 Agenda! Payment Modernization Promotions Informed Delivery Informed Visibility MAILCOM: Las Vegas 22 October 2-4, 2017

23 Informed Visibility: Mail Tracking & Reporting Migration Release as of 3/31/17 Scope Deployment** Release 1.0 Piece Visibility Automation Scans (IMb Tracing) Container and Tray Visibility Bundle Visibility Automation Handling Events Phase 1 of Web-Enabled Mail Tracking Phase 1 of Flexible Data Provisioning Flexible Data Delegation Piece Visibility Logical Delivery Events Roles and permissions management Apr IV Migration Overview Link Release 2.1 Bundle Visibility Logical Out for Delivery Events Logical Delivery Events for mailpieces that receive Logical Out for Delivery Events Assumed events for nested mail objects based on bundle handling events Apr Release 2.2 Release 3.0 Assumed events for nested mail objects based on container and handling unit handling events Start-the-Clock Visibility Phase 2 of Web-Enabled Mail Tracking May 2017 May 2017

24 Informed Visibility: Mail Tracking & Reporting Migration IMb Tracing Customer 24

25 Informed Visibility: Mail Tracking & Reporting Migration PostalOne! Customer Note: Container and handling unit mail tracking data is being migrated to IV in Release 1.0, while Start-the-Clock data is being migrated in Release 3.0. Other functions and Mail.XML messages will continue to be supported through PostalOne!. 25